$Elastic(ESTC)$ Elastic是近期美股IPO的热门股之一，成立仅6年，2018财年（截止4月）收入就达1.6亿美元，增长81%。其商业模式就是用户自行在公司网站上免费下载使用开源产品，之后部分客户会购买收费功能。公司获客成本回收期仅15个月。收入续约率最近季度为142%，连续7个季度超过130%。
问题1：Elastic未来是否会面临Iaas巨头的竞争和对市场份额的抢占，其护城河在哪里？
开源技术的特点是免费，从招股说明书来看，亚马逊推出基于Elastic的开源架构的SaaS产品，从描述来看并非合作关系，也非收费服务。
Certain cloud infrastructure providers, including Amazon Web Services, that offer SaaS products based on Elastic’s open sourcecomponents. These offerings are not supported by Elastic and come without any of Elastic’s proprietary features, whether free or paid.For example, Amazon offers some of our open source features as part of its Amazon Web Services offering.As such, Amazon competes with us for potential customers, and while Amazon cannot provide our proprietary software, the pricing ofAmazon’s offerings may limit our ability to adjust the price of our products. We cannot guarantee that we will be able to compete successfully against current and future competitors or thatcompetitive pressure or the availability of new open source software will not result in price reductions, reduced operating margins and loss ofmarket share, any one of which could harm our business, financial condition, results of operations and cash flows.
2.Google、阿里云和京东都与Elastic结成战略合作关系，并推出了相关产品，这种合作是怎样的一种商业模式，Elastic是否会从中分成？
