Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Peak NRR of 149.0% in FY2025-Q3. Latest is 145.0% - that's -4.0pp from peak.
DLocal is above the Fintech SaaS Public median by +38.0pp (cell median: 107%)
DLocal (DLO) is a fintech saas company at the public stage. As of its most recent disclosure (FY2025-Q4), DLocal reported a Net Revenue Retention rate of 145.0% - a elite-tier result for B2B SaaS at this segment.
DLocal's NRR peaked at 149.0% in FY2025-Q3, 4pp above today's level. The most recent quarter lost 4.0pp QoQ.
Within its peer set (fintech saas companies at public stage in the $100k-$500k acv band), DLocal's NRR is meaningfully above the cell median of 107%. Compare against the full peer cell aggregate for distribution and top performers.
Health scores, usage, and time-to-value when disclosed.
Revenue, ARR, and team-size denominators for the productivity ratios.
CS team segments: Strategic · Enterprise · Tier two · Tier three
CSM model: account-named
Named CS initiatives across recent disclosures (newest first).
Groundbreaking solution redefining Pix experience replicating card-on-file functionalities.
"Just last week, we launched Smart Pix in Brazil. This first-in-the-market, groundbreaking solution redefines the Pix experience"
Launched multiple BNPL integrations in several markets to enable merchants to benefit from credit demand.
"During the second quarter, we also launched multiple Buy Now Pay Later integrations in several markets"
Machine learning models that optimize routing and chaining to maximize authorization rates.
"During the quarter, we launched our Smart Requests functionality, boosting our transaction performance"
Allows merchants to retain smart routing and fraud detection while using their own licenses.
"Finally, we launched a new product to our suite of offerings: a standalone payment orchestration option"
Challenges acknowledged by management. Useful peer signals — your team is probably not alone.
Partial volume loss due to a large merchant implementing redundancies and lower FX spreads.
"This positive result was partly offset by Egypt, where we experienced a partial volume loss due to a large merchant"
Net income negatively impacted by devaluation on bond portfolio.
"Net income for the quarter totaled $43 million, negatively impacted by the Argentine peso devaluation"
Top commerce merchant required to connect directly with acquirers due to new payment license.
"sequential slowdown in growth in Brazil, driven by a loss of share of wallet... with a top commerce merchant"
Naira devaluation in Nigeria and FX spread compression in Argentina impacting gross profit.
"lower revenue in Nigeria due to the naira devaluation in February 2024"
Curated quotes about customer outcomes, retention, renewals.
"The orchestration product we launched is a product that has both an offensive nature and a defensive nature."
"We've already migrated this specific merchant over to the orchestration product... beginning to recoup volumes."
"We see significant opportunities to grow our share of wallet with those merchants. This will happen as we expand with them into new countries."
"If we consider the top 50 clients, they operate with us on average in 11 countries and using 48 payment methods."
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