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8h ago

Mar Vista Hails Alphabet as Top Q4 Performer After 'Beat-and-Raise' Quarter

The investor letter credits surging Google Cloud growth with a swelling backlog as the catalyst for momentum.

Overview

  • Mar Vista says Alphabet’s quarter featured balanced gains in Search and YouTube, with Google Cloud as the standout.
  • The firm reports Cloud revenue rose about 34% with a $155 billion backlog that was nearly double the prior quarter.
  • It argues Cloud has shifted from a margin drag to a profit engine due to operational leverage and cost discipline.
  • Alphabet led returns within Mar Vista’s U.S. Quality Strategy, which returned 0.20% net in Q4 versus 2.41% for the Russell 1000 and 2.65% for the S&P 500.
  • A market snapshot shows Alphabet closed at $332.73 on Jan. 12, 2026, up 7.57% over one month and 73.04% over 52 weeks for a $4.017 trillion value.