Apple:

Apple today announced Apple Watch Series 6, introducing a revolutionary Blood Oxygen feature that offers users even more insight into their overall wellness. Apple Watch Series 6 delivers many notable hardware improvements, including a faster S6 System in Package (SiP) and next-generation always-on altimeter, along with its most colorful lineup yet, featuring a beautiful palette of new case finishes and bands. watchOS 7 brings Family Setup, sleep tracking, automatic handwashing detection, new workout types, and the ability to curate and share watch faces, encouraging customers to be more active, stay connected, and better manage their health in new ways.

There was a ton packed into this part of the keynote. All the hardware mentioned above, plus Family Setup and Apple Fitness+.

Along with the hardware additions to Apple Watch, Apple has made some significant additions to the ecosystem, bringing in kids (think Apple Watch SE combined with Family Setup) and expanding their fitness base with Apple Fitness+.

As I mentioned in this tweet, I think Apple has just taken on Peloton, offering a range of moderated fitness classes, but instead of tying them to a bike or treadmill (Peloton’s model), they’ve tied the classes to the Apple Watch and Apple’s other hardware.

I think this rollout is significant. And the Apple bundle pricing seems very attractive. I am bullish here.