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Endava (DAVA) investor relations material
Endava J.P. Morgan 2025 Ultimate Services Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan 2025 Ultimate Services Investor Conference summary18 Nov, 2025
Financial performance and outlook
Recent quarterly results were slightly below expectations due to an unexpected credit with a significant client, impacting revenue and EPS.
Three large multi-year deals were secured, including a $100 million, five-year contract with Paysafe, boosting second-half revenue momentum.
Near-term quarters are expected to be relatively flat in EPS, with growth picking up in Q4 as new deals contribute.
The credit issue is considered a one-off event, not tied to broader vendor consolidation trends.
Strategic deal profile and industry positioning
Large deals focus on innovation and transformation, often in financial services, and are structured as multi-year partnerships.
Engagements typically start quickly after agreement, with minimal ramp-up periods.
AI is increasingly integrated into delivery, with a focus on both operational efficiency and new business propositions.
Clients seek partners to bridge the gap between AI technology and business outcomes, emphasizing long-term collaboration.
AI, modernization, and EndavaFlow methodology
AI is used to drive both cost efficiency and innovation, with clients outsourcing IT challenges for certainty and quality.
EndavaFlow is a flexible, componentized methodology for delivering AI-driven transformation, not a product platform.
Core modernization, including cloud migration and data readiness for AI, is a major growth opportunity, though industry-wide adoption is slower than anticipated.
EndavaRise, a new initiative, connects scale-ups with Fortune 500 firms to accelerate AI adoption and demonstrate value.
Mitigate future unexpected client concessions
Quantify Dava Flow's impact on client cost/speed
Agentic Commerce: revenue growth potential
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Next Endava earnings date
TD Cowen's 4th Annual IT Services & Digital Engineering Summit9 Dec, 2025
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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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