cust.co / NRR Benchmark / AI Infrastructure

AI Infrastructure NRR Benchmark

Net Revenue Retention across 4 ai infrastructure companies in the cust.co dataset, aggregated across all funding stages and ACV bands.

Latest median NRR · FY-2026
119.0%
up +10.5pp QoQ · down -39.0pp YoY
4 companies
48 verified disclosures
P25–P75: 106% – 150%

NRR over time - vertical-wide

86%112%138%164%190% 2019-Q22020-Q42022-Q12022-Q22024-Q22025-Q2FY-2021FY-2024FY-2026 Median NRR (vertical) Shaded area: 25th–75th percentile range across contributing companies 2019-Q2 — 136% (FSLY) 2020-Q1 — 131% (DOCN, SNOW) 2020-Q2 — 137% (FSLY) 2020-Q3 — 147% (FSLY) 2020-Q4 — 140% (FSLY, SNOW) 2021-Q1 — 138% (DOCN, SNOW) 2021-Q3 — 136% (DOCN, SNOW) 2021-Q2 — 168% (SNOW) 2022-Q1 — 142% (DOCN, SNOW) 2021-Q4 — 173% (SNOW) 2022-Q3 — 142% (DOCN, SNOW) 2022-Q4 — 122% (FSLY) 2022-Q2 — 174% (SNOW) 2023-Q1 — 119% (DOCN, FSLY) 2023-Q3 — 112% (DOCN) 2024-Q1 — 109% (DOCN, FSLY) 2024-Q2 — 113% (DOCN, SNOW) 2024-Q4 — 99% (DOCN, FSLY, SNOW) 2025-Q1 — 110% (FSLY, SNOW, DOCN) 2024-Q3 — 128% (SNOW) 2025-Q2 — 112% (DOCN, SNOW) 2025-Q4 — 112% (DOCN, SNOW) 2028-Q1 — 100% (FSLY) FY-2020 — 123% (FSLY) FY-2021 — 168% (SNOW) FY-2022 — 178% (SNOW) FY2023-Q4 — 158% (SNOW) 2025-Q3 — 125% (SNOW) FY-2024 — 98% (DOCN) FY-2025 — 109% (PSTG, DOCN) FY-2026 — 119% (PSTG, SNOW) P25–P75 spread

Each point is the median across all ai infrastructure companies that disclosed in that period. Shaded area = 25th-75th percentile range.

Cells in this vertical

1 (stage × ACV band) cells with verified data. Click a row to drill into peer-cell distribution + top performers.

StageACV bandLatest medianHistorySample
Public $500K+ ACV 119.0% 2 co · 22 obs View →

Companies in this vertical

4 verified companies. Showing top 4 alphabetically.

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