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 +49.0pp on latest NRR (150.0% vs 101.0%).

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-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 (150.0% in FY2026-Q1).

Stat-by-stat

Metric DigitalOcean Palantir
Latest NRR 101.0% 150.0%
All-time peak NRR 117.0% 150.0%
All-time low NRR 97.0% 63.0%
QoQ change +1.0pp +11.0pp
YoY change +2.0pp +84.0pp
3-year change +0.0pp -
Disclosures tracked 18 6

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