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    Kathleen Kronstein • William Blair

    Kathleen Kronstein's questions to Endava PLC (DAVA) leadership

    Kathleen Kronstein's questions to Endava PLC (DAVA) leadership • Q2 2025

    Question

    Kathleen Kronstein of William Blair inquired about the current hiring market for AI and data skills and how Endava's access to this talent has evolved. She also asked for details on the $5.5 million restructuring charge and other business efficiency initiatives.

    Answer

    CEO John Cotterell emphasized the company's focus on internal upskilling through its 'AI native' program, which has resulted in high daily usage of GenAI tools among employees, rather than relying solely on external hiring. He explained the restructuring charge was related to a headcount reduction of under 200 people, partly in anticipation of the GalaxE integration to remove duplication, and noted that the company remains vigilant on costs.

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    Kathleen Kronstein's questions to Endava PLC (DAVA) leadership • Q2 2025

    Question

    Kathleen Kronstein inquired about the hiring market for AI and data skills and Endava's access to talent. She also asked for details on the $5.5 million restructuring charge and other efficiency initiatives.

    Answer

    CEO John Cotterell emphasized a focus on upskilling existing employees to be 'AI native,' noting high daily usage of their enterprise ChatGPT license. He said this internal training is the primary path forward, supplemented by strategic hires. Regarding the restructuring, Cotterell explained it involved reducing headcount by under 200 people, partly to remove duplication ahead of the GalaxE integration, and that further cost opportunities are being explored.

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    Kathleen Kronstein's questions to Magic Software Enterprises Ltd (MGIC) leadership

    Kathleen Kronstein's questions to Magic Software Enterprises Ltd (MGIC) leadership • Q3 2024

    Question

    Kathleen Kronstein, on for Maggie Nolan, asked for an update on the progress of large deals in the pipeline and requested more detail on the performance of U.S.-based blue-chip customers in professional services.

    Answer

    Executive Asaf Berenstin highlighted that strong top-line results reflect successful deal execution, noting 24 new U.S. projects were signed in Q3 with revenue expected to ramp in Q4. Executive Guy Bernstein added that after project cuts in late 2023 by U.S. clients (notably CVS) due to interest rate hikes, the situation stabilized in H1 2024 and is now showing signs of recovery and new hiring in Q3 and Q4.

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    Kathleen Kronstein's questions to Genpact Ltd (G) leadership

    Kathleen Kronstein's questions to Genpact Ltd (G) leadership • Q3 2024

    Question

    Kathleen Kronstein asked which elements of the Data-Tech-AI business are resonating most with clients and if customers are showing increased comfort with generative AI technology following the company's AI Day.

    Answer

    CEO Balkrishan Kalra responded that all parts of Data-Tech-AI are contributing, as AI conversations inherently involve data and technology, and noted DTA is a key component of all large Digital Operations deals. He confirmed that while it's still 'early days' for generative AI, customer adoption is clearly increasing, moving from proofs-of-concept to production environments, with client testimonials at the AI Day boosting credibility.

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