| --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | Insight Enterprises, Inc. Company Overview | | | | | | 1 | Disclosures • Safe harbor statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight's plans and expectations. Statements that are not historical facts, including ...

Insight Enterprises, Inc. (NASDAQ:NSIT) Q2 2022 Earnings Conference Call August 4, 2022 9:00 AM ET Company Participants Glynis Bryan - CFO Joyce Mullen - President and CEO Conference Call Participants Joe Cardoso - JPMorgan Matt Sheerin - Stifel Catherine Huntley - Raymond James Anthony Lebiedzinski - Sidoti Vincent Colicchio - Barrington Research Operator Good morning or good afternoon all and welcome to the Insight Enterprises Second Quarter 2022 Operating Results Call. My name is Adam and I'll be your op ...

| --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------|-------|-------|-------|-------|-------|---------------------------------------------------------------------------------------------------------------------| | | | | | | | | | Insight Enterprises, Inc. Second Quarter 2022 Earnings Conference Call and Webcast | | | | | | Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Re ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: June 30, 2022 OR o 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...

Insight. Insight Enterprises, Inc. Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 1 Disclosures • Safe harbor statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight's plans and expectations. Statements that are not historical facts, including statements about future trends in the IT market and our opportunities for grow ...

Insight Enterprises, Inc. (NASDAQ:NSIT) Q1 2022 Earnings Conference Call May 5, 2022 9:00 AM ET Company Participants Glynis Bryan - Chief Financial Officer Joyce Mullen - President & Chief Executive Officer Conference Call Participants Matt Sheerin - Stifel Anthony Lebiedzinski - Sidoti & Company Adam Tindle - Raymond James Vincent Colicchio - Barrington Research Operator Good day and thank you for standing by. Welcome to the Insight Enterprises First Quarter 2022 Earnings Conference Call. [Operator Instruc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2022 OR o 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdict ...

Insight. Insight Enterprises, Inc. Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 1 Disclosures • Safe harbor statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 related to Insight's plans and expectations. Statements that are not historical facts, including statements about future trends in the IT market and our opportunities for grow ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2021 or o 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (Stat ...

Financial Data and Key Metrics Changes - In Q4 2021, net sales reached $2.6 billion, a 12% increase year-over-year in both constant currency and U.S. dollars, marking record net sales for the company [27] - Gross profit for the quarter was $385 million, also up 12% year-over-year, with a gross margin of 15% [27] - For the full year 2021, annual net sales totaled $9.4 billion, a 13% increase year-over-year, with gross profit of $1.4 billion, up 11% from 2020 [29] Business Line Data and Key Metrics Changes - Services revenue grew 13% year-over-year, contributing to 49% of consolidated gross profit, compared to 48% in 2020 [29] - Cloud gross profit increased by 21% in 2021, driven by SaaS and Infrastructure-as-a-Service, with a combined growth rate of 35% year-over-year [29] - Adjusted earnings from operations for Q4 were $103 million, up 12% year-over-year, while adjusted diluted earnings per share were $2.03, a 15% increase [28] Market Data and Key Metrics Changes - North America net sales in Q4 were $2.1 billion, a record and up 13% year-over-year, driven by a 19% increase in hardware net sales [32] - APAC region saw net sales of $54 million and gross profit of $14 million in Q4, increasing 19% and 22% year-over-year in constant currency [34] - The effective tax rate for 2021 was 20%, down from 24.4% in 2020, influenced by tax benefits from the Cares Act [35] Company Strategy and Development Direction - The company aims to enhance client loyalty, lead with innovative services, drive profitable growth, and champion people and culture [22][24] - Focus on digital transformation solutions is emphasized, with a strong market demand for services related to modern workplace, infrastructure, and cybersecurity [8][10] - The company is exploring acquisitions to build technical capabilities and fill geographic gaps, despite a competitive market for M&A [53] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving mid-single-digit net sales growth for 2022, with expectations of strong hardware growth in the first half of the year [39] - The company anticipates improved growth in services, which will contribute to margin expansion and better SG&A leverage [48] - Supply chain constraints are acknowledged, particularly in the infrastructure space, with expectations for gradual improvement [52] Other Important Information - The company reported a cash balance of $104 million at year-end, with $362 million in outstanding debt, indicating a strong liquidity position [38] - The company has $75 million remaining under its share repurchase authorization, reflecting ongoing commitment to returning value to shareholders [37] - Recognition for workplace culture and diversity was highlighted, with the company ranking on Forbes' best employers list [21] Q&A Session Summary Question: Outlook for the year and backlog impact - Management is comfortable with guidance, expecting to grow faster than the market, with strong hardware growth anticipated in the first half [46][48] Question: Gross margin expectations - Gross margin expansion is expected due to an increased mix of services, despite slower hardware growth [49][50] Question: Supply chain issues and backlog - Supply chain improvements are noted, but challenges remain in the infrastructure space, particularly networking [52] Question: Price increases due to component shortages - Price increases were observed and generally passed on to clients, with customers accepting these due to supply chain clarity [57] Question: Talent attraction and retention - The company is successfully retaining talent, with a slight uptick in attrition but still below market levels [63] Question: Performance across vertical markets - The company does not focus on specific verticals but anticipates a hybrid work environment will drive demand for infrastructure upgrades [66] Question: Services expected to be strong in the second half - Growth is expected across the entire services portfolio, particularly in modern workplace and infrastructure solutions [72] Question: Hardware opportunities in the first half - Devices and networking gear are identified as significant opportunities, with a record backlog in these areas [74]