In the following video, Motley Fool tech and telecom analyst Andrew Tonner discusses a new report from Morningstar estimating that's (NASDAQ:AMZN) Amazon Prime service now has 10 million users and $780 million in revenue. Andrew tells investors just how concerned Netflix (NASDAQ:NFLX) should be about this, and whether it can stay ahead of the competition.

Andrew Tonner has no position in any stocks mentioned. The Motley Fool recommends and owns shares of and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.