Being selected as the sole provider for a significant offering like CloudHealth by Broadcom puts Arrow Electronics in a unique market position. This partnership is likely to enhance ARW's attractiveness to current and potential clients looking for cloud solutions, directly impacting its revenue potential and market share in the cloud services sector. The exclusivity of the deal suggests a strong vote of confidence from Broadcom in ARW's capabilities, which could positively influence investor sentiment and ARW's stock price in the short term.