Fastly hit a higher all-time peak (147.4% in FY2020-Q3). Over 3 years, DigitalOcean is flat +0pp; Fastly is down -35.5pp.
| Metric | DigitalOcean | Fastly |
|---|---|---|
| Latest NRR | 101% | 100% |
| All-time peak NRR | 117% | 147.4% |
| All-time low NRR | 97% | 99% |
| QoQ change | +0pp | -18.9pp |
| YoY change | +1pp | -10.1pp |
| 3-year change | +0pp | -35.5pp |
| Disclosures tracked | 17 | 21 |
| Metric | DigitalOcean | Fastly |
|---|---|---|
| Total customers | 680,000 | 3,092 |
| Over $100K ARR | 632 | 634 |
| Over $1M ARR | 45 | - |
| Top-10 concentration | - | 39% |
| Average ACV | $116 | - |
| US revenue mix | 41% | 69.5% |
| Metric | DigitalOcean | Fastly |
|---|---|---|
| Total RPO | $894M | $334M |
| Current RPO (12mo) | $366M | $270M |
| Multi-year contracts | - | - |
| Avg contract length | - | 12 mo |
| Subscription rev mix | - | - |
| New customers added | - | - |
| Metric | DigitalOcean | Fastly |
|---|---|---|
| CS team size | - | - |
| Customers per CSM | - | - |
| Pricing model | consumption | consumption |
| Renewal cadence | consumption | consumption |
| CSM coverage model | account-named | hybrid |
| Top customer exec | - | Charles Compton |
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