Insight Enterprises, Inc. · NASDAQ:NSIT

Insight Enterprises — Raymond James Technology Investors Conference 2023

19 slides from Insight Enterprises's conference presentation, Mar 7, 2023

1. Slide 1: Company Overview

   Insight Enterprises, Inc. Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2023 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: Why Insight

   Why Insight Leading Solutions Above-market Increased cash generation Integrator profitable growth and value creation • A new category, offering • Expand gross margins • Strong cash generation a differentiated value through laser focus on proposition cloud and Insight core • $300M share repurchase se

4. Slide 4: Solutions Integrator

   Our strategy is to become THE leading SOLUTIONS INTEGRATOR The pillars of our strategy are: Captivate Sell Deliver Champion Clients Solutions Differentiation our Culture ≠ Systems Integrator Solutions Reseller Integrator Distributor Insight Proprietary & Confidential. Do Not Copy or Distribute. © 20

5. Slide 5: Track Record of Innovation

   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 Modern wor

6. Slide 6: Exceptional Talent and Global Reach

   Exceptional Talent and Global Reach 5,500+ Technical Professionals Industry-Recognized Experts Talent Through Acquisitions Distinguished Engineer Career Track Recruiting Expertise & Rigor Insight-delivered Development Programs Partner-delivered Insight offices 18 Countries | Multicurrency and multil

7. Slide 7: Well Positioned to Help Organizations

   Well Positioned to Help Organizations Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2023 2022 Insight Direct USA, Inc. All Rights Reserved. 7

8. Slide 8: Track Record of Growth

   Track Record of Growth NET SALES GROSS PROFIT $10.4B 10% CAGR vs. 2018 $1.6B 13% CAGR vs. 2018 ADJUSTED EARNINGS FROM OPERATIONS* ADJUSTED DILUTED EARNINGS PER SHARE* $467M 17% CAGR vs. 2018 $9.11 16% CAGR vs. 2018 EFO $414M (GAAP) DEPS $7.66 (GAAP) EFO $233M (GAAP) EFO $241M (GAAP) EFO $272M (GAAP)

9. Slide 9: 2027 KPIs for Success

   2027 KPIs for Success KPIs 2022 2027** Existing: Adjusted EBITDA Margin* 4.7% 6.5% - 7.0% Adjusted ROIC* 15.9% >25% New Metrics: Core services GP | 5-year CAGR 14% 16% - 20% Cloud GP | 5-year CAGR 32% 16% - 20% Adjusted DEPS* | 5-year CAGR 21% 19% - 22% Adjusted free cash flow as % 8% >90% Adjusted

10. Slide 10: Sustainable Margin Expansion

    Sustainable Margin Expansion Total Sales Growth Total Gross Continuous Operational Above Market Margin Expansion Improvements Core Cloud Product services Insight Core Portfolio/Pricing Sales Operating Automation & Digital & Big Productivity Services & Optimization Transformation leverage process Dat

11. Slide 11: Disciplined Capital Allocation Aligned with Shareholder Interest

    Disciplined Capital Allocation Aligned with Shareholder Interest Invest to accelerate Increase above-market growth Debt shareholder returns Organic M&A • Automation to • Seek out cultural / • Increase cash flow • Limited debt usage increase efficiency strategic / financial fit generation • Full capa

12. Slide 12: Appendix

    Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2023 Insight Direct USA, Inc. All Rights Reserved. 12

13. Slide 13: Reconciliation of GAAP to Non-GAAP Financial Measures

    Reconciliation of GAAP to Non-GAAP Financial Measures* US Dollars in $000s, except per share data 2018 2019 2020 2021 2022 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 233,483 $ 240,594 $ 271,575 $ 332,061 $ 413,700 Amortization of intangible assets 15,737 22,985 37,535 32

14. Slide 14: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)

    Reconciliation of GAAP to Non-GAAP Financial Measures (continued) Twelve Months Ended December 31, US Dollars in $000s 2022 Adjusted Consolidated EBITDA Net earnings $ 280,608 Interest expense 41,577 Taxes 93,825 Depreciation and amortization of property and equipment 23,722 Amortization of intangib

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

    Reconciliation of GAAP to Non-GAAP Financial Measures (continued) Twelve Months Ended December 31, US Dollars in $000s 2022 Return on Invested Capital: GAAP consolidated EFO $ 413,700 Amortization of intangible assets 32,892 Other 20,018 Adjusted non-GAAP consolidated EFO* $ 466,610 Income tax expen

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

    Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) Twelve Months Ended Six Months Ended Six Months Ended December 31, June 30, December 31, US Dollars in $000s 2022 2022 2022 Adjusted Free Cash Flow: Net cash provided by (used in) operating activities $ 98,106 $ (441,997) $ 540,103 L

17. Slide 17: Reconciliation of GAAP to Non-GAAP Financial Measures (continued)

    Reconciliation of GAAP to Non-GAAP Financial Measures* (continued) US Dollars in $000s, except per share data 2017 Adjusted Consolidated Net Earnings: GAAP consolidated net earnings $ 90,683 Amortization of intangible assets 16,812 Amortization of debt discount and issuance costs — Other 15,977 Inco

18. Slide 18: How Vivli is Enabling Scientific Discoveries to Benefit Global Health

    How Vivli is Enabling Scientific Discoveries to Benefit Global Health The challenge: The solution: The results: • Create a data-sharing platform to • Full complement of Azure services • Clinical data growth of 42% per provide researchers around the integrated and deployed year globe SECURE access to

19. Slide 19: Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2023 Insight Direct USA,

    Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2023 Insight Direct USA, Inc. All Rights Reserved. 19

Insight Enterprises — Raymond James Technology Investors Conference 2023 on 6ix