Pinned straw:
Agree with @Strawman. CAT has only penetrated ~22% of the ~20k Pro teams, so there is still a lot of Pro teams to chase, then upsell, within teams already in the bag. In the various sessions with Will, he seems very clear of the impact, size and potential of the Sports Tech market and is laser focused on chasing that with the CAT strategy. In the Feb 2025 podcast, he said that sport was "growing as the last bastion of live entertainment - not many live entertainment options for advertisers to go". The day CAT announces a 2nd foray into Prosumer is probably the day where CAT has admitted it has maxed out on growing the Pro segment - that would be a signal to sell for me, I suspect.
Also, on the data, agree with both @l1l1l1 and @Bear77 . But would also add:
The data that is collected is only good for use within, between and by the closed CAT hardware, system and team management ecosystem. It is likely to be pretty much useless in its raw form and it is highly unlikely, if at all possible, to be transportable/convertible to any other platform/ecosystem - have previously posted on why I think this is so. Which is why I think that the CAT moat/flywheel, is a super tight one, at both the individual team and at the league levels.
Disc: Held IRL and in SM
Love it
sports data is just getting more and more ingrained in all levels of sport.
I’m heavily involved in high level amateur football and I have had an increasing volume of calls and emails from companies offering to watch our footage of the games and provide stats. There’s real time options but they’re a bit exxy for a local footy club.
However, I don’t believe it’s too long before it’s just standard procedure to have a catapult set up for the top side to get an edge. Given the near zero cost of software for catapult, I would expect them to open up a low cost offering in due course to really take advantage of the huge number of local teams across Australia and worldwide