@saxena_puru @DPogrebinsky @LibertyRPF @calgarybourbon1 Not a valid comp. $AYX &amp; $ESTC are completely different. APM/Event+log management isn't core focus. Logstash is newly developed. Core business is Search which doesn't have a Magic Quadrant. Valuation is *cheaper* bc market worried about $AMZN strip mining open source code