Timothy Arcuri
Analyst, UBS
Earnings-call appearances
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Marvell Technology, Inc. Q1 FY2027 Earnings Call2026-05-27
Marvell Technology, Inc. (MRVL)
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Applied Materials Inc /De Q2 FY2026 Earnings Call2026-05-14
Applied Materials Inc /De (AMAT)
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SITIME Corp Q1 FY2026 Earnings Call2026-05-06
SITIME Corp (SITM)
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Advanced Micro Devices Inc Q1 FY2026 Earnings Call2026-05-05
Advanced Micro Devices Inc (AMD)
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Qualcomm Inc/De Q2 FY2026 Earnings Call2026-04-29
Qualcomm Inc/De (QCOM)
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Texas Instruments Inc Q1 FY2026 Earnings Call2026-04-22
Texas Instruments Inc (TXN)
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Micron Technology Inc Q1 FY2026 Earnings Call2026-03-18
Micron Technology Inc (MU)
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Analog Devices Inc Q4 FY2025 Earnings Call2026-02-18
Analog Devices Inc (ADI)
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Entegris Inc Q4 FY2025 Earnings Call2026-02-10
Entegris Inc (ENTG)
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Qualcomm Inc/De Q1 FY2026 Earnings Call2026-02-04
Qualcomm Inc/De (QCOM)
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Skyworks Solutions, Inc. Q1 FY2026 Earnings Call2026-02-03
Skyworks Solutions, Inc. (SWKS)
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Teradyne, Inc Q4 FY2025 Earnings Call2026-02-03
Teradyne, Inc (TER)
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Kla Corp Q2 FY2026 Earnings Call2026-01-29
Kla Corp (KLAC)
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Texas Instruments Inc Q4 FY2025 Earnings Call2026-01-27
Texas Instruments Inc (TXN)
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Intel Corp Q4 FY2025 Earnings Call2026-01-22
Intel Corp (INTC)
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GLOBALFOUNDRIES Inc. Q4 FY2025 Earnings Call2025-12-31
GLOBALFOUNDRIES Inc. (GFS)
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Micron Technology Inc Q4 FY2025 Earnings Call2025-12-17
Micron Technology Inc (MU)
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Qualcomm Inc/De Q4 FY2025 Earnings Call2025-11-05
Qualcomm Inc/De (QCOM)
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Advanced Micro Devices Inc Q3 FY2025 Earnings Call2025-11-04
Advanced Micro Devices Inc (AMD)
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Entegris Inc Q3 FY2025 Earnings Call2025-10-30
Entegris Inc (ENTG)
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Teradyne, Inc Q3 FY2025 Earnings Call2025-10-29
Teradyne, Inc (TER)
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Kla Corp Q1 FY2026 Earnings Call2025-10-29
Kla Corp (KLAC)
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Intel Corp Q3 FY2025 Earnings Call2025-10-23
Intel Corp (INTC)
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Texas Instruments Inc Q3 FY2025 Earnings Call2025-10-21
Texas Instruments Inc (TXN)
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Micron Technology Inc Q3 FY2025 Earnings Call2025-09-23
Micron Technology Inc (MU)
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Nvidia Corp Q2 FY2026 Earnings Call2025-08-27
Nvidia Corp (NVDA)
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Entegris Inc Q2 FY2025 Earnings Call2025-07-30
Entegris Inc (ENTG)
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Seagate Technology Fiscal Fourth Quarter and Fiscal Year 2025 Conference Call2025-07-29
Seagate Technology Holdings plc (STX)
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Micron Technology Inc Q2 FY2025 Earnings Call2025-06-25
Micron Technology Inc (MU)
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Applied Materials Inc /De Q2 FY2025 Earnings Call2025-05-15
Applied Materials Inc /De (AMAT)
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Allegro Microsystems, Inc. Q4 FY2025 Earnings Call2025-05-08
Allegro Microsystems, Inc. (ALGM)
