Sign in

    Tim Arcuri

    Managing Director and Senior Equity Analyst at UBS

    Tim Arcuri is a Managing Director and Senior Equity Analyst at UBS, specializing in technology sector research with a particular focus on semiconductors and semiconductor equipment. He covers leading companies such as Nvidia, Apple, Teradyne, and Micron, boasting a 73% success rate on stock recommendations, an average return of 32.9%, and a 94% success rate specifically on Nvidia with a top return of 256.3%. Arcuri launched his career at SG Cowen Securities, later holding senior research positions at Deutsche Bank, Citi, and Cowen before joining UBS in November 2017. He holds a bachelor’s degree in Chemical Engineering from Villanova University, is consistently ranked among the top 10 analysts on TipRanks, and is recognized with multiple industry awards and honors.

    Tim Arcuri's questions to WESTERN DIGITAL (WDC) leadership

    Tim Arcuri's questions to WESTERN DIGITAL (WDC) leadership • Q2 2025

    Question

    An analyst on behalf of Tim Arcuri asked if tight HDD supply is changing customer behavior regarding build-to-order (BTO) commitments. The follow-up question concerned the post-spin NAND strategy, asking if the new company would prioritize margins over market share, similar to the HDD business.

    Answer

    CFO Wissam Jabre confirmed no change in customer behavior, noting the pivot to BTO already provides a 52-week planning horizon. CEO David Goeckeler deferred the detailed NAND strategy question to the upcoming Investor Day but stated the current approach of actively managing supply to match demand signals is indicative of the future strategy.

    Ask Fintool Equity Research AI