cust.co / Compare / DLocal vs NCR Atleos

DLocal vs NCR Atleos - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Fintech SaaS. Both at Public stage.

DLocal leads by +42pp on latest NRR (140% vs 98%).

NRR over time

90%107%123%140%157% FY-2024FY2024-Q4FY2025-Q1FY2025-Q3FY2025-Q4FY-2025FY2026-Q1 NRR DLocal NCR Atleos DLocal - FY-2024: 140% DLocal - FY2024-Q4: 140% DLocal - FY2025-Q1: 144% DLocal - FY2025-Q3: 149% DLocal - FY2025-Q4: 145% DLocal - FY-2025: 149% DLocal - FY2026-Q1: 140% NCR Atleos - FY2024-Q4: 98%

DLocal hit a higher all-time peak (149% in FY2025-Q3).

Stat-by-stat

Metric DLocal NCR Atleos
Latest NRR 140% 98%
All-time peak NRR 149% 98%
All-time low NRR 140% 98%
QoQ change -9pp -
YoY change -4pp -
3-year change - -
Disclosures tracked 7 1

Customer cohorts

MetricDLocalNCR Atleos
Total customers 760 400
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration 60% -
Average ACV - -
US revenue mix - -

Commercial structure

MetricDLocalNCR Atleos
Total RPO - $293M
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - 60 mo
Subscription rev mix - 72%
New customers added - 170

Post-sales motion

MetricDLocalNCR Atleos
CS team size - 8,000
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence consumption multi-year
CSM coverage model account-named account-named
Top customer exec - -

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