Arrow Electronics, Inc.
ARWQ3 2023(ARW Q2 FY2023)Estimated0.8% AI
AI Revenue %
0.8%
AI Fair Value
$60.9M
AI Revenue (Q)
$68.1M
Total Revenue (Q)
$8.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (ended July 1, 2023). Total quarterly sales = $8,515M (derived: H1 2023 = $17,251M from 10-Q 2024-06-29 comparative minus Q1 = $8,736M = $8,515M). AI demand continued building in the supply chain but Arrow's distribution business remained primarily non-AI. No AI disclosures in filings. Slight uptick from Q1 as enterprise AI infrastructure spending began to filter through distribution channels. Conservative estimate: 0.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales: Six Months Ended July 1, 2023 $ 17,250,944
10-Q Q2 FY2024, Consolidated Statements of Operations (comparative)
AI Products Identified (Ring 1)
Edge AI chipsAI inference processorsEarly AI-adjacent ECS solutions
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 data intelligence
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix