Peak NRR of 117% in FY2023-Q1. Latest is 101% - that's -16pp from peak.
DigitalOcean is above the AI Infrastructure Public median by +3pp (cell median: 98%)
DigitalOcean (DOCN) is a ai infrastructure company at the public stage. As of its most recent disclosure (FY2026-Q1), DigitalOcean reported a Net Revenue Retention rate of 101% - a mid-pack result for B2B SaaS at this segment.
DigitalOcean's NRR peaked at 117% in FY2023-Q1, 16pp above today's level.
Within its peer set (ai infrastructure companies at public stage in the under $5k acv band), DigitalOcean's NRR is above the cell median of 98%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Revenue, ARR, and team-size denominators for the productivity ratios.
Forward-booked revenue by maturity. Renewal pipeline visibility.
Support tiers: premium support
CS team segments: Builders · Scalers · Scalers Plus
CSM model: hybrid
Education programs: Deploy · Hatch
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Platform combining GPU infrastructure, full-stack cloud, and model-first inference workflows.
"We also offer a comprehensive artificial intelligence and machine learning platform - DigitalOcean Gradient AI"
Launch of Gradient AI Agentic Cloud including GPU Droplets and AI Platform.
"DigitalOcean is an agentic inference cloud platform that helps AI and Digital Native Enterprises"
Dedicated AI sales team with deep AI expertise to help prospective customers understand offerings and onboard.
"a dedicated AI sales team with deep AI expertise to help prospective customers understand our offerings"
Expansion of migration services team to support additional migrations from other cloud providers.
"expansion of our migration services team to support additional migrations to our platform from other cloud providers"
Introducing an account management function to provide more direct coverage of top spending accounts.
"introducing an account management function to provide more direct coverage of our top spending accounts"
Creation of a new migration services team to support migration to the platform from other cloud providers.
"creation of a new migration services team to support migration to our platform from other cloud providers"
Launched a 5-layer unified stack purpose-built for inferencing and agentic workloads.
"we launched the DigitalOcean AI-Native Cloud last week... with more than 15 new product launches"
Acquisition to accelerate open-source AI stack and middleware capabilities.
"built on technology from our recent Katanemo acquisition completed last quarter"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Inflationary pressures and high interest rates affecting IT spending.
"Adverse changes in macroeconomic conditions can significantly harm demand for our products"
High demand exceeding current capacity, requiring significant capital investment for data center expansion.
"Our pipeline... is 3x-4x, if not more, in terms of the actual capacity that we have."
Lag between data center lease expenses and revenue generation from new capacity.
"Given this lag between expenses and revenue, cost of goods sold... will increase in the early part of the year"
NDR is a lagging metric and remains stubborn to improve despite strong new customer acquisition.
"I think that NDR is still, it's such a laggy metric. It's going to be a little stubborn to improve"
Ongoing challenges with real estate, power, cooling, and hardware availability for AI scaling.
"Capacity constraints are a way of life in AI as we are scaling like everyone else."
Heightened cautiousness in specific verticals like ad tech due to economic dislocation.
"ad tech is a vertical that we have seen that is a little bit more in a heightened sense of cautiousness"
Curated quotes about customer outcomes, retention, renewals.
"Our efforts to improve growth and NDR in 2024 are evident in our Q4 results, as NDR with our traditional cloud services reached 100% in Q4."
"The increases we are seeing in our net expansion levels, coupled with churn that has remained stable for the last two years, is moving us closer to reaching and exceeding 100% NDR."
"We expanded named account coverage to our top 3,000 customers... includes a Technical Account Manager, a Solution Architect, and a Growth Account Manager."
"NDR is still, it's such a laggy metric. It's going to be a little stubborn to improve, but that's not going to slow us down from a revenue growth standpoint."
"The type of customers that use these three layers are slightly different... AI infrastructure is consumed typically by AI-native companies."
"making sure there is no reason our highest spending customers ever need to leave our platform."
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
Free to embed on your blog or board deck. Includes a small backlink to cust.co.
Or grab the data: JSON API →
| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q1 | 101% | - | 10-Q-mdna | source ↗ |
| FY-2025 | 100% | - | 10-K | source ↗ |
| FY2025-Q4 | 98% | - | 10-K | source ↗ |
| FY2025-Q3 | 99% | - | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 99% | - | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 100% | - | 10-Q-mdna | source ↗ |
| FY-2024 | 98% | - | 10-K | source ↗ |
| FY2024-Q4 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q3 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q1 | 104% | - | 10-Q-mdna | source ↗ |
| FY2023-Q3 | 112% | - | 10-Q-mdna | source ↗ |
| FY2023-Q1 | 117% | - | 10-Q-mdna | source ↗ |
| FY2022-Q3 | 113% | - | 10-Q-mdna | source ↗ |
| FY2022-Q1 | 107% | - | 10-Q-mdna | source ↗ |
| FY2021-Q3 | 103% | - | 10-K | source ↗ |
| FY2021-Q1 | 107% | - | 10-Q-mdna | source ↗ |
| FY2020-Q1 | 101% | - | 10-Q-mdna | source ↗ |
Generate a live retention report against DigitalOcean and your full peer cell. Ungated. Downloadable as PDF.