Two weeks ago, Garmin announced it was launching a new subscription. Where the Garmin Connect app had previously offered everything from in-depth metrics and training plans for free, the beloved fitness tech company was now adding premium AI summaries, among other features, behind a paywall. In The Verge comments, my social media mentions, and the r/Garmin subreddit, cries about enshittification ensued.
Then, earlier this week, Garmin-competitor Polar announced that it, too, was launching a premium subscription called Polar Fitness Plan. There was no AI component, but in a nutshell, Polar is now asking long-time users to pay for training plans that it had previously, in some capacity, offered for free.
The march toward subscriptions, particularly in the wearable space, didn’t crop up overnight. You could trace it back to Apple’s infamous services event in 2019 (if not earlier), when the company made a marked shift from hardware to services. But Garmin and Polar’s examples stand out. In the world of premium rugged smartwatches, long-time fans often accepted the several hundreds — sometimes thousands — of dollars for their hardware because they didn’t paywall features.
“Garmins have always felt a little on the high side price wise, but it was justifiable as there was no ongoing cost,” Threads user aaronpfisher told me when I asked Garmin loyalists how they felt. “Strava have taken more and more and hidden behind a paywall and that’s how I fear this will end up too.”
“Customers are rightly worried that all of the best features will be behind a paywall,” says subscriptions expert Robbie Kellman Baxter, author of The Membership Economy and The Forever Transaction. “They have told customers not to worry — that the base software will always be available for free. But they have not been clear about whether or how much they will continue to improve the free version.”
It’s an understandable frustration. Generally, Baxter says, customers are resistant to subscribing to access features or their variations if they’ve previously received them for free. That’s borne out in recent examples. Oura Health, maker of the popular smart ring, faced immense backlash upon launching a subscription alongside Oura Ring Gen 3 in 2021. Recently, popular tech YouTuber Marques Brownlee, better known as MKBHD, also incurred the internet’s wrath when he introduced a subscription to his wallpaper app. Likewise, BMW also received heat when it tried to add a monthly subscription for heated seats in its cars.
But that anger might be something consumers have to get used to in the coming months. Increasingly, hardware sales no longer keep the lights on — and President Trump’s tariffs will only add fuel to the subscription wars.
Regardless of what the final tariff rates are, experts who have spoken to The Verge largely agree that gadget prices — and the price of everything else — will rise. Should nothing change, it might spur short-term buying, as consumers rush to snap up devices before price hikes. It may lead to people holding onto their devices longer and buying less in the mid-to-long term. In that scenario, charging for services becomes the most obvious way to keep the lights on.
“If hardware becomes more expensive, software will be a way for hardware companies to grow.”
“If hardware becomes more expensive, software will be a way for hardware companies to grow,” says Baxter, noting that Trump’s tariffs will push companies to focus on accelerating software and software-as-a-service subscriptions. “It also might change how they manufacture their products—designing for long-term stability and software flexibility. If companies designed hardware to last twice as long, and to deliver much of the value through software upgrades, they might be able to funnel more of their revenue through the ‘software’ side than the ‘hardware’ side.”
The question is whether companies can convince their customers the cost is worth it. Simply slapping on new features without thinking of the value they can provide could alienate loyal users. In fitness tech, athletes have largely decried Strava’s attempt to add value to its subscription through AI summaries, describing the feature as useless. (Or, more cuttingly, like “reading a book report a third-grader wrote.”)
Either way, it doesn’t look like there’ll be any relief for subscription fatigue any time soon.
