Amazon Looks to Space
View original at nasdaq.com“We're going to talk about RH, what used to be Restoration Hardware, and its struggles, following up from yesterday's discussion about Nike.”
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60% confidenceAmazon's space business is extremely early stage, like watching pitcher warmup before the game even starts
60% confidenceRH's problems are closer to 50/50 split between market and company issues, with management continuing to invest heavily despite weak current results
60% confidenceAcquiring Globalstar's spectrum licenses would speed up Amazon's timeline because spectrum licensing requires years of navigating regulation across 120+ countries and cannot be expedited with money alone
60% confidenceRH management has cried wolf too many times by routinely giving guidance that things will be bad but will pick up in a couple quarters, and investors aren't buying it anymore
60% confidenceThe housing market challenges weigh on RH, with people not moving to new homes or tapping home equity for furniture purchases due to interest rates, but 4% year-over-year revenue growth in this environment isn't terrible
60% confidenceRH expects Q1 2026 sales decline followed by modestly positive full-year guidance
60% confidenceOne Up on Wall Street explains how using your expertise in any field can be a valuable investing tool and inspires readers to want to invest
60% confidenceRH's struggles are 70% market-related and 30% company-specific issues
60% confidenceA single customer, likely Apple, accounts for 63% of Globalstar's 2025 revenue, and Apple owns 20% of Globalstar and 85% of its capacity
60% confidenceRH's aggressive investment strategy using debt and sale-leaseback creates a binary outcome - success leads to great returns given $2B market cap, but failure puts company in tough financial position
60% confidenceAmazon needs to scale its satellite build-out faster, with plans for 3,200 satellites versus StarLink's 10,000+ active satellites and Amazon's current 200
60% confidenceStock Advisor's total average return is 968% compared to 191% for the S&P 500 as of April 11, 2026
60% confidenceRH aims for $5.8 billion in revenue in 2030, up 70% from 2025 levels, with operating margins around 20% which could generate $1 billion in operating income
60% confidenceAmazon's space investments could provide competitive advantage for AWS by removing geographical constraints and allowing data movement without public Internet, which Microsoft and Alphabet cannot offer
60% confidence
Data points we hold from this source
| SpaceX · satellite count | 10000 satellites |
| Apple Podcasts · ownership stake | 20 percent |