Arrow Electronics, Inc.
ARWQ2 2025(ARW Q1 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$155.8M
AI Revenue (Q)
$138.5M
Total Revenue (Q)
$6.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (ended March 29, 2025). Total quarterly sales = $6,814M (slightly below prior year's $6,924M). The filing contains no AI-specific disclosures. Arrow continues its broad-based distribution model with no AI revenue breakout. The component market is still recovering from the inventory correction cycle. AI chip demand through distribution channels is growing but remains a small fraction of Arrow's total business. Estimated: components AI ~$65M (edge AI, embedded inference chips), ECS AI ~$70M (AI server configs, data intelligence, AI software). Total ~$135M / $6,814M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 6,814,017 $ 6,924,260 (Q1 2025 vs Q1 2024)
10-Q Q1 FY2025, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chipsAI inference modulesECS AI server configurationsArrowSphere AI software
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 solutionsGlobal ECS computeGlobal ECS data intelligence
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix