Arrow Electronics, Inc.
ARWQ2 2024(ARW Q1 FY2024)Estimated1.2% AI
AI Revenue %
1.2%
AI Fair Value
$83.3M
AI Revenue (Q)
$83.1M
Total Revenue (Q)
$6.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2024 (ended March 30, 2024). Total quarterly sales = $6,924M (significant YoY decline from $8,736M due to component inventory correction cycle). Arrow's filings contain no AI-specific disclosures. The overall semiconductor market was in a correction, but AI-related demand was a bright spot in the industry. However, Arrow's distribution mix is heavily weighted toward industrial/automotive/telecom, not data center AI. The component downcycle masks any AI uptick. Estimated AI-related distribution: edge AI chips ~$50M, ECS AI infrastructure ~$35M. Total ~$85M / $6,924M = 1.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 6,924,260 $ 8,736,428 (Q1 2024 vs Q1 2023)
10-Q Q1 FY2024, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chipsAI inference processorsAI networking/infrastructure via ECS
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Global Components semiconductor distributionGlobal ECS datacenter solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix