CAT 0.50% $2.01 catapult group international ltd

Ann: H1 FY20 Results Presentation, page-49

  1. 209 Posts.
    lightbulb Created with Sketch. 60
    Some great points.

    EV (formally Xos) and the new Catapult Vision product come under the same banner now? Vision has been internationalised and combining this growth with the strong foundation that EV has in North America I thought this expansion would add positively to the bottom line from this FY. If Vision is growing strongly we must have lost a big/a number of clients who were using Xos in the US??

    EV growth has hurt the companies overall growth numbers ever since purchase. I like the thought of growing their product stack and being a one stop shop for sporting teams but it would be intriguing to know what the SP would be today if we hadn’t gone into video and prosumer?!

    Growth numbers would be much greater but our moat and grip on the global sports analytics market would be much weaker.

 
watchlist Created with Sketch. Add CAT (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.