The earnings call highlighted strong profitability and growth in the hardware segment, along with successful integration of AI and positive M&A outcomes. However, there were significant challenges in cloud and core services revenue due to partner program changes and macroeconomic factors, leading to a decrease in net revenue. The sentiment is balanced as the highlights and lowlights offset each other.

Company Guidance -

Q3 2025

During the Insight Enterprises Second Quarter 2025 Operating Results Call, it was reported that the company achieved record profitability with a total gross margin of 21.1% and an adjusted earnings from operations margin of 6.2%. Hardware revenue increased by 2%, with North America seeing a 4% rise. Revenue from commercial clients grew by 8%, marking the fifth consecutive quarter of growth. Despite a 5% decline in cloud gross profit, the company is adapting to partner program changes and focusing on cloud business growth. Insight is leveraging AI to enhance its service offerings, having completed over 200 AI assessments and deploying AI solutions to drive productivity gains. The company remains focused on becoming an AI-first solutions integrator, with expectations for continued hardware demand and modest services growth in the second half of 2025. Adjusted SG&A expenses were managed prudently, declining by 3%, keeping adjusted diluted earnings per share in line with expectations.

Record Q2 Profitability Milestones

Total gross margin of 21.1% and adjusted earnings from operations margin of 6.2%, both Q2 records.

Hardware Revenue Growth

Hardware revenue grew 2% with growth in both devices and infrastructure. Revenue in North America grew 4%, and commercial client revenue grew 8%.

AI Integration and Recognition

Insight is aggressively adopting AI internally and has been named an emerging visionary in Gartner's innovation guide for generative AI consulting and implementation services.

Successful M&A and Advisory Capabilities

The services performance of recently acquired companies exceeded expectations, and investments in advisory capabilities have been successful.

Insight Enterprises (NSIT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NSIT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	2.48 / -	2.19	―	―	―
Jul 31, 2025	2025 (Q2)	2.47 / 2.45	2.46	-0.41% (>-0.01)
May 01, 2025	2025 (Q1)	2.01 / 2.06	2.37	-13.08% (-0.31)
Feb 06, 2025	2024 (Q4)	2.52 / 2.66	2.98	-10.74% (-0.32)
Oct 31, 2024	2024 (Q3)	2.31 / 2.19	2.37	-7.59% (-0.18)
Aug 01, 2024	2024 (Q2)	2.82 / 2.46	2.56	-3.91% (-0.10)
May 02, 2024	2024 (Q1)	1.81 / 2.37	1.78	33.15% (+0.59)
Feb 15, 2024	2023 (Q4)	3.06 / 2.98	2.53	17.79% (+0.45)
Nov 02, 2023	2023 (Q3)	2.33 / 2.37	1.99	19.10% (+0.38)
Aug 03, 2023	2023 (Q2)	2.71 / 2.56	2.78	-7.91% (-0.22)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NSIT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$144.59	$118.58	-17.99%
May 01, 2025	$138.28	$133.82	-3.23%
Feb 06, 2025	$174.00	$169.30	-2.70%
Oct 31, 2024	$203.89	$174.92	-14.21%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Insight Enterprises (NSIT) report earnings?

Insight Enterprises (NSIT) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Insight Enterprises (NSIT) earnings time?

Insight Enterprises (NSIT) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NSIT EPS forecast?

NSIT EPS forecast for the fiscal quarter 2025 (Q3) is 2.48.

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