Insight. Insight Enterprises, Inc Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 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 growt ...

Insight. Insight Enterprises, Inc Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 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 growt ...

Insight Enterprises, Inc. (NASDAQ:NSIT) Q3 2021 Earnings Conference Call November 4, 2021 9:00 AM ET Company Participants Glynis Bryan - Chief Financial Officer Ken Lamneck - President & Chief Executive Officer Joyce Mullen - President, Insight North America Conference Call Participants Matt Sheerin - Stifel Adam Tindle - Raymond James. Vincent Colicchio - Barrington Research Operator Good day, and thank you for standing by. Welcome to the Insight Enterprises Inc. Third Quarter 2021 Earnings Conference Call ...

Insight Enterprises, Inc. Third Quarter 2021 Earnings Conference Call and Webcast Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2019 Insight Direct USA, Inc. All Rights Reserved. 1 Insight Presentation Agenda • Disclosures • CEO Commentary • Commitment to Long-Term Priorities • Third Quarter 2021 Highlights • Cloud Migration – Shift to Digital Headquarters • Diverse Solutions Offerings • Business and Leadership Recognitions • CFO Commentary • Third Quarter 2021 Financial Highlights by Reg ...

Financial Performance - Total net sales for the three months ended September 30, 2021, were $2,447,521, an increase of 26.4% compared to $1,936,478 for the same period in 2020[17] - Net earnings for the three months ended September 30, 2021, were $55,483, up 42.5% from $38,906 in the same period of 2020[17] - Basic net earnings per share for the three months ended September 30, 2021, were $1.59, compared to $1.11 for the same period in 2020, reflecting a 43.2% increase[17] - Total comprehensive income for the nine months ended September 30, 2021, was $150,984 thousand, up from $121,532 thousand in 2020, reflecting a growth of 24.2%[20] - For the nine months ended September 30, 2021, total consolidated revenue was $6,870,090,000, up from $6,049,264,000 in 2020, marking a growth of about 13.6%[82] Profitability - Gross profit for the nine months ended September 30, 2021, was $1,062,702, representing a 10.9% increase from $957,288 in the same period of 2020[17] - Gross profit for the three months ended September 30, 2021, was $364,545,000, compared to $323,282,000 in 2020, indicating a growth of approximately 13%[84] - Earnings from operations for the three months ended September 30, 2021, were $83,151,000, compared to $74,269,000 in 2020, representing an increase of approximately 12%[84] - The gross margin for the third quarter of 2021 contracted approximately 100 basis points to 14.9% of net sales[90] - Gross profit margin for Q3 2021 was 14.9%, down from 15.9% in Q3 2020, primarily due to increased costs of goods sold[103] Assets and Liabilities - Total current assets increased to $3,322,992 as of September 30, 2021, from $3,176,450 as of December 31, 2020, marking a growth of 4.6%[15] - Total liabilities decreased slightly to $2,986,456 as of September 30, 2021, from $2,968,303 as of December 31, 2020[15] - Total long-term debt as of September 30, 2021, was $527,499,000, up from $437,581,000 as of December 31, 2020, indicating an increase of about 20.5%[45] - The company reported an increase in accounts receivable to $2,754,153 as of September 30, 2021, from $2,685,448 as of December 31, 2020, indicating a rise of 2.6%[15] - Cash, cash equivalents, and restricted cash at the end of the period were $109,495 thousand, an increase from $77,147 thousand at the end of the same period in 2020[27] Cash Flow and Capital Expenditures - Cash flows from operating activities for the nine months ended September 30, 2021, showed a net cash used of $117,788 thousand, a significant decrease compared to $462,094 thousand provided in the same period of 2020[27] - Capital expenditures were $28.0 million for the nine months ended September 30, 2021, compared to $20.7 million for the same period in 2020[153] - The company had net borrowings under its ABL facility of $82.0 million during the nine months ended September 30, 2021, compared to net repayments of $570.9 million during the same period in 2020[153] Strategic Initiatives - The company anticipates continued growth in its global cloud business and scalable solutions as part of its strategic initiatives[10] - The company plans to utilize cash flow from operations for working capital, debt repayment, capital expenditures, and acquisitions[10] - The company expects significant impacts on its consolidated financial statements following the adoption of new accounting standards effective January 1, 2022[38] - The company expects to manage inflation effects and interest rate increases while continuing to focus on acquisitions and market expansion[10] Market Performance - North America accounted for $5,434,286,000 of total revenue for the nine months ended September 30, 2021, which is approximately 79% of the consolidated revenue[82] - The large enterprise/corporate client group generated $4,788,357,000 in revenue for the nine months ended September 30, 2021, representing a significant portion of total sales[82] - In North America, net sales increased 30% to $2.02 billion in Q3 2021, driven by a 38% increase in hardware sales[106] - EMEA net sales increased 12% to $381.4 million in Q3 2021, with hardware sales up 16% year-over-year[109] - APAC net sales increased 25% to $46.2 million in Q3 2021, with hardware sales surging 110%[112] Stock and Financing Activities - The company repurchased common stock amounting to $50,000 thousand during the nine months ended September 30, 2021, compared to $25,000 thousand in the same period of 2020[27] - The ABL revolving credit facility had an outstanding balance of $222,000,000 as of September 30, 2021, with a maximum borrowing capacity of $1,200,000,000[46] - The company sold warrants to purchase 5,123,160 shares at a price of $103.12 per share, receiving approximately $34,440,000 in proceeds[56] - The company entered into an unsecured inventory financing facility in Canada with a maximum borrowing capacity of $25,000,000[58] Other Financial Metrics - The effective interest rate on the liability component of the notes is 4.325%[53] - The company has unrecognized tax benefits of approximately $11,579,000 as of September 30, 2021[63] - The company has made a policy election to settle the par value of the Notes in cash, with only the conversion spread settled in shares[50] - Interest expense related to the Notes includes contractual coupon interest and amortization of debt discount and issuance costs for the three and nine months ended September 30, 2021[54]

