cust.co / Compare / Fastly vs Palantir

Fastly 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 +50pp on latest NRR (150% vs 100%).

NRR over time

50%78%107%135%163% FY2019-Q2FY2020-Q4FY2023-Q1FY2024-Q3FY2025-Q1FY-2025FY2028-Q1 NRR Fastly Palantir 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% Palantir - FY2024-Q3: 118% 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% in FY2026-Q1).

Stat-by-stat

Metric Fastly Palantir
Latest NRR 100% 150%
All-time peak NRR 147.4% 150%
All-time low NRR 99% 63%
QoQ change -13pp +11pp
YoY change -6pp +84pp
3-year change -35.5pp -
Disclosures tracked 19 7

Customer cohorts

MetricFastlyPalantir
Total customers 3,092 1,007
Over $100K ARR 634 -
Over $1M ARR - 157
Top-10 concentration 32% -
Average ACV - -
US revenue mix 71% 78.5%

Commercial structure

MetricFastlyPalantir
Total RPO $369M $4.5B
Current RPO (12mo) $277M -
Multi-year contracts - -
Avg contract length 12 mo -
Subscription rev mix - -
New customers added - -

Post-sales motion

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

How does your NRR stack up?

Compute yours in 30 seconds. Get a live retention report showing where you stack up, your expansion gap, and which public companies sit closest to your numbers.