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Entegris Inc Q1 FY2025 Earnings Call2025-05-07
Entegris Inc (ENTG)
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Advanced Micro Devices Inc Q1 FY2025 Earnings Call2025-05-06
Advanced Micro Devices Inc (AMD)
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Qualcomm Inc/De Q2 FY2025 Earnings Call2025-04-30
Qualcomm Inc/De (QCOM)
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Kla Corp Q3 FY2025 Earnings Call2025-04-30
Kla Corp (KLAC)
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Teradyne, Inc Q1 FY2025 Earnings Call2025-04-29
Teradyne, Inc (TER)
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Intel Corp Q1 FY2025 Earnings Call2025-04-24
Intel Corp (INTC)
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Lam Research Corp Q3 FY2025 Earnings Call2025-04-23
Lam Research Corp (LRCX)
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Texas Instruments Inc Q1 FY2025 Earnings Call2025-04-23
Texas Instruments Inc (TXN)
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Micron Technology Inc Q1 FY2025 Earnings Call2025-03-20
Micron Technology Inc (MU)
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Broadcom Inc. Q1 FY2025 Earnings Call2025-03-06
Broadcom Inc. (AVGO)
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Marvell Technology, Inc. Q4 FY2025 Earnings Call2025-03-05
Marvell Technology, Inc. (MRVL)
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Nvidia Corp Q4 FY2025 Earnings Call2025-02-26
Nvidia Corp (NVDA)
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Entegris Inc Q4 FY2024 Earnings Call2025-02-06
Entegris Inc (ENTG)
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Qualcomm Inc/De Q1 FY2025 Earnings Call2025-02-05
Qualcomm Inc/De (QCOM)
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Advanced Micro Devices Inc Q4 FY2024 Earnings Call2025-02-04
Advanced Micro Devices Inc (AMD)
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Teradyne, Inc Q4 FY2024 Earnings Call2025-01-30
Teradyne, Inc (TER)
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Kla Corp Q2 FY2025 Earnings Call2025-01-30
Kla Corp (KLAC)
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Intel Corp Q4 FY2024 Earnings Call2025-01-30
Intel Corp (INTC)
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Seagate Technology Holdings plc Q2 FY2025 Earnings Call2025-01-21
Seagate Technology Holdings plc (STX)
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Micron Technology Inc Q4 FY2024 Earnings Call2024-12-18
Micron Technology Inc (MU)
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Analog Devices Inc Q3 FY2024 Earnings Call2024-11-26
Analog Devices Inc (ADI)
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Applied Materials Inc /De Q4 FY2024 Earnings Call2024-11-14
Applied Materials Inc /De (AMAT)
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Qualcomm Inc/De Q4 FY2024 Earnings Call2024-11-06
Qualcomm Inc/De (QCOM)
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Intel Corp Q3 FY2024 Earnings Call2024-10-31
Intel Corp (INTC)
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Kla Corp Q1 FY2025 Earnings Call2024-10-30
Kla Corp (KLAC)
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Advanced Micro Devices Inc Q3 FY2024 Earnings Call2024-10-29
Advanced Micro Devices Inc (AMD)
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Teradyne, Inc Q3 FY2024 Earnings Call2024-10-24
Teradyne, Inc (TER)
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Texas Instruments Inc Q3 FY2024 Earnings Call2024-10-22
Texas Instruments Inc (TXN)
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Broadcom Inc. Q3 FY2024 Earnings Call2024-09-05
Broadcom Inc. (AVGO)
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Nvidia Corp Q2 FY2025 Earnings Call2024-08-28
Nvidia Corp (NVDA)
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Intel Corp Q2 FY2024 Earnings Call2024-08-01
Intel Corp (INTC)
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Lam Research Corp Q4 FY2024 Earnings Call2024-07-31
Lam Research Corp (LRCX)
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Advanced Micro Devices Inc Q2 FY2024 Earnings Call2024-07-30
