The earnings call presented a mixed view of Insight Enterprises' performance. While there were several highlights, including record gross margin and adjusted earnings, recognition in AI, and growth in hardware and commercial clients, these were counterbalanced by declines in net revenue, cloud gross profit, and challenges in large enterprise client spending. The company effectively managed expenses, but macroeconomic factors and partner program changes posed challenges.

Company Guidance

During the Insight Enterprises Second Quarter 2025 Operating Results Call, the company provided guidance and performance metrics indicating a challenging yet progressive quarter. Hardware revenue grew by 2%, marking the second consecutive quarter of growth, with North American hardware revenue increasing by 4%. The commercial client segment showed robust performance with an 8% growth, continuing its five-quarter growth streak. Despite partner program changes, the SaaS and Infrastructure as a Service businesses achieved double-digit growth, although overall cloud gross profit declined by 5%. Insight Core Services revenue decreased by 2% due to project initiation delays in large enterprises, and adjusted SG&A expenses were reduced by 3%. The company maintained its adjusted diluted earnings per share expectations, benefiting from strong expense management. For the full year, Insight expects gross profit to remain flat compared to 2024, with a gross margin around 20%, and adjusted diluted earnings per share forecasted between $9.70 and $10.10. Adjusted earnings from operations margin reached 6.2%, a Q2 record, while total gross margin was reported at 21.1%.

Record Gross Margin and Adjusted Earnings from Operations

Insight Enterprises achieved a Q2 record with a total gross margin of 21.1% and an adjusted earnings from operations margin of 6.2%.

Hardware Revenue Growth

Hardware revenue increased by 2% overall, with North America hardware revenue growing by 4%. This marks the second consecutive quarter of growth in this segment.

Commercial Client Growth

Revenue from commercial clients grew 8%, marking the fifth consecutive quarter of growth.

AI Integration and Recognition

Insight Enterprises received recognition from Gartner as an emerging visionary in its innovation guide for generative AI consulting and implementation services.

Prudent Expense Management

Adjusted SG&A expenses were down 3%, indicating effective cost management strategies.

Strong Partnerships and Awards

Insight maintains strong partnerships with major companies like NVIDIA, Google, and Microsoft, and was named a finalist for CRN's 2025 Best AI Solution Provider.

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

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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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