Zeeshan

Zeeshan inquired about the broadening of AI use cases within Elastic's customer base compared to two quarters ago, and how this impacts usage and spend.

Answer

Ash Kulkarni, CEO, confirmed a broadening variety of AI use cases beyond just vector databases and chat interfaces, now including agentic workflows for security (e.g., Attack Discovery) and observability (e.g., Agent Builder), driving opportunities across all core businesses.

Zeeshan asked about the observed increase in agents and AI services in production among customers, inquiring if AI use cases are broadening compared to two quarters ago and how this impacts usage and spend.

Answer

CEO Ash Kulkarni confirmed that AI use cases are broadening, moving beyond vector databases and chat interfaces to include agentic workflows in security (e.g., SOC automation, detection, remediation) and observability (e.g., SRE workflows). He sees this expansion as an opportunity across Elastic's core search, security, and observability businesses.