)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Endava
Endava (DAVA) investor relations material
Endava Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary4 Mar, 2026
Strategic focus and client engagement
Emphasis on engaging C-suite executives to align solutions with client business objectives, particularly leveraging AI to drive efficiency and competitive advantage.
Shift toward outcome-based contracts and the introduction of an AI-native delivery approach called Endava Flow.
Recent client wins, such as Paysafe and Nexus, highlight traction with this strategy, especially in the payments sector.
Strongest early returns and stabilization efforts are seen with the largest clients, with new opportunities emerging from their ongoing transformations.
Geographic strength noted in the UK, North America, and Asia, with financial services showing resurgence.
AI initiatives and operational transformation
Endava Flow is a tool-agnostic, agentic AI delivery methodology designed to improve project outcomes and client value.
The approach requires upfront architectural planning, integrating regulatory, governance, and legacy system considerations before rapid code generation.
Productivity gains are described as multiples rather than percentages, unlocking previously unaffordable legacy system work.
Operational improvements include efficiency gains in legal, finance, and sales, with a focus on longer-term, partnership-based client relationships.
The methodology aims to blend traditional and AI-enabled services, targeting a margin uplift to 20–30% over time.
Financial outlook and investment
Q4 guidance anticipates an 8% quarter-on-quarter uplift, with 70–75% of revenue underpinned by contracted and committed deals.
Margin pressure is attributed to intentional investment in AI capabilities and staff, with a 3% impact expected to abate by fiscal 2027.
The company expects continued investment in AI, but at a reduced rate as foundational work is completed.
Outcome-based contracts and AI initiatives are expected to drive both top-line growth and margin improvement.
The Nexus project, a major international payments initiative, serves as a key example of the new methodology's credibility and scalability.
Dava.Flow's margin improvement potential?
When will AI investment margin pressure abate?
Endava's strategy to avoid AI disillusionment?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Endava earnings date
Q3 202613 May, 2026
Endava
Next Endava earnings date
Q3 202613 May, 2026
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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
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.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage