cust.co / Compare / DigitalOcean vs Palantir

DigitalOcean 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.

Palantir leads by +49pp on latest NRR (150% vs 101%).

NRR over time

50%78%107%135%163% FY2020-Q1FY2022-Q1FY2023-Q3FY2024-Q3FY2025-Q1FY2025-Q4FY2026-Q1 NRR DigitalOcean Palantir 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% 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%

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

Stat-by-stat

Metric DigitalOcean Palantir
Latest NRR 101% 150%
All-time peak NRR 117% 150%
All-time low NRR 97% 63%
QoQ change +1pp +11pp
YoY change +2pp +84pp
3-year change +0pp -
Disclosures tracked 18 7

Customer cohorts

MetricDigitalOceanPalantir
Total customers 21,577 1,007
Over $100K ARR 626 -
Over $1M ARR 41 157
Top-10 concentration - -
Average ACV $116 -
US revenue mix 38% 78.5%

Commercial structure

MetricDigitalOceanPalantir
Total RPO $243M $4.5B
Current RPO (12mo) $167M -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - -
New customers added - -

Post-sales motion

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

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