Catapult Sports Ltd. · ASX:CAT
Catapult Sports — Catapult — Investor Presentation (October 2026)
26 slides from Catapult Sports's investor presentation, October 2026
Slide 1: Investor Presentation
< CATAPULT INVESTOR PRESENTATION
Slide 2: Important Notice
IMPORTANT NOTICE Forward-looking statements This document contains forward-looking statements including plans and objectives. Do not place undue reliance on them as actual results may differ, and may do so materially. They reflect Catapult’s views as at the time made, are not guarantees of future pe
Slide 3: Our Vision
OUR VISION UNLEASH THE POTENTIAL OF EVERY TEAM AND ATHLETE ON EARTH 3
Slide 4: Our Mission
OUR MISSION HELP TEAMS MAKE Catapult is uniquely positioned to lead a US$72bn market in the delivery of enterprise level software solutions for professional sports. BETTER DECISIONS Our innovation has enabled Catapult to establish a clear market leadership position, with revenues THROUGH A growing b
Slide 5: Our Industry: Substantial Market for Catapult
OUR INDUSTRY SUBSTANTIAL MARKET FOR CATAPULT PRO SPORTS TECHNOLOGY ADJACENT MARKETS US$71.7B 20K Pro Teams High School & Youth Sport Teams Major Sporting Leagues Men & Women First Responders Feeder Divisions NCAA Athletics Pro Team Academies Military US$36.0B National Teams 2025 Olympic Teams Medica
Slide 6: With Greatest Opportunity Centered on Team Sports
OUR INDUSTRY WITH GREATEST OPPORTUNITY CENTERED ON TEAM SPORTS The six largest sports are expected to contribute the large majority of market growth Sports Technology Market Growth by Sport 30 20% 25 15% 20 US$ Billions 15 10% 10 5% 5 0 0% Soccer Baseball Motorsports American Football Ice Hocke y Ba
Slide 7: Multiple Stakeholders Need Insights to Make Rapid Decisions
OUR INDUSTRY MULTIPLE STAKEHOLDERS NEED INSIGHTS TO MAKE RAPID DECISIONS Analysts Head Coach Asst. Coaches TACTICS & COACHING Game Strategy • Player Performance • Team Performance Player Development • Training Development Tactics Medical Athletes Sport Scientist Health Management Scouts Front Office
Slide 8: One-Stop Platform for Pro Sports
OUR VALUE PROPOSITION ONE-STOP PLATFORM FOR PRO SPORTS SAVE TIME DISCOVER INSIGHTS Help teams make better use of Contextualize data to increase time with improved workflows access to meaningful insights CONFIDENTIAL 8
Slide 9: With a Growing Solution Portfolio Built for ACV Expansion
OUR PLATFORM WITH A GROWING SOLUTION PORTFOLIO BUILT FOR ACV EXPANSION PERFORMANCE & HEALTH TACTICS & COACHING MEDIA & OTHER ATHLETE MONITORING PRO VIDEO ANALYSIS SUITE MEDIA SERVICES • Vector Pro (LPS/GPS) • MatchTracker • Content Licensing • Vector Core & Core+ (GPS) • Focus & Hub • Asset Manageme
Slide 10: Differentiated by Being Purpose-Built for Sports
OUR PLATFORM AND IS DIFFERENTIATED BY BEING PURPOSE-BUILT FOR SPORTS PERFORMANCE & HEALTH TACTICS & COACHING SOCCER BASKETBALL MOTORSPORT Multi directional or steady state, Jumps, changes of direction, RaceWatch combines and synchronizes data including timing feeds, GPS, different intensities, goali
Slide 11: We Transitioned to SaaS to Optimize Growth Through Subscriptions
OUR BUSINESS MODEL WE TRANSITIONED TO SAAS TO OPTIMIZE GROWTH THROUGH SUBSCRIPTIONS Revenue (US$M) 160 120 § Catapult began transition to a full SaaS business in FY21, with reduction of up- 80 front capital sales in favor of longer-term subscription contracts § SaaS and Other Recurring 40 revenues n
Slide 12: Delivering Industry Leading SaaS Results
OUR BUSINESS MODEL DELIVERING INDUSTRY LEADING SAAS RESULTS GROWTH 22% 3-YEAR ACV CAGR QUALITY 96% ACV RETENTION LEVERAGE 80% GROSS MARGINS CERTAINTY 95% RECURRING REVENUE STABILITY 7.5 YEARS LIFETIME DURATION Important Note: ACV Growth (which is CC, constant currency), ACV Retention, Recurring Reve
