What does Insight Enterprises do and what are its main business segments?

What is Insight Enterprises's latest dividend and current dividend yield?

What guidance did Insight Enterprises's management provide for the next earnings period?

Did Insight Enterprises beat or miss consensus estimates last quarter?

What is Insight Enterprises's gross profit margin?

What is the market's earnings forecast for Insight Enterprises next quarter?

What is the revenue and EPS growth rate for Insight Enterprises year over year?

What were the key takeaways from Insight Enterprises's earnings call?

- **Adjusted EPS growth**: 11% to $2.43, supported by cloud and expense control.
- **Cloud momentum**: Gross profit +7%, offsetting macro challenges.
- **Strategic M&A**: $342M acquisitions to enhance AI and security.
- **2026 outlook**: AI adoption, PC refresh, and services recovery.
- **Risk**: Large enterprise spending delays, macro uncertainty.

**【CEO Summary Section】**
- Adjusted diluted earnings per share (EPS) grew 11% to $2.43, driven by strong cloud performance and disciplined expense management.
- Commercial revenue increased 5%, offsetting a 3% decline in core services due to macro uncertainty.
- Record gross margin of 21.7% was achieved, with cloud gross profit up 7%.
- Acquisitions of Inspire 11 ($212M) and Sekuro ($130M) to bolster AI and cybersecurity capabilities.
- 2026 outlook includes AI adoption acceleration, PC refresh cycle, and services growth.

**【CFO Financial Commentary】**
- Net revenue of $2B (-4% YoY) due to on-prem software migration; hardware revenue +1%.
- Adjusted EBITDA of $137M (+6%), with margin expansion to 6.8%.
- Cloud gross profit $130M (+7%), offsetting hardware gross profit decline (-5%).
- Cash flow from operations $249M; share repurchases $75M; $149M remaining under buyback program.
- 2025 guidance: adjusted EPS $9.60-$9.90, gross margin ~21%.

**【Q&A Highlights】**
- Large enterprise spending delays persist, but services bookings improving.
- Cloud growth (+7%) resilient despite partner program changes; 2026 cloud gross profit expected flat/slightly up.
- Acquisitions of Inspire 11 and Sekuro to be EBITDA accretive by end-2026, EPS dilutive in 2025.
- AI strategy focuses on outcome-based pricing, automation, and client zero governance framework.
- Hardware sluggishness due to macro uncertainty; PC refresh cycle expected to continue.


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