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Kyndryl (KD) investor relations material
Kyndryl Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary3 Sep, 2025
Strategic transformation and growth drivers
Gained investment capability and freedom of action post-spin, enabling expansion into new markets and partnerships with major hyperscalers like Microsoft, Google, Amazon, Oracle, and SAP.
Shifted company culture from a product-focused to a services-oriented mindset, enhancing customer trust and positioning as an independent technology adviser.
Strategy centers on advanced delivery, alliances, and focus accounts, driving profitability and a return to growth.
Consulting activities have grown from 10% to over 20% of business, targeting 25%, reflecting increased advisory and implementation work.
Investment focus and operational improvements
Significant investments in workforce skills, especially hyperscaler credentials, security, resiliency, network operations, applications, data, and AI.
Developed and enhanced the Kindrel Bridge platform, leveraging AI for automation and efficiency, supporting labor cost management and service quality.
Early years post-spin involved operating at a loss to fