Arrow Electronics, Inc.
ARWQ4 2024(ARW Q3 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$415.1M
AI Revenue (Q)
$378.9M
Total Revenue (Q)
$25.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 (ended September 28, 2024). Total quarterly sales = $6,823M. Revenue continued to decline YoY (from $8,007M). The filing contains no AI-specific disclosures. Arrow's broad component distribution business remains dominated by non-AI semiconductor demand (industrial, automotive, telecom). While NVIDIA and other AI chip makers see explosive growth, this largely flows through direct sales and OEM channels rather than through broad-line distributors like Arrow. Estimated AI-related revenue: components ~$55M, ECS AI infrastructure ~$50M. Total ~$105M / $6,823M = 1.5%.
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 modulesECS AI-capable server distribution
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