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A DePaul university showed that Amazon will be able to offer one-day delivery to 95% of U.S. households. (Click to Tweet).

Two of Amazon's biggest competitors reported their Q4 2020 earnings:

Walmart:

• Walmart reported revenue of $152B and a loss of $2.09B in Q4. For 2020, total revenue rose by 7% to $560B with a $13.6B profit.
• E-commerce sales were up by 69% YoY in Q4. The retailer's e-commerce sales surged by at least 80% in the previous two quarters.

Shopify:

• Shopify saw revenue grow by 96% in Q4 to $978M. Revenue for 2020 was $2.9B, an 86% increase YoY.
• The e-commerce giant made a $319M profit. In 2019, it reported a $124M loss.

Recap of Amazon's Q4 performance:

• Amazon reported record quarterly revenues for Q4 2020, exceeding $100B for the first time.
• Amazon's net income rose to $7.2B, up from $3.3B in the year-ago quarter.

Amazon will soon be able to offer one-day delivery to 95% of U.S. households, according to a study by DePaul University. Amazon Air, its cargo airline, is expected to double in size by June, allowing it to deliver to more of the country.

More:

• In the six months leading up to this February, Amazon Air ran 15% more flights than the previous six months. By June, Amazon Air will fly 160 flights daily, another 15% increase.
• Last month, Amazon purchased 11 used Boeing 767-300 planes from Delta Air Lines and WestJet. Amazon won't integrate some of these planes into its fleet until next year.
• Between September and February, Amazon's active air fleet rose by 13.5%, and its total fleet grew by 21%.
• Since 2019, Morgan Stanley has forecast that Amazon will eventually compete against giants such as UPS and FedEx. The company spent $44B to build out its logistics infrastructure in 2020.

Donald Glover signed a multi-year eight-figure overall deal with Amazon. Glover is still expected to star in and produce two more seasons of "Atlanta" for FX.

More:

• The first project under the new Amazon deal will be Glover's update of "Mr. and Mrs. Smith," also featuring his "Solo" co-star Phoebe Waller-Bridge.
• Another project called "Hive" from writer Janine Nabers ("Watchmen") about a "Beyoncé-like figure" is apparently also moving forward with Glover as a producer.
• "Atlanta" writer/producer (and Donald's brother) Stephen Glover will also move over to Amazon.
• According to The Hollywood Reporter, former first daughter Malia Obama plans to join the writing staff for one of Glover's projects.

This story first appeared in Inside Streaming. Check out the full version here.

Amazon's cargo contractor, Atlas Air Worldwide Holdings, reported revenue of $3.2B in 2020, up 17% YoY. The company generated a $360M profit last year, after recording a $293M loss in 2019.

More:

• The majority of Amazon's cargo aircraft are leased via Atlas Air. The e-commerce giant increased its share of Atlas Air last month to 9%.
• U.S. airlines lost a combined $35B last year, and the industry doesn't expect air traffic to return to pre-pandemic levels until 2024.
• However, cargo carriers benefited from the rise in e-commerce sales. In the U.S. alone, online sales grew by 44%, with Amazon accounting for one-third of the market.

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• Tesla CEO Elon Musk reclaimed the title of the world's richest person from Jeff Bezos after his other company, SpaceX, raised $850M at a $74B valuation. Musk's net worth is $200B.
• Amazon opened a new delivery station in Saginaw Michigan. The facility will initially employ 40 people, with plans to ramp up to 100.
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