Alphabet Posts 18% Q4 Revenue Gain and Secures Unilever AI Cloud Deal
Monness analyst Brian White kept a Hold rating after Q4 revenue rose 18% to $113.8B, citing strong Search and Cloud growth but warning of peak valuation given AI and cloud competition. Unilever’s AI partnership migrating its systems to Google Cloud aims to drive revenue growth and showcase AI commerce solutions.
1. Monness Hold Rating and Q4 Performance
Monness analyst Brian White maintained a Hold rating on Alphabet following Q4 2025 revenue growth of 18% to $113.8 billion. He highlighted robust Google Search trends and accelerating Google Cloud backlog but cautioned that shares trade at peak valuation amid intensifying AI and cloud competition.
2. Unilever AI Partnership Drives Cloud Growth
Unilever committed to a five-year AI partnership to migrate its data and cloud platforms onto Google Cloud, establishing an AI-first digital infrastructure. The deal focuses on agentic commerce, integrated data systems and advanced AI to enhance brand discovery, consumer engagement and overall market agility.