Slide 13: Designed for Profitable Growth at Scale
OUR BUSINESS MODEL DESIGNED FOR PROFITABLE GROWTH AT SCALE METRIC KEY ITEMS TARGET Revenue 100% § While we have ambitious top-line growth goals, our commitment to growing profitably post Perch and • Video Hardware COGS • Data & Hosting 20% IMPECT acquisitions is unchanged Cost of Growth (Variable Co
Slide 14: We Have a Focused Go-To-Market Approach
OUR GROWTH WE HAVE A FOCUSED GO-TO-MARKET APPROACH MID-TERM TARGET MARKET OPPORTUNITY LAND 5K PRO TEAMS • Uniquely differentiated in P&H (Wearables) • Largest player in market & 5x nearest competitor EXPAND 50% MULTI-VERTICAL • Cross sell integrated solutions • Attractive economics in T&C RETAIN 95%
Slide 15: With Operating Leverage Delivering Strong Incremental Profit
OUR GROWTH WITH OPERATING LEVERAGE DELIVERING STRONG INCREMENTAL PROFIT US$M FY25 FY26 Incremental § Our target is to keep at least 30% of every new dollar of revenue we generate as profit § Variable cost efficiencies continued to improve, Revenue 116.5 140.7 24.2 meaning each new dollar costs less
Slide 16: We Already Work with the Best Teams and Leagues Globally
OUR INVESTMENT CASE WE ALREADY WORK WITH THE BEST TEAMS AND LEAGUES GLOBALLY 5,500+ TEAMS GLOBALLY 40+ SPORTS GLOBALLY 100+ COUNTRIES CONFIDENTIAL 16
Slide 17: Empowering Them to Make Better Decisions
OUR INVESTMENT CASE EMPOWERING THEM TO MAKE BETTER DECISIONS “RaceWatch has been an essential part of racing operations “This partnership is very important for CBF and for all at Williams for over 10 years. The combination of powerful professionals involved with our football. We need to data analysi
Slide 18: Positioning Us Well to Expand & Maintain Our Leadership Position
OUR INVESTMENT CASE POSITIONING US WELL TO EXPAND & MAINTAIN OUR LEADERSHIP POSITION VAST AND GENERATING CREATING FURTHER INVALUABLE UNPARALLELED SUPERIOR ENHANCING DATA RESOURCE INSIGHTS EXPERIENCE LEADERSHIP 5 petabytes of elite Utilizing the largest Clients access the Our extensive global athlete
Slide 19: Led by an Experienced World Class Executive Team
OUR INVESTMENT CASE LED BY AN EXPERIENCED WORLD CLASS EXECUTIVE TEAM Catapult has assembled a world-class executive team with the skills, passion, and common vision to grow value WILL LOPES MATT BAIROS ZOE RUMFORD GARETH GRIFFITH BOB CRUICKSHANK NANCY MCNEILL CHIEF EXECUTIVE OFFICER & CHIEF PRODUCT
Slide 20: Unleash Potential
€ CATAPULT UNLEASH POTENTIAL
Slide 21: Appendix
APPENDIX 21
Slide 22: About Catapult
ABOUT CATAPULT Listing: Australian Securities Exchange (ASX) ASX Ticker: CAT GICS Classification: Software & Services Head Office: Boston, MA, USA Fiscal Year-End: March 31 Reporting Currency: U.S. Dollars Website: catapult.com 22
Slide 23: Our Journey: 1999 - 2026
OUR JOURNEY: 1999 - 2026 Racewatch extends to U.S. Catapult has built a global leadership position in Acquisition of with NASCAR and IndyCar pro sports data and analytics SBG Sports First ClearSky installation in 2025 Australia Launch of the S7 Vector device Initial Public Offering onto the Australi
Slide 24: An Established Track Record of Strong and Consistent Growth
AN ESTABLISHED TRACK RECORD OF STRONG AND CONSISTENT GROWTH FY21** FY22 FY23 FY24 1H25 2H25 FY25 1H26 2H26 FY26 ACV ($M) 53.4 63.9 73.4 86.8 96.8 101.2 101.2 115.8 133.8 133.8 ACV ACV GROWTH (CC) 14% 23% 20% 20% 20% 18% 18% 19% 28% 28% ACV CHURN 5.5% 3.4% 3.8% 3.5% 3.8% 4.3% 4.3% 4.9% 3.9% 3.9% LIFE
Slide 25: Glossary of Terms
GLOSSARY OF TERMS TERM DEFINITION ACV or Annualized Contract Value the annualized value of all active subscription contracts in effect using an average exchange rate to US$ over a 1-month period ending on the ACV Effective Calculation Date ACV Churn the reduction in ACV from the loss of customers ov
Slide 26: Unleash Potential
UNLEASH POTENTIAL CONFIDENTIAL