Insight Enterprises, Inc. (NSIT) Q3 2024 Earnings Call Transcript Summary
Insight Enterprises, Inc. (NSIT) Q3 2024 Earnings Call Transcript Summary
Adjusted diluted earnings per share declined year-to-year by an estimated 8%, with EBITDA remaining flat.The following is a summary of the Insight Enterprises, Inc. (NSIT) Q3 2024 Earnings Call Transcript:
以下是 insight enterprises 公司（NSIT）2024年第三季度業績會成績單摘要:
Financial Performance:
金融業績：
Insight Enterprises reported a Q3 2024 net revenue of $2.1 billion, down 8% in both U.S. dollars and constant currency, driven primarily by weaknesses in large enterprise and corporate client segments in North America.
Gross profit increased by 6%, and gross margin expanded by 270 basis points to 20.7%, supported by strong Cloud and Insight Core services growth.
Adjusted diluted earnings per share declined year-to-year by an estimated 8%, with EBITDA remaining flat.
Insight enterprises 報告2024年第三季度淨營業收入爲21億美元，在美元和恒定貨幣下均下降8%，主要由北美大型企業和企業客戶領域的疲弱所驅動。
毛利潤增長了6%，毛利率擴大了270個點子至20.7%，受強勁的雲和洞察覈心服務增長支持。
調整後的每股攤薄收益年同比下降約8%，EBITDA保持不變。
Business Progress:
業務進展：
Insight is enhancing its global services capabilities through acquisitions and expanded partnerships focusing on Cloud and Insight Core Services which are strategic to their integration strategy.
Insight launched new programs to drive share gains in key focus areas such as hybrid cloud, data, AI, security and edge, including Workspace solutions.
Insight is implementing a program modeled after a successful service profitability improvement effort to boost go-to-market effectiveness and future growth.
Insight 通過收購和擴展夥伴關係增強其全球服務能力，重點放在雲和洞察覈心服務上，這對於他們的整合策略至關重要。
Insight 推出了新計劃，以推動在混合雲、數據、人工智能、安全和邊緣等關鍵領域的份額增長，包括工作區解決方案。
insight enterprises正在實施一個模仿成功的服務盈利改善項目的計劃，以提高市場推廣效果和未來增長。
Opportunities:
機會：
Insight's long-term strategy includes a continued pivot towards growing Cloud, data, AI, and cybersecurity services, leveraging recent acquisitions and partnerships.
Insight aims to leverage its expanded global services capabilities and partner ecosystem to drive higher technology adoption and deliver improved outcomes.
Insight的長期策略包括持續轉向增長雲、數據、人工智能和網絡安全概念服務，利用最近的收購和合作夥伴關係。
Insight旨在利用其擴展的全球服務能力和合作夥伴生態系統，推動更高的技術採用率，實現更好的結果。
Risks:
風險：
The anticipated hardware recovery has been delayed, particularly affecting large enterprise and corporate client segments, extending a challenging IT spending environment into Q4 2024 and potentially into the first half of 2025.
The pivot in SADA services towards corporate and mid-market clients deviates from initial revenue and profit projections, reflecting changes in strategic priorities and creating uncertainty in cloud profit growth.
預期的硬件復甦已經延遲，特別影響大型企業和公司客戶細分市場，將挑戰性的IT支出環境延續到2024年第四季度，可能延續到2025年上半年。
SADA服務向企業和中型客戶的轉向偏離了最初的收入和利潤預期，反映了戰略重點的改變，對雲利潤增長造成了不確定性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
