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]

Financial Data and Key Metrics Changes - The company reported net sales of $2.2 billion for Q2 2021, representing a 13% increase in U.S. dollars and a 10% increase in constant currency compared to Q2 2020 [24] - Gross margin was 16.4%, with a slight contraction of 10 basis points year-over-year due to increased hardware net sales [24] - Adjusted earnings from operations increased by 6% year-over-year to $97.7 million, while adjusted diluted earnings per share was $1.91 [26] Business Line Data and Key Metrics Changes - North America net sales were $1.8 billion, up 14% year-over-year, driven by increases in software licensing and hardware sales [27] - EMEA net sales decreased by 4% year-over-year in constant currency to $417 million, with adjusted earnings from operations of $20 million [30] - APAC net sales increased by 24% year-over-year to $52.5 million, with adjusted earnings from operations of $5 million [31] Market Data and Key Metrics Changes - The company experienced strong hardware booking trends, with elevated backlog levels exiting Q2 [10][11] - Cloud sales, including SaaS and infrastructure as a service, grew high double digits, contributing to 22% of gross profit [11][19] - The company improved its position in the Fortune 500 rankings, moving up 49 spots to number 360 [19] Company Strategy and Development Direction - The company is focused on helping clients transition to cloud-based solutions and modernize their infrastructure, emphasizing the importance of AI and data utilization [13][14] - Strategic investments in technology and digital solutions are expected to drive future growth [18] - The company aims to maintain its competitive edge by leveraging its expertise in emerging technologies and digital transformation [17] Management's Comments on Operating Environment and Future Outlook - Management noted that supply constraints remain a challenge but expressed confidence in achieving high-end net sales guidance for the year [9][12] - The company anticipates continued demand for cloud solutions and infrastructure investments, despite potential impacts from COVID-19 variants [42][62] - Management expects gross margins to remain flat to slightly down due to ongoing hardware growth [61] Other Important Information - The effective tax rate for Q2 2021 was 25.4%, a decrease from 26.2% in the prior quarter [32] - The company has over $1 billion available under its ABL facility, indicating strong liquidity to support future growth [37] - The company plans to increase its full-year guidance for net sales growth to the high end of 4% to 8% [39] Q&A Session Summary Question: Can you talk about PC demand, specifically notebooks? - Management noted that supply for Chromebooks has significantly caught up, while Windows platforms remain tighter in supply [46][47] Question: Can you highlight other areas of consumer spending? - Management indicated that cloud solutions continue to accelerate, representing 22% of gross profit, with increased infrastructure spending as companies invest in data centers [48] Question: What areas of the business are experiencing the most wallet share gains? - Management highlighted gains in cloud transformation and security services as key areas of growth [56] Question: What is the outlook for the public sector and education cycle? - Management expects a moderation in Chromebook sales but anticipates operating from a new base level [57] Question: How should we think about gross margins in the back half of the year? - Management expects gross margins to remain flat to slightly down due to continued hardware growth [61] Question: Have you seen changes in customer buying patterns due to COVID variants? - Management has not observed significant changes in buying patterns, indicating resilience among clients [62]

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 ...

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 ...