cust.co / Compare / Pure Storage vs Palantir

Pure Storage 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.

Pure Storage (PSTG)
113%
FY-2026 · AI Infrastructure
vs
Palantir (PLTR)
150%
FY2026-Q1 · AI Infrastructure
Palantir leads by +37pp on latest NRR (150% vs 113%).

NRR over time

50%78%107%135%163% FY-2025FY2025-Q4FY-2026FY2024-Q4FY2025-Q1FY2025-Q2FY2025-Q3FY2026-Q1 NRR Pure Storage Palantir Pure Storage - FY-2025: 117% Pure Storage - FY2025-Q4: 117% Pure Storage - FY-2026: 113% Palantir - FY2025-Q4: 139% Palantir - FY2024-Q4: 63% Palantir - FY2025-Q1: 66% Palantir - FY2025-Q2: 128% Palantir - FY2025-Q3: 134% Palantir - FY2026-Q1: 150%

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

Stat-by-stat

Metric Pure Storage Palantir
Latest NRR 113% 150%
All-time peak NRR 117% 150%
All-time low NRR 113% 63%
QoQ change -4pp +11pp
YoY change - +84pp
3-year change - -
Disclosures tracked 3 6

Customer cohorts

MetricPure StoragePalantir
Total customers - 1,007
Over $100K ARR - -
Over $1M ARR - 157
Top-10 concentration - -
Average ACV - -
US revenue mix 70.4% 78.5%

Commercial structure

MetricPure StoragePalantir
Total RPO $2.6B $4.5B
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 43.8% -
New customers added 334 -

Post-sales motion

MetricPure StoragePalantir
CS team size - -
Customers per CSM - -
Pricing model hybrid subscription
Renewal cadence annual multi-year
CSM coverage model hybrid hybrid
Top customer exec Pat Finn Ryan Taylor

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