Ash Kulkarni, Elastic CEO: Fortt Knox Earnings

Elastic CEO Ash Kulkarni told Jon Fortt the search-and-observability vendor closed one of its best sales quarters in years for Q4 FY26, with cRPO up 20% (a 4-point QoQ acceleration), RPO accelerating to 28%, and record million-dollar-plus deals — including an 8-figure multi-year contract with a Fortune 50 bank. He guided FY27 revenue to $1.985B–$2B, said the US leads AI adoption, and called Ukraine/Mideast impact negligible.