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 ...

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) ...

Insight Enterprises, Inc. (NASDAQ:NSIT) Q4 2020 Earnings Conference Call February 11, 2021 9:00 AM ET Company Participants Glynis Bryan - CFO Kenneth Lamneck - President and CEO Conference Call Participants Matthew Sheerin - Stifel Nicolaus Adam Tindle - Raymond James Paul Chung - JP Morgan Anthony Lebiedzinski - Sidoti & Company Marc Wiesenberger - B. Riley Securities Vincent Colicchio - Barrington Research Operator Ladies and gentlemen, thank you for standing by and welcome to the Insight Enterprises Four ...

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 ...