cust.co / Compare / Fastly vs Backblaze

Fastly vs Backblaze - 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.

Fastly (FSLY)
100.0%
FY2028-Q1 · AI Infrastructure
vs
Backblaze (BLZE)
95.0%
FY2026-Q1 · AI Infrastructure
Fastly leads by +5.0pp on latest NRR (100.0% vs 95.0%).

NRR over time

87%104%121%138%155% FY2019-Q2FY2020-Q4FY2023-Q1FY2024-Q3FY2025-Q1FY-2025FY2028-Q1FY-2023 NRR Fastly Backblaze 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% Backblaze — FY2024-Q1: 112% Backblaze — FY2024-Q2: 114% Backblaze — FY2024-Q3: 118% Backblaze — FY2024-Q4: 116% Backblaze — FY-2024: 116% Backblaze — FY2025-Q1: 105% Backblaze — FY2025-Q2: 109% Backblaze — FY2025-Q3: 106% Backblaze — FY-2025: 105% Backblaze — FY2025-Q4: 111% Backblaze — FY2026-Q1: 95% Backblaze — FY2023-Q4: 123% Backblaze — FY-2023: 109%

Fastly hit a higher all-time peak (147.4% in FY2020-Q3). Over 3 years, Fastly is down -35.5pp; Backblaze is down -28.0pp.

Stat-by-stat

Metric Fastly Backblaze
Latest NRR 100.0% 95.0%
All-time peak NRR 147.4% 123.0%
All-time low NRR 99.0% 95.0%
QoQ change -13.0pp -16.0pp
YoY change -6.0pp -14.0pp
3-year change -35.5pp -28.0pp
Disclosures tracked 19 13

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