Insight Enterprises, Inc. · NASDAQ:NSIT
Insight Enterprises — Raymond James Technology Investors Conference 2021
17 slides from Insight Enterprises's conference presentation, Mar 2, 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 $8.3 Billion 22% 11,000+ Evolving in 2020 Net Sales 2020 Services Sales Teammates dynamic industry 9% 5 YR CAGR 5 YR CAGR Worldwide 19 Countries $322 Million 48% 7,700+ Serving clients 2020 Adjusted EFO* 2020 Services GP Sales and service
Slide 5: Track Record of Growth
Track Record of Growth Net Sales | Trend | 2015-2020 GP and Margin | Trend | 2015-2020 $9 $1,400 5- Year 15.6% 16.0% 5- Year $8 CAGR $8.3 $1,200 CAGR 14.7% $1,299.9 15.0% 12.7% $7 9.0% $7.7 14.0% $7.1 $1,138.1 $6 $6.7 $1,000 13.5% 13.7% 13.3% $993.7 14.0% $918.6 $5.5 $800 $5 $5.4 13.0% $4 $600 $716.
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: 2020 Full Year Highlights
2020 Full Year Highlights • Completed integration of PCM • Retired 9 ERP systems • Exited year with approximately $70 million in annualized run rate cost savings, ahead of schedule to meet 2-year target • Response to COVID-19 was solutions focused • Modernized online experience ensured strong client
Slide 8: Insight Recognition
Insight Recognition 2020 No. 6 No. 23 No. 70 No. 409 Australia’s Fortune’s “2019 Fortune’s “2019 “Best Places to Best Workplaces in Best Workplaces Work 2020” Technology” for Diversity” World’s Best Employers 2020 No. 8 No. 20 No. 2 UK’s “Best #27 among IT companies UK’s “Best 500 Workplaces in Tech
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: Managed Tablet program for employee training helps global quick-service brand
Managed Tablet program for employee training helps global quick-service brand improve efficiency and customer experience Successful pilot deployment to 100 restaurants after initial consultation and roadmap. Ongoing services include Insight’s Managed Deployment, Managed Mobility and Managed Workplac
Slide 12: Multi-year data center modernization project to result in new hybrid, multicloud environment by 2024
Multi-year data center modernization project to result in new hybrid, multicloud environment by 2024 Multinational tech specialty glass, ceramics, & advanced optics, for industrial and scientific applications org. Includes consolidation of 3 major and 165 smaller data centers. Initial IT Strategy an
Slide 13: 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 14: 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 2 Pay down debt Maintain modest leverage Cultural / strategic / financial/ integration 3 Pursue strat
Slide 15: 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 16: Appendix
Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2021 Insight Direct USA, Inc. All Rights Reserved. 16
Slide 17: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures Twelve Months Ended Dec 31, US Dollar in $000s, except per share data 2020 2015 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 271,575 $ 126,519 Amortization of intangible assets 37,535 11,308 Other 13,278 5,707 Adjusted
Insight Enterprises — Raymond James Technology Investors Conference 2021 on 6ix