Endava Plc Presents at Citi's 2025 Global Technology, Media and Telecommunications Conference

Endava Plc (DAVA) presented at Citi's 2025 Global Technology, Media, and Telecommunications Conference. CEO John Cotterell and CFO Mark Thurston discussed the recent results and guidance. Cotterell highlighted the company's 20-year ride on the digital transformation wave, which ended in 2023, and the massive boost in spend coming off COVID. The conference covered a range of topics related to IT services demand environment.

Endava Plc (DAVA) reported its Q4 2025 earnings on September 4, 2025, during a conference call led by CEO John Cotterell and CFO Mark Thurston. The company's financial performance showed a significant improvement compared to the previous year, with sales of GBP 186.78 million, a decrease of GBP 7.64 million compared to GBP 194.42 million in Q4 2024 [1]. Despite the decrease in sales, Endava reported a net income of GBP 1.17 million, compared to a net loss of GBP 1.85 million in the same period last year [1]. Basic earnings per share from continuing operations improved to GBP 0.02, up from a loss of GBP 0.03 in the previous year [1].

Cotterell and Thurston discussed the company's strategic focus on AI and its partnerships during the Q4 2025 earnings call. Endava is transitioning to become "AI native," integrating AI into its projects and offerings. Over half of the company's employees now use AI in their work, and Endava is engaged in multiple AI-related engagements, such as a healthcare document processing platform and an in-cabin driver identification prototype for a global automotive supplier [1]. The company's partnership with OpenAI has resulted in client acquisitions and joint projects, including the rollout of OpenAI Enterprise GPT for a financial compliance technology provider and an AI-enabled operating model for a specialty insurer [1].

Endava's outlook remains cautious due to the volatile short-term operating backdrop and clients' recalibration of spending timing. However, the company's strategic focus on AI and its partnerships position it for growth in the coming years. The company's FY 2026 guidance included Q1 and full-year projections, with a focus on capitalizing on market opportunities and enhancing its technology and offerings [1].

Cotterell emphasized Endava's 20-year ride on the digital transformation wave, which ended in 2023, and the massive boost in spend coming off the COVID-19 pandemic. The conference covered a range of topics related to IT services demand environment and Endava's strategic positioning in the market.

References:
[1] https://www.marketscreener.com/news/endava-plc-reports-earnings-results-for-the-fourth-quarter-ended-june-30-2025-ce7d59d8db8df02c