Arrow Electronics, Inc.
ARWQ3 2024(ARW Q2 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$107.5M
AI Revenue (Q)
$103.4M
Total Revenue (Q)
$6.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2024 (ended June 29, 2024). Total quarterly sales = $6,893M. Still in component downcycle. However, by mid-2024 AI-related demand through distribution was beginning to increase as: (1) enterprise customers ordered AI edge devices and inference modules through Arrow, (2) ECS channel partners increasingly bundled AI solutions (GPU servers for mid-market, AI software through ArrowSphere). Arrow's ECS portfolio includes 'datacenter' (26% of ECS), 'data intelligence' (6%), and 'compute' (16% -- which includes AI-capable servers). A small but growing share of these categories involves AI workloads. Estimated: components AI ~$55M, ECS AI ~$50M. Total ~$105M / $6,893M = 1.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 6,892,868 $ 8,514,516 (Q2 2024 vs Q2 2023)
10-Q Q2 FY2024, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chipsAI inference modulesECS AI-capable server distributionArrowSphere 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