Berkshire Cuts Apple Stake; Audio Market to Reach $412 Billion by 2035
Berkshire Hathaway trimmed its Q4 2025 Apple stake as part of a portfolio reshaping that freed roughly $7.7 billion for redeployment. The U.S. consumer audio market is forecast to expand from $107.52 billion in 2025 to $412.08 billion by 2035, driven by wireless device adoption and premium audio demand.
1. Berkshire’s Q4 Apple Stake Reduction
In Q4 2025, Berkshire Hathaway reduced its Apple stake alongside cuts to Bank of America and Amazon, freeing approximately $7.7 billion to fund new positions in media, energy and insurance businesses.
2. Consumer Audio Market Projection
The U.S. consumer audio market is projected to grow from $107.52 billion in 2025 to $412.08 billion by 2035 at a 14.5% CAGR, led by wireless headphones, smart speakers and rapid soundbar adoption at a 16.85% CAGR.
3. Streaming Competition Impact
Netflix’s stock rose 15.3% in February after canceling its $83 billion bid for Warner Bros. Discovery, avoiding a five- to sixfold debt increase and underscoring intensifying competition among streaming platforms, including Apple TV+.