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    Tim Long

    Managing Director and Senior Equity Research Analyst at Barclays

    Tim Long is a Managing Director and Senior Equity Research Analyst at Barclays specializing in the technology sector, with a coverage universe that includes major companies such as Apple, Keysight Technologies, and Motorola Solutions. Recognized for his robust analytical skills, he boasts a success rate of approximately 65% and an average return per recommendation of up to 15.8%, earning a 5-star analyst rating on platforms like TipRanks. Tim began his career in the industry at Raytheon and Bell Communications and spent over two decades as a technology analyst at Merrill Lynch, Credit Suisse, Bank of America, and BMO before joining Barclays, where he leads technology hardware equity research. He holds various professional credentials and securities licenses, including FINRA registration, underscoring his longstanding expertise and industry influence.

    Tim Long's questions to NetApp (NTAP) leadership

    Tim Long's questions to NetApp (NTAP) leadership • Q1 2026

    Question

    Tim Long of Barclays asked about NetApp's strategy to convert the remaining 55% of its installed base from hybrid to all-flash systems. He also inquired about the mid-to-long-term expectations for the rapidly growing Keystone storage-as-a-service offering.

    Answer

    CEO George Kurian explained that while NetApp has a high win rate in refreshing its installed base, a significant portion of its growth comes from winning new customers. He noted that hard-drive solutions remain relevant for backup and cold storage. Regarding Keystone, he highlighted its appeal to customers who prefer an as-a-service model, need a bridge for cloud transitions, or want to avoid upfront capital investment in competitive situations.

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    Tim Long's questions to NetApp (NTAP) leadership • Q1 2026

    Question

    Tim Long of Barclays asked about NetApp's strategy to convert the remaining 55% of its installed base to all-flash and the long-term expectations for its Keystone storage-as-a-service offering.

    Answer

    CEO George Kurian explained that while NetApp has a high win rate on installed base refreshes, it also wins many new customers, and traditional hard drive solutions remain relevant for backup and cold storage. Regarding Keystone, he positioned it as a flexible option for customers preferring an as-a-service model, those in transition to the cloud, or for strategic competitive situations, emphasizing customer choice.

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    Tim Long's questions to NetApp (NTAP) leadership • Q4 2025

    Question

    Tim Long of Barclays inquired about NetApp's guidance, noting the contrast between a lighter-than-expected Q1 forecast and an intact full-year outlook, and asked about the drivers for revenue acceleration. He also questioned the outlook for product gross margins amid changing NAND prices and macro conditions.

    Answer

    CEO George Kurian attributed the full-year confidence to strong momentum from being the fastest-growing all-flash player, market share gains, a pipeline of large deals, and increased sales capacity. He explained that Q1 caution stems from uncertainty in EMEA and the US public sector. CFO Wissam Jabre added that product gross margins are expected to be in line with Q4 in Q1 and then gradually improve quarterly, driven by a favorable mix of cloud and flash products.

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    Tim Long's questions to NetApp (NTAP) leadership • Q4 2025

    Question

    Tim Long from Barclays inquired about NetApp's fiscal 2026 guidance, asking for clarity on the expected revenue and EPS acceleration throughout the year despite a lighter Q1 forecast, and questioned the outlook for product gross margins amid changing NAND prices and a competitive macro environment.

    Answer

    CEO George Kurian explained that strong momentum from all-flash and cloud, combined with large deals in the pipeline and added sales capacity, underpins the full-year forecast. He attributed Q1 caution to uncertainty in EMEA and the US public sector. CFO Wissam Jabre added that product gross margins are expected to be flat in Q1 compared to Q4 but will see gradual improvement through the rest of the fiscal year.

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    Tim Long's questions to NetApp (NTAP) leadership • Q4 2025

    Question

    Tim Long from Barclays inquired about the fiscal 2026 guidance, noting the contrast between a lighter Q1 and a solid full-year outlook, and asked about the drivers for the expected acceleration. He also sought clarity on the product gross margin outlook amidst fluctuating NAND prices and competition.

    Answer

    CEO George Kurian attributed the strong full-year outlook to momentum from being the fastest-growing all-flash player, share gains in block storage, and accelerating cloud business. He noted Q1 caution is due to uncertainty in EMEA and the US public sector, but expects growth from large deals and added sales capacity. CFO Wissam Jabre addressed product margins, stating that while Q1 would be similar to Q4, he anticipates gradual quarterly improvement throughout the fiscal year, driven by a favorable mix from cloud and flash growth.

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    Tim Long's questions to NetApp (NTAP) leadership • Q3 2025

    Question

    Elisa Shree, on behalf of Tim Long, asked about the drivers behind the strong growth in the Keystone Storage-as-a-Service offering and the current customer willingness to adopt as-a-service models over traditional purchases.

    Answer

    CEO George Kurian explained that strong cloud performance reflects broad customer enthusiasm for as-a-service models. He said Keystone appeals to two main groups: clients wanting to build a hybrid cloud architecture with on-prem infrastructure that mirrors the public cloud model, and clients deploying new applications like AI who prefer a flexible consumption model before committing to large capital expenditures.

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    Tim Long's questions to Keysight Technologies (KEYS) leadership

    Tim Long's questions to Keysight Technologies (KEYS) leadership • Q3 2025

    Question

    Tim Long of Barclays asked for clarification on the wireless business, which was described as stable yet showed double-digit growth, and questioned the outlook for the company's 40% incremental margin target given recent pressures.

    Answer

    CEO Satish Dhanasekaran explained that the strong wireless revenue was due to recovering market conditions after a prolonged downturn, with drivers including 5G Advanced standards, non-terrestrial networks, and early 6G research. CFO Neil Dougherty reaffirmed the 40% incremental margin as the correct long-term model, stating that the impact from tariffs is a temporary disruption and that the underlying business is performing above that target.

