cust.co / Compare / Snowflake vs Palantir

Snowflake 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.

Palantir leads by +25pp on latest NRR (150% vs 125%).

NRR over time

46%83%121%158%195% FY2020-Q4FY2021-Q4FY2022-Q3FY2023-Q1FY2025-Q1FY2025-Q4FY2026-Q2FY2026-Q4FY2024-Q4 NRR Snowflake Palantir 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% Palantir - FY2025-Q1: 66% Palantir - FY2025-Q2: 128% Palantir - FY2025-Q3: 134% Palantir - FY2025-Q4: 139% Palantir - FY2026-Q1: 150% Palantir - FY2024-Q4: 63%

Snowflake hit a higher all-time peak (178% in FY-2022).

Stat-by-stat

Metric Snowflake Palantir
Latest NRR 125% 150%
All-time peak NRR 178% 150%
All-time low NRR 124% 63%
QoQ change +0pp +11pp
YoY change +1pp +84pp
3-year change -35pp -
Disclosures tracked 22 6

Customer cohorts

MetricSnowflakePalantir
Total customers 13,328 1,007
Over $100K ARR - -
Over $1M ARR 733 157
Top-10 concentration - -
Average ACV - -
US revenue mix 76% 78.5%

Commercial structure

MetricSnowflakePalantir
Total RPO $6.9B $4.5B
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 95% -
New customers added - -

Post-sales motion

MetricSnowflakePalantir
CS team size - -
Customers per CSM - -
Pricing model consumption subscription
Renewal cadence annual multi-year
CSM coverage model hybrid hybrid
Top customer exec - Ryan Taylor

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