Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.16%. A quarter ago, it was expected that this company would post earnings of $0.32 per share when it actually produced earnings of $0.38, delivering a surprise of 18.75%.Over the last four quarters, the ...

Endava (DAVA) Q3 2025 Earnings Call May 14, 2025 08:00 AM ET Company Participants Laurence Madsen - Manager - Investor RelationsJohn Cotterell - Chief Executive OfficerMark Thurston - Chief Financial OfficerBryan Bergin - MD - Equity ResearchTyler DuPont - Equity Research AssociateJonathan Lee - Managing Director - Equity ResearchJames Faucette - Managing Director Conference Call Participants Harry Read - Equity Research AnalystJames Friedman - Senior FinTech & IT Services Research AnalystPhani Kanumuri - A ...

Endava (DAVA) Q3 2025 Earnings Call May 14, 2025 08:00 AM ET Speaker0 Good day, and welcome to Endava's Third Quarter of Fiscal Year twenty twenty five Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Ms. Laurent Madsen, Head of Investor Relations and ESG at Endava. Please go ahead. Speaker1 Thank you. Good afternoon, everyone, and welcome to Endava's third quarter of fiscal year twenty twenty five confer ...

Core Viewpoint - Dynatrace reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, marking a 10% earnings surprise [1] - The company has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - Dynatrace's revenues for the quarter ended March 2025 were $445.17 million, surpassing the Zacks Consensus Estimate by 2.44%, compared to $380.85 million in the same quarter last year [2] - The company has also topped consensus revenue estimates four times in the last four quarters [2] Stock Performance - Dynatrace shares have declined approximately 7% since the beginning of the year, while the S&P 500 has gained 0.1% [3] - The stock is currently rated Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.34 on revenues of $451.49 million, and for the current fiscal year, it is $1.53 on revenues of $1.93 billion [7] - The Computers - IT Services industry, to which Dynatrace belongs, is currently in the top 39% of Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] Industry Context - Nutanix, another company in the same industry, is expected to report quarterly earnings of $0.38 per share, reflecting a year-over-year increase of 35.7% [9] - Nutanix's anticipated revenues are $625.73 million, representing a 19.3% increase from the previous year [10]

Disclaimer This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation, other than statements of historical facts, are forward-looking statements. The words "believe," "estimate," "expect," "may," "will" and similar expressions are intended to identify forward-looking statements. Such forward-looking statements include, but are not limited to, the statements regarding our business strategy and ...

Core Insights - Capgemini is leading a paradigm shift in mainframe modernization with a new automated offering that enables organizations to unlock value from legacy systems at unprecedented speed and accuracy [1][3] - The new approach utilizes generative and agentic AI to convert legacy mainframe applications into modern, agile, and cloud-friendly formats, enhancing cost savings, agility, and data quality [1][2] Group 1: Automated Mainframe Application Refactoring - The automated refactoring process involves using tools to convert legacy applications, such as those written in COBOL, into modern architecture, supported by generative AI assistants and AI agents [2] - This offering includes rigorous automated testing to ensure faster, higher-quality transformations and reduced business risks [2] Group 2: Market Position and Client Success - Capgemini's automated approach provides a comprehensive understanding of an enterprise's legacy landscape, enabling complete refactoring of mainframe applications for greater efficiency [3] - The company has delivered tangible results for blue-chip clients, including a major life insurance firm in the USA, by significantly accelerating the conversion to a modernized Policy Admin System [3] Group 3: Recognition and Experience - Capgemini was named a leader in The Forrester Wave™: Application Modernization and Multicloud Managed Services, Q1 2025 [4] - The company has over 55 years of experience in delivering complex mainframe modernization programs and possesses deep domain knowledge and understanding of industry regulations [3]

Investment Rating - The report emphasizes the importance of application modernization through middleware transformation, indicating a positive outlook for investments in Event-Driven Architecture (EDA) and related technologies [5][6]. Core Insights - The report outlines that many enterprises aim to emulate the success of digitally native businesses, highlighting the necessity for IT transformation to enhance efficiency, scalability, and integration capabilities [4][5]. - EDA is presented as a revolutionary approach that enables real-time data exchange and improved scalability, making it essential for modern applications [6][9]. Summary by Sections Overview of Modern Event-Driven Architecture (EDA) - EDA promotes loosely coupled, asynchronous communication, enhancing system responsiveness and scalability compared to traditional architectures [9][13]. - Key components of EDA include event producers, brokers, and consumers, which work together to facilitate real-time processing [10][11][19]. Benefits of EDA in Modern Applications - EDA enhances responsiveness, allowing for immediate reactions to events, which is crucial for applications like fraud detection and real-time analytics [30]. - Scalability is achieved through the decoupling of services, enabling independent scaling based on demand, particularly beneficial during high-traffic events [30][31]. Real-World Examples of EDA Implementations - Companies like Netflix utilize EDA to manage microservices, enhancing user experience through real-time event tracking [33]. - Uber employs EDA for real-time ride requests and dynamic pricing, allowing efficient matching of riders and drivers [35]. - Amazon leverages EDA for order processing and inventory management, ensuring smooth operations through event-triggered actions [37]. Data Mesh and AI Adoption - Data Mesh decentralizes data ownership, allowing business domains to manage their data as products, enhancing accessibility and reliability [42][44]. - EDA supports AI adoption by ensuring comprehensive data logging, which is essential for training AI models and enabling real-time decision-making [48][55]. Conclusion - The integration of EDA, Data Mesh, and AI-driven intelligence is crucial for enterprises to achieve scalability, agility, and real-time decision-making in a competitive digital landscape [57][58].

C3.ai, Inc. (AI) closed the most recent trading day at $23.99, moving -0.87% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.73%. At the same time, the Dow lost 0.64%, and the tech-heavy Nasdaq gained 1.61%.The the stock of company has risen by 20.64% in the past month, leading the Computer and Technology sector's gain of 11.93% and the S&P 500's gain of 9.07%.Investors will be eagerly watching for the performance of C3.ai, Inc. in its upcoming earnings disc ...

Core Insights - Block, Inc. participated in the J.P. Morgan 53rd Annual Technology, Media and Communications Conference, highlighting its ongoing engagement with investors and analysts [1][2]. Company Overview - Jack Dorsey serves as the Head, Chairman, and Co-Founder of Block, while Amrita Ahuja is the Foundational Lead overseeing finance, legal, and personnel matters [1][2]. Financial Performance Expectations - During the conference, forward-looking statements regarding Block's preliminary financial performance for the second quarter were anticipated, which may be influenced by macroeconomic conditions [3].

CI&T (CINT) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Cesar Gon - CEOBruno Guicardi - Co-Founder of CI&T and President of North America & Europe OperationsStanley Rodrigues - Chief Financial OfficerVitor Tomita - VP - Equity ResearchGustavo Farias - Associate DirectorBryan Bergin - MD - Equity ResearchPuneet Jain - Associate - Equity ResearchBruno Guicardi - Co-Founder of CI&T and President of North America & Europe OperationsMaria Clara Infantozzi - Equity Research Associate Cesar ...