Advanced Micro Devices Inc (AMD)
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Teradyne, Inc Q2 FY2024 Earnings Call2024-07-25
Teradyne, Inc (TER)
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Texas Instruments Inc Q2 FY2024 Earnings Call2024-07-23
Texas Instruments Inc (TXN)
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Micron Technology Inc Q2 FY2024 Earnings Call2024-06-26
Micron Technology Inc (MU)
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Broadcom Inc. Q2 FY2024 Earnings Call2024-06-12
Broadcom Inc. (AVGO)
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Marvell Technology, Inc. Q1 FY2025 Earnings Call2024-05-30
Marvell Technology, Inc. (MRVL)
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Nvidia Corp Q1 FY2025 Earnings Call2024-05-22
Nvidia Corp (NVDA)
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Qualcomm Inc/De Q2 FY2024 Earnings Call2024-05-01
Qualcomm Inc/De (QCOM)
-
Entegris Inc Q1 FY2024 Earnings Call2024-05-01
Entegris Inc (ENTG)
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Advanced Micro Devices Inc Q1 FY2024 Earnings Call2024-04-30
Advanced Micro Devices Inc (AMD)
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Kla Corp Q3 FY2024 Earnings Call2024-04-25
Kla Corp (KLAC)
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Intel Corp Q1 FY2024 Earnings Call2024-04-25
Intel Corp (INTC)
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Lam Research Corp Q3 FY2024 Earnings Call2024-04-24
Lam Research Corp (LRCX)
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Texas Instruments Inc Q1 FY2024 Earnings Call2024-04-23
Texas Instruments Inc (TXN)
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Seagate Technology Holdings plc Q3 FY2024 Earnings Call2024-03-31
Seagate Technology Holdings plc (STX)
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Micron Technology Inc Q1 FY2024 Earnings Call2024-03-20
Micron Technology Inc (MU)
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Analog Devices Inc Q4 FY2023 Earnings Call2024-02-21
Analog Devices Inc (ADI)
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Applied Materials Inc /De Q1 FY2024 Earnings Call2024-02-15
Applied Materials Inc /De (AMAT)
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Teradyne, Inc Q4 FY2023 Earnings Call2024-01-31
Teradyne, Inc (TER)
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Qualcomm Inc/De Q1 FY2024 Earnings Call2024-01-31
Qualcomm Inc/De (QCOM)
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Advanced Micro Devices Inc Q4 FY2023 Earnings Call2024-01-30
Advanced Micro Devices Inc (AMD)
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Intel Corp Q4 FY2023 Earnings Call2024-01-25
Intel Corp (INTC)
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Kla Corp Q2 FY2024 Earnings Call2024-01-25
Kla Corp (KLAC)
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Lam Research Corp Q2 FY2024 Earnings Call2024-01-24
Lam Research Corp (LRCX)
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Texas Instruments Inc Q4 FY2023 Earnings Call2024-01-23
Texas Instruments Inc (TXN)
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Micron Technology Inc Q4 FY2023 Earnings Call2023-12-20
Micron Technology Inc (MU)
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Entegris Inc Q3 FY2023 Earnings Call2023-11-02
Entegris Inc (ENTG)
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Advanced Micro Devices Inc Q3 FY2023 Earnings Call2023-10-31
Advanced Micro Devices Inc (AMD)
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Intel Corp Q3 FY2023 Earnings Call2023-10-26
Intel Corp (INTC)
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Kla Corp Q1 FY2024 Earnings Call2023-10-25
Kla Corp (KLAC)
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Texas Instruments Inc Q3 FY2023 Earnings Call2023-10-24
Texas Instruments Inc (TXN)
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Lam Research Corp Q1 FY2024 Earnings Call2023-10-18
Lam Research Corp (LRCX)
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Micron Technology Inc Q3 FY2023 Earnings Call2023-09-27
Micron Technology Inc (MU)
