Can go back and forth all we want, at the end of the day CAT’s churn has IMPROVED, while ARPU has INCREASED in H1.
Huge plus..
Can go over all the individual wins (Eg FFA for SS) but the other key metric for CAT is elite teams increasing to 2100. Tick, tick, tick.
Not downplaying what Statsports are doing, it appears they aren’t going away any time soon and are increasing their operations significantly and having some big wins along the way. In terms of who the ‘market leader’ is, of course every new client is going to say they’re excited to be joining the world leader in GPS..wouldn’t quite have the same ring to it if they said ‘we’re excited to be using the second best GPS device on the planet’.
FACT is CAT have significantly more clients on their books (2100-500?? Happy to be corrected here) make of that what you will as to who the market leader is.
Given the amount of ‘elite’ teams still not using GPS tech there is more than enough room for both to be successful.
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