Arrow Electronics, Inc.
ARWQ4 2023(ARW Q3 FY2023)Estimated0.8% AI
AI Revenue %
0.8%
AI Fair Value
$58.4M
AI Revenue (Q)
$64.1M
Total Revenue (Q)
$8.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (ended September 30, 2023). Total quarterly sales = $8,007M. Overall semiconductor distribution was in a cyclical downturn (Arrow total sales down significantly from FY2022 peak). AI chip distribution through Arrow remained minimal because high-value AI accelerators (H100, A100) went direct. Arrow's Global Components segment was shrinking due to inventory correction. No AI revenue disclosures in the filing. Conservative estimate: 0.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 6,823,319 $ 8,007,019 (Q3 2024 vs Q3 2023)
10-Q Q3 FY2024, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chipsAI inference processors
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