Forum Topics CAT CAT News

Pinned straw:

Added 8 months ago

Not really that important, but it was fun to see this photo this morning from the back page of The Tiser (which is Adelaide's daily):

9a9a72a495b915c53cb69c2f05e9ce011aef86.png


To the moon!


(Disc: happy holder)

jcmleng
Added 8 months ago

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

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Jarrahman
Added 8 months ago

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

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Strawman
Added 8 months ago

I agree it's a huge opportunity @Jarrahman -- but Catapult tried to crack the "prosumer" market a little while ago, with the acquisition of PLAYERTEK in 2016. It didnt work out too well... Maybe poor execution, or the target market wasn't yet ready for the offering, or just preferred more basic consumer product alternatives? They still refer to the opportunity occasionally, but I don't think they'll dedicate much resources to it for a while. At least not until growth opportunities fade in the professional segment. And that's probably a good thing.

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Jarrahman
Added 8 months ago

The local amateur market is definitely a few rungs down the ladder! We're currently using Veo cameras for all our games and their basic tools are quite good for this level - about $5k for the kit and an annual $1,000 subscription for the basic package. We're getting immense value out of it and would certainly look at adding the higher package if I knew our coaches would use it.

It's coming, but not for a while.

I liken it to a concert, when the person in front of you stands up and blocks your view, you have to as well!

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l1l1l1
Added 8 months ago

In between the coaches and the data are sports science specialists that interpret the data , and advise in training . It’s knowing what to do with the data that makes a difference , not the software

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Bear77
Added 8 months ago

True that @l1l1l1 however you can't do anything with the data if you haven't got the data, and Catapult provides the hardware and software to collect the data, so it's a key step in the process. The investment thesis is that data collection in sports is only going to become more and more important and Catapult are well positioned to capitalise on that.

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Jarrahman
Added 8 months ago

I figure when the infrastructure and products become available the ‘best practice’ and tailored fitness campaigns, time on field, etc will be all inputted into the software modelling to assist in focussing the coach’s attention to certain players or areas.

Add in the idea of opposition analysis, both team and individual, as well as the champion data info and it’s an enormous addressable market.

top it off with digital scoreboard integration and we’re absolutely laughing!

13

l1l1l1
Added 8 months ago

Im all in on Catapult, both SM and IRL. I was responding to the prosumer comment.

I think the attempt at Prosumer was flawed on several fronts.

1) they didnt appear to have a marketing team that knew how to sell direct to customer through Social media

2) Their reliance on the so called "halo effect" instead of paying a sports star to endorse was beyond a joke

3) they appeared to have no insight into who their customers actually were. They should have bought one of the grass roots game scheduling companies and used that to build their presence in the prosumer market, marketing their product to players. these solutions already track minor stats they are entered in the scoreboard, like basketball.

Beyond that, the whole retail health/fitness tacking software has a large problem. it is present still in companies like Strava, and Fitbit, both of which struggle with profitability btw. The ability for these apps to effect change in behavior, or noticeable improvements in performance in users at the sub eleite level. getting data from a sleep app or fitness app is nice to see, but does not usually translate into behavior changes or noticeable benefits.


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