Arrow Electronics, Inc.
ARWQ3 2025(ARW Q2 FY2025)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$388.6M
AI Revenue (Q)
$345.4M
Total Revenue (Q)
$13.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (ended June 28, 2025). Total quarterly sales = $7,580M (up 10% YoY from $6,893M). The filing contains no AI-specific disclosures. Revenue growth was driven by semiconductor demand recovery across the board. AI distribution demand also grew as enterprise customers increasingly purchased AI infrastructure through the channel. Arrow's Global ECS segment benefits from increasing demand for AI-capable compute, data intelligence, and AI software through ArrowSphere. Components AI fraction growing as more OEMs embed AI inference chips and Arrow distributes more AI-adjacent power/networking components. Estimated: components AI ~$80M, ECS AI ~$110M. Total ~$190M / $7,580M = 2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 7,579,947 $ 6,892,868 (Q2 2025 vs Q2 2024)
10-Q Q2 FY2025, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chipsAI inference modulesECS AI server configurationsArrowSphere AI/ML softwareAI networking components
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 intelligenceGlobal ECS software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix