Logotype for Endava plc

Endava (DAVA) investor relations material

Endava Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Endava plc
Citi’s 2025 Global Technology, Media and Telecommunications Conference summary5 Sep, 2025

Industry trends and demand environment

  • IT services experienced a post-COVID digital transformation surge, followed by a recent slowdown as enterprises tightened technology budgets and faced macroeconomic headwinds.

  • Current market uncertainty is driven by rapid AI advancements, causing clients to delay large-scale projects and extend ideation phases up to 18–24 months.

  • Despite concerns, Gen AI and Agentic AI are expected to create deeper, more transformative opportunities, requiring significant core system changes.

  • Delays in project scaling are attributed to the complexity and depth of AI-driven programs, which surpass previous digital transformation efforts.

  • Client concerns have shifted from security and scalability to managing rapid technology change and business case clarity.

Deal pipeline, revenue, and guidance

  • Eight large deals were closed in Q4, contributing to the largest order book ever, though revenue impact is back-end loaded and not yet fully visible.

  • The pipeline includes 24–25 large deals (over $5 million each), with only landed deals included in guidance; timing of conversion remains uncertain.

  • Larger deals are trending toward longer contract durations and outcome-based pricing, moving away from traditional time-and-materials models.

  • About 70% of annual revenue is contracted and committed, with growth expected to accelerate in the second half as large deals ramp up.

  • Profitability is expected to decline in Q1 due to bonus reinstatement and AI investments, with adjusted PBT projected to end the year at 8%.

Client and sector focus

  • Strategic focus is shifting toward larger clients, reducing the number of smaller, less profitable accounts.

  • Top 10 clients now account for 37% of revenue, up from 32%, with continued commitment and increased spend among this group.

  • North America shows good momentum, while payments and TMT sectors remain under pressure; banking and capital markets are growing, and automotive is recovering.

  • Weakness in payments is driven by new competitors, margin pressure, and a shift toward M&A over technology investment among traditional players.

  • The technology vertical remains stable, with some declines due to specific client events, such as project cancellations in media.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Endava earnings date

Logotype for Endava plc
Q1 202611 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Endava earnings date

Logotype for Endava plc
Q1 202611 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@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