The following video is part of our "Motley Fool Conversations" series, in which advisor Andy Cross and analyst Jim Mueller discuss topics across the investing world.

Reports surfaced recently that Amazon has at least 5 million fewer Amazon Prime members than analysts expected. Andy and Jim chat through why this may be good news for Netflix members and shareholders.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.