cust.co / Compare / Fastly vs CoreWeave

Fastly vs CoreWeave - 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 +55pp on latest NRR (155% vs 100%).

NRR over time

89%111%134%156%178% FY2019-Q2FY2020-Q4FY2023-Q1FY2024-Q3FY2025-Q1FY-2025FY2028-Q1FY2023-Q4 NRR Fastly CoreWeave 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% CoreWeave - FY2025-Q4: 168% CoreWeave - FY2026-Q1: 155% CoreWeave - FY2023-Q4: 102%

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

Stat-by-stat

Metric Fastly CoreWeave
Latest NRR 100% 155%
All-time peak NRR 147.4% 168%
All-time low NRR 99% 102%
QoQ change -13pp -13pp
YoY change -6pp -
3-year change -35.5pp -
Disclosures tracked 19 3

Customer cohorts

MetricFastlyCoreWeave
Total customers 3,092 -
Over $100K ARR 634 142
Over $1M ARR - -
Top-10 concentration 32% -
Average ACV - -
US revenue mix 71% 94.6%

Commercial structure

MetricFastlyCoreWeave
Total RPO $369M $7.5B
Current RPO (12mo) $277M $2.1B
Multi-year contracts - -
Avg contract length 12 mo 60 mo
Subscription rev mix - 98%
New customers added - -

Post-sales motion

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

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