Backblaze hit a higher all-time peak (123% in FY2023-Q4). Over 3 years, DigitalOcean is flat +0pp; Backblaze is down -18pp.
| Metric | DigitalOcean | Backblaze |
|---|---|---|
| Latest NRR | 101% | 105% |
| All-time peak NRR | 117% | 123% |
| All-time low NRR | 97% | 103% |
| QoQ change | +0pp | +2pp |
| YoY change | +1pp | -2pp |
| 3-year change | +0pp | -18pp |
| Disclosures tracked | 17 | 14 |
| Metric | DigitalOcean | Backblaze |
|---|---|---|
| Total customers | 680,000 | 500,000 |
| Over $100K ARR | 632 | - |
| Over $1M ARR | 45 | - |
| Top-10 concentration | - | - |
| Average ACV | $116 | $268 |
| US revenue mix | 41% | 72.6% |
| Metric | DigitalOcean | Backblaze |
|---|---|---|
| Total RPO | $894M | $400M |
| Current RPO (12mo) | $366M | $90M |
| Multi-year contracts | - | - |
| Avg contract length | - | - |
| Subscription rev mix | - | 35.7% |
| New customers added | - | - |
| Metric | DigitalOcean | Backblaze |
|---|---|---|
| CS team size | - | - |
| Customers per CSM | - | - |
| Pricing model | consumption | consumption |
| Renewal cadence | multi-year | consumption |
| CSM coverage model | account-named | hybrid |
| Top customer exec | - | Unnamed |
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