Analyst
UBS
Equibles does not estimate personal net worth.
Timothy Arcuri is recorded as Analyst at UBS. Timothy Arcuri has spoken on 45 earnings calls and 1 other investor event across 21 companies, most recently for Lam Research Corp on October 21, 2026. Those appearances were for Nvidia Corp (NVDA), Entegris Inc (ENTG), Seagate Technology Holdings plc (STX), Texas Instruments Inc (TXN), Micron Technology Inc (MU) and 16 other companies. The companies whose calls Timothy Arcuri spoke on are classified in the Technology sector.
“So do you get back on this sort of 10% plus or minus systems growth in March? Do you actually get that back? Thanks.”
“Jensen, I wanted to ask about open source. There's a lot of talk about that these models could gain share for workload in the U.S. You're obviously well positioned with Nemotron.”
“Bryce, I want to go back to this some systems guidance for the year. So you said up more than 30 last call. Things have gotten better since then. But even if you go 40%, that implies a pretty big decel into December.”
“Andrew, I wanted to ask about customer concentration. So you did say that revenue would be up more than 3x next year, and obviously we know that OpenAI is ramping right now, so that's a big piece of your incremental revenue today.”
“Steve, I want to ask you just your perspective on how long this upturn can last. So September is going to be the sixth quarter above seasonal. I know it's a unique time and you're coming off a big downturn.”
UBS
Analyst
Source not stated
NVDA
Semiconductors · Technology
ENTG
Semiconductor Equipment & Materials · Technology
LRCX
Semiconductor Equipment & Materials · Technology
AVGO
Semiconductors · Technology
KLAC
Semiconductor Equipment & Materials · Technology
QCOM
Semiconductors · Technology
APPL MATERIAL-T
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
TER
Semiconductor Equipment & Materials · Technology
Q3 2026 Applied Materials Earnings Conference Call
APPL MATERIAL-T
