Threat score
62
0–100 overlap
Est. revenue
$45M
medium confidence
Est. MAU
500K
active golfers
Parity cost
$900K
for our pod to rebuild
Parity time
60 wks
at current velocity
Dossier
Best data moat in golf tech, built on hardware attach and an OEM relationship set. Genuinely defensible, and genuinely irrelevant to the foursome economy. More likely a partner or acquirer than a rival.
Pricing
$180 sensors + $156 / yr
Platforms
iOS + Android + sensors
Lane they own
Shot-tracking sensors + AI caddie. Hardware-attached data moat.
Our opening
Data for the individual golfer. No group play, no money, no event.
Attack plan
- 01Partner, don't fight: ingest Arccos shot data into Catapult rounds.
- 02Position as complements in all comms so we never trigger a competitive response.
Head-to-head capability
Tournament ops
vs
Live scoring
vs
Handicap / GHIN
vs
GPS / rangefinding
vs
Money games
vs
Settlement ledger
vs
Dual-entry verify
vs
Social layer
vs
Trip operating sys
vs
Hardware
vs
Marketplace
vs
Payments
vs
left: Catapult · right: Arccos
Wire · Arccos
SYNCINGPulling signals from the wire…