Amazon's decision to increase ads on Prime Video is part of a broader strategy to enhance its ad-supported streaming services. The stable subscriber numbers despite initial fears suggest a positive reception, potentially boosting Amazon's advertising revenue. The introduction of interactive ad formats could further enhance engagement and sales conversion, benefiting Amazon's retail platform.

Amazon's decision to increase ads on Prime Video positions it as a competitor to Disney in the streaming market. While this move could influence Disney's strategy, the direct impact on Disney's market share and revenue is less certain compared to Netflix.

Amazon's strategy to increase ads and undercut Netflix on advertising pricing positions it as a strong competitor in the ad-supported streaming market. This could lead to a shift in market share, potentially impacting Netflix's advertising revenue and subscriber growth.