Filing Flows › Comparisons › MBLY vs ESTC
Mobileye Global vs Elastic N.V.: MBLY and ESTC compared
Mobileye Global is the larger company: $492M of revenue in its latest quarter (Q3 2026) against $478M for Elastic N.V. (Q1 FY27). Elastic N.V. is growing faster (+15% against -2% a year earlier). Elastic N.V. is more profitable, with an operating margin of -4.9% against -16.7%.
Where the money goes: MBLY and ESTC
Mobileye Global (MBLY) · Q3 2026
Mobileye Global, Q3 2026: revenue $492M (-2% year over year), operating margin -16.7%, net loss $67.0M, operating cash flow $93.0M. The chart follows the revenue to costs, profit and cash.
Elastic N.V. (ESTC) · Q1 FY27
Elastic N.V., Q1 FY27: revenue $478M (+15% year over year), operating margin -4.9%, net loss $16.7M, operating cash flow $132M. The chart follows the revenue to costs, profit and cash.
| Mobileye Global (MBLY) | Elastic N.V. (ESTC) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q1 FY27 |
| Revenue | $492M | $478M |
| Revenue growth, Y/Y | -2% | +15% |
| Operating margin | -16.7% | -4.9% |
| Net earnings | −$67.0M | −$16.7M |
| Net margin | -13.6% | -3.5% |
| Operating cash flow | $93.0M | $132M |
| Free cash flow | $72.0M | $131M |
| Market value | $4.7B | $9.0B |
| P/E | — | 24.0× |
| Analysts’ mean target | $9.37 | $111.74 |
Where the revenue comes from
Elastic N.V.
- Total subscription: $449M (94%)
- Services: $29.4M (6%)
Questions
Which is bigger, Mobileye Global or Elastic N.V.?
Mobileye Global is the larger company: $492M of revenue in its latest quarter (Q3 2026) against $478M for Elastic N.V. (Q1 FY27).
Is Mobileye Global or Elastic N.V. growing faster?
Elastic N.V. is growing faster (+15% against -2% a year earlier).
Which is more profitable, Mobileye Global or Elastic N.V.?
Elastic N.V. is more profitable, with an operating margin of -4.9% against -16.7%.
More: Mobileye Global earnings · how Mobileye Global makes money · Elastic N.V. earnings · how Elastic N.V. makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 29, 2026; 10-Q filed Aug 28, 2026). Fiscal quarters can end on different dates. Not investment advice.