cust.co / Compare / CoreWeave vs Palantir

CoreWeave vs Palantir - 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 +18pp on latest NRR (168% vs 150%).

NRR over time

47%81%115%150%184% FY2023-Q4FY2025-Q4FY2024-Q4FY2025-Q1FY2025-Q2FY2025-Q3FY2026-Q1 NRR CoreWeave Palantir CoreWeave - FY2023-Q4: 102% CoreWeave - FY2025-Q4: 168% Palantir - FY2025-Q4: 139% Palantir - FY2024-Q4: 63% Palantir - FY2025-Q1: 66% Palantir - FY2025-Q2: 128% Palantir - FY2025-Q3: 134% Palantir - FY2026-Q1: 150%

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

Stat-by-stat

Metric CoreWeave Palantir
Latest NRR 168% 150%
All-time peak NRR 168% 150%
All-time low NRR 102% 63%
QoQ change +66pp +11pp
YoY change - +84pp
3-year change - -
Disclosures tracked 2 6

Customer cohorts

MetricCoreWeavePalantir
Total customers - 1,007
Over $100K ARR 142 -
Over $1M ARR - 157
Top-10 concentration - -
Average ACV - -
US revenue mix - 78.5%

Commercial structure

MetricCoreWeavePalantir
Total RPO $658M $4.5B
Current RPO (12mo) $474M -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 92% -
New customers added - -

Post-sales motion

MetricCoreWeavePalantir
CS team size - -
Customers per CSM - -
Pricing model subscription subscription
Renewal cadence multi-year multi-year
CSM coverage model - hybrid
Top customer exec - Ryan Taylor

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.