cust.co / Compare / Fastly vs Confluent

Fastly 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.

Confluent leads by +14pp on latest NRR (114% vs 100%).

NRR over time

92%107%123%139%155% FY2019-Q2FY2020-Q4FY2023-Q1FY2024-Q3FY2025-Q1FY-2025FY2028-Q1 NRR Fastly Confluent Fastly - FY2019-Q2: 136% Fastly - FY2020-Q2: 137% Fastly - FY2020-Q3: 147% Fastly - FY2020-Q4: 121% Fastly - FY-2020: 123% Fastly - FY2022-Q4: 122% Fastly - FY2023-Q1: 120% Fastly - FY2024-Q1: 114% Fastly - FY2024-Q2: 110% Fastly - FY2024-Q3: 105% Fastly - FY2024-Q4: 99% Fastly - FY-2024: 102% Fastly - FY2025-Q1: 110% Fastly - FY2025-Q2: 104% Fastly - FY2025-Q3: 106% Fastly - FY-2025: 110% Fastly - FY2025-Q4: 110% Fastly - FY2026-Q1: 113% Fastly - FY2028-Q1: 100% Confluent - FY2025-Q1: 114%

Fastly hit a higher all-time peak (147.4% in FY2020-Q3).

Stat-by-stat

Metric Fastly Confluent
Latest NRR 100% 114%
All-time peak NRR 147.4% 114%
All-time low NRR 99% 114%
QoQ change -13pp -
YoY change -6pp -
3-year change -35.5pp -
Disclosures tracked 19 1

Customer cohorts

MetricFastlyConfluent
Total customers 3,092 6,140
Over $100K ARR 634 1,412
Over $1M ARR - -
Top-10 concentration 32% -
Average ACV - -
US revenue mix 71% 58%

Commercial structure

MetricFastlyConfluent
Total RPO $369M $1.0B
Current RPO (12mo) $277M $620M
Multi-year contracts - -
Avg contract length 12 mo -
Subscription rev mix - 96%
New customers added - -

Post-sales motion

MetricFastlyConfluent
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence annual annual
CSM coverage model hybrid -
Top customer exec Charles Compton -

How does your NRR stack up?

Compute yours in 30 seconds. Get a live retention report showing where you stack up, your expansion gap, and which public companies sit closest to your numbers.