Insight Enterprises, Inc. · NASDAQ:NSIT
Insight Enterprises — Sidoti Fall 2020 Virtual Investor Conference
14 slides from Insight Enterprises's conference presentation, Sep 24, 2020
Slide 1: Insight Enterprises, Inc Company Overview
Insight Enterprises, Inc Company Overview Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2020 Insight Direct USA, Inc. All Rights Reserved. 1
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 statements about future trends in th
Slide 3: Global Intelligent Technology Solutions Provider that helps businesses run smarter
Global Intelligent Technology SolutionsTM provider that helps businesses run smarter. We architect, design, implement and manage IT Solutions that enable digital readiness and drive business outcomes. Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2020 Insight
Slide 4: Insight at a Glance
Insight at a Glance Profile Results Services Talent 30+ years $7.7 Billion 24% 11,000+ Evolving in 2019 Net Sales 2019 Services Sales Teammates dynamic industry 8% 5 YR CAGR 4 YR CAGR Worldwide 21 Countries $282 Million 47% 8,000+ Serving clients 2019 Adjusted EFO* 2019 Services GP to Sales and serv
Slide 5: Track Record of Innovation
Track Record of Innovation 1980s through mid 2000s Mid 2000s - 2016 2017 and Beyond Global Intelligent Technology Reseller IT services Solutions Provider Innovation Focus Areas Innovation Focus Areas Innovation Focus Areas GEO Footprint Expansion Advanced Networking Modern Workforce Solutions Soluti
Slide 6: PCM Integration Update
PCM Integration Update • Effectively completed the onboarding of all PCM clients to SAP platform • Aligned PCM team to North America and EMEA go-to-market structure • Well positioned to compete as single brand in marketplace • Expect ~$50-$55 million in annualized run-rate cost savings by year end I
Slide 7: Insight Recognition
Insight Recognition Fortune 100 Best General Excellence, Best 2020 World Changing Idea for No. 23 Workplaces for Diversity No. 409 North America & Spaces, Places and Cities on Fortune’s 50 Best Workplaces in 500 Technology" Human Rights Recognized on Named a Strong Campaign Gartner Magic Performer i
Slide 8: Our Solutions Align to Industry Trends and Drive Business Outcomes for our Clients
Our Solutions Align to Industry Trends and Drive Business Outcomes for our Clients Manage Today Transform Tomorrow Clients Suppliers Supply Connected Cloud + Data Center Digital Chain Optimization Workforce Transformation Innovation Product- Outcome- focused based CapEx OpEx Insight Proprietary & Co
Slide 9: Insight Innovation in Action
Insight Innovation in Action Supply Chain Connected Cloud + Data Center Digital Optimization Workforce Transformation Innovation Microsoft Customer Experience Aruba U.S. National Partner Intel Innovation Partner of Microsoft U.S. Partner of the Year Partner of the Year of the Year the Year Microsoft
Slide 10: Our Strategic Assets Support Continued Growth
Our Strategic Assets Support Continued Growth Strategic Assets Strategic Priorities Culture, People and Leadership • Continue to Innovate to capture share in high growth areas Innovation Led | Solution Area Expertise • Grow with solutions that drive business outcomes for clients Global Reach and Sca
Slide 11: Disciplined Capital Allocation Aligned with Shareholder Interests
Disciplined Capital Allocation Aligned with Shareholder Interests Scalable IT and service delivery platforms 1 Invest organically Digital Marketing and client facing tools Technical and sales talent Maintain modest leverage 2 Pay down debt Cultural / strategic / financial/ integration 3 Pursue strat
Slide 12: Key 5-Year Imperatives to Deliver Value
Key 5-Year Imperatives to Deliver Value 8% – 10% (CAGR) 5.0% – 5.5% 19% – 21% 50% – 52% Grow Sales Faster Expand EBITDA Optimize Return on Grow Services Gross than the Market Margin Invested Capital Profit as % of Total GP Value Creation for Insight Shareholders, Clients, Partners and Teammates Insi
Slide 13: Appendix
Appendix Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2020 Insight Direct USA, Inc. All Rights Reserved. 13
Slide 14: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures Twelve Months Ended December 31 US Dollar in $000s except per share data 2019 2014 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 240,594 $ 131,003 Severance and restructuring expenses 5,425 4,433 Acquisition-related expe
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