Arrow Electronics, Inc.
ARWQ3 2022(ARW Q2 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$37.3M
AI Revenue (Q)
$45.4M
Total Revenue (Q)
$9.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q2 FY2022 (ended October 1, 2022). Still pre-ChatGPT launch (November 2022). Arrow's filings contain no AI-specific disclosures. The semiconductor distribution business continued to be dominated by industrial, automotive, and telecom components. AI chip distribution through Arrow remained negligible. Total quarterly revenue approximately $9.3B. Same 0.5% estimate applies.
Analyzed by claude-opus-4-6
Quoted Figures
For 2022, approximately 78% of the company's sales were from the global components business segment
10-K FY2022, Item 1 Business
AI Products Identified (Ring 1)
Edge AI chips (NVIDIA Jetson)Intel AI inference chips
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