cust.co / Compare / Elastic vs SoundHound AI

Elastic vs SoundHound AI - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in AI Infrastructure. Both at Public stage.

Elastic (ESTC)
112%
FY-2026 · AI Infrastructure
vs
SoundHound AI (SOUN)
90%
FY2025-Q2 · AI Infrastructure
Elastic leads by +22pp on latest NRR (112% vs 90%).

NRR over time

86%95%105%115%124% FY2024-Q2FY2025-Q2FY2025-Q3FY2026-Q1FY2026-Q2FY2026-Q3FY-2026 NRR Elastic SoundHound AI Elastic - FY2024-Q2: 112% Elastic - FY2025-Q2: 112% Elastic - FY2025-Q3: 112% Elastic - FY2026-Q1: 112% Elastic - FY2026-Q2: 112% Elastic - FY2026-Q3: 112% Elastic - FY-2026: 112% SoundHound AI - FY2024-Q2: 120% SoundHound AI - FY2025-Q2: 90%

SoundHound AI hit a higher all-time peak (120% in FY2024-Q2).

Stat-by-stat

Metric Elastic SoundHound AI
Latest NRR 112% 90%
All-time peak NRR 112% 120%
All-time low NRR 112% 90%
QoQ change +0pp -30pp
YoY change +0pp -
3-year change - -
Disclosures tracked 7 2

Customer cohorts

MetricElasticSoundHound AI
Total customers 24,000 14,000
Over $100K ARR 1,720 -
Over $1M ARR 240 -
Top-10 concentration - -
Average ACV - -
US revenue mix 54% 74%

Commercial structure

MetricElasticSoundHound AI
Total RPO $2.0B -
Current RPO (12mo) $1.2B -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 94% 84.4%
New customers added 2,500 100

Post-sales motion

MetricElasticSoundHound AI
CS team size - -
Customers per CSM - -
Pricing model consumption hybrid
Renewal cadence annual multi-year
CSM coverage model hybrid hybrid
Top customer exec Ashutosh Kulkarni -

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