Why a $700B Industry Barely Spends on Tech, and How Catapult Sports Plans to Win It
Catapult Sports CEO Will Lopes explains how the company became the de facto data and analytics platform across elite sports, spanning athlete performance monitoring, tactical analysis, and recruitment. He breaks down why a $700 billion industry still spends less than half a percent on technology, how Catapult’s hardware-plus-data moat insulates it from AI disruption, and the Amazon-honed playbook he’s using to scale toward durable profitability.
Topics covered:
• Catapult’s three verticals: athlete monitoring, tactical/opponent analysis, and recruitment & scouting
• Why the $700B sports industry massively underspends on technology and the cross-selling opportunity that creates
• The wearable hardware + proprietary data moat that insulates the business from AI disruption
• Lessons from Amazon on investing for scale and earning more from each incremental dollar
• Revenue growth (~20% to ~$240M for 2026), the path to profitability, and key risks for investors
Will Lopes, CEO of Catapult Sports, joins Asit Sharma for this interview.
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