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Marvell Technology, Inc. Q2 FY2024 Earnings Call2023-08-24
Marvell Technology, Inc. (MRVL)
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Applied Materials Inc /De Q3 FY2023 Earnings Call2023-08-17
Applied Materials Inc /De (AMAT)
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Entegris Inc Q2 FY2023 Earnings Call2023-08-03
Entegris Inc (ENTG)
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Qualcomm Inc/De Q3 FY2023 Earnings Call2023-08-02
Qualcomm Inc/De (QCOM)
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Advanced Micro Devices Inc Q2 FY2023 Earnings Call2023-08-01
Advanced Micro Devices Inc (AMD)
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On Semiconductor Corp Q2 FY2023 Earnings Call2023-07-31
On Semiconductor Corp (ON)
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Intel Corp Q2 FY2023 Earnings Call2023-07-27
Intel Corp (INTC)
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Kla Corp Q4 FY2023 Earnings Call2023-07-27
Kla Corp (KLAC)
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Micron Technology Inc Q2 FY2023 Earnings Call2023-06-28
Micron Technology Inc (MU)
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Marvell Technology, Inc. Q1 FY2024 Earnings Call2023-05-25
Marvell Technology, Inc. (MRVL)
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Advanced Micro Devices Inc Q1 FY2023 Earnings Call2023-05-02
Advanced Micro Devices Inc (AMD)
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Intel Corp Q1 FY2023 Earnings Call2023-04-27
Intel Corp (INTC)
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Teradyne, Inc Q1 FY2023 Earnings Call2023-04-27
Teradyne, Inc (TER)
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Kla Corp Q3 FY2023 Earnings Call2023-04-26
Kla Corp (KLAC)
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Texas Instruments Inc Q1 FY2023 Earnings Call2023-04-25
Texas Instruments Inc (TXN)
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Lam Research Corp Q3 FY2023 Earnings Call2023-04-19
Lam Research Corp (LRCX)
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Entegris Inc Q4 FY2022 Earnings Call2023-02-14
Entegris Inc (ENTG)
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Advanced Micro Devices Inc Q4 FY2022 Earnings Call2023-01-31
Advanced Micro Devices Inc (AMD)
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Teradyne, Inc Q4 FY2022 Earnings Call2023-01-26
Teradyne, Inc (TER)
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Kla Corp Q2 FY2023 Earnings Call2023-01-26
Kla Corp (KLAC)
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Intel Corp Q4 FY2022 Earnings Call2023-01-26
Intel Corp (INTC)
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Texas Instruments Inc Q4 FY2022 Earnings Call2023-01-24
Texas Instruments Inc (TXN)
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Micron Technology Inc Q4 FY2022 Earnings Call2022-12-21
Micron Technology Inc (MU)
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Broadcom Inc. Q4 FY2022 Earnings Call2022-12-08
Broadcom Inc. (AVGO)
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Nvidia Corp Q3 FY2023 Earnings Call2022-11-16
Nvidia Corp (NVDA)
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Entegris Inc Q3 FY2022 Earnings Call2022-11-02
Entegris Inc (ENTG)
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Qorvo, Inc. Q2 FY2023 Earnings Call2022-11-02
Qorvo, Inc. (QRVO)
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On Semiconductor Corp Q3 FY2022 Earnings Call2022-10-31
On Semiconductor Corp (ON)
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Western Digital Corp Q4 FY2022 Earnings Call2022-10-27
Western Digital Corp (WDC)
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Intel Corp Q3 FY2022 Earnings Call2022-10-27
Intel Corp (INTC)
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Kla Corp Q1 FY2023 Earnings Call2022-10-26
Kla Corp (KLAC)
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Teradyne, Inc Q3 FY2022 Earnings Call2022-10-26
Teradyne, Inc (TER)
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Texas Instruments Inc Q3 FY2022 Earnings Call2022-10-25
Texas Instruments Inc (TXN)
