cust.co / Compare / Snowflake vs Fastly

Snowflake 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.

Snowflake leads by +26pp on latest NRR (126% vs 100%).

NRR over time

87%113%139%164%190% FY2020-Q4FY2022-Q2FY2023-Q2FY2025-Q4FY-2026FY2020-Q3FY2024-Q4FY2028-Q1 NRR Snowflake Fastly Snowflake - FY2020-Q4: 160% Snowflake - FY2021-Q3: 160% Snowflake - FY-2021: 168% Snowflake - FY2021-Q4: 168% Snowflake - FY2022-Q1: 168% Snowflake - FY2022-Q2: 169% Snowflake - FY2022-Q3: 173% Snowflake - FY2022-Q4: 177% Snowflake - FY-2022: 178% Snowflake - FY2023-Q1: 174% Snowflake - FY2023-Q2: 171% Snowflake - FY2023-Q4: 158% Snowflake - FY2025-Q1: 129% Snowflake - FY2025-Q2: 128% Snowflake - FY2025-Q3: 127% Snowflake - FY2025-Q4: 126% Snowflake - FY-2025: 126% Snowflake - FY2026-Q1: 124% Snowflake - FY2026-Q2: 125% Snowflake - FY2026-Q3: 125% Snowflake - FY-2026: 125% Snowflake - FY2026-Q4: 125% Snowflake - FY2027-Q1: 126% Fastly - FY2020-Q4: 121% Fastly - FY2022-Q4: 122% Fastly - FY2023-Q1: 120% 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 - FY-2020: 123% Fastly - FY2024-Q1: 114% Fastly - FY2024-Q2: 110% Fastly - FY2024-Q3: 105% Fastly - FY2024-Q4: 99% Fastly - FY-2024: 102% Fastly - FY2028-Q1: 100%

Snowflake hit a higher all-time peak (178% in FY-2022). Over 3 years, Snowflake is down -34pp; Fastly is down -35.5pp.

Stat-by-stat

Metric Snowflake Fastly
Latest NRR 126% 100%
All-time peak NRR 178% 147.4%
All-time low NRR 124% 99%
QoQ change +1pp -13pp
YoY change +1pp -6pp
3-year change -34pp -35.5pp
Disclosures tracked 23 19

Customer cohorts

MetricSnowflakeFastly
Total customers 13,912 3,092
Over $100K ARR - 634
Over $1M ARR 79 -
Top-10 concentration - 32%
Average ACV - -
US revenue mix 76% 71%

Commercial structure

MetricSnowflakeFastly
Total RPO $6.9B $369M
Current RPO (12mo) - $277M
Multi-year contracts - -
Avg contract length - 12 mo
Subscription rev mix 95% -
New customers added 616 -

Post-sales motion

MetricSnowflakeFastly
CS team size - -
Customers per CSM - -
Pricing model consumption hybrid
Renewal cadence multi-year annual
CSM coverage model account-named account-named
Top customer exec William F. Scannell Charles Compton

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