Endava PLC at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2020 / 12:35AM GMT
James Eugene Faucette - Morgan Stanley, Research Division - Executive Director

Thank you for joining us this afternoon. Before we really kick off, I have a quick disclosure I need to make sure I read. Please note that all important disclosures, including personal holdings disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley website at morganstanley.com/researchdisclosures or at the registration desk here on site.

So I'm James Faucette, the IT services analyst here at Morgan Stanley. Very pleased to have senior management from Endava joining me for a conversation this afternoon. We have John Cotterell, the CEO; and Mark Thurston, the CFO. And I guess that before I get started, you should recognize that 2020 is the 20th anniversary of Endava. So congratulations. I think a lot of us would aspire to make it to 20 years of anything. So that's very good work.

Maybe to start, though, you've had the opportunity to meet with a lot of investors today. I'm sure you're very well rehearsed in the response to impact from coronavirus, et cetera. So why don't we kick off and just

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