Peak NRR of 117% in FY2023-Q1. Latest is 101% - that's -16pp from peak.
DigitalOcean is below the AI Infrastructure Public median by -2pp (cell median: 103%)
DigitalOcean (DOCN) is a ai infrastructure company at the public stage. As of its most recent disclosure (FY2026-Q1), DigitalOcean reported a Net Revenue Retention rate of 101% - a mid-pack result for B2B SaaS at this segment.
DigitalOcean's NRR peaked at 117% in FY2023-Q1, 16pp above today's level.
Within its peer set (ai infrastructure companies at public stage in the under $5k acv band), DigitalOcean's NRR is roughly in line with the cell median of 103%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Revenue, ARR, and team-size denominators for the productivity ratios.
Forward-booked revenue by maturity. Renewal pipeline visibility.
Support tiers: premium support
CS team segments: Digital Native Enterprise (DNE) · Developers
CSM model: account-named
Education programs: Community Ecosystem
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Platform combining GPU infrastructure, full-stack cloud, and model-first inference workflows.
"We also offer a comprehensive artificial intelligence and machine learning platform - DigitalOcean Gradient AI"
Launch of Gradient AI Agentic Cloud including GPU Droplets and AI Platform.
"DigitalOcean is an agentic inference cloud platform that helps AI and Digital Native Enterprises"
Dedicated AI sales team with deep AI expertise to help prospective customers understand offerings and onboard.
"a dedicated AI sales team with deep AI expertise to help prospective customers understand our offerings"
Expansion of migration services team to support additional migrations from other cloud providers.
"expansion of our migration services team to support additional migrations to our platform from other cloud providers"
Introducing an account management function to provide more direct coverage of top spending accounts.
"introducing an account management function to provide more direct coverage of our top spending accounts"
Creation of a new migration services team to support migration to the platform from other cloud providers.
"creation of a new migration services team to support migration to our platform from other cloud providers"
Launched a 5-layer unified stack purpose-built for inferencing and agentic workloads.
"we launched the DigitalOcean AI-Native Cloud last week... with more than 15 new product launches"
Acquisition to accelerate open-source AI stack and middleware capabilities.
"built on technology from our recent Katanemo acquisition completed last quarter"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Inflationary pressures and high interest rates affecting IT spending.
"Adverse changes in macroeconomic conditions can significantly harm demand for our products"
High demand exceeding current capacity, requiring significant capital investment for data center expansion.
"Our pipeline... is 3x-4x, if not more, in terms of the actual capacity that we have."
Lag between data center lease expenses and revenue generation from new capacity.
"Given this lag between expenses and revenue, cost of goods sold... will increase in the early part of the year"
Lapping headwinds from managed hosting products that impact overall NDR.
"still lapping a few headwinds from our managed hosting products that we've spoken about previously"
Managing data center and hardware supply chain challenges facing the industry.
"While we continue to manage the same supply chain challenges that face the entire industry"
Large cohort of small paid premium customers ($10-$15/month) has NDR below 100%, weighting down overall blended company NDR.
"the NDR of that paid premium segment of our customers is below 100. That weights down the overall NDR of the company"
Curated quotes about customer outcomes, retention, renewals.
"We now have account team coverage for our top 3,000 accounts that includes a Technical Account Manager who ensures that these customers leverage our platform to the fullest, a Solution Architect who helps with the actual adoption, and a Growth Account Manager who manages the overall relationships and looks for new workloads to run on DigitalOcean."
"I think that NDR is still, it's such a laggy metric. It's going to be a little stubborn to improve, but that's not going to slow us down from a revenue growth standpoint."
"I think what we are driven by is, can we make these customers successful, and do we have enough of a technology edge that can attract and retain and get these customers to scale?"
"The NDR of that paid premium segment of our customers is below 100. That weights down the overall NDR of the company, and it masks the fact that with our largest customers, we're actually seeing very, very strong growth driven by increased expansion."
"growth is shaped far more by our highest spending in AI customers than by the NDR trend across our 680,000+ customer base."
"Growing our DNE Customers is a critical focus for us, and we have successfully increased the number of these customers."
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
DigitalOcean appears on 1 of our retention leaderboards.
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q1 | 101% | - | 10-Q-mdna | source ↗ |
| FY2025-Q4 | 101% | - | earnings-press-release-8k-exh | source ↗ |
| FY2025-Q3 | 99% | - | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 99% | - | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 100% | - | 10-Q-mdna | source ↗ |
| FY-2024 | 98% | - | 10-K | source ↗ |
| FY2024-Q4 | 99% | - | earnings-press-release-8k-exh | source ↗ |
| FY2024-Q3 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q1 | 104% | - | 10-Q-mdna | source ↗ |
| FY2023-Q3 | 112% | - | 10-Q-mdna | source ↗ |
| FY2023-Q1 | 117% | - | 10-Q-mdna | source ↗ |
| FY2022-Q3 | 113% | - | 10-Q-mdna | source ↗ |
| FY2022-Q1 | 107% | - | 10-Q-mdna | source ↗ |
| FY2021-Q3 | 103% | - | 10-K | source ↗ |
| FY2021-Q1 | 107% | - | 10-Q-mdna | source ↗ |
| FY2020-Q1 | 101% | - | 10-Q-mdna | source ↗ |
Generate a live retention report against DigitalOcean and your full peer cell. Ungated. Downloadable as PDF.