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Endava
Endava (DAVA) investor relations material
Endava TD Cowen's 4th Annual IT Services & Digital Engineering Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen's 4th Annual IT Services & Digital Engineering Summit summary9 Dec, 2025
Business performance and demand trends
Volatility over the past two years driven by macroeconomic challenges, high interest rates, and a shift in client IT spending priorities, especially toward internal AI experimentation.
AI adoption has caused clients to pause or redirect external innovation budgets, but there are signs this phase is ending as C-suites seek tangible returns.
Integration of a major acquisition and focus on AI have impacted profitability and management attention.
Large deal closures have been slow due to client decision delays, not competitive losses; recent wins are now included in guidance.
Demand is stabilizing, with tentative signs of corporates shifting work back to service providers.
Sector and geographic insights
Financial services, especially payments, have seen a significant revenue decline but now show firmer deal activity.
Other sectors are also beginning to pursue larger technology investments.
Automotive sector was impacted by tariffs but is adapting to new normal conditions.
Guidance and pipeline management
Guidance for fiscal 2026 is built bottom-up, with large deals only included once signed; contracted and committed revenue at the low end is about 79-81%.
Achieving the top end of guidance depends on higher pipeline conversion in non-large deals.
Pricing remains stable, with discipline maintained despite competitive pressures.
Endava Flow enterprise adoption triggers
Outcome-based deal transition challenges
Evidence for market 'tipping point'?
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Next Endava earnings date
Q2 202619 Feb, 2026
Endava
Next Endava earnings date
Q2 202619 Feb, 2026
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Frequently asked questions
Endava plc provides technology services for clients in the consumer products, healthcare, mobility, and retail verticals in Europe, Latin America, North America, and internationally. The company offers outsourcing services, including software development and support, product engineering, infrastructure management, testing and quality assurance services, web portal design and development, and business intelligence solutions. It also provides consulting services that include enterprise architecture assessments; software engineering process and practices analysis; application modernization analysis; special project services; needs assessment analysis; product life cycle management; mobility analyses; usability studies and design; systems integration strategy; cloud core offerings strategies; capacity expansion strategies; packaged application strategy; infrastructure architecture strategies.
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