cust.co / Compare / CoreWeave vs Confluent

CoreWeave vs Confluent - NRR head-to-head

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

CoreWeave leads by +41pp on latest NRR (155% vs 114%).

NRR over time

92%114%135%156%178% FY2023-Q4FY2025-Q4FY2026-Q1FY2025-Q1 NRR CoreWeave Confluent CoreWeave - FY2023-Q4: 102% CoreWeave - FY2025-Q4: 168% CoreWeave - FY2026-Q1: 155% Confluent - FY2025-Q1: 114%

CoreWeave hit a higher all-time peak (168% in FY2025-Q4).

Stat-by-stat

Metric CoreWeave Confluent
Latest NRR 155% 114%
All-time peak NRR 168% 114%
All-time low NRR 102% 114%
QoQ change -13pp -
YoY change - -
3-year change - -
Disclosures tracked 3 1

Customer cohorts

MetricCoreWeaveConfluent
Total customers - 6,140
Over $100K ARR 142 1,412
Over $1M ARR - -
Top-10 concentration - -
Average ACV - -
US revenue mix 94.6% 58%

Commercial structure

MetricCoreWeaveConfluent
Total RPO $7.5B $1.0B
Current RPO (12mo) $2.1B $620M
Multi-year contracts - -
Avg contract length 60 mo -
Subscription rev mix 98% 96%
New customers added - -

Post-sales motion

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

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