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    Tim Long's questions to Motorola Solutions (MSI) leadership

    Tim Long's questions to Motorola Solutions (MSI) leadership • Q2 2025

    Question

    Tim Long of Barclays PLC asked about the early momentum and potential revenue ramp for the new SVX speaker mic and its impact on the APEX NEXT upgrade cycle. He also questioned the performance of the video business, specifically what could reaccelerate growth on the hardware side, which has been relatively flat.

    Answer

    Chairman & CEO Greg Brown noted that SVX orders are outpacing expectations and that the device is driving an ecosystem sale anchored to the APEX NEXT radio. EVP & CTO Mahesh Saptharishi positioned SVX as a new 'body worn assistant' category. EVP & COO Jack Molloy added that fixed video growth is led by the Alta cloud platform and expanding go-to-market investments.

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    Tim Long's questions to F5 (FFIV) leadership

    Tim Long's questions to F5 (FFIV) leadership • Q3 2025

    Question

    Tim Long inquired about the primary drivers behind F5's strong hardware revenue, its sustainability into the next year, and the impact of factors like tariffs or pull-ins. He also asked for an update on the software business pipeline, particularly regarding renewals and new deal activity.

    Answer

    CEO François Locoh-Donou attributed the 39% hardware growth not just to tech refreshes but more significantly to durable secular trends like data center modernization, hybrid cloud adoption, and AI readiness, stating no pull-in or tariff effects were observed. CFO Cooper Werner added that the software business saw healthy expansion from its large renewal base, though some new projects opted for hardware for performance reasons, and the Q4 software pipeline remains strong.

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    Tim Long's questions to GARMIN (GRMN) leadership

    Tim Long's questions to GARMIN (GRMN) leadership • Q2 2025

    Question

    Tim Long asked for more color on the strength in the Fitness category, specifically regarding the mix of repeat versus new users. He also questioned what was driving the outperformance in Europe and whether that growth was sustainable.

    Answer

    President and CEO Clifton Pemble confirmed that all fitness categories were strong, led by advanced wearables like the Forerunner and Venu lines. He noted that growth from new users coming to the Garmin brand was particularly strong. Regarding Europe, he suggested that after normalizing for foreign exchange effects, the region's performance was largely in line with other geographies.

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    Tim Long's questions to LOGITECH INTERNATIONAL (LOGI) leadership

    Tim Long's questions to LOGITECH INTERNATIONAL (LOGI) leadership • Q1 2026

    Question

    Tim Long of Barclays asked for details on the strong B2B performance beyond video collaboration, the financial impact of a growing B2B mix, and the sustainability of recent strength in the gaming category.

    Answer

    CEO Hanneke Faber confirmed that B2B demand outpaced consumer demand across the full portfolio, including personal workspace and headsets, highlighting double-digit growth in the education vertical. CFO Matteo Anversa added that the video conferencing business is accretive to the company's average margin. Faber also noted strong gaming share growth in North America and a return to share gains in China, driven by premium products and partnerships.

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    Tim Long's questions to JABIL (JBL) leadership

    Tim Long's questions to JABIL (JBL) leadership • Q3 2025

    Question

    Tim Long requested more detail on the product and customer breadth driving the cloud and data center upside, and also asked for an update on the transceiver business, including customer activity and the outlook for 1.6T technology.

    Answer

    CEO Mike Dastoor attributed the upside to strong demand in automated testing and server rack integration, where Jabil is gaining market share through its design and engineering collaboration. On transceivers, he noted strong growth in 800G products, leveraging the Intel Photonics acquisition, and mentioned that Jabil's 1.6T capability has been well-received, with an expected market uptick in late 2025 or early 2026.

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    Tim Long's questions to Hewlett Packard Enterprise (HPE) leadership

    Tim Long's questions to Hewlett Packard Enterprise (HPE) leadership • Q2 2025

    Question

    Tim Long inquired about the drivers behind the stronger sales pipeline exiting Q2 compared to Q1, asking for color across the AI, hybrid cloud, and networking businesses.

    Answer

    CEO Antonio Neri detailed broad pipeline strength. In AI, he noted strong enterprise and sovereign momentum, with a backlog of $3.2 billion. In Hybrid Cloud, he highlighted over 75% order growth for Alletra MP for four straight quarters and strong interest in virtualization solutions. For Networking, he pointed to three consecutive quarters of order growth, signaling a market recovery.

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    Tim Long's questions to Ubiquiti (UI) leadership

    Tim Long's questions to Ubiquiti (UI) leadership • Q4 2018

    Question

    In a follow-up, Tim Long from BMO Capital Markets asked about the gross margin outlook, questioning the impact of new higher-margin products and cost reductions versus the temporary effect of expedited shipping costs, and which product areas were being targeted for these actions.

    Answer

    Robert Pera, Founder, CEO and Chairman, explained that while cost reductions on mature products are ongoing, an aggressive new product pipeline, such as in video security, could affect the product mix margin short-term. He projected that long-term peer margins would remain steady and identified improving shipping logistics efficiency as the primary driver for significant future margin improvement.

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    Tim Long's questions to Ubiquiti (UI) leadership • Q1 2018

    Question

    Tim Long asked about the strategy behind moving upmarket to larger accounts and requested an update on the company's distributed engineering model, including its effect on talent acquisition and the product pipeline.

    Answer

    Robert Pera (Chairman and CEO) explained that UniFi's success in moving upstream is due to product line expansion (switches, gateways), the hybrid cloud model via the Cloud Key, and improved wireless performance. He defended the distributed R&D model, stating that building teams outside of Silicon Valley fosters long-term commitment and avoids the 'bubble' mentality, which has led to incredible leverage.

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