Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi Market Matters Can I have your current view on ZIP? Have been wanting to add to my ZIP holding but have held off. It has hit a low of $2.25 this morning. Would you be buying now? Also with CAT - Initially purchased about half the holding I would buy - would you be holding / selling or adding at the moment? regards Debbie
Hi Debbie,
The risk of AI disrupting parts of the software sector is easy to understand, and Catapult won’t be immune — but this is more about needing to adapt than facing extinction. As AI-based video analysis improves, teams may be able to generate some performance insights without dedicated wearables, which could reduce costs and put pressure on Catapult’s hardware-plus-subscription model. At the same time, AI lowers the barrier for new software-only competitors offering simpler analytics, increasing competition and squeezing pricing unless Catapult continues to differentiate.
That said, Catapult’s advantage lies in its deep, proprietary datasets, team relationships and sports-specific know-how. If it embeds advanced AI into its platform, turning raw tracking data into predictive injury risk, automated coaching insights and real-time decision support, AI becomes a moat-widening tool rather than a threat.
In terms of ZIP, we have already touched on the stock today believing it’s providing an excellent buying opportunity into current weakness but again the uncertainty driven momentum to the downside remains real and a break of $2 cannot be ruled out.
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