There were a few eye-catching numbers that had Amazon's stock blasting off after their earnings report was published. But two other things grabbed my attention the most. For the first time that I can remember, Amazon reported making $31 billion last year from their advertising platform, which is a pretty huge number for a company that hasn’t really been known for being in that business compared to Facebook and Google. But with numbers like that, it may not be long before advertising surpasses AWS as the biggest driver of operational profit.

The last thing that caught just about everybody’s attention was the other piece of news that came out of the earnings announcement – the price increase for Amazon Prime membership going from $119 to $139 a year. So with all this news coming out, my Watching Amazon show co-host John Lawson and I gave our take on what all of this added up to, and how we thought it would be received by consumers and sellers on the platform. And if there is anything on the horizon that could disrupt Amazon’s dominance in digital commerce.