cust.co / Compare / MongoDB vs Fastly

MongoDB 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.

MongoDB leads by +21pp on latest NRR (121% vs 100%).

NRR over time

92%107%123%139%155% FY2025-Q3FY2026-Q2FY2027-Q1FY2020-Q3FY2022-Q4FY2024-Q2FY-2024FY-2025FY2028-Q1 NRR MongoDB Fastly MongoDB - FY2025-Q3: 120% MongoDB - FY2025-Q4: 119% MongoDB - FY2026-Q1: 119% MongoDB - FY2026-Q2: 119% MongoDB - FY2026-Q3: 120% MongoDB - FY2026-Q4: 121% MongoDB - FY2027-Q1: 121% Fastly - FY2025-Q3: 106% Fastly - FY2025-Q4: 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 - 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 - FY-2025: 110% Fastly - FY2028-Q1: 100%

Fastly hit a higher all-time peak (147.4% in FY2020-Q3).

Stat-by-stat

Metric MongoDB Fastly
Latest NRR 121% 100%
All-time peak NRR 121% 147.4%
All-time low NRR 119% 99%
QoQ change +0pp -13pp
YoY change +2pp -6pp
3-year change - -35.5pp
Disclosures tracked 7 19

Customer cohorts

MetricMongoDBFastly
Total customers 67,700 3,092
Over $100K ARR 2,895 634
Over $1M ARR 402 -
Top-10 concentration - 32%
Average ACV - -
US revenue mix 60% 71%

Commercial structure

MetricMongoDBFastly
Total RPO $1.5B $369M
Current RPO (12mo) - $277M
Multi-year contracts - -
Avg contract length - 12 mo
Subscription rev mix 75% -
New customers added 2,500 -

Post-sales motion

MetricMongoDBFastly
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence multi-year annual
CSM coverage model hybrid account-named
Top customer exec Erica Volini Charles Compton

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