Insight Enterprises Q4 Earnings Call Highlights: Revenue Down 1%, Profitability Up 9%

Insight Enterprises reported Q4 net revenue of $2.0 billion, a 1% decline, but profitability improved with a 9% increase in gross profit, a 220 bps expansion in gross margin to 23.4%, and an 11% rise in adjusted EBITDA and EPS. The company is pivoting towards cloud and higher-margin services, driving record core services gross profit and bolstered by acquisitions like Inspire11 and the launch of Prism AI. Guidance for 2026 shows low-single-digit gross profit growth, ~21% gross margin, and adjusted diluted EPS of $10.10-$10.60.