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Articles About Elastic (ESTC - New York Stock Exchange) Stock

Software net retention: growth inside the customer base

November 3, 2026 By Felix Rowan 6 min read
Stocks mentionedDDOGESTCSNOW
Green network cables connected to server ports.

Snowflake, Datadog and Elastic measure expansion differently. What net retention reveals about spending—and what it leaves unanswered about customers and profit.

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  • Client-fund interest: why a rate change reaches earnings at different speeds
  • Non-accrual loans: why cost and fair value tell different stories
  • Retail returns: the sale that has to stay sold
  • Cashless warrant exercise: new shares without new company cash
  • Fund manager AUM can rise while clients take money out

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