Brian Luke

Technology

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q2 '26

Focus Areas7 topics

Demand3Cost Pressure2Pricing2Cloud & AI2Supply Chain1Competitive Dynamics1Trade Tariffs1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

HPQHP Inc.3 quarters

2026 Q2

Can you just speak to the ability to access new or incremental sources to offset the pricing pressures you are seeing?

Supply ChainCost PressureView in transcript →

Are you seeing any demand spill across from PCs into print hardware and supplies?

DemandCompetitive DynamicsView in transcript →

2025 Q4

would you consider price increases across the entire portfolio, or would you consider them more tactical in nature

PricingCost PressureView in transcript →

Do you expect it to be a tailwind for longer than that time period? And would you expect, you know, tariff considerations to be having an impact going forward

DemandTrade TariffsView in transcript →

2025 Q1

do you think it's becoming clearer to businesses what devices they will need as it relates to specs like optimal tops, AI-related use cases

Cloud & AIDemandView in transcript →

Do you still see them composing 20% of PC shipments this year and a 40% to 60% adoption rate into calendar year 2027

Cloud & AIPricingView in transcript →