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Advanced Micro Devices Inc Q3 FY2022 Earnings Call2022-10-06
Advanced Micro Devices Inc (AMD)
-
Seagate Technology Holdings plc Q1 FY2023 Earnings Call2022-09-30
Seagate Technology Holdings plc (STX)
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Broadcom Inc. Q3 FY2022 Earnings Call2022-09-01
Broadcom Inc. (AVGO)
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Marvell Technology, Inc. Q2 FY2023 Earnings Call2022-08-25
Marvell Technology, Inc. (MRVL)
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Applied Materials Inc /De Q3 FY2022 Earnings Call2022-08-18
Applied Materials Inc /De (AMAT)
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Advanced Micro Devices Inc Q2 FY2022 Earnings Call2022-08-02
Advanced Micro Devices Inc (AMD)
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Entegris Inc Q2 FY2022 Earnings Call2022-08-02
Entegris Inc (ENTG)
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Lam Research Corp Q4 FY2022 Earnings Call2022-07-27
Lam Research Corp (LRCX)
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Micron Technology Inc Q2 FY2022 Earnings Call2022-06-30
Micron Technology Inc (MU)
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Marvell Technology, Inc. Q1 FY2023 Earnings Call2022-05-26
Marvell Technology, Inc. (MRVL)
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Advanced Micro Devices Inc Q1 FY2022 Earnings Call2022-05-03
Advanced Micro Devices Inc (AMD)
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Intel Corp Q1 FY2022 Earnings Call2022-04-28
Intel Corp (INTC)
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Kla Corp Q3 FY2022 Earnings Call2022-04-28
Kla Corp (KLAC)
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Teradyne, Inc Q1 FY2022 Earnings Call2022-04-27
Teradyne, Inc (TER)
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Texas Instruments Inc Q1 FY2022 Earnings Call2022-04-26
Texas Instruments Inc (TXN)
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Entegris Inc Q1 FY2022 Earnings Call2022-04-26
Entegris Inc (ENTG)
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Lam Research Corp Q3 FY2022 Earnings Call2022-04-20
Lam Research Corp (LRCX)
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Marvell Technology, Inc. Q4 FY2022 Earnings Call2022-03-03
Marvell Technology, Inc. (MRVL)
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Applied Materials Inc /De Q1 FY2022 Earnings Call2022-02-16
Applied Materials Inc /De (AMAT)
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Nvidia Corp Q4 FY2022 Earnings Call2022-02-16
Nvidia Corp (NVDA)
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Kla Corp Q2 FY2022 Earnings Call2022-01-27
Kla Corp (KLAC)
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Intel Corp Q4 FY2021 Earnings Call2022-01-26
Intel Corp (INTC)
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Marvell Technology, Inc. Q3 FY2022 Earnings Call2021-12-02
Marvell Technology, Inc. (MRVL)
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Skyworks Solutions, Inc. Q4 FY2021 Earnings Call2021-11-04
Skyworks Solutions, Inc. (SWKS)
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Kla Corp Q1 FY2022 Earnings Call2021-10-27
Kla Corp (KLAC)
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Advanced Micro Devices Inc Q3 FY2021 Earnings Call2021-10-26
Advanced Micro Devices Inc (AMD)
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Texas Instruments Inc Q3 FY2021 Earnings Call2021-10-26
Texas Instruments Inc (TXN)
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Intel Corp Q3 FY2021 Earnings Call2021-10-21
Intel Corp (INTC)
-
Lam Research Corp Q1 FY2022 Earnings Call2021-10-20
Lam Research Corp (LRCX)
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Skyworks Solutions, Inc. Q3 FY2021 Earnings Call2021-07-31
Skyworks Solutions, Inc. (SWKS)
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Kla Corp Q4 FY2021 Earnings Call2021-07-29
Kla Corp (KLAC)
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Intel Corp Q2 FY2021 Earnings Call2021-07-22
Intel Corp (INTC)
-
Marvell Technology, Inc. Q1 FY2022 Earnings Call2021-06-07
