cust.co / Compare / DigitalOcean vs Fastly

DigitalOcean vs Fastly - 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.

DigitalOcean leads by +1pp on latest NRR (101% vs 100%).

NRR over time

89%106%122%139%155% FY2020-Q1FY2022-Q3FY2024-Q2FY2025-Q1FY-2025FY2020-Q3FY2028-Q1 NRR DigitalOcean Fastly DigitalOcean - FY2020-Q1: 101% DigitalOcean - FY2021-Q1: 107% DigitalOcean - FY2021-Q3: 103% DigitalOcean - FY2022-Q1: 107% DigitalOcean - FY2022-Q3: 113% DigitalOcean - FY2023-Q1: 117% DigitalOcean - FY2023-Q3: 112% DigitalOcean - FY2024-Q1: 104% DigitalOcean - FY2024-Q2: 97% DigitalOcean - FY2024-Q3: 97% DigitalOcean - FY2024-Q4: 97% DigitalOcean - FY-2024: 98% DigitalOcean - FY2025-Q1: 100% DigitalOcean - FY2025-Q2: 99% DigitalOcean - FY2025-Q3: 99% DigitalOcean - FY2025-Q4: 98% DigitalOcean - FY-2025: 100% DigitalOcean - FY2026-Q1: 101% 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 - FY2025-Q4: 110% Fastly - FY-2025: 110% Fastly - FY2026-Q1: 113% 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 - FY2028-Q1: 100%

Fastly hit a higher all-time peak (147.4% in FY2020-Q3). Over 3 years, DigitalOcean is flat +0pp; Fastly is down -35.5pp.

Stat-by-stat

Metric DigitalOcean Fastly
Latest NRR 101% 100%
All-time peak NRR 117% 147.4%
All-time low NRR 97% 99%
QoQ change +1pp -13pp
YoY change +2pp -6pp
3-year change +0pp -35.5pp
Disclosures tracked 18 19

Customer cohorts

MetricDigitalOceanFastly
Total customers 21,577 3,092
Over $100K ARR 626 634
Over $1M ARR 41 -
Top-10 concentration - 32%
Average ACV $116 -
US revenue mix 38% 71%

Commercial structure

MetricDigitalOceanFastly
Total RPO $243M $369M
Current RPO (12mo) $167M $277M
Multi-year contracts - -
Avg contract length - 12 mo
Subscription rev mix - -
New customers added - -

Post-sales motion

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

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