Ann: CAT H1 FY19 Results Presentation, page-45

Don't know much about Hudl, nor whether cats offering complements or duplicates some of their own, but they're certainly acquisative. They don't do wearables and that is the driver of cats business. A small fish can take out a big fish with the right finance. They've raised over US$100m in a couple of rounds. Cat is currently MC of US$117m ish. Not suggesting for a moment there is any smoke or fire or even compatability, just that there are other players out there.

From Wikipedia
Hudl has acquired several of its largest competitors, as well as companies that offer complementary services to its high school sports video offering. In July 2011, Hudl acquired Digital Sports Video (DSV), which at the time was the company's primary competitor.^[8] A year later, in June 2012, Hudl again acquired its next largest competitor in APEX Sports Software of Lower Burwell, Pennsylvania.^[9]
In 2014, Hudl made moves into the international soccer market with its acquisition of Replay Analysis, while committing to open a London office, where Replay Analysis was based.^[10] Shortly thereafter, in September 2014, Hudl acquired Ubersense of Boston, Massachusetts, which specialized in slow-motion performance capture for athletes from recreational to Olympic and professional levels.^[11]
Less than a year later in the summer of 2015, Hudl acquired Sportstec, an Australian-based sports performance analysis company that served elite professional teams around the world.^[12] Following the acquisition Hudl relocated Sportstec's existing Warriewood office to Sydney's central business district.
VolleyMetrics, a leader in volleyball analytics and video exchange based out of Provo, Utah, was acquired by Hudl in late 2017.