When NRR slips this much in a year, the post-sales motion is changing - often through pricing pressure, segment shift, or churn in a specific cohort.
| # | Company | NRR (latest) | YoY change | Vertical |
|---|---|---|---|---|
| 1 | Criteo | 88% | -32pp | Sales & Marketing Tech |
| 2 | SentinelOne | 110% | -20pp | Security |
| 3 | DoubleVerify | 109% | -15pp | Sales & Marketing Tech |
| 4 | Flywire | 110% | -15pp | Fintech SaaS |
| 5 | Backblaze | 95% | -14pp | AI Infrastructure |
| 6 | OptimizeRx | 110% | -11pp | Healthcare SaaS |
| 7 | Bandwidth | 102% | -10pp | Customer Engagement |
| 8 | Doximity | 109% | -10pp | Healthcare SaaS |
| 9 | Health Catalyst | 92% | -8pp | Healthcare SaaS |
| 10 | Fastly | 100% | -6pp | AI Infrastructure |
| 11 | PagerDuty | 98% | -6pp | Dev Tools |
| 12 | PubMatic | 96% | -6pp | Sales & Marketing Tech |
Companies whose NRR turned around. Often the result of a CS leadership change, a multi-product pivot, or successful re-pricing.
| # | Company | NRR (latest) | YoY change | Vertical |
|---|---|---|---|---|
| 1 | Palantir | 150% | +84pp | AI Infrastructure |
| 2 | Agora | 109% | +13pp | Dev Tools |
| 3 | Clearwater Analytics | 108% | +10pp | Fintech SaaS |
| 4 | Riskified | 105% | +9pp | Fintech SaaS |
| 5 | DLocal | 152% | +8pp | Fintech SaaS |
| 6 | Cloudflare | 118% | +7pp | Security |
| 7 | N-able | 106% | +5pp | Dev Tools |
| 8 | Domo | 94% | +5pp | AI Infrastructure |
| 9 | nCino | 110% | +4pp | Fintech SaaS |
| 10 | OneSpan | 105% | +4pp | Security |
| 11 | Q2 Holdings | 113% | +4pp | Fintech SaaS |
| 12 | Appian | 115% | +4pp | Dev Tools |