David Ruddock of AndroidPolice technology blog tries to make sense of last week's $2.1 billion acquisition of Fitbit by Google. He argues that Fitbit's offerings -- hardware, software, engineering talent, or even patent wall -- can't save Google's wearable operating system Wear OS. From his column: Hardware is what Google is after, with a blog post cleatly stating its acquisition of Fitbit is about future Wear OS devices, meaning you can probably kiss Fitbit's unloved smartwatch OS goodbye. So, that means we can count on Google leveraging Fitbit's renowned hardware to finally give Wear OS the horsepower and capabilities it needs to compete with Apple, right? Well, no. Fitbit's smartwatches have been most lauded for their long battery life, which has historically been enabled by extremely slow but highly power-efficient processors. The Versa 2 allegedly comes with significant performance improvements, but as a smartwatch, it just isn't very... smart. Michael Fisher points out in his review that the Versa 2's near week-long life on a single charge is only impressive when looked at in a very generous light. The Versa 2 doesn't have GPS, the battery only lasts that long when not using the always-on display (with AoD, it's closer to 3 days), the watch itself doesn't work for almost anything but fitness tracking on its own, and most of your interactions with it end up happening on your smartphone anyway. I can also tell you from experience that the Apple Watch Series 5 lasts about two days on a charge with the always-on display enabled (and Samsung's watches last even longer), so Fitbit managing a day more which a much less useful watch isn't exactly game-changing technology.
In short, Fitbit's products are not ones Google should be excited about buying. The hardware is nothing special, and the software is clearly going in the dumpster. What has Google bought, then? The sad, very practical truth is probably patents and engineers. Fitbit does develop at least some of its hardware in-house, and likely has a decent number of patents related to fitness tracking and basic wearable technology, including those stemming from its acquisition of Pebble. Its product engineers would receive resources and tools at Google that Fitbit may not have afforded them. In short: Google's purchase is almost certainly a speculative one. Google is hoping that Fitbit's technology portfolio and its engineering talent can create a better, faster, stronger Wear OS watch. That isn't the kind of acquisition that screams "our product is successful," it's one that looks far more like a Hail Mary from a company that is rapidly losing any hope of remaining relevant in the wearables space. A more cynical view of Google's acquisition might argue that this is more about Fitbit's brand and users than anything else. If Google simply markets its in-house smartwatches as Fitbits running Wear OS, it would be more able to tap into Fitbit's existing customer base and retail relationships. Customer base is something Wear OS is sorely missing at the moment, and Fitbit is a brand that many consumers recognize, albeit mostly for the company's "dumb" fitness trackers, not its smartwatches. Speaking of, given Google's focus on Wear OS as part of this acquisition, my guess is that those more popular but very basic trackers will be discontinued.
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