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Highest Customer Concentration

Top-10 % of revenue. Higher = more exposed to losing one whale. From 10-K risk-factor disclosures.

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# Company Vertical Stage Latest NRR Top-10 % History
1 DLocal DLO Fintech SaaS Public 153% 62% FY2022-Q1: 153%FY-2024: 140%FY2024-Q4: 140%FY2025-Q1: 144%FY2025-Q3: 149%FY2025-Q4: 145%FY-2025: 149%FY2026-Q1: 152%FY2026-Q2: 153%
2 Alarm.com ALRM Real Estate SaaS Public 95% 46% FY2024-Q2: 94%FY2024-Q3: 95%FY2024-Q4: 95%FY2025-Q1: 95%FY2025-Q2: 94%FY2026-Q2: 95%
3 Fastly FSLY AI Infrastructure Public 100% 37% FY2019-Q2: 136%FY2020-Q2: 137%FY2020-Q3: 147%FY2020-Q4: 121%FY-2020: 123%FY2022-Q4: 122%FY2023-Q1: 120%FY2023-Q4: 113%FY2024-Q1: 114%FY2024-Q2: 110%FY2024-Q3: 105%FY2024-Q4: 99%FY-2024: 102%FY2025-Q1: 110%FY2025-Q2: 104%FY2025-Q3: 106%FY2025-Q4: 110%FY2026-Q1: 113%FY2026-Q2: 117%FY2028-Q1: 100%
4 OneSpan OSPN Security Public 103% 20% FY2024-Q1: 107%FY2024-Q2: 112%FY2024-Q3: 106%FY2024-Q4: 106%FY-2024: 106%FY2025-Q1: 107%FY2025-Q2: 101%FY2025-Q3: 103%FY-2025: 104%FY2025-Q4: 104%FY2026-Q1: 105%FY2026-Q2: 103%
5 Criteo CRTO Sales & Marketing Tech Public 110% 19% FY2024-Q3: 120%FY2024-Q4: 126%FY2025-Q1: 120%FY2025-Q2: 112%FY2025-Q3: 107%FY2025-Q4: 99%FY2026-Q1: 110%
6 National Research NRC Healthcare SaaS Public 101% 17% FY-2022: 105%FY2022-Q4: 104%FY2023-Q3: 102%FY-2023: 101%FY2023-Q4: 101%FY2024-Q3: 101%FY2024-Q4: 103%FY2025-Q3: 101%FY2025-Q4: 101%
7 Olo OLO Restaurant SaaS Public 114% 15% FY2022-Q1: 115%FY2024-Q4: 115%FY2025-Q1: 111%FY2025-Q2: 114%
8 Compass COMP Real Estate SaaS Public 118% 14%
9 Guardant Health GH Healthcare SaaS Public 117% 12% FY-2023: 117%FY2023-Q4: 117%
10 Workiva WK Finance Tech Public 110.5% 10% FY2023-Q3: 96%FY2023-Q4: 96%FY2024-Q1: 96%FY2024-Q2: 109%FY2024-Q3: 111%FY2024-Q4: 112%FY-2024: 112%FY2025-Q1: 97%FY2025-Q2: 114%FY2025-Q3: 114%FY2025-Q4: 113%FY-2025: 113%FY2026-Q1: 112%FY2026-Q2: 111%
11 RingCentral RNG Customer Engagement Public 100% 10% FY2025-Q3: 99%FY2025-Q4: 100%FY2026-Q1: 100%
12 Twilio TWLO Customer Engagement Public 115% 9% FY-2018: 140%FY2019-Q1: 142%FY2019-Q2: 141%FY2019-Q3: 132%FY-2019: 136%FY2020-Q1: 143%FY2020-Q2: 132%FY2020-Q3: 137%FY-2020: 137%FY2021-Q2: 67%FY-2021: 131%FY2022-Q1: 62%FY2023-Q1: 62%FY2023-Q2: 123%FY-2023: 103%FY2024-Q1: 106%FY2024-Q2: 103%FY2024-Q3: 105%FY2024-Q4: 106%FY-2024: 104%FY2025-Q1: 107%FY2025-Q2: 108%FY2025-Q3: 104%FY2025-Q4: 109%FY-2025: 108%FY2026-Q1: 114%FY2026-Q2: 116%FY-2026: 115%
13 PagerDuty PD Dev Tools Public 98% 2% FY2021-Q3: 98%FY2024-Q4: 107%FY2025-Q2: 102%FY2025-Q3: 100%FY2025-Q4: 106%FY-2025: 106%FY2026-Q1: 104%FY2026-Q2: 102%FY2026-Q3: 100%FY2026-Q4: 98%FY-2026: 98%FY2027-Q1: 97%FY2027-Q2: 98%
14 Expensify EXFY Finance Tech Public 88% 0%

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