Insight Enterprises, Inc. · NASDAQ:NSIT
Insight Enterprises — Raymond James Technology Investors Conference 2022
20 slides from Insight Enterprises's conference presentation, Mar 8, 2022
Slide 1: Insight Enterprises, Inc. Company Overview
Insight Enterprises, Inc. Company Overview Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 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: We build meaningful connections to help businesses run smarter
We build meaningful connections to help businesses run smarter. Insight Proprietary Insight Proprietary & & Confidential. Confidential. Do Do Not Not Copy Copy or or Distribute. Distribute. © © 2021 2022 Insight Insight Direct Direct USA, USA, Inc. Inc. All All Rights Rights Reserved. Reserved. 3
Slide 4: We Live by Our Core Values
We Live by Our Core Values Hunger Heart Harmony Status quo? Not at Insight. Our We seek to have a positive impact We are many teammates on insatiable desire to create new in the lives of the people we serve one global team. We invite opportunities for our clients and by always putting our clients, p
Slide 5: 2021 Industry Accolades
2021 Industry Accolades No. 360 INSIGHT LEADERSHIP RECOGNITIONS 500 Glynis Bryan Jeff Shumway Most Gender Diverse Phoenix Business Journal ArizonaCIO Executive Teams in 2021 Most Admired Leaders Global CIO of the Year Technology for 2021 John Dathan Samuel C. Cowley GDS Group CIO Summit AZ Business
Slide 6: 2021 Partner Recognitions
2021 Partner Recognitions Migration to Azure Solution Assessments Surface & M365 Solution Microsoft US Partner Microsoft Security 20/20 Microsoft Canada Impact Partner of the Year Partner of the Year Selling Partner of the Year Award in Modernizing Partner of the Year Awards Applications 1. Microsof
Slide 7: We Have Global Reach
We Have Global Reach Talent 30+ years 11,600+ 25 Evolving in Teammates Worldwide sites dynamic industry 3,600+ Sales 52 19 Countries sites 4,600+ Serving clients Skilled, certified, around the globe and service delivery professionals 10 sites No. 360 Insight-delivered 3,300+ Partner-delivered 2021 F
Slide 8: Track Record of Growth
Track Record of Growth Net Sales | Trend | 2016-2021 GP and Margin | Trend | 2016-2021 5- Year 5- Year $10 $1,600 15.6% 15.3% 16.0% CAGR CAGR $9 $9.4 11% $1,400 14.7% 14% $8 $1,447.6 15.0% $8.3 $1,200 14.0% $1,299.9 $7 $7.7 13.5% 13.7% 14.0% $7.1 $1,138.1 49% $6 $6.7 $1,000 $993.7 2021 Services GP $
Slide 9: 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 10: Achieving Better Business Outcomes Takes Insight
Achieving Better Business Outcomes Takes Insight At Insight, we architect, implement, manage and secure intelligent technology solutions that maximize the value of technology today and accelerate tomorrow. Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Insi
Slide 11: Well Positioned to Help Organizations
Well Positioned to Help Organizations Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 11
Slide 12: Top Strategic Technology Trends for 2022
Top Strategic Technology Trends for 2022 Accelerating Growth Sculpting Change Engineering Trust • Generative AI • AI Engineering • Cloud-Native Platforms • Autonomic Systems • Hyperautomation • Privacy-Enhancing Computation • Total Experience • Decision Intelligence • Cybersecurity Mesh • Distribute
Slide 13: Insurance Company Drives Culture for Next-Gen Claims
Insurance Company Drives Culture for Next-Gen Claims Client Challenge Outcomes • Internal directive to mobilize a team of in-house developers to build a • Enterprise initiative delivered on time and new, custom, internal claims processing application within budget • Lack of existing cultures for acc
Slide 14: Utility Company Leverages Managed Services for Urgent Security Initiative
Utility Company Leverages Managed Services for Urgent Security Initiative Client Challenge Benefits Mobilizing in-house resources to meet an abrupt TSA Security Directive in • Velocity for responding to government the wake of a high-profile outage security mandates within a strict timeframe Solution
Slide 15: Disciplined Capital Allocation Aligned with Shareholder Interest
Disciplined Capital Allocation Aligned with Shareholder Interest 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 16: 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 17: Full Year 2022 Outlook
Full Year 2022 Outlook • Adjusted diluted earnings per share* is expected to be between $7.65 and $7.85 per share for the full year 2022 • 2022 net sales expected to grow mid-single digits over prior year • Assumptions: • Interest expense between $30 and $35 million • Effective tax rate of 25% to 26
Slide 18: Thank You
Thank You Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 18
Slide 19: Appendix
Appendix Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2022 Insight Direct USA, Inc. All Rights Reserved. 19
Slide 20: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures Twelve Months Ended Twelve Months Ended US Dollar in $000s, except per share data December 31, 2021 December 31, 2016 Adjusted Consolidated Earnings from Operations: GAAP consolidated EFO $ 332,061 $ 148,832 Amortization of intangible assets 32,0
Insight Enterprises — Raymond James Technology Investors Conference 2022 on 6ix