Martin Bielesh from Arrow Electronics speaks at FOM2019 Cafe Frankfurst.

1. 1
Arrow Electronics
EMEA Components
November 2019

2. 2
We guide innovation
forward by thinking
Five Years Out

3. 3
Work with one global leader
FOUNDED
1935
HEADQUARTERS
Centennial,
CO, USA
LOCATIONS
300 Serving
80+ Countries
EMPLOYEES
20,000+
CUSTOMERS
200,000+
FORTUNE 500
Ranked 109
2018 SALES
$29.7 B
TICKER SYMBOL
ARW (NYSE)

4. 4
Arrow’s Growth
13.6
15.9
16.8
14.7
18.7
21.4
20.4
21.4
22.8 23.3 23.8
29.7
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
26.8

5. 5
34.2
-14.8%
3.5%
-50%
-30%
-10%
10%
30%
50%
70%
90%
$0
$5
$10
$15
$20
$25
$30
$35
$40
$45
Jan-04 Jan-05 Jan-06 Jan-07 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Jan-18 Jan-19
Billions
Global Billings (3 mnth avg) Y/Y Growth Q/Q Growth Linear (Global Billings (3 mnth avg))
Worldwide Growth Rates
Positive Q/Q (3.5%) growth. Negative Y/Y (-14.8%) worldwide growth rates.
Source: Semiconductor Industry Association (SIA) - 3 month rolling average billings

6. 6
What’s happening “out there”
Macroeconomic
Trends
Technology
Advances
Evolving
Customers
 Market slowing fast
 IOT arrived in the mass
market
 Headwinds in China and
supply chain rebalance
 Rollout of 5G
 Automotive becoming
mobile data center
 AI moving from Cloud
to the Device
 Continued rise of new
customers
 Complexity of technology
drives need for solutions
 Global transparency
driving new supply chain
models

7. 7
Arrow Electronics Overview
Leading global value-
added supply chain
and logistics provider
Highly diversified
supplier (largest = 9%
of sales) and customer
base (200,000+)
Over 349 locations
serving over 80
countries
Long-standing relationships
with key technology suppliers
Strong and flexible capital
structure
Disciplined approach for
strategic investments and M&A
Consistent cash returns to
shareholders

8. 8