Sign in

    Brian Luke

    Senior Partner and Co-Founder at UBS

    Brian Luke is a Senior Partner and Co-Founder at Schiller-Haskell Partners within UBS, specializing in wealth management and serving ultra-high-net-worth clients, particularly C-suite executives and family offices. He oversees comprehensive financial planning and investment strategies for prominent clients, supporting their legacy and business goals through tailored portfolio construction and risk management solutions, although specific covered companies or quantitative performance metrics are not publicly disclosed. With over 22 years of wealth management experience, Brian began his career before co-founding Schiller-Haskell Partners and has held a pivotal role at UBS since at least 2009. He holds the Certified Investment Management Analyst (CIMA®) designation and serves as a UBS Family Office Consultant, indicative of advanced industry knowledge and specialized credentials.

    Brian Luke's questions to HP (HPQ) leadership

    Brian Luke's questions to HP (HPQ) leadership • Q1 2025

    Question

    Brian Luke from UBS inquired if the Windows end-of-life is the primary PC refresh driver or if businesses are now clearer on spec requirements. He also requested an update on AI PC adoption rates and pricing premiums.

    Answer

    CEO Enrique Lores responded that both factors are driving the refresh, noting an acceleration in the Windows 11 cycle and customer demand for later-generation products for AI and communication. He updated the AI PC penetration forecast to ~25% by the end of the year, maintained the 40-50% projection for two years out, and reiterated the expected 5-10% average selling price premium.

    Ask Fintool Equity Research AI