Google acquired Fitbit.Overseas reaction summary

Is that day finally coming ...

It has been officially decided that Apple has half of the world's smartwatch market and a Fitbit, which was cornered at the water, will be acquired by Google.Please summarize overseas reactions.

Isn't it cheap?

The first thing that surprised me was the low acquisition.Despite the twice the price of Facebook, it costs $ 2.1 billion (227.2 billion yen).Peak period immediately after IPO in 2015 (51 shares per share).90) If it is sold as a hit, one share 7.35 + 20%premium.e?I thought and checked it on the graph ...

The corporate value has fallen 85%from the peak after the release of Apple Watch.This year, the sales of Versa Lite were not good, and in the financial report in July, Apple and dark and dark were separated, temporarily lowered $ 1 billion, and seemed to have entered the salvage mode.Well, still Fitbit's sales forecast this year is 14.Analyst pointed out that "Google's acquisition amount is less than twice. The acquisition negotiations are usually three times the base line.) Is it correct?

Other than riding the aircraft carrier Google, there are not many cards left, or maybe Google showed me the future of roses so that it would be ridiculous on the way to raise the request.

Acquired again?Is it okay to prohibit?

Fitbit is a pioneer in fitness tracker that consistently pushes health to the front.When I first presented it, I saw it at the venue, but "I attached a pedometer to my body and checked it with a smartphone app" at the time, and it was a wonderful innovation.Finally, I'm happy, I'm pleased, spread, it's amazing!If you are happy, there are many ways to see that GAFA is a picture of the pectoral muscle and drawn from the right to the left ...

In the United States, judicial authorities in 48 states and two regions have been investigating Google and others on suspicion of anti -trading law (antitrust law).In the meantime, there is also a rebound voice (bottom), "Acquired again!? Why!?

The GAFA division members are already in the battle mode, saying, "Don't look at us," so if the pectoral muscles won, the acquisition will be abused.Based on that, the two companies are investigating whether they are equivalent to violating the antitrust law over one year, and if they are sent off due to violations, they are promised to pay $ 250 million (approximately 27 billion yen) from Google to Fitbit.。This is 12%of the acquisition amount, so it seems to be quite generous.Well, Google is going to push it off with a claim that "our wearable is not sold at all," and "smart watches are just made and they are not made in -house."

"I don't use data for ads" really?

Many Fitbit fans have been confused by many years, saying, "I used Fitbit because I wanted to separate the biological data from GAFA ...".In anticipation of this, Rick Osterloh advanced VP, the top of Google Hardware category, has stated that "I do not use biological data for Google ads", but even that ...

"I said that when I bought DoubleClick (distant eyes)."

"I feel like that when I bought NEST (the founder resigned and the post has been deleted and cannot be confirmed)."

… It is said.By the way, there was a derivative remark, saying, "Wazzup, which was bought on Facebook (the founders resigned)."

The tweet "Fitbit acquisition = health data acquisition" has such a huge number of RTs.

There is no health data escape.You can see that this is the moment when you don't see this as a smartwatch war, and that the health diagram of health data has solidified.

I hope it won't be NEST's second dance ...

There is no distrust of the distrust first, and the great acquisition of Google's hardware business so far has not been very successful.Please on the table.

HTC was originally a company that made Android flagship terminals, so there was no noticeable wave wind, but Fitbit is "its own OS", "API is published and cooperated with third -party", so HTC is better than HTC.It is a standing position close to NEST.I think Fitbit fans are not worried because NEST received such cold treatment.The top who decided to acquire Fitbit is a former President of Osterloh, who has experienced the difficulty of integration, so I hope he will take care of it!

Fitbit 10 years later

I got the theme of "I have only expectations" from the editorial department, but I wrote only four things that were anxious, but I'm sorry, but all four are orders for Google.Fitbit has only expectations.

Founder James Park CEO (Harvard Naka) and Eric Friedman CTO (Jale University) are shocked by seeing Nintendo Wii and creates a small one!I developed Fitbit.The anecdote of returning to fit with Fitbit was so famous that he started a company that did not hang on various chopsticks or sticks.

In the October video (top), which stood on the stage on the 10th anniversary of the launch, I was talking the same story from 3'33 ", and these two people have no blur for 10 years. The manager is like a rotating door.Instead, what you say is completely different from the company that changes, it may be related to "initial investment did not gather as you wish" (2'00 "), in a good way.I just hope that the sparkle and soul of the Lord of Ichikuni Ichijo will not be sucked by a giant monster that is unknown.

The moderator asked, "What about the wearable 10 years later?" (5'45 "), and smiling with a little face (I guess Google's acquisition has already been decided), two people.Answer like this.

Indeed, Google would have been the best selling destination when thinking that it would be a game with medical and health, and data.Don't betray ~ Google!I would like to continue watching Google, which keeps removing the ladder after showing the future of roses.