Insight Enterprises (NSIT) Q2 FY26 earnings call

Insight Enterprises delivered a strong second quarter, exceeding expectations with broad-based growth across hardware, cloud, and core services. The company is executing on its strategy to be a solution integrator for the age of AI, leading to a raised full-year outlook for gross profit and adjusted EPS. Management is focused on accelerating organic growth, optimizing operations through the "One Insight plan," and strengthening talent, while pausing M&A to prioritize internal investments and share repurchases.