Recurring Revenue & ACV Growth19% ACV growth to ~USD116m demonstrates expanding contracted revenue and predictability. Coupled with a large customer base expansion to 5,000 teams, this durable recurring revenue base supports steady cashflow visibility, eases forecasting, and enables multi-year monetization via upsell and cross-sell.
High Gross MarginsAn >80% gross margin signals robust unit economics for Catapult's hardware/software mix. High gross margins create structural flexibility to invest in R&D and go-to-market, absorb pricing pressure, and drive margin recovery at the operating level if revenue stabilizes or scales.
Product Expansion & M&AAcquisitions (Perch, Impect) and Vector 8 rollout broaden product set into scouting and soccer analytics, increasing addressable market and cross-sell opportunities. Structural product expansion strengthens competitive moat and drives higher ACV per customer over multiple seasons.