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.

Fastly (FSLY)
100.0%
FY2028-Q1 · AI Infrastructure
vs
Palantir (PLTR)
150.0%
FY2026-Q1 · AI Infrastructure
Palantir leads by +50.0pp on latest NRR (150.0% vs 100.0%).

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-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 (150.0% in FY2026-Q1).

Stat-by-stat

Metric Fastly Palantir
Latest NRR 100.0% 150.0%
All-time peak NRR 147.4% 150.0%
All-time low NRR 99.0% 63.0%
QoQ change -13.0pp +11.0pp
YoY change -6.0pp +84.0pp
3-year change -35.5pp -
Disclosures tracked 19 6

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