Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Peak NRR of 117% in FY2023-Q1. Latest is 101% - that's -16pp from peak.
DigitalOcean is above the AI Infrastructure Public median by +3pp (cell median: 98%)
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 above the cell median of 98%. 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: Builders · Scalers · Scalers Plus
CSM model: hybrid
Education programs: Deploy Conference · Hatch
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Launch of a 5-layer integrated stack for inferencing and agentic workloads.
"We launched the DigitalOcean AI-Native Cloud last week, the most significant product launch in our history."
Acquisition to accelerate open-source AI stack and middleware capabilities.
"We acquired Katanemo to accelerate our open-source AI stack."
Vertically integrated cloud for AI inference, combining specialized infrastructure with full-stack services.
"We have evolved our Agentic Inference Cloud to meet that reality... specialized inference infrastructure"
New partner program bringing together AI native companies, integrators, and the venture ecosystem.
"This quarter, we also expanded our AI ecosystem with the launch of the DigitalOcean AI Partner Program"
Unified platform combining AI infrastructure with general-purpose cloud to support scaling AI native customers.
"We continued innovation in our comprehensive Agentic Cloud to support the needs of scaling AI"
Small dedicated migrations team to support customers moving existing workloads from hyperscalers.
"complementing our industry-leading product-led growth motion with a small dedicated migrations team"
A three-layer AI stack including Infrastructure, Platform, and Agents to enable AI-native scaling.
"The Gradient AI Agentic Cloud has three components: Gradient AI Infrastructure, Gradient AI Platform, and Gradient AI Agents."
Expanded named account coverage to top 3,000 customers, doubling 2024 coverage.
"expanded named account coverage to our top 3,000 customers by revenue, which is double the coverage we had in 2024"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
High demand exceeding current capacity, requiring significant capital investment.
"Our pipeline... is 3x-4x, if not more, in terms of the actual capacity that we have."
Timing difference between data center lease/depreciation expenses and revenue generation.
"Increased data center lease expense and equipment depreciation expense will both hit our financials several months before"
Small customers (paid premium) have NDR below 100, weighting down the overall company metric.
"the NDR of that paid premium segment of our customers is below 100. That weights down the overall NDR"
Some customers are optimizing or hesitant to expand due to market conditions.
"Some customers we see that are maybe on edge and they're optimizing or they're a little bit hesitant to expand"
Heightened sense of cautiousness observed in the ad tech vertical.
"ad tech is a vertical that we have seen that is a little bit more in a heightened sense of cautiousness"
Lapping headwinds from managed hosting products.
"still lapping a few headwinds from our managed hosting products that we've spoken about previously"
Curated quotes about customer outcomes, retention, renewals.
"Our efforts to improve growth and NDR in 2024 are evident in our Q4 results, as NDR with our traditional cloud services reached 100% in Q4."
"The increases we are seeing in our net expansion levels, coupled with churn that has remained stable for the last two years, is moving us closer to reaching and exceeding 100% NDR."
"We now have account team coverage for our top 3,000 accounts that includes a Technical Account Manager... a Solution Architect... and a Growth Account Manager."
"I'm focused on, making sure that we have the ability to articulate our technology differentiation in a durable fashion and have the right engineering expertise on the ground to make these customers successful."
"making sure there is no reason our highest spending customers ever need to leave our platform."
"We are looking very hard at how to incorporate the resilient growth of inferencing into our metrics."
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
DigitalOcean appears on 2 of our retention leaderboards.
Free to embed on your blog or board deck. Includes a small backlink to cust.co.
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q1 | 101% | - | 10-Q-mdna | source ↗ |
| FY-2025 | 100% | - | 10-K | source ↗ |
| FY2025-Q4 | 98% | - | 10-K | 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 | 97% | - | 10-Q-mdna | 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.