cust.co / Compare / Datadog vs Cloudflare

Datadog vs Cloudflare - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both at Public stage.

Datadog and Cloudflare are essentially tied at 120% NRR.

NRR over time

107%114%120%127%133% FY2019-Q2FY2020-Q2FY2021-Q2FY2024-Q2FY2024-Q4FY2025-Q3FY2026-Q1FY2019-Q1FY2022-Q1 NRR Datadog Cloudflare Datadog - FY2019-Q2: 130% Datadog - FY2019-Q3: 130% Datadog - FY2020-Q1: 130% Datadog - FY2020-Q2: 130% Datadog - FY2020-Q3: 130% Datadog - FY2021-Q1: 130% Datadog - FY2021-Q2: 130% Datadog - FY2021-Q3: 130% Datadog - FY2024-Q1: 115% Datadog - FY2024-Q2: 115% Datadog - FY2024-Q3: 115% Datadog - FY-2024: 118% Datadog - FY2024-Q4: 118% Datadog - FY2025-Q1: 118% Datadog - FY2025-Q2: 120% Datadog - FY2025-Q3: 120% Datadog - FY-2025: 120% Datadog - FY2025-Q4: 110% Datadog - FY2026-Q1: 122% Datadog - FY2026-Q2: 120% Cloudflare - FY2019-Q2: 122% Cloudflare - FY2019-Q3: 121% Cloudflare - FY2020-Q1: 117% Cloudflare - FY2020-Q2: 115% Cloudflare - FY2020-Q3: 116% Cloudflare - FY2021-Q1: 123% Cloudflare - FY2021-Q2: 124% Cloudflare - FY2021-Q3: 124% Cloudflare - FY2024-Q1: 115% Cloudflare - FY2024-Q2: 112% Cloudflare - FY2024-Q3: 110% Cloudflare - FY2024-Q4: 111% Cloudflare - FY2025-Q1: 111% Cloudflare - FY2025-Q2: 114% Cloudflare - FY2025-Q3: 119% Cloudflare - FY2025-Q4: 120% Cloudflare - FY2026-Q1: 118% Cloudflare - FY2026-Q2: 120% Cloudflare - FY2025-Q2025: 114% Cloudflare - FY2019-Q1: 118% Cloudflare - FY2022-Q1: 127%

Datadog hit a higher all-time peak (130% in FY2019-Q2). Over 3 years, Datadog is down -10pp; Cloudflare is up +6pp.

Stat-by-stat

Metric Datadog Cloudflare
Latest NRR 120% 120%
All-time peak NRR 130% 127%
All-time low NRR 110% 110%
QoQ change -2pp +2pp
YoY change +0pp +6pp
3-year change -10pp +6pp
Disclosures tracked 20 21

Customer cohorts

MetricDatadogCloudflare
Total customers 33,400 295,552
Over $100K ARR 4,720 4,698
Over $1M ARR 603 -
Top-10 concentration - -
Average ACV - -
US revenue mix 68.8% 51%

Commercial structure

MetricDatadogCloudflare
Total RPO $3.5B $2.7B
Current RPO (12mo) - $1.7B
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 99% -
New customers added 2,000 80,000

Post-sales motion

MetricDatadogCloudflare
CS team size - -
Customers per CSM - -
Pricing model consumption hybrid
Renewal cadence annual annual
CSM coverage model account-named account-named
Top customer exec - -

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