UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33287 INFORMATION SERVICES GROUP, INC. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of (I.R.S. E ...

Financial Data and Key Metrics Changes - The company reported record global revenues of $71 million, up 15% year-over-year, with adjusted EBITDA of $10 million, up 24% [8][24] - The EBITDA margin improved by 100 basis points to 14% [9][30] - Cash from operations exceeded $18 million for the quarter, totaling $46 million over the last 12 months, with a cash balance of nearly $55 million, up 43% [9][27] - The net debt to EBITDA ratio reached a record low of 0.6 times [27][30] Business Line Data and Key Metrics Changes - Recurring revenues increased by 10% year-over-year to $23 million [8] - The Americas generated record revenues of $43 million, up 22% year-over-year, with double-digit growth in consumer services, banking, and media [14][24] - European revenues were $20 million, down 4% year-over-year, while Asia Pacific revenues reached $8.1 million, up 42% [17][19] Market Data and Key Metrics Changes - The Americas showed strong performance, while Europe faced challenges due to uneven vaccination rates and slower cloud adoption [17][22] - Asia Pacific experienced record growth, driven by sectors such as energy, banking, and insurance [19] Company Strategy and Development Direction - The company is focused on digital transformation, emphasizing cloud, cyber, customer experience, technology modernization, and data analytics as key growth areas [41][80] - The ISG NEXT operating model is designed to enhance service delivery and client engagement [12][30] Management's Comments on Operating Environment and Future Outlook - Management noted strong demand for digital services, particularly in the U.S. and Asia Pacific, while acknowledging lingering impacts from the pandemic in Europe [22][30] - The company anticipates a structural shift towards more cloud adoption and digital transformation [22] Other Important Information - The company declared a fourth-quarter cash dividend of $0.03 per share, payable on December 17 [21] - The company is actively pursuing M&A opportunities while maintaining a disciplined approach to valuation [56][85] Q&A Session Summary Question: Insights on client hesitance and industry shifts - Management highlighted strong growth in banking and consumer services, while noting slower progress in health sciences and manufacturing due to supply chain issues [38][39] Question: Growth in existing client spending - Existing client revenues grew by 17%, driven by investments in cloud, cyber, customer experience, technology modernization, and data analytics [40][41] Question: Future spending growth areas - Management identified potential growth in network infrastructure and artificial intelligence as emerging areas for client investment [43][44] Question: Confidence in European market recovery - Management expressed optimism for European growth, citing government digital initiatives and expected recovery in various sectors [50][52] Question: Pricing strategy amidst wage inflation - The company is experiencing some pricing movement, particularly with new clients, while maintaining premium pricing for existing clients [53][54] Question: Update on ISG Automation segment - The ISG Automation business is growing at double digits, driven by demand for digital transformation [65][66] Question: SG&A expenses and future outlook - Management indicated that SG&A expenses are well-controlled and expected to remain stable [68] Question: Potential hiccups in 2022 - Management is monitoring the impact of vaccination mandates and legislative changes on client spending [70] Question: Training-as-a-service initiative - The new training-as-a-service model aims to support clients in adapting to remote work and digital training needs [77][78] Question: Top priorities for growth in 2022 - Key priorities include focusing on digital transformation areas such as cloud, cyber, customer experience, technology modernization, and data analytics [80] Question: Competitive landscape and reactions - Management noted that the company's virtual work model provides a competitive advantage over peers with traditional models [82][83] Question: Cash balance and capital deployment - The company maintains a healthy cash balance and is committed to dividends, share buybacks, and disciplined M&A activity [84][85]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33287 INFORMATION SERVICES GROUP, INC. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employ ...

Information Services Group, Inc. (NASDAQ:III) Q2 2021 Earnings Conference Call August 9, 2021 9:00 AM ET Company Participants Barry Holt - Senior Communications Executive Michael Connors - Chairman and CEO Bert Alfonso - EVP and CFO Conference Call Participants Marc Riddick - Sidoti & Company Joe Gomes - NOBLE Capital Marco Rodriguez - Stonegate Capital Markets Vincent Colicchio - Barrington Research Operator Good day, and welcome to the Information Services Group Second Quarter '21 Results Conference Call. ...

