Amazon's Prime Changes: Can It Replicate Netflix's Growth?
Amazon is ending its Prime Invitee Program to curb sharing, a move similar to Netflix's successful crackdown that boosted its stock by 425%. While Amazon's stock has only gained about 70% over three years and trades sideways, the crackdown could help increase Prime memberships and subscription revenue, though it may not be as impactful as Netflix's gains. The company's broader ecosystem, including e-commerce and AWS, faces competitive pressures, and investors are advised to wait for a better entry point.