Semiconductor Technology

demand / volume affecting revenue

“● increase in sales in the Americas region primarily due to higher demand for the integrated services offerings, partially offset by a decrease in demand for defense, transportation, and automative verticals; and an ● increase in sales in the Asia/Pacific region primarily due to higher demand for computing, industrial and transportation verticals; Within global ECS, sales increased primarily in the EMEA region, relative to the year-earlier period, mainly due to growth across most major technologies, most notably, cloud-based solutions and infrastructure software, and a shift in sales mix towards more sales recognized on a gross basis.”

ARW 10-K

restructuring affecting expense

“These factors were offset by a ● decrease in corporate operating expenses primarily due to a decrease in restructuring, integration and other charges (see discussion below) and reversal of stock-based compensation expense mainly due to equity-award forfeitures, which were partially offset by an increase in professional fees. ​ ​ 33 Table of Contents Restructuring, Integration, and Other Restructuring initiatives and integration costs are related to the company’s continued efforts to lower costs, drive operational efficiency and consolidate certain operations, as necessary.”

ARW 10-K

demand / volume

“Given the geopolitical and economic uncertainty, the company cannot currently predict whether this trend will continue or how it may impact future quarters. ● In the first quarter of 2026, Global Components and Global ECS benefitted from increased demand related to AI, due to widespread rapid expansion of AI infrastructure.”

ARW 10-Q