Analyst
UBS
Equibles does not estimate personal net worth.
Tim Arcuri is recorded as Analyst at UBS. Tim Arcuri has spoken on 3 earnings calls and 1 other investor event across 3 companies, most recently for Entegris Inc on November 9, 2026. Those appearances were for Entegris Inc (ENTG), Ambiq Micro, Inc. (AMBQ) and Nvidia Corp (NVDA). The companies whose calls Tim Arcuri spoke on are classified in the Technology sector.
“So I think China was 20% of revenue last year. And a lot of people worry about your, not your competitive position, but just China generally, you know, eating into your business.”
“So basically kind of what's the right baseline off of that $23 million in December? And do these IP purchases, you know, continue into the first half of next year?”
“Colette, I was wondering if you can talk about the deployment of capital. I know that you really jacked up the purchase commits, but it sounds like maybe you're over the hump on this.”
“Dave, can you speak to whether these – the BIS bans, the affiliate ban, did that cost you any revenue in September, and how much are you accounting for that in your December guidance?”
UBS
Analyst
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ENTG
Semiconductor Equipment & Materials · Technology
AMBQ
Semiconductors · Technology
NVDA
Semiconductors · Technology
