Infrastructure cloud platforms that sell elastic compute, storage, networking, database, analytics, AI accelerator, and platform services primarily through usage-based or committed-consumption contracts. The model is distinct from seat-based SaaS because revenue scales with consumed capacity, workload migration, reserved instances, data stored, API calls, and data transfer rather than named users.
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| DOCN | DigitalOcean Holdings, Inc. | Annual Run-Rate Revenue | FY2026-Q2 | +28.6% | +12.8% |
| SNOW | Snowflake Inc. | Net revenue retention rate | FY2027-Q1 | +2.0 pts | -4.5 pts |
| FSLY | Fastly, Inc. | Enterprise customer count | FY2026-Q2 | +0.3% | +3.5% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.