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 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION / X/ 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) ...

Financial Data and Key Metrics Changes - In Q4 2020, consolidated net sales were $2.3 billion, flat year-over-year, with adjusted earnings from operations of $92 million, up 12% year-over-year [8][9][10] - For the full year 2020, record net sales reached $8.3 billion, an increase of 8% over 2019, with adjusted diluted EPS of $6.19, up 14% year-over-year [9][10] - Gross margin for the full year improved by 90 basis points to 15.6%, a new record for the company [9][10] Business Line Data and Key Metrics Changes - Cloud and warranty solutions drove double-digit growth in Q4, contributing to a gross margin expansion to 15% [8] - Services gross profit increased to 48% of consolidated gross profit, up 130 basis points year-over-year [9][26] - Adjusted earnings from operations for North America grew 16% year-over-year, marking the fifth consecutive year of double-digit earnings growth in this segment [22] Market Data and Key Metrics Changes - North America net sales in Q4 were $1.8 billion, down 1% year-over-year, while full-year net sales grew 10% year-over-year [21][22] - EMEA net sales for the full year were $1.6 billion, up 1% year-over-year in constant currency, with adjusted earnings from operations increasing to $46 million [23] - APAC net sales in Q4 increased 24% year-over-year, while full-year net sales declined 4% compared to 2019 [25] Company Strategy and Development Direction - The company aims to capture market share in high-growth areas such as cloud and intelligent edge, with a focus on operational excellence and client experience [18][19] - Strategic investments in sales and technical talent are prioritized to support business growth as the IT market recovers [19][33] - The company plans to grow faster than the market at an 8% to 10% CAGR and expand EBITDA margins to 5% to 5.5% [18] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about recovery in the IT industry, expecting net sales growth between 4% and 8% for 2021 [34] - The company anticipates a stronger second half of 2021 as vaccine distribution improves, despite ongoing uncertainties related to COVID-19 variants [58] - Management highlighted the importance of digital transformation for clients, indicating a shift towards infrastructure modernization [42] Other Important Information - The company generated $356 million in cash flow from operations for 2020, a record for the company [9][20] - The effective tax rate for 2020 was 24.4%, slightly down from 24.7% in 2019, due to tax benefits from the CARES Act [27] - The company exited 2020 with a leveraged position of just over one times debt to cash flow, indicating a healthy balance sheet [30] Q&A Session Summary Question: Insights on hardware demand and backlog - Management noted balanced increases in bookings for both client devices and infrastructure, with elevated backlog expected to contribute positively in Q1 [38][40] Question: 2021 growth assumptions - The company expects IT growth to outpace GDP growth, with hardware contributing to the overall growth despite a strong prior year [47][50] Question: Cash flow normalization expectations - Management confirmed that cash flow seasonality would remain consistent, with expectations for a large cash inflow in Q2 [57] Question: Supply chain constraints - Management indicated that supply chain issues extend beyond Chromebooks, affecting various components and infrastructure products [62] Question: Growth from existing vs. new customers post-PCM integration - Management expressed optimism for growth due to improved efficiency and understanding of systems among PCM clients [64]

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: September 30, 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incor ...

WASHINGTON, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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, 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: 0-25092 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaw ...

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, 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: 0-25092 INSIGHT ENTERPRISES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

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, 2019 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 ju ...

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: September 30, 2019 (State or other jurisdiction of incorporation or organization) Delaware 86-0766246 (I.R.S. Employer Identification Number) 6820 South Harl Avenue, Tempe, Arizona 85283 (Address of principal executive offices) (Zip Code) (480) 333-3000 (Registrant's telephone number, including a ...

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) For the quarterly period ended: June 30, 2019 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 ...

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, 2019 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 ...