Blackwells Capital Activist Presentation Deck
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Google's existing presence in the connected fitness, health and wellness,
and streaming content would augment these market positions
Google Fit platform and FitBit wearables could seamlessly integrate
with Peloton products and software
POTENTIAL STRATEGIC ACQUIRERS
GOOGLE CASE STUDY
Peloton already runs on Google's Android operating system
Google Play, Google Play Store, YouTube, and Google Podcasts
bring a large collection of movies, TV shows, podcasts and original
content to the Peloton ecosystem
BW BLACKWELLS CAPITAL
Gain significant customer data to use for future targeting across
Google ecosystem; significant opportunity to collect data on the
fitness, health, nutrition and habits of its users
YouTube
Source: Company filings and publicly available data.
fitbit.
0
21:24
345
Cal
14
6,321
Heart Pts 3 Steps
Your weekly target
December 12-19
3/7
Achieved
154
Move min
Your daily goals
Last 7 days
Home
102 of 150
Scoring 150 Heart Points a week
can help you live longer, sleep.
better, and boost your mood.
4,6 7h 32m
Sleep
O
M TW
♡
B
Journal
4870%
World Health
Organization
O +
2
Profile
Google Fit
21:24
Your daily goals
Last 7 days
3/7
Achieved
Bedtime schedule.
You met your schedule 4 times in the last 7 days
11:00PM
07:00AM MTW T
Sleep duration
Last 7 days
7h30m
Average
OO FO
MT WTFS S
O
Home
▼4870%
MTW
Last workout. Afternoon run
* Sun 12 Dec 4:56PM 41m 00s 40 pts
@
Journal
S S
Google
Profile
←
21:24
Duration
z Asleep
O
In bed
Schedule
11:00 PM 7:00 AM
Je Went to bed
A little early
O in bed Asleep
Efficiency
The percentage of time in bed you
spent asleep. 85-95% is ideal
Woke up
A little late
7h 32m
Quality
il. Sleep stages
4870%
I
7h 30m
8h 46m
84%
10:42 PM
7:24 AM
O
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