Wearables, AI care, and connected fitness are evolving into subscription health platforms.
Google enters screenless wearables
The company unveiled Fitbit Air, a lightweight, screen-free tracker positioned against WHOOP and Oura.
- Priced at $99 with an accompanying premium subscription, Fitbit Air tracks heart rate, sleep, HRV, SpO2, and activity.
- The device pairs passive tracking with Google Health Coach for personalized health recommendations.
Reflecting a broader shift, wearables are moving away from screens and notifications toward becoming daily health companions — complete with ambient tracking, coaching, and recurring software revenue.
Hims & Hers adds AI diagnostics
The telehealth company launched Labs AI, a care agent designed to help users interpret biomarker testing and health trends across more than 130 measurements.
- Clinician-informed, the new system analyzes patterns tied to sleep, stress, hormones, and metabolic health.
- The rollout expands Hims beyond prescriptions and into continuous care infrastructure.
As telehealth platforms compete for retention and engagement, AI is becoming the interface layer connecting diagnostics, coaching, and clinical oversight.
Peloton finds stability
The fitness platform reported Q3 revenue growth, positive net income, and a 70% reduction in net debt YoY, while raising its full-year revenue outlook.
Though connected fitness subscriptions continue to decline, it’s improving profitability through higher-margin partnerships, pricing changes, and commercial expansion.
After years of restructuring, Peloton is repositioning itself as a broader wellness and content ecosystem.
