Insight Enterprises, Inc. · NASDAQ:NSIT
Insight Enterprises — Sidoti Virtual Investor Conference 2021
17 slides from Insight Enterprises's conference presentation, Jun 24, 2021
Slide 1: Insight Enterprises, Inc Company Overview
Insight Enterprises, Inc Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 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 Solutions™ provider that helps businesses run smarter. We architect, design, implement and manage IT Solutions that enable digital readiness and drive business outcomes. Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 Insight Direct USA, Inc. All R
Slide 4: Insight at a Glance
Insight at a Glance Profile Results Services Talent 30+ years $8.4 Billion 19% 11,000+ Evolving in TTM 3-31-21 Net Sales TTM 3-31-21 Services Sales Teammates dynamic industry 9% 5 YR CAGR 5 YR CAGR Worldwide 19 Countries $324 Million 49% 7,700+ Serving clients TTM 3-31-21 Adjusted EFO* TTM 3-31-21 S
Slide 5: Track Record of Growth
Track Record of Growth Net Sales | Trend | 2016-TTM 3-31-21 GP and Margin | Trend | 2016-TTM 3-31-21 $9 $1, 400 15.6% 15.6% 16. 0% 5- Year 5- Year $8 CAGR $8.3 $8.4 $1, 200 CAGR 14.7% $1,299.9 $1,306.1 15. 0% 8.9% 11.9% $7 $7.7 14.0% $7.1 $1,138.1 $6 $6.7 $1, 000 13.5% 13.7% 14. 0% $993.7 $800 $918.
Slide 6: 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 7: First Quarter 2021 Highlights
First Quarter 2021 Highlights • Clients continued to leverage cloud solutions • 21.3% - Cloud as a percent of total gross profit compared to 16.8% prior year • Hardware booking trends improved throughout the quarter • Elevated backlog heading into Q2 21 and pipeline for future sales at healthy level
Slide 8: Insight Recognition
Insight Recognition 2021 No. 6 No. 23 No. 70 No. 360 Australia’s Fortune’s “2019 Fortune’s “2019 “Best Places to Best Workplaces in Best Workplaces Work 2020” Technology” for Diversity” America’s Best Employers for No. 8 Diversity 2021 No. 20 No. 2 UK’s “Best UK’s “Best Austria’s 500 Workplaces in T
Slide 9: World's Most Admired Companies
Fortune 2021 World’s Most Admired Companies Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 Insight Direct USA, Inc. All Rights Reserved. 9
Slide 10: 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 Digital Cloud + Data Center Connected Innovation Transformation Workforce Engage customers & Provide guidance, technical Connect and empower empower teams with expertise and managed teams with technology digital exper
Slide 11: Moving from Focus on Data Centers to Centers of Data
Moving from Focus on Data Centers to Centers of Data Intelligent Edge Forrester Four Edges of Edge* Engagement Edge Globally distributed compute clusters that help firms deploy high- performance systems of engagement apps to customers wherever they are Operations Edge Local networks of smart things,
Slide 12: 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 13: 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 Cultural / strategic / financial/ integration 2 Pursue strategic M&A Accretive within the first full
Slide 14: 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-
Slide 15: Appendix
Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 Insight Direct USA, Inc. All Rights Reserved. 15
Slide 16: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures Note: Adjusted consolidated earnings from operations exclude (i) severance and restructuring expenses, (ii) certain acquisition and integration related expenses, (iii) amortization of intangible assets, and (iv) the tax effects of each of these i
Slide 17: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures Trailing Twelve Months Twelve Months Ended US Dollar in $000s, except per share data March 31, 2021 December 31, 2016 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 285,736 $ 148,832 Amortization of intangible assets 35,4
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