Arrow Electronics Inc (NYSE:ARW)

$ 125.79 -4.27 (-3.28%) Market Cap: 6.70 Bil Enterprise Value: 10.03 Bil PE Ratio: 9.89 PB Ratio: 1.17 GF Score: 87/100

Arrow Electronics Inc at Goldman Sachs Technology & Internet Conference Transcript

Feb 13, 2019 / 06:20PM GMT

Release Date Price: $81.36 (+0.78%)

Transcript 10-K8-K

Mark Trevor Delaney

Goldman Sachs Group Inc., Research Division - Equity Analyst

Okay. That's your financial officer of Arrow. Thanks for being here.

Christopher David Stansbury

Arrow Electronics, Inc. - Senior VP & CFO

Thanks for having us.

Mark Trevor Delaney

Goldman Sachs Group Inc., Research Division - Equity Analyst

As many of you know, Arrow is a global distributor with nearly $30 billion of annual revenue, and about 30% of revenue comes from the enterprise computing solutions business, which is where Arrow reports its IT hardware, software and services, and 70% of revenues from global components, where Arrow distributes a range of components including semiconductors, electromechanicals, passives and connectors. All right, jumping right into Q&A. As a distributor, Arrow has over 200,000 customers and broad-based geographic exposure across the Americas, EMEA and APAC. With that in mind, I'm hoping, Chris, that you can describe the macro backdrop and what type of demand trends Arrow is seeing by

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