Insight Enterprises, Inc. · NASDAQ:NSIT

Insight Enterprises — Oppenheimer 25th Annual Technology Internet & Communications Conference (August 2022)

16 slides from Insight Enterprises's conference presentation, Aug 9, 2022

  1. Slide 1: Insight Enterprises, Inc. Company Overview

    Insight Enterprises, Inc. Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 1

  2. Slide 2: Disclosures

    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 those related to coronavirus strain

  3. Slide 3: The Insight Way

    THE INSIGHT WAY Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 3

  4. Slide 4: We Have a Track Record of Innovation

    We Have a Track Record of Innovation 1988 2002 2006 2008 2011 2012 2015 2017 2018 2019 2020 2021 2022 Focus on services Reseller IT services Services and solutions Solutions integrator 1980s – Mid-2000s Mid-2000s – 2016 2017–2021 2022 and Beyond GEO footprint expansion Advanced networking solutions

  5. Slide 5: We Have Global Reach

    We Have Global Reach 30+ years Evolving in dynamic industry 19 Countries Serving clients around the globe 6,000+ Software, Hardware and Cloud Partners and Publishers Insight-delivered 5,000+ Service Delivery Partner-delivered Teammates in Insight offices Consulting, Managed, 19 Countries | Multicurr

  6. Slide 6: We Have a Track Record of Growth

    We Have a Track Record of Growth Net Sales Gross Profit and Margin 5- Year CAGR +20% YoY +16% YoY $12 11% $1, 800 5- Year CAGR 30. 0% $10.4 14% $1,566 $1, 600 $10 $9.4 $1,448 $8.7 $1,300 $1,348 $8.3 5 YR CAGR 22% $1, 400 49% 25. 0% $8 $7.7 2021 Services Sales $1,138 2021 Services GP $6.7 $7.1 $1, 20

  7. Slide 7: Well Positioned to Help Organizations

    Well Positioned to Help Organizations Modern Workplace Intelligent Edge Our services Gather and utilize data in the most Create a productive, flexible and efficient way possible to enable Consulting Services secure workplace. real-time decision-making and affect Create competitive advantage pivotal

  8. Slide 8: Industries We Serve

    Industries We Serve Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 8

  9. Slide 9: State-of-the-Art Data Center to Support Expanding Business Needs

    State-of-the-Art Data Center to Support Expanding Business Needs The challenge: The solution: The results: • Design and build a new data center • Deployed a team of 30 experts with • ~$3 million in cost savings over 120 different certifications • No disruption during datacenter • Improve business op

  10. Slide 10: Leader in Vocational Education Adopts Cloud to Prepare for Future

    Leader in Vocational Education Adopts Cloud to Prepare for Future The challenge: The solution: The results: • Enhance client and student experience • Migrated disparate data sources to the cloud • $10 million of benefits over 2 years across 500,000 students spread over 140 • Leveraged Windows Virtua

  11. Slide 11: Key 5-Year Imperatives to Deliver Value

    Key 5-Year Imperatives* to Deliver Value 8% – 10% (CAGR) 19% – 21% 50% – 52% 5.0% – 5.5% Grow Sales Optimize Return Grow Services Expand EBITDA Faster than the on Invested Gross Profit Margin Market Capital as % of Total GP Value Creation for Insight Shareholders, Clients, Partners and Teammates *5-

  12. Slide 12: Disciplined Capital Allocation Aligned with Shareholder Interest

    Disciplined Capital Allocation Aligned with Shareholder Interest Scalable IT and service delivery platforms 1 Invest organically Digital Marketing and client facing tools Technical and Sales talent Cultural / Strategic / Financial / Integration 2 Pursue strategic M&A Accretive within the first full

  13. Slide 13: Thank You Q&A

    THANK YOU Q&A Insight Proprietary Insight Proprietary & & Confidential. Confidential. Do Do Not Not Copy Copy or or Distribute. Distribute. © © 2021 2022 Insight Insight Direct Direct USA, USA, Inc. Inc. All All Rights Rights Reserved. Reserved. 13

  14. Slide 14: Appendix

    Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 14

  15. Slide 15: Reconciliation of GAAP to Non-GAAP Financial Measures

    Reconciliation of GAAP to Non-GAAP Financial Measures* Twelve Months Ended Twelve Months Ended US Dollar in $000s, except per share data December 31, 2021 December 31, 2016 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 332,061 $ 148,832 Amortization of intangible assets 32,

  16. Slide 16: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)

    Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Twelve Months Ended US Dollar in $000s, except per share data June 30, 2022 June 30, 2021 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 385,973 $ 300,017 Amortization of intangible assets 31,765 33,522 Other

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