cust.co / NRR Benchmark / AI Infrastructure

AI Infrastructure NRR Benchmark

Net Revenue Retention across 12 ai infrastructure companies in the cust.co dataset, aggregated across all funding stages and ACV bands.

Latest median NRR · FY-2026
113%
up +2.9pp QoQ · down -45pp YoY
12 companies
115 verified disclosures
P25–P75: 104% – 125%

NRR over time - vertical-wide

85%111%138%164%190% 2019-Q22021-Q12022-Q32024-Q12024-Q32028-Q1FY-2023FY-2026 Median NRR (vertical) Shaded area: 25th–75th percentile range across contributing companies 2019-Q2 - 136% (FSLY) 2020-Q1 - 131% (DOCN, SNOW) 2020-Q2 - 137% (FSLY) 2020-Q3 - 147% (FSLY) 2020-Q4 - 140% (FSLY, SNOW) 2021-Q1 - 138% (DOCN, SNOW) 2021-Q3 - 136% (DOCN, SNOW) 2021-Q2 - 168% (SNOW) 2022-Q1 - 142% (DOCN, SNOW) 2021-Q4 - 173% (SNOW) 2022-Q3 - 142% (DOCN, SNOW) 2022-Q4 - 122% (FSLY) 2022-Q2 - 174% (SNOW) 2023-Q1 - 119% (DOCN, FSLY) 2023-Q3 - 112% (DOCN) 2024-Q1 - 112% (DOCN, FSLY, BLZE) 2023-Q4 - 112% (ESTC, BLZE, CRWV) 2024-Q2 - 112% (DOCN, BLZE, FSLY, SOUN, SNOW, DOMO) 2024-Q4 - 110% (DOCN, FSLY, SNOW, DOMO, NTNX, ESTC, MDB, PLTR, BLZE) 2025-Q1 - 110% (FSLY, SNOW, MDB, NTNX, PSTG, ESTC, DOCN, BLZE, PLTR, DOMO) 2024-Q3 - 105% (SNOW, DOMO, DOCN, BLZE, FSLY) 2025-Q2 - 109% (MDB, NTNX, DOCN, BLZE, FSLY, SOUN, PLTR, SNOW, DOMO) 2025-Q4 - 112% (DOCN, SNOW, MDB, NTNX, ESTC, CRWV, BLZE, FSLY, PLTR) 2025-Q3 - 108% (SNOW, DOMO, MDB, NTNX, ESTC, DOCN, BLZE, FSLY, PLTR) 2026-Q1 - 112% (DOMO, SNOW, MDB, NTNX, ESTC, BLZE, PLTR, DOCN, FSLY) 2028-Q1 - 100% (FSLY) FY-2020 - 123% (FSLY) FY-2021 - 168% (SNOW) FY-2022 - 178% (SNOW) FY2023-Q4 - 158% (SNOW) FY-2023 - 109% (BLZE) FY-2024 - 102% (DOMO, DOCN, NTNX, FSLY, BLZE) FY-2025 - 110% (SNOW, DOMO, ESTC, PSTG, DOCN, FSLY, BLZE) FY-2026 - 113% (PSTG, SNOW, DOMO) P25–P75 spread

Each point is the median across all ai infrastructure companies that disclosed in that period. Shaded area = 25th-75th percentile range.

Cells in this vertical

3 (stage × ACV band) cells with verified data. Click a row to drill into peer-cell distribution + top performers.

StageACV bandLatest medianHistorySample
Public $500K+ ACV 125% 4 co · 33 obs View →
Public $100K-$500K ACV 94% 5 co · 32 obs View →
Public Under $5K ACV 98% 2 co · 31 obs View →

Companies in this vertical

12 verified companies. Showing top 12 alphabetically.

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