cust.co / Compare / DigitalOcean vs Confluent

DigitalOcean vs Confluent - NRR head-to-head

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

Confluent leads by +13pp on latest NRR (114% vs 101%).

NRR over time

94%100%107%114%120% FY2020-Q1FY2022-Q1FY2023-Q3FY2024-Q3FY2025-Q1FY2025-Q4FY-2025 NRR DigitalOcean Confluent DigitalOcean - FY2020-Q1: 101% DigitalOcean - FY2021-Q1: 107% DigitalOcean - FY2021-Q3: 103% DigitalOcean - FY2022-Q1: 107% DigitalOcean - FY2022-Q3: 113% DigitalOcean - FY2023-Q1: 117% DigitalOcean - FY2023-Q3: 112% DigitalOcean - FY2024-Q1: 104% DigitalOcean - FY2024-Q2: 97% DigitalOcean - FY2024-Q3: 97% DigitalOcean - FY2024-Q4: 99% DigitalOcean - FY-2024: 98% DigitalOcean - FY2025-Q1: 100% DigitalOcean - FY2025-Q2: 99% DigitalOcean - FY2025-Q3: 99% DigitalOcean - FY2025-Q4: 101% DigitalOcean - FY2026-Q1: 101% Confluent - FY2025-Q1: 114% Confluent - FY2025-Q3: 114% Confluent - FY-2025: 114%

DigitalOcean hit a higher all-time peak (117% in FY2023-Q1).

Stat-by-stat

Metric DigitalOcean Confluent
Latest NRR 101% 114%
All-time peak NRR 117% 114%
All-time low NRR 97% 114%
QoQ change +0pp +0pp
YoY change +1pp -
3-year change +0pp -
Disclosures tracked 17 3

Customer cohorts

MetricDigitalOceanConfluent
Total customers 21,736 6,690
Over $100K ARR 632 1,521
Over $1M ARR 45 -
Top-10 concentration - -
Average ACV $116 -
US revenue mix 41% 57%

Commercial structure

MetricDigitalOceanConfluent
Total RPO $894M $1.3B
Current RPO (12mo) $366M $730M
Multi-year contracts - -
Avg contract length - -
Subscription rev mix - 96%
New customers added - -

Post-sales motion

MetricDigitalOceanConfluent
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence multi-year annual
CSM coverage model hybrid -
Top customer exec - -

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