Marvell Technology, Inc. (MRVL)
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Skyworks Solutions, Inc. Q1 FY2021 Earnings Call2021-04-29
Skyworks Solutions, Inc. (SWKS)
-
Kla Corp Q3 FY2021 Earnings Call2021-04-29
Kla Corp (KLAC)
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Texas Instruments Inc Q1 FY2021 Earnings Call2021-04-27
Texas Instruments Inc (TXN)
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Intel Corp Q1 FY2021 Earnings Call2021-04-22
Intel Corp (INTC)
-
Lam Research Corp Q3 FY2021 Earnings Call2021-04-21
Lam Research Corp (LRCX)
-
Micron Technology Inc Q1 FY2021 Earnings Call2021-03-31
Micron Technology Inc (MU)
-
Broadcom Inc. Q1 FY2021 Earnings Call2021-03-04
Broadcom Inc. (AVGO)
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Teradyne, Inc Q4 FY2020 Earnings Call2021-01-28
Teradyne, Inc (TER)
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Texas Instruments Inc Q4 FY2020 Earnings Call2021-01-26
Texas Instruments Inc (TXN)
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Intel Corp Q4 FY2020 Earnings Call2021-01-14
Intel Corp (INTC)
-
Applied Materials Inc /De Q4 FY2020 Earnings Call2020-11-12
Applied Materials Inc /De (AMAT)
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Marvell Technology, Inc. Q3 FY2021 Earnings Call2020-10-31
Marvell Technology, Inc. (MRVL)
-
Kla Corp Q1 FY2021 Earnings Call2020-10-28
Kla Corp (KLAC)
-
Intel Corp Q3 FY2020 Earnings Call2020-10-22
Intel Corp (INTC)
-
Teradyne, Inc Q3 FY2020 Earnings Call2020-10-21
Teradyne, Inc (TER)
-
Lam Research Corp Q1 FY2021 Earnings Call2020-10-21
Lam Research Corp (LRCX)
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Texas Instruments Inc Q3 FY2020 Earnings Call2020-10-20
Texas Instruments Inc (TXN)
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Micron Technology Inc Q4 FY2020 Earnings Call2020-09-30
Micron Technology Inc (MU)
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Micron Technology Inc Q3 FY2020 Earnings Call2020-09-29
Micron Technology Inc (MU)
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Nvidia Corp Q2 FY2021 Earnings Call2020-08-19
Nvidia Corp (NVDA)
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Kla Corp Q4 FY2020 Earnings Call2020-08-03
Kla Corp (KLAC)
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Intel Corp Q2 FY2020 Earnings Call2020-07-23
Intel Corp (INTC)
-
Teradyne, Inc Q2 FY2020 Earnings Call2020-07-22
Teradyne, Inc (TER)
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Micron Technology Inc Q2 FY2020 Earnings Call2020-06-29
Micron Technology Inc (MU)
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Broadcom Inc. Q2 FY2020 Earnings Call2020-06-04
Broadcom Inc. (AVGO)
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Kla Corp Q3 FY2020 Earnings Call2020-05-05
Kla Corp (KLAC)
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Intel Corp Q1 FY2020 Earnings Call2020-04-23
Intel Corp (INTC)
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Lam Research Corp Q3 FY2020 Earnings Call2020-04-22
Lam Research Corp (LRCX)
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Teradyne, Inc Q1 FY2020 Earnings Call2020-04-22
Teradyne, Inc (TER)
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Skyworks Solutions, Inc. Q1 FY2020 Earnings Call2020-04-14
Skyworks Solutions, Inc. (SWKS)
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Nvidia Corp Q4 FY2020 Earnings Call2020-02-13
Nvidia Corp (NVDA)
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Qualcomm Inc/De Q1 FY2020 Earnings Call2020-02-05
Qualcomm Inc/De (QCOM)
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Kla Corp Q2 FY2020 Earnings Call2020-02-04
Kla Corp (KLAC)
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Qorvo, Inc. Q2 FY2020 Earnings Call2020-01-29
Qorvo, Inc. (QRVO)
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Marvell Technology, Inc. Q3 FY2020 Earnings Call2019-10-31
Marvell Technology, Inc. (MRVL)
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Lam Research Corp Q1 FY2020 Earnings Call2019-09-30
Lam Research Corp (LRCX)
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Nvidia Corp Q2 FY2020 Earnings Call2019-07-31
Nvidia Corp (NVDA)