Financial Data and Key Metrics Changes - Total revenue grew by 19% year over year, reaching USD 116.5 million, reflecting significant scale of the business [4] - Annualized contract value (ACV) grew by 18% year over year, exceeding USD 100 million for the first time, reaching USD 101.2 million [4] - Management EBITDA improved to 13%, with an USD 11 million year over year improvement [4] - Free cash flow nearly doubled, reaching USD 8.6 million, an increase of USD 4 million from FY 2024 [5] - Incremental profit margins reached a record 65%, indicating sustainable operating leverage [5] Business Line Data and Key Metrics Changes - The number of professional teams using more than one Catapult solution grew by 53% in FY 2025, with nearly 300 new multi-vertical teams added [6] - ACV per protein (ARPU measure) rose by 12% year over year to almost USD 27,000, accelerating from a 7% growth in FY 2024 [6] Market Data and Key Metrics Changes - Catapult serves over 4,600 teams across 40 sports and more than 100 countries, an increase of nearly 400 teams year over year [3][4] - The professional sports technology market is projected to exceed USD 71 billion by 2030, doubling in the next five years [13] Company Strategy and Development Direction - The company aims to continue focusing on profitable growth, consistent with outcomes delivered in FY 2025 [12] - Catapult's unified SaaS platform is designed to help teams make faster, smarter decisions, providing a competitive edge [13] - The company plans to continue widening its competitive moat based on its one-stop platform and proprietary data stack [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the future trajectory and vital role in helping professional sports teams achieve peak performance [15] - The integration of the recently acquired Perch is going well, with positive expectations for future growth [11][12] Other Important Information - The company is transitioning to a new name, Catapult Sports Limited, to align with how it is known in the market [68] - The company has a strong focus on governance and improving gender diversity within its leadership [50][54] Q&A Session Summary Question: How does the company generate its revenue? - The company is predominantly a SaaS business, with around 95% of subscription revenue coming from elite professional teams, retaining a 96% retention rate [34][35][36] Question: How scalable is the business? - The company has built a scalable business model, retaining 65% of incremental revenue as profit, indicating strong operating leverage [37][38][39] Question: Comments on the 17% protest vote against the remuneration report? - Three out of four proxy advisors recommended favorable resolutions, and the company is committed to transparency and governance improvements [46][48] Question: Comments on the 13.8% proxy vote against the reelection of the Executive Chairman? - The company acknowledges the importance of gender diversity and is committed to improving governance over time [49][50][54] Question: Comments on reliance on big global technology companies? - The company uses various cloud providers and does not anticipate significant impacts from potential price increases from suppliers [62][63] Question: Commitment to adding more female directors to the Board? - The company is focused on improving gender representation and governance practices, with ongoing efforts to enhance diversity [65][66][67] Question: Why change the company name? - The name change aims to eliminate confusion and align the formal name with how the company is known in the market, enhancing brand equity [68]

Financial Data and Key Metrics Changes - Total revenue grew 19% year over year, reaching USD 116.5 million, reflecting significant scale of the business [4] - Annualized contract value (ACV) grew by 18% year over year, exceeding USD 100 million for the first time, reaching USD 101.2 million [4] - Management EBITDA improved to 13%, with an USD 11 million year over year improvement [4] - Free cash flow nearly doubled, reaching USD 8.6 million, an increase of USD 4 million from FY 2024 [5] - Incremental profit margin reached a record 65%, indicating sustainable operating leverage [5] Business Line Data and Key Metrics Changes - ACV retention rate was an impressive 96%, comparable to leading enterprise software companies [6] - ACV per protein (ARPU) rose 12% year over year to almost USD 27,000, accelerating from 7% growth in FY 2024 [6] - The number of pro teams using more than one Catapult solution grew 53% in FY 2025, with nearly 300 new multi-vertical teams added [6] Market Data and Key Metrics Changes - The professional sports technology market is projected to exceed USD 71 billion by 2030, doubling in the next five years [12] - Catapult serves over 4,600 teams across 40 sports and more than 100 countries, an increase of nearly 400 teams year over year [3][4] Company Strategy and Development Direction - Catapult aims to continue focusing on profitable growth, consistent with outcomes delivered in FY 2025 [11] - The company is positioned as a global category leader in performance technology for professional sports, leveraging its unified SaaS platform [12] - The acquisition of Perch is progressing well, with integration expected to enhance future growth [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's future trajectory and its vital role in helping professional sports teams achieve peak performance [14] - The company reaffirmed guidance for strong ACV growth with low churn and higher free cash flow as the business scales [11] Other Important Information - The company plans to change its name to Catapult Sports Limited to align with its branding and market recognition [30][68] - The company has a strong focus on governance and improving gender diversity within its board and executive team [49][56] Q&A Session Summary Question: How does the company generate its revenue? - The company is predominantly a SaaS business, with around 95% of subscription revenue coming from elite sporting teams, retaining a 96% retention rate [34] Question: How scalable is the business? - The company has achieved significant scalability, retaining 65% of incremental revenue as profit, indicating strong operating leverage [37][39] Question: Why were items four and five put up for approval? - The company aims for transparency in capital raising and does not currently need to raise capital, but seeks shareholder input on these resolutions [41][42] Question: What is the company's stance on gender diversity on the board? - The company acknowledges the importance of gender diversity and is committed to improving governance practices over time [49][56] Question: Why change the company name? - The name change aims to eliminate confusion and align the formal name with how clients and employees refer to the company, enhancing brand equity [68]