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 +5pp on latest NRR (155% vs 150%).

NRR over time

47%81%115%150%184% FY2023-Q4FY2025-Q4FY2026-Q1FY2024-Q3FY2024-Q4FY2025-Q1FY2025-Q2FY2025-Q3 NRR CoreWeave Palantir CoreWeave - FY2023-Q4: 102% CoreWeave - FY2025-Q4: 168% CoreWeave - FY2026-Q1: 155% Palantir - FY2025-Q4: 139% Palantir - FY2026-Q1: 150% Palantir - FY2024-Q3: 118% Palantir - FY2024-Q4: 63% Palantir - FY2025-Q1: 66% Palantir - FY2025-Q2: 128% Palantir - FY2025-Q3: 134%

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

Stat-by-stat

Metric CoreWeave Palantir
Latest NRR 155% 150%
All-time peak NRR 168% 150%
All-time low NRR 102% 63%
QoQ change -13pp +11pp
YoY change - +84pp
3-year change - -
Disclosures tracked 3 7

Customer cohorts

MetricCoreWeavePalantir
Total customers - 1,007
Over $100K ARR 142 -
Over $1M ARR - 157
Top-10 concentration - -
Average ACV - -
US revenue mix 94.6% 78.5%

Commercial structure

MetricCoreWeavePalantir
Total RPO $7.5B $4.5B
Current RPO (12mo) $2.1B -
Multi-year contracts - -
Avg contract length 60 mo -
Subscription rev mix 98% -
New customers added - -

Post-sales motion

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

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