Insight Enterprises, Inc. (NASDAQ:NSIT) Q2 2021 Earnings Conference Call August 5, 2021 9:00 AM ET Corporate Participants Glynis Bryan - Chief Financial Officer Ken Lamneck - President and Chief Executive Officer ConferenceCall Participants Catherine Huntley - Raymond James Matt Sheerin - Stifel Vincent Colicchio - Barrington Research Anthony Lebiedzinski - Sidoti & Company Operator Good day and thank you for standing by. Welcome to the Insight Enterprises Incorporated Second Quarter 2021 Earnings Conferenc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporat ...

Financial Data and Key Metrics Changes - In Q1 2021, the company reported net sales of $2.2 billion, a 2% increase compared to Q1 2020, driven by increases in software and services net sales [25] - Gross margin was 16.1%, and SG&A expenses decreased by 2% in constant currency, while adjusted earnings from operations rose by 3% year-over-year to $68 million [25][10] - Adjusted diluted earnings per share was $1.30, compared to $1.18 on a GAAP basis [25] Business Line Data and Key Metrics Changes - North America net sales were $1.7 billion, down 1% year-over-year, primarily due to lower hardware sales from supply constraints [26] - EMEA net sales increased by 5% in constant currency, with adjusted earnings from operations rising by 50% in constant currency to $11 million [27] - APAC net sales were $59 million, with a 2% increase year-over-year, and adjusted earnings from operations rose by 21% in constant currency [28] Market Data and Key Metrics Changes - The company experienced low single-digit growth in corporate and enterprise clients, with strong growth in the public sector, particularly K-12 education [10] - Industry analysts expect mid single-digit growth across hardware, software, and services sales for 2021, with the macro recovery showing positive indicators [18] Company Strategy and Development Direction - The company aims to innovate to capture market share in high-growth areas, develop solutions for better business outcomes, and optimize client experience through operational excellence [17] - The focus is on integrated solutions, including digital innovation, data center and cloud services, and modern workforce solutions [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about market recovery strengthening throughout 2021, maintaining guidance for net sales growth between 4% and 8% [18][34] - The company anticipates that supply constraints due to chip shortages will continue but expects healthy hardware booking trends and elevated backlog to drive sales [19] Other Important Information - The Board of Directors approved a stock repurchase program of up to $125 million, which will commence in 2021 [33] - The company has been recognized as one of the best employers for diversity in 2021, ranking 140 out of 500 [20] Q&A Session Summary Question: Expectations for acceleration in the second half of the year - Management believes the second half will see acceleration due to easier comparisons and elevated backlog, despite semiconductor shortages [41][42] Question: Gross margin concerns - Gross margin was down slightly due to hardware sales carrying lower margins, but management expects margins to remain flat for 2021 [43][45] Question: Market share gains - The company is gaining market share in software, particularly in cloud services, while facing challenges in hardware due to supply constraints [71] Question: Inflation impact - Management is not currently seeing inflation impact but acknowledges potential price increases due to semiconductor shortages [60] Question: Competitive landscape and consolidation - Larger players are growing faster than smaller competitors, and the pandemic has highlighted the importance of IT, leading to potential consolidation in the industry [65]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

Insight. Insight Enterprises, Inc. First Quarter 2021 Earnings Conference Call and Webcast Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2019 Insight Direct USA, Inc. All Rights Reserved. 1 Insight Presentation Exhibit 99.2 Agenda • Disclosures • CEO Commentary • First Quarter 2021 Highlights • Solutions Focused • Commitment to Long-Term Priorities • Investing in Our Business • CFO Commentary • First Quarter 2021 Financial Highlights by Region • Cashflow and Debt Covenants • 2021 Outlook ...