Endava PLC (NYSE:DAVA)
$ 2.76 -0.090 (-3.16%) Market Cap: 145.84 Mil Enterprise Value: 399.22 Mil PE Ratio: 0 PB Ratio: 0.63 GF Score: 58/100

Endava PLC at TD Cowen Technology, Media & Telecom Conference Transcript

May 27, 2026 / 01:05PM GMT
Release Date Price: $3.3 (+1.85%)
Unidentified Participant

All right, we're going to be kicking it off here now. We have Endava, a digital engineering provider with over 11,000 global professionals, heritage, strength and payments, and base of operations. It remains Central Europe, but you've been growing globally, bigger base in India and APAC.

And with us today, we have Mark Thurston, Endava's CFO since 2015. So Mark, first off, thanks for being here.

Questions & Answers

Unidentified Participant

We're going to be getting into GenAI, Dava.Flow, your partnership efforts, but before we get into that, let's start on demand. It's still fresh right at earnings just a week ago. And I wanted to start by talking about some of the changes, the client decisioning, the demand that you've seen, really just talk about what the latest is in that enterprise conversation that Endava is having.

Mark Thurston
Endava PLC - Chief Financial Officer, Executive Director

As you can see, it's been volatile. We missed on the topline. We're making a pivot anyway at

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