Arrow Electronics Inc (NYSE:ARW)
$ 113.97 -1.06 (-0.92%) Market Cap: 6.05 Bil Enterprise Value: 9.17 Bil PE Ratio: 12.84 PB Ratio: 1.01 GF Score: 80/100

Arrow Electronics Inc at Bank of America Global Technology Conference (Virtual) Transcript

Jun 09, 2021 / 02:00PM GMT
Release Date Price: $121.11 (-0.92%)
Ruplu Bhattacharya
BofA Securities, Research Division - VP

Hi. Good morning, everyone. Thanks for joining us on day 2 of our global technology conference. This year, like last year, it's a virtual setting. But hopefully, in a few months, things will be more back to normal and maybe next year, we can all meet face-to-face. But for those of you who don't know, my name is Ruplu Bhattacharya, and I'm part of the IT hardware and technology supply chain team, equity research team at Bank of America.

Today we're honored to have Chris Stansbury here, the CFO of Arrow Electronics. As you know, Arrow is one of the largest distributors in the world. About 70% of their revenues is from components, so things like semiconductors and passive. And then just under 30% of revenues is from the ECS segment, the Enterprise Computing Solutions segment, where they provide very complex data center solutions. Chris has been with Arrow for -- since 2014. And he's got a lot of industry experience even prior to Arrow. He was with HP and then prior to that, he was with PepsiCo. So he is an industry veteran, and so we are

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