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 +1.0pp on latest NRR (101.0% vs 100.0%).

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 +0.0pp; Fastly is down -35.5pp.

Stat-by-stat

Metric DigitalOcean Fastly
Latest NRR 101.0% 100.0%
All-time peak NRR 117.0% 147.4%
All-time low NRR 97.0% 99.0%
QoQ change +1.0pp -13.0pp
YoY change +2.0pp -6.0pp
3-year change +0.0pp -35.5pp
Disclosures tracked 18 19

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