Catapult Sports (CAT) investor relations material

Market opportunity and industry positioning

• Addressable market for pro sports technology projected at $71.7B by 2030, with adjacent markets like youth sports and first responders adding $36B by 2025.

• Largest growth expected from team sports, especially soccer, baseball, motorsports, American football/rugby, ice hockey, basketball, and cricket.

• Over 5,500 teams in 100+ countries use solutions across 40+ sports, including major leagues and national teams.

• Holds a global leadership position with SaaS revenue multiples above nearest competitors and high retention rates.

• Deeply embedded in team workflows, driving best-in-class retention and adoption.

Product portfolio and innovation

• Offers a comprehensive, integrated platform covering athlete monitoring, gym analytics, video analysis, scouting, and motorsport performance.

• Recent launches include IMPECT Video Scouting, integrating proprietary football intelligence and validated across 180,000+ matches.

• Solutions are designed for ACV expansion, with cross-sell and upsell opportunities across performance, health, tactics, and media.

• Proprietary algorithms and unique datasets provide differentiated insights and performance outcomes.

• Positioned as the infrastructure for AI in sports, leveraging 15+ years of proprietary data and 5 petabytes of athlete data.

Strategic vision and growth ambitions

• Vision to unleash the potential of every team and athlete globally.

• Ambitious target to reach $1B in ACV, representing a 10x increase from FY20, with clear milestones for landing and expanding pro teams.

• Mid-term goals include landing 5,000 pro teams, achieving 50% multi-vertical adoption, 95% retention, and 30% profit margin.

• Strategy focuses on cross-selling, product innovation, and exceptional service to drive ACV per team and retention.

• Committed to profitable growth at scale, minimizing fixed cost increases and improving variable cost efficiency.