BRK.B Latest Report

Performance of the Quarterly Report

The operating revenue of Berkshire Hathaway B (BRK.B) was US$101.468 billion as of December 31, 2024, a 22.09% decrease from US$1301.90 billion in 2023. This significant decline may reflect challenges faced by the company in the market environment, industry competition, or internal operations.

Key Data in the Financial Report

1. The operating revenue decreased by 22.09% year-on-year, from US$1301.90 billion in 2023 to US$1014.68 billion in 2024, indicating a possible decline in sales or market share.

2. Changes in market demand may lead to a decrease in revenue, and changes in the overall economic environment may weaken consumer demand.

3. Intensified industry competition may lead to a decrease in Berkshire Hathaway's market share if competitors launch more attractive products or services.

4. Internal management issues, such as insufficient operational efficiency or supply chain management, may also affect revenue performance.

5. Uncertainty in the external economic environment may affect overall business performance, especially in the financial market and investment sectors.

Peer Comparison

1. Industry-wide analysis: In 2024, the overall market environment faced challenges, especially in cases of economic slowdown or increased inflation, many companies may have experienced a decline in revenue. Comparing the financial data of other companies in the same industry can help clarify the overall sales trend in the industry.

2. Peer evaluation analysis: Compared with other companies in the same industry, the decrease in operating revenue of Berkshire Hathaway was significant, indicating a weakening of its competitiveness in the market. Further analysis of the revenue changes of other companies in the same industry can help assess the relative performance of Berkshire Hathaway.

Summary

Berkshire Hathaway faced a significant decline in revenue in 2024, possibly affected by weakening market demand, intensified industry competition, and internal management issues. The uncertainty in the overall economic environment also had a negative impact on its performance.

Opportunities

1. The company's cash reserves increased significantly to US$2718.35 billion, which may support future investments.

2. The increase in after-tax insurance investment income by US$1.2 billion indicates that the company still has certain strength in the investment field.

3. Strategies to find investment opportunities with lower risks and higher returns may help the company restore profitability in the future.

Risks

1. Intensified industry competition may further erode the company's market share.

2. Macroeconomic cycle fluctuations may lead to a continuous decline in operating revenue, affecting the overall profitability of the company.

3. Persistently high interest rates may increase borrowing costs and affect financing capabilities, especially in cases where multiple business segments rely on debt financing.