cust.co / Compare / Palantir vs Nutanix

Palantir 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.

Palantir leads by +44pp on latest NRR (150% vs 106%).

NRR over time

50%78%107%135%163% FY2024-Q3FY2025-Q1FY2025-Q3FY2026-Q1FY2026-Q2FY2026-Q3 NRR Palantir Nutanix 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% Nutanix - FY2025-Q1: 110% Nutanix - FY2025-Q2: 110% Nutanix - FY2025-Q3: 110% Nutanix - FY2025-Q4: 108% Nutanix - FY2026-Q1: 109% Nutanix - FY-2024: 121% Nutanix - FY2026-Q2: 107% Nutanix - FY2026-Q3: 106%

Palantir hit a higher all-time peak (150% in FY2026-Q1).

Stat-by-stat

Metric Palantir Nutanix
Latest NRR 150% 106%
All-time peak NRR 150% 121%
All-time low NRR 63% 106%
QoQ change +11pp -1pp
YoY change +84pp -4pp
3-year change - -
Disclosures tracked 7 8

Customer cohorts

MetricPalantirNutanix
Total customers 1,007 26,330
Over $100K ARR - -
Over $1M ARR 157 148
Top-10 concentration - -
Average ACV - -
US revenue mix 78.5% 57%

Commercial structure

MetricPalantirNutanix
Total RPO $4.5B $2.0B
Current RPO (12mo) - $2.9B
Multi-year contracts - -
Avg contract length - 41 mo
Subscription rev mix - 94%
New customers added - 700

Post-sales motion

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

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