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 | PubMatic | 96% | -16pp | Sales & Marketing Tech |
| 4 | DoubleVerify | 109% | -15pp | Sales & Marketing Tech |
| 5 | Flywire | 110% | -15pp | Fintech SaaS |
| 6 | Backblaze | 95% | -14pp | AI Infrastructure |
| 7 | Bandwidth | 102% | -10pp | Customer Engagement |
| 8 | Toast | 109% | -9pp | Restaurant SaaS |
| 9 | PagerDuty | 98% | -8pp | Dev Tools |
| 10 | Health Catalyst | 92% | -8pp | Healthcare SaaS |
| 11 | Fastly | 100% | -6pp | AI Infrastructure |
| 12 | Samsara | 115% | -5pp | Dev Tools |
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 | N-able | 103% | +18pp | Dev Tools |
| 3 | Agora | 109% | +13pp | Dev Tools |
| 4 | Clearwater Analytics | 108% | +10pp | Fintech SaaS |
| 5 | Cloudflare | 120% | +9pp | Security |
| 6 | nCino | 112% | +6pp | Fintech SaaS |
| 7 | ZoomInfo | 90% | +5pp | Sales & Marketing Tech |
| 8 | DLocal | 145% | +5pp | Fintech SaaS |
| 9 | Domo | 94% | +5pp | AI Infrastructure |
| 10 | OneSpan | 105% | +4pp | Security |
| 11 | Q2 Holdings | 113% | +4pp | Fintech SaaS |
| 12 | MongoDB | 121% | +2pp | AI Infrastructure |