cust.co / Companies / Fastly (FSLY)

Fastly NRR

Net Revenue Retention history for Fastly (FSLY) - AI Infrastructure, Public stage. Sourced from SEC filings and earnings releases.

AI Infrastructure Public $25K-$100K ACV hybrid
Latest NRR · FY2028-Q1
100.0%
All-time peak
147.4%
FY2020-Q3
All-time low
99.0%
FY2024-Q4
Disclosures tracked
11
since FY2019-Q2
QoQ ▼ 9.6pp
YoY ▼ 20.0pp

NRR vs GRR over time

0%42%85%127%170% FY2019-Q2FY2020-Q3FY-2020FY2023-Q1FY2024-Q4FY2028-Q1 Retention NRR (incl. expansion) GRR (excl. expansion) NRR — FY2019-Q2: 136% NRR — FY2020-Q2: 137% NRR — FY2020-Q3: 147% NRR — FY2020-Q4: 121% NRR — FY-2020: 123% NRR — FY2022-Q4: 122% NRR — FY2023-Q1: 120% NRR — FY2024-Q1: 114% NRR — FY2024-Q4: 99% NRR — FY2025-Q1: 110% NRR — FY2028-Q1: 100% GRR — FY2019-Q2: 0% GRR — FY2020-Q2: 0% GRR — FY2020-Q3: 0% GRR — FY2020-Q4: 0% GRR — FY-2020: 0% GRR — FY2022-Q4: 0% GRR — FY2023-Q1: 0% GRR — FY2024-Q1: 0% GRR — FY2024-Q4: 0% GRR — FY2025-Q1: 0% GRR — FY2028-Q1: 0%

Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.

Peak NRR of 147.4% in FY2020-Q3. Latest is 100.0% - that's -47.4pp from peak.

Fastly is above the AI Infrastructure Public median by +0.0pp (cell median: 100%)

What the data shows

Fastly (FSLY) is a ai infrastructure company at the public stage. As of its most recent disclosure (FY2028-Q1), Fastly reported a Net Revenue Retention rate of 100.0% - a mid-pack result for B2B SaaS at this segment.

Fastly's NRR peaked at 147.4% in FY2020-Q3, 47pp above today's level. The most recent quarter lost 9.6pp QoQ.

Within its peer set (ai infrastructure companies at public stage in the $25k-$100k acv band), Fastly's NRR is roughly in line with the cell median of 100%. Compare against the full peer cell aggregate for distribution and top performers.

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Every disclosure

Period NRR GRR Source type Filing
FY2028-Q1 100.0% - 10-Q-mdna source ↗
FY2025-Q1 109.6% - 10-Q-mdna source ↗
FY2024-Q4 99.0% - 10-K source ↗
FY2024-Q1 114.0% - 10-Q-mdna source ↗
FY2023-Q1 120.0% - 10-Q-mdna source ↗
FY2022-Q4 121.5% - 10-Q-mdna source ↗
FY-2020 122.7% - 10-K source ↗
FY2020-Q4 120.9% - 10-K source ↗
FY2020-Q3 147.4% - 10-Q-mdna source ↗
FY2020-Q2 137.4% - 10-Q-mdna source ↗
FY2019-Q2 135.5% - 10-K source ↗

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