Insight Enterprises, Inc. · NASDAQ:NSIT
Insight Enterprises — Raymond James 36th Annual Institutional Investors Conference (March 2015)
21 slides from Insight Enterprises's conference presentation, Mar 2, 2015
Slide 1: Insight Enterprises, Inc. Overview
Insight Enterprises, Inc. Overview Insight’s Tagline Would Go Here Insight Presentation Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
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 growth in net sales,
Slide 3: Insight Enterprises Overview
Insight Enterprises Overview Net Sales ($B) • Insight is a leading worldwide provider of business technology solutions to corporate and government clients. $4.8 $5.3 $5.3 $5.1 $5.3 • Headquartered in Tempe, Arizona – Over 5,400 teammates – Locations in 22 countries and serving clients in over 190 co
Slide 4: 27 Years Building our Expertise
27 Years Building our Expertise Reseller IT Services Innovative Technology Solutions Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
Slide 5: We link Partners and Clients Together
We link Partners and Clients Together Partners Insight Clients Component Original Full Line & Gov & Corporate Government & Manufacturers Equipment Specialty Resellers Education & Distributors Manufacturers Distributors Direct Marketers Fortune 1,000 Original Software Design Publishers VARs SMB Manuf
Slide 6: Industry Update
Industry Update Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
Slide 7: Forces of Industry Transformation
Forces of Industry Transformation Big Data/ Mobility Analytics Social Cloud Business Security Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
Slide 8: IT Growth
IT Growth 2013 2020 Internet of Things (Endpoints) 20B 32B Growth in Computer Capacity (#cores) 80M 2.5B Growth in Storage 4.4 Zettabytes 44 Zettabytes Growth in Virtual Machines 68M 240M Next Generation Applications 12% 40% Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Dis
Slide 9: Market Opportunity
Market Opportunity Total Addressable Market (TAM) Highly Fragmented Market Total Worldwide Market Insight’s Market Share of Worldwide $2.5 Trillion1 Solution Provider Insight TAM $427 Billion1 Hardware Software Services Worldwide Indirect IT Spend 2014-2018 CAGR 3.5%1 Highly Fragmented Market with L
Slide 10: How We Deliver Value
How We Deliver Value Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
Slide 11: Helping Businesses Run Smarter
Helping Businesses Run Smarter • Relevant Business Technology Solutions • Differentiated Services Capabilities • Full Suite of Cloud Solutions • Strong Partner Alliances • Global Footprint • Financial Flexibility Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2
Slide 12: Solutions that Address Top CIO Focus Areas
Solutions that Address Top CIO Focus Areas 1 Business intelligence/analytics 7 Security 2 Infrastructure and data center 8 Networking, voice and data comms 3 Cloud 9 Customer relationship/experience 4 ERP 10 Industry-specific applications 5 Mobile 11 Legacy modernization 6 Digitalization/digital mar
Slide 13: Differentiated Services Offerings
Differentiated Services Offerings Consulting Services Technical Services Managed Services • Assessment, Design, • Deployment, Outsourcing, • Monitor, Manage, Implementation Maintenance Resolve • Consultants, Architects • Technicians, Engineers • Technicians, • Office Productivity, • Desktop to Infra
Slide 14: New Technologies: Cloud Adoption
New Technologies: Cloud Adoption Worldwide Public Cloud Services • Insight Cloud Solutions End-user Spend, 2013-2018 ($M) • Public, Private, Hybrid $60 • Focus areas: Collaboration, mobility, data protection, security and hybrid $50 cloud SaaS +20% $40 • Cloud Services $30 • Readiness assessment and
Slide 15: Industry Leading and Emerging Partner Relationships
Industry Leading and Emerging Partner Relationships Market Leaders Emerging Contenders We are a valued partner for the vendor community Microsoft’s largest global partner; Top 5 market position with largest partners Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute.
Slide 16: Global Footprint
Global Footprint Our global footprint, but local presence, allows us to efficiently serve multi-nationals while bringing local expertise and relevant solutions to corporate and public sector clients of any size Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 201
Slide 17: Earnings Power and Financial Flexibility
Earnings Power and Financial Flexibility YoY Growth 2014 results • Sales growth in all geo’s – Led by devices and software • Expense discipline • Strategic investments • Strong EFO and EPS growth* * Non-GAAP Total Capitalization Strong cash flow generation – low debt • Operating cash flow $110M Debt
Slide 18: Investment Highlights
Investment Highlights • The IT industry is transforming, and we are well positioned to participate • A recognized leader in a highly fragmented market • Our Value Drivers – Differentiated services offerings – Ability to deliver on emerging market trends including Cloud – Deep knowledge in client rel
Slide 19: Thank You.
Thank You. Questions? Insight’s Tagline Would Go Here Insight Presentation 19 Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
Slide 20: Exhibits
Exhibits Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.
Slide 21: Reconciliation of GAAP to Non-GAAP Financial Measures
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (IN THOUSANDS, EXCEPT PER SHARE DATA) (UNAUDITED) Insight Presentation Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct, USA. All Rights Reserved.