cust.co / Compare / SentinelOne vs Cloudflare

SentinelOne vs Cloudflare - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Security. Both at Public stage.

Cloudflare leads by +10pp on latest NRR (120% vs 110%).

NRR over time

71%89%107%125%143% FY2022-Q1FY2023-Q3FY2026-Q3FY2019-Q1FY2020-Q2FY2021-Q3FY2025-Q2FY2025-Q3 NRR SentinelOne Cloudflare SentinelOne - FY2022-Q1: 97% SentinelOne - FY2022-Q2: 129% SentinelOne - FY-2022: 129% SentinelOne - FY2023-Q2: 124% SentinelOne - FY2023-Q3: 135% SentinelOne - FY2024-Q1: 130% SentinelOne - FY2024-Q2: 130% SentinelOne - FY2025-Q4: 110% SentinelOne - FY2026-Q3: 79% SentinelOne - FY2026-Q4: 109% SentinelOne - FY2028-Q1: 110% Cloudflare - FY2022-Q1: 127% Cloudflare - FY2024-Q1: 115% Cloudflare - FY2024-Q2: 112% Cloudflare - FY2025-Q4: 120% Cloudflare - FY2025-Q2025: 114% Cloudflare - FY2019-Q1: 118% Cloudflare - FY2019-Q2: 122% Cloudflare - FY2019-Q3: 121% Cloudflare - FY2020-Q1: 117% Cloudflare - FY2020-Q2: 115% Cloudflare - FY2020-Q3: 116% Cloudflare - FY2021-Q1: 123% Cloudflare - FY2021-Q2: 124% Cloudflare - FY2021-Q3: 124% Cloudflare - FY2024-Q3: 110% Cloudflare - FY2024-Q4: 111% Cloudflare - FY2025-Q1: 111% Cloudflare - FY2025-Q2: 114% Cloudflare - FY2025-Q3: 119%

SentinelOne hit a higher all-time peak (135% in FY2023-Q3).

Stat-by-stat

Metric SentinelOne Cloudflare
Latest NRR 110% 120%
All-time peak NRR 135% 127%
All-time low NRR 79% 110%
QoQ change +1pp +1pp
YoY change -20pp +9pp
3-year change - +6pp
Disclosures tracked 11 19

Customer cohorts

MetricSentinelOneCloudflare
Total customers 14,000 295,552
Over $100K ARR 1,667 4,009
Over $1M ARR 153 -
Top-10 concentration - -
Average ACV - -
US revenue mix 60% -

Commercial structure

MetricSentinelOneCloudflare
Total RPO $1.2B -
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - -
New customers added 100 -

Post-sales motion

MetricSentinelOneCloudflare
CS team size - -
Customers per CSM - -
Pricing model subscription hybrid
Renewal cadence multi-year multi-year
CSM coverage model - account-named
Top customer exec - Mark Anderson

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