)
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.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.
Next Endava earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)