Endava (DAVA) Q3 2026 Earnings Transcript

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DATE

Thursday, May 21, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — John Cotterell

• Chief Financial Officer — Mark Thurston

• Host — Laurence Madsen

Full Conference Call Transcript

Laurence Madsen: Thank you. Good afternoon, everyone, and invited to Endava's Third Quarter of our fiscal twelvemonth 2026 league call. As a reminder, this league telephone is being recorded. Joining maine contiguous are John Cotterell, Endava's Chief Executive Officer; and Mark Thurston, Endava's Chief Financial Officer. Before we begin, a speedy reminder to our listeners.

Our presumption and our comparing remarks contiguous see forward-looking statements including, but not constricted to statements regarding our guidance for Q4 fiscal twelvemonth 2026 and for the afloat fiscal twelvemonth 2026, the impacts of headwinds facing our manufacture and business, trends successful our industry, including with respect to developments with AI, enhancements to our exertion and offerings, the benefits of our partnerships request from clients for our exertion services, our quality to make semipermanent worth for our clients people, our shareholders, our semipermanent strategical positioning and our concern strategies, plans, operations and maturation opportunities. These statements are taxable to risks and uncertainties that could origin existent results to disagree materially from those contained successful the forward-looking statements.

Actual results and the timing of definite events whitethorn disagree materially from the results oregon timing predicted oregon implied by specified forward-looking statements, and reported results should not beryllium considered arsenic an denotation of aboriginal performance. Please enactment that these forward-looking statements made during this league telephone talk lone arsenic of today's date, and we undertake nary work to update them to bespeak consequent events oregon circumstances different than to the grade required by law. For much information, delight notation to the Risk Factors conception of our yearly study filed with the Securities and Exchange Commission connected September 4, 2025, and successful different filings that Endava makes from clip to clip with the SEC.

Also during the call, we'll contiguous some IFRS and non-IFRS fiscal measures. While we judge the non-IFRS fiscal measures supply utile accusation for investors, the presumption of this accusation is not intended to beryllium considered successful isolation oregon arsenic a substitute for the fiscal accusation presented successful accordance with IFRS. Reconciliations of specified non-IFRS measures to the astir straight comparable IFRS measures are included successful today's net property merchandise arsenic good arsenic the capitalist presentation, some of which you tin find connected our Investor Relations website oregon connected the SEC website. A nexus to the replay of this telephone volition besides beryllium disposable connected our website. With that, I'll crook the telephone implicit to John.