cust.co / Compare / Fastly vs Nutanix

Fastly vs Nutanix - 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.

Nutanix leads by +6pp on latest NRR (106% vs 100%).

NRR over time

92%107%123%139%155% FY2019-Q2FY2020-Q4FY2023-Q1FY2024-Q3FY2025-Q1FY-2025FY2028-Q1FY2026-Q3 NRR Fastly Nutanix 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 - FY2025-Q3: 106% Fastly - FY-2025: 110% Fastly - FY2025-Q4: 110% Fastly - FY2026-Q1: 113% Fastly - FY2028-Q1: 100% Nutanix - FY-2024: 121% Nutanix - FY2025-Q1: 110% Nutanix - FY2025-Q2: 110% Nutanix - FY2025-Q3: 110% Nutanix - FY2025-Q4: 108% Nutanix - FY2026-Q1: 109% Nutanix - FY2026-Q2: 107% Nutanix - FY2026-Q3: 106%

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

Stat-by-stat

Metric Fastly Nutanix
Latest NRR 100% 106%
All-time peak NRR 147.4% 121%
All-time low NRR 99% 106%
QoQ change -13pp -1pp
YoY change -6pp -4pp
3-year change -35.5pp -
Disclosures tracked 19 8

Customer cohorts

MetricFastlyNutanix
Total customers 3,092 26,330
Over $100K ARR 634 -
Over $1M ARR - 148
Top-10 concentration 32% -
Average ACV - -
US revenue mix 71% 57%

Commercial structure

MetricFastlyNutanix
Total RPO $369M $2.0B
Current RPO (12mo) $277M $2.9B
Multi-year contracts - -
Avg contract length 12 mo 41 mo
Subscription rev mix - 94%
New customers added - 700

Post-sales motion

MetricFastlyNutanix
CS team size - -
Customers per CSM - -
Pricing model hybrid subscription
Renewal cadence annual annual
CSM coverage model account-named hybrid
Top customer exec Charles Compton -

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