cust.co / Compare / Palantir vs Couchbase

Palantir vs Couchbase - 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.

Palantir leads by +35pp on latest NRR (150% vs 115%).

NRR over time

50%78%107%135%163% FY2024-Q3FY2025-Q1FY2025-Q3FY2026-Q1FY2026-Q2 NRR Palantir Couchbase Palantir - FY2024-Q3: 118% Palantir - FY2024-Q4: 63% Palantir - FY2025-Q1: 66% Palantir - FY2025-Q2: 128% Palantir - FY2025-Q3: 134% Palantir - FY2025-Q4: 139% Palantir - FY2026-Q1: 150% Couchbase - FY2024-Q3: 115% Couchbase - FY2025-Q2: 115% Couchbase - FY2025-Q3: 115% Couchbase - FY2025-Q4: 115% Couchbase - FY-2025: 115% Couchbase - FY2026-Q2: 115%

Palantir hit a higher all-time peak (150% in FY2026-Q1).

Stat-by-stat

Metric Palantir Couchbase
Latest NRR 150% 115%
All-time peak NRR 150% 115%
All-time low NRR 63% 115%
QoQ change +11pp +0pp
YoY change +84pp +0pp
3-year change - -
Disclosures tracked 7 6

Customer cohorts

MetricPalantirCouchbase
Total customers 1,007 947
Over $100K ARR - -
Over $1M ARR 157 -
Top-10 concentration - -
Average ACV - -
US revenue mix 78.5% 66%

Commercial structure

MetricPalantirCouchbase
Total RPO $4.5B $251M
Current RPO (12mo) - $158M
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - 96%
New customers added - -

Post-sales motion

MetricPalantirCouchbase
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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