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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Insight Enterprises (NSIT) investor relations material
Insight Enterprises Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Company overview and strategy
Operates as a Fortune 500 multinational technology solutions integrator with a focus on North America, EMEA, and APAC, employing about 15,000 people globally.
Portfolio spans advanced VAR, Intelligent Edge, cybersecurity, multi-cloud, data, and AI, with a strong emphasis on services integration.
Services and cloud are key growth areas, each targeted for a long-term CAGR of 16%-20%.
Recent strategic pivot away from enterprise resale of cloud, focusing more on corporate and mid-market segments.
Services now represent more than half of gross profit, reinforcing their centrality to the business model.
Financial profile and performance
Gross profit is the primary performance metric, with gross margins rising from under 15% in 2022 to over 20%.
Strong cash flow generation, with a long-term goal of converting 90% or more of net income to free cash flow.
OPEX as a percentage of gross profit is targeted to move from the low 70s% to the low 60s% over the long term.
Recent $70 million gross profit impact from partner program changes, mostly behind as of year-end.
Capital allocation prioritizes M&A for long-term growth, with opportunistic share repurchases in the near term.
Leadership and board changes
Board refreshed with two new members with extensive services backgrounds, reflecting strategic priorities.
CEO Joyce is retiring, with a new CEO targeted for appointment in Q1; cultural fit and services expertise are key criteria.
Constructive relationship with ValueAct, which influenced strategy; recent board transitions align with services focus.
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Next Insight Enterprises earnings date
Q4 202513 Feb, 2026
Next Insight Enterprises earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Insight Enterprises Inc provides information technology solutions including hardware, software, cloud services, and consulting. The company serves corporate, public sector, and small-to-medium business clients globally with digital transformation and IT lifecycle services. It is headquartered in Chandler, Arizona, and its shares are listed on the NASDAQ.
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