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Net Retention Rate
Measures customer loyalty and revenue growth from existing clients, indicating how well the company retains and expands its customer base over time.After sliding to around 100 in early 2025, Net Retention has staged a clear inflection and recovered back to roughly the low-110s—evidence that up‑sell/expansion from security and compute (management's stated growth engines) is outweighing prior churn/discounting in network services. This rebound aligns with record RPO and rising large‑account expansion, improving revenue durability. Key risks: persistent mid-single-digit price erosion in Network Services and front‑loaded CapEx could pressure retention economics if upsell momentum softens.
Date | Net Retention Rate |
|---|---|
Jun 30, 2026 | 117.00 |
Mar 31, 2026 | 113.00 |
Dec 31, 2025 | 110.00 |
Sep 30, 2025 | 106.00 |
Jun 30, 2025 | 104.00 |
Mar 31, 2025 | 100.00 |
Dec 31, 2024 | 102.00 |
Sep 30, 2024 | 105.00 |
Jun 30, 2024 | 110.00 |
Mar 31, 2024 | 114.00 |