Endava Q4 2025 Earnings Call Transcript Highlights

Endava Plc (DAVA) reported Q4 2025 earnings, with CEO John Cotterell and CFO Mark Thurston participating in the conference call. The company's FY 2025 conference call focused on market trends, client demand for technology services, and long-term growth opportunities. Endava's FY 2026 guidance included Q1 guidance and full-year guidance, with the company capitalizing on market opportunities and enhancing its technology and offerings. Partnerships, pricing models, and pipeline opportunities were also discussed.

Endava Plc (NYSE: 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 fiscal year 2025 conference call highlighted market trends, client demand for technology services, and long-term growth opportunities. Endava's FY 2026 guidance included Q1 and full-year projections, with a focus on capitalizing on market opportunities and enhancing its technology and offerings. Partnerships, pricing models, and pipeline opportunities were also discussed.

Cotterell emphasized Endava's transition to becoming "AI native," a shift driven by the company's commitment to evolving its delivery model, forming new alliances, and adopting modern AI-oriented architectures. The company reported progress in integrating AI into its projects, with over half of its employees now using AI in their work. Endava is supporting multiple engagements aimed at evaluating, implementing, or scaling AI capabilities, including a healthcare document processing platform and an in-cabin driver identification prototype for a global automotive supplier.

Endava's partnership with OpenAI has resulted in client acquisitions and joint projects, including a rollout of OpenAI Enterprise GPT for a financial compliance technology provider and an AI-enabled operating model for a specialty insurer. The company is also engaged in enterprise-scale AI initiatives with AWS and Microsoft, co-creating solutions that integrate generative AI to transform operations and customer experiences.

Despite the increase in the order book, the short-term operating backdrop remains volatile, and many clients continue to recalibrate the timing of spending. Endava's outlook remains cautious, but the company's strategic focus on AI and its partnerships position it for growth in the coming years. [1]

References:
[1] https://seekingalpha.com/article/4819482-endava-plc-dava-q4-2025-earnings-call-transcript