a global provider of insight intelligent technology ......a global provider of insight intelligent...
TRANSCRIPT
A global provider of Insight Intelligent Technology Solutions™ that help your organization run smarter
Investment highlights
We live by our core values.
Insight Enterprises, Inc. is a Fortune 500-ranked global provider of Digital Innovation, Cloud + Data Center Transformation, Connected Workforce, and Supply Chain Optimization solutions and services. We help organizations of all sizes — including enterprises, schools, and government and healthcare organizations — define, architect, implement and manage their IT today while transforming for tomorrow.
Diverse, loyal base presents long-term growth opportunity
Track record of operational rigor and
financial health
Market backdrop opportunity for growth
Global scale and reach that sets
us apart
Profile
30+ YearsEvolving in a dynamic industry
21 CountriesServing clientsaround the globe
No. 4092020 Fortune 500
Results
$7.7 Billion2019 Net sales
$282 Million2019 Adjusted EFO1
$5.42 2019 Adjusted diluted EPS1
Services
$999 Million2019 Total services sales
20.3%2019 Services sales year-over-year growth
24%2019 Services sales4 YR CAGR
Talent
11,000+Teammates worldwide
8,000+Sales and service delivery professionals
4,500+Technical resources
HungerStatus quo? Not at Insight. Our insatiable desire to create new
opportunities for our clients and our business is apparent in
everything we do.
HarmonyWe’re many teammates
on one global team. We invite perspective, and we celebrate
each other’s unique contributions as we work together.
HeartWe seek to have a positive
impact in the lives of the people we serve by always putting
our clients, partners and teammates first.
Create clarity. • Inspire people. • Demonstrate thought leadership. • Deliver results.
1 Reconciliations of Non-GAAP financials measures to the relevant GAAP measure can be found in the Q4 2019 Earnings Presentation available at https://investor.insight.com/home/default.aspx
Our solutions
Leadership team
Long-term financial strategy
2019 Financial highlights
1 Reconciliations of Non-GAAP financials measures to the relevant GAAP measure can be found in the Q4 2019 Earnings Presentation available https://investor.insight.com/home/default.aspx2 As of February 7, 20203 2019 Solution Provider 500 List, company reports and Insight internal analysis. Includes results of NSIT, CDW, Connection, ePlus, Perficient, Presidio, SHI, Softchoice, Software One and Zones
Manage today Transform tomorrow
Ken Lamneck – President & CEO
Glynis Bryan – Chief Financial Officer
Helen Johnson – SVP & CFO, North America
Wolfgang Ebermann – President, EMEA
Mike Morgan – Vice President, APAC
Jeff Shumway – Chief Information Officer
Capital allocation priorities 5-year targets
Net sales $7.7 Billion
Gross profit $1.1 Billion
Gross margin 14.7%
Adjusted EFO1 $282 Million
Net income $159 Million
Adjusted earnings per diluted share1 $5.42
Free cash flow1 $58.8 Million
Shares outstanding2 35.3 Million
Ticker NSIT (NASDAQ)
Invest organically1 8–10% (CAGR) Grow sales faster than the market
19–21% Optimize return on invested capital
50–52% Grow services gross profit as % of total GP
5.0–5.5% Expand EBITDA marginPay down debt2
Pursue strategic M&A3
Return excess cash to shareholders4
Supply Chain Optimization
Connected Workforce
Cloud + Data Center Transformation
Digital Innovation
A global provider of Insight Intelligent Technology Solutions™ that help your organization run smarter