Google kupuje Fitbit za 2,1 mld dol.
Internetowy gigant przejmuje pioniera na rynku elektronicznych opasek sportowych.

Google kupuje Fitbit za 2,1 mld dol. – firmę, która należy do pionierów rynku urządzeń noszonych, jednak w ostatnich latach radzi sobie coraz słabiej wobec rosnącej konkurencji. Od 2015 r. cena akcji spółki stopniała prawie 7-krotnie. W II kw. br. Fitbit miał 36 mln dol. straty przy 313 mln dol. obrotów. Na rynku inteligentnych zegarków producent jest pod presją Apple'a, a w segmencie opasek sportowych (ale też smartwatchy) ekspansję prowadzą Huawei i Xiaomi.
W II kw. br. Fitbit był numerem 4 na światowym rynku wearables, zwiększając sprzedaż o 32 proc. w ujęciu ilościowym, podczas gdy cały rynek wzrósł o blisko 29 proc. r/r. – według IDC.
CEO James Park liczy, że dzięki zasobom Google'a firma będzie w stanie szybciej wprowadzać innowacje i powalczy z najlepszymi. Możliwe, że z pomocą Fitbita internetowy potentat rozkręci biznes smartwatche'y wyposażonych w system oparty na Androidzie – Wear OS. Jak na razie dostawcy tego sprzętu ustępują udziałami w rynku Apple'owi. Według IDC sprzedaż inteligentnych zegarków będzie rosła średnio o 12,2 proc. co roku do 2023 r., a opasek – zaledwie o 0,1 proc.
Jednocześnie obaj łączący swoje biznesy gracze uspokają użytkowników urządzeń i aplikacji Fitbita, że ich dane nie zostaną wykorzystane w reklamach Google'a. Nie ma jednak póki co gwarancji, że rekordy klientów dotyczące m.in. stanu zdrowia i aktywności fizycznej będą przetwarzane odrębnie.
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Google inwestuje w Polsce 2 mld dol.
To największa inwestycja Google'a w infrastrukturę w naszym kraju - według "Pulsu Biznesu".