Information Services Group, Inc. (NASDAQ:III) Q1 2021 Earnings Conference Call May 11, 2021 9:00 AM ET Company Participants Barry Holt – Senior Communications Executive Michael P. Connors – Chairman and CEO David E. Berger – EVP and CFO Conference Call Participants Joe Gomes – Noble Financial Group Marco Rodriguez – Stonegate Capital Markets Vincent Colicchio – Barrington Research Marc Riddick – Sidoti & Company Operator Good day and welcome to the Information Services Group First Quarter 2021 Results Confe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33287 INFORMATION SERVICES GROUP, INC. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Emplo ...

Table of Contents | UNITED STATES | | --- | | SECURITIES AND EXCHANGE COMMISSION | | Washington D.C. 20549 | | FORM 10-K | | (Mark One) | | ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | For the fiscal year ended December 31, 2020 | | Or | | ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | For the transition period from to | | Commission File Number 001-33287 | | Information Services Group, Inc. | | (Exact name of regi ...

Summary of Information Services Group, Inc. (ISG) Fourth Quarter and Year-end 2020 Earnings Conference Call Company Overview - **Company**: Information Services Group, Inc. (NASDAQ: III) - **Date of Call**: March 12, 2021 - **Participants**: - Barry Holt – Senior Communications Executive - Michael Connors – Chairman and CEO - David Berger – Executive Vice President and CFO Key Points Financial Performance - **Q4 Revenues**: $66 million, up 8% sequentially and 5% year-over-year, excluding billable travel and expenses (T&E) [8][23] - **Recurring Revenues**: $22 million for Q4, up 17% year-over-year; $82 million for the full year, up 10% [9] - **EBITDA**: $9 million for Q4, up 11% sequentially; EBITDA margins rose to 14% [9][10] - **Net Income**: $1.4 million for Q4, with fully diluted EPS of $0.03 [24] - **Cash Generation**: $7 million in Q4, record $44 million for the year, with a net debt-to-EBITDA ratio of 1.2x [10][25] Business Strategy and Model - **ISG NEXT**: A new operating model focusing on two areas: ISG Digital and ISG Enterprise, aimed at enhancing growth and profitability [17][18] - **Digital Services**: Over 50% of Q4 revenues came from higher-margin digital services [10] - **Client Engagement**: 722 clients served in 2020, with 224 being new clients acquired during the pandemic [11] Market Trends and Client Behavior - **Digital Transformation**: Clients are investing in digital technologies to adapt to the pandemic, with growing demand for cloud adoption and network modernization [12][20] - **Regional Performance**: - **Americas**: $38 million in revenue, up 8% sequentially [13] - **Europe**: $23 million in revenue, up 10% sequentially, with strong performance in insurance and manufacturing sectors [15] - **Asia-Pacific**: $5.5 million in revenue, up 30% year-over-year [16] Future Guidance - **Q1 2021 Revenue Forecast**: Expected between $63 million and $65 million, with significant margin expansion anticipated [21] - **Long-term Outlook**: Anticipated EBITDA margin expansion of 400 basis points over the next two years [19][54] Risks and Considerations - **Pandemic Impact**: Continued uncertainty in Europe due to lockdowns and potential impacts on sectors like travel and hospitality [20][40] - **T&E Revenue**: Expected to remain near zero for the first half of 2021, impacting year-over-year comparisons [22][57] Additional Insights - **Client Satisfaction**: Increased client satisfaction scores despite remote working conditions [17] - **Utilization Rates**: Consulting utilization improved to 73% from 66% year-over-year, driven by the new operating model [25][56] Conclusion - ISG demonstrated resilience and adaptability in a challenging market, with strong financial performance and a strategic focus on digital transformation and recurring revenue streams. The new ISG NEXT model is expected to drive future growth and profitability, despite ongoing pandemic-related challenges.

ISG Investor Presentation JANUARY 2021 | --- | --- | |-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | ISG Confidential. © 2021 Information Services Group, Inc. All Rights Reserved. Proprietary an ...

ISG Investor Presentation NOVEMBER 2020 | --- | --- | |-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | ISG Confidential. © 2020 Information Services Group, Inc. All Rights Reserved. Proprietary a ...