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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Insight Enterprises (NSIT) investor relations material
Insight Enterprises Oppenheimer 28th Annual Technology, Internet & Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Oppenheimer 28th Annual Technology, Internet & Communications Conference summary13 Aug, 2025
Strategic positioning and business model
Strategy centers on being a solutions integrator, combining hardware, software, cloud, and services to deliver business outcomes, especially amid AI-driven complexity.
Focused on above-market profitable growth in fast-growing areas like cloud, data, AI, and cyber edge, leveraging a large customer base and deep partnerships with major tech players.
Differentiates from system integrators by targeting corporate and mid-market clients, offering deep supply chain expertise, and maintaining strong technical capabilities.
Not a distributor or traditional reseller; has built significant technical expertise and global reach across 26 countries.
Company culture is highlighted as a key strategic asset, driving high retention and strong technical talent acquisition.
Financial performance and outlook
Gross margins expanded from 14.7% in 2022 to over 21% in the most recent quarter, driven by growth in higher-margin cloud and services.
Cash flow exceeded $600M in each of the last two years, well above the long-term target of 90% of net income; 2024 guidance is $300M–$400M.
EBITDA margins grew from 4.7% in 2022 to just over 6%, with future focus on operating expense leverage to drive further expansion.
FY25 outlook calls for approximately flat gross profit due to a $70M headwind from hyperscaler program changes and muted cloud growth.
Hardware growth is expected to accelerate to mid-single digits as the year progresses, while services attached to infrastructure remain impacted by cautious enterprise spending.
Industry dynamics and partner program changes
Major cloud partners (Microsoft, Google) shifted focus away from enterprise resale to corporate and mid-market, causing a $70M gross profit headwind in 2024.
Underlying cloud business still grew over 17% year-over-year in the first half, excluding program changes.
Partner program changes are expected to stabilize into next year, with no further significant disruptions anticipated.
Company is leveraging its scale and services portfolio to address the underserved corporate and mid-market segments.
Assess the impact of AI on operating expenses.
Elaborate on the hardware growth acceleration.
Explain the shift away from enterprise cloud resale.
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Next Insight Enterprises earnings date
Q3 202530 Oct, 2025
Next Insight Enterprises earnings date
Q3 202530 Oct, 2025
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anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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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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