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]

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]