Endava (DAVA) Q3 2025 Earnings Call Transcript


Endava plc (NYSE:DAVA) Q3 2025 Earnings Conference Call May 14, 2025 8:00 AM ET

Company Participants

John Cotterell – Chief Executive Officer
Mark Thurston – Chief Financial Officer
Laurence Madsen – Head of Investor Relations

Conference Call Participants

Bryan Bergin – TD Cowen
Tyler DuPont – Bank of America
Harry Read – Redburn Atlantic
Jonathan Lee – Guggenheim
Jamie Friedman – Susquehanna
Phani Kanumuri – HSBC
James Faucette – Morgan Stanley

Operator

Good day and welcome to Endava’s third quarter of fiscal year 2025 conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing star then zero on your telephone keypad. After today’s presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, please press star then two.

Please note this event is being recorded.

I would now like to turn the conference over to Ms. Laurence Madsen, Head of Investor Relations and ESG at Endava. Please go ahead.

Laurence Madsen

Thank you. Good afternoon everyone and welcome to Endava’s third quarter of fiscal year 2025 conference call. As a reminder, this conference call is being recorded.

Joining me today are John Cotterell, Endava’s Chief Executive Officer, and Mark Thurston, Endava’s Chief Financial Officer.

Before we begin, a quick reminder to our listeners. Our presentation and accompanying remarks today include forward-looking statements, including but not limited to statements regarding our guidance for Q4 fiscal year 2025 and for the full fiscal year 2025, the impacts of headwinds facing our industry and business, our ability to capitalize on market opportunities and trends in our industry, including with respect to development of AI, our addressable market, our expectations regarding the share repurchase program, amendments to our technology and offerings, demand from clients for our technology



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