1. If Elastic is such a great company, has 30% ARR, has great products, great customer focus... how come it is growing at merely 42% YOY. Whereas companies like DDOG is growing at 74%
2. It is funny that you mentioned conservative/pessimism of CFO.. If that was the issue, every earnings would have been blowout of conservative forecast.
Hi.. Based on future cash flows, where do you see it today ? Comparing it to other software stacks appears contrary to what you were recommending in your piece on valuation.
I have two questions.
1. If Elastic is such a great company, has 30% ARR, has great products, great customer focus... how come it is growing at merely 42% YOY. Whereas companies like DDOG is growing at 74%
2. It is funny that you mentioned conservative/pessimism of CFO.. If that was the issue, every earnings would have been blowout of conservative forecast.
Loved the article.. very well written!!
Hi.. Based on future cash flows, where do you see it today ? Comparing it to other software stacks appears contrary to what you were recommending in your piece on valuation.
Brilliant analysis of Elastic!!