Endava PLC (NYSE:DAVA)
$ 28.37 0.9 (3.28%) Market Cap: 1.64 Bil Enterprise Value: 1.47 Bil PE Ratio: 31.38 PB Ratio: 2.10 GF Score: 80/100

Endava PLC at Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Mar 02, 2021 / 02:30PM GMT
Release Date Price: $89.87 (-0.09%)
James Eugene Faucette
Morgan Stanley, Research Division - MD

Good morning. I'm James Faucette, the U.S. IT services analyst for Morgan Stanley. Thank you very much for joining us today at this year's virtual Morgan Stanley TMT conference.

Before we get started with John Cotterell, CEO of Endava, I have a quick disclosure to read. For important disclosures, please see morganstanley.com/researchdisclosures.

And with that, we will kick off with John, CEO of Endava.

Questions & Answers

James Eugene Faucette
Morgan Stanley, Research Division - MD

Look, Endava had an incredibly productive year to wrap up 2020. The outlook is obviously fantastic, John, for 2021. I guess for me just thinking about demand and starting off, we continue to hear about the demand environment outside of pandemic-impacted industries.

How are you thinking about that demand in context of your outlook for 2021? And I guess maybe you built in, in a little bit more nuance there is -- what is currently contemplated from a recovery perspective particularly

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