Analyst
UBS
Equibles does not estimate personal net worth.
Timothy R. Curry is recorded as Analyst at UBS. Timothy R. Curry has spoken on 5 earnings calls across 5 companies, most recently for Intel Corp on July 23, 2026. Those appearances were for Intel Corp (INTC), INTEL-T, Teradyne, Inc (TER), Lam Research Corp (LRCX) and Allegro Microsystems, Inc. (ALGM). The companies whose calls Timothy R. Curry spoke on are classified in the Technology sector.
“Dave, you made a comment that there's a lot of capacity coming online toward the end of this quarter. So I guess that implies a pretty big step up in revenue for Q4.”
“Dave, you made a comment that there's a lot of capacity coming online toward the end of this quarter. So I guess that implies a pretty big step up in revenue for Q4.”
“Greg, I guess my question is just on the back half of the year, so it's a bit of a disconnect. It sounds like the demand signals have, if anything, gotten better over the past three months, but you're not raising guidance for the back half of the year.”
“Doug, I had a question about WFE this year. So you said we're going to be constrained because of this FAB readiness. Is it possible to say how much?”
“So Derek, gross leverage is down to about 2x for September based on your guidance. So when will capital deployment shift from debt pay down to capital return, maybe some share repo?”
UBS
Analyst
Transcript header (unverified)
INTC
Semiconductors · Technology
INTEL-T
Semiconductors · Technology
TER
Semiconductor Equipment & Materials · Technology
LRCX
Semiconductor Equipment & Materials · Technology
Q2 2026 Intel Corporation Earnings Conference Call
INTEL-T
