Insight Enter Stock Price, News & Analysis

Insight Enterprises (NASDAQ: NSIT) reported mixed Q2 2025 financial results with some notable headwinds. The company saw consolidated net sales decrease 3% to $2.1 billion, while hardware net sales increased 2% year-over-year. Gross profit declined 2% to $442.3 million, though gross margin expanded 10 basis points to 21.1%.

Net earnings decreased significantly by 46% to $46.9 million, with diluted EPS falling 36% to $1.46. Adjusted EBITDA declined 2% to $138.2 million. The company maintained its full-year 2025 guidance, expecting Adjusted diluted EPS between $9.70 and $10.10.

By segment, North America sales decreased 3% to $1.7 billion, EMEA declined 5% to $348.6 million, and APAC dropped 3% to $58.6 million. The company faced challenges from partner program changes but achieved record Q2 profitability metrics in gross margin and Adjusted earnings from operations margin.

Insight Enterprises (NASDAQ: NSIT) has been recognized as an "Emerging Visionary" in Gartner's first-ever Emerging Market Quadrant for Generative AI Consulting and Implementation Services report. The company's GenAI portfolio encompasses strategic advisory, solution design, infrastructure enablement, and managed services, with a focus on responsible AI practices.

A notable success case highlighted involves The Sherlock Company, which partnered with SADA (an Insight company) to develop an AI-driven pipeline using Google Cloud's Vertex AI for generating personalized video thumbnails, reducing processing time from a full day to just 10 minutes.

According to Gartner, the GenAI consulting and implementation services market is projected to grow from $7.4 billion in 2024 to over $127.5 billion globally by 2028.

Insight Enterprises (Nasdaq: NSIT) has scheduled its second quarter 2025 financial results announcement for July 31, 2025, before the market opens. The company will host a conference call and webcast at 9:00 a.m. ET on the same day to discuss the operational results.

Investors can access the live webcast and replay through the company's investor relations website. To participate in the live conference call, advance registration is required through the provided event link, after which participants will receive dial-in details and access instructions via email.

Insight Enterprises (NASDAQ: NSIT) has completed its largest IT transformation project for Cruise Saudi's flagship vessel AROYA (formerly Manara). The comprehensive modernization included implementing state-of-the-art guest service systems, mobile apps, self-service kiosks, and personalized digital interactions.

The project, completed in 11 months, features Dell Hyper Converged Infrastructure, Cisco technologies, Microsoft Active Directory, Intune management, and Horizon VDI platforms. The transformation supports 650+ modern workplace devices, tablets, and point-of-sale systems for enhanced guest experience and crew operations.

Insight Enterprises (NSIT) has announced its participation in the upcoming Sidoti Virtual Investor Conference scheduled for June 11, 2025, at 11:30 AM ET. The company's Chief Financial Officer, James Morgado, will be presenting at the event. Investors and interested parties can access the live broadcast of the presentation through Insight's investor relations website at http://investor.insight.com/, where additional investor resources including recent webcasts and downloadable slide presentations are also available.

Insight Enterprises (NSIT) has announced a significant stock repurchase agreement with ValueAct Capital, agreeing to buy 600,000 shares at $126.86 per share, totaling approximately $76 million. The purchase is part of Insight's existing $300 million stock repurchase program.

The transaction represents a continuation of the partnership between Insight and ValueAct Capital that began in 2021. ValueAct Capital will maintain an advisory role as Insight transforms into a leading AI Solutions Integrator. The company's CEO, Joyce Mullen, emphasized that this move aligns with their goal of optimizing capital structure and creating shareholder value.

Insight Enterprises (NSIT) announced its participation in the upcoming J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference. The company's CFO, James Morgado, will present on May 14, 2025, at 8:00 AM ET. The presentation will be accessible via live webcast on Insight's investor relations website at http://investor.insight.com/, where additional investor materials and past webcasts are also available.

The press release titled 'Insight Introduces RADIUS AI to Accelerate ROI-Focused AI Adoption' has been deleted by the news provider. No additional information is available at this time.