cust.co / Compare / DigitalOcean vs CoreWeave

DigitalOcean vs CoreWeave - 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 +67.0pp on latest NRR (168.0% vs 101.0%).

NRR over time

86%109%133%156%179% FY2020-Q1FY2022-Q1FY2023-Q3FY2024-Q3FY2025-Q1FY2025-Q4FY2023-Q4 NRR DigitalOcean CoreWeave 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% CoreWeave — FY2025-Q4: 168% CoreWeave — FY2023-Q4: 102%

CoreWeave hit a higher all-time peak (168.0% in FY2025-Q4).

Stat-by-stat

Metric DigitalOcean CoreWeave
Latest NRR 101.0% 168.0%
All-time peak NRR 117.0% 168.0%
All-time low NRR 97.0% 102.0%
QoQ change +1.0pp +66.0pp
YoY change +2.0pp -
3-year change +0.0pp -
Disclosures tracked 18 2

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