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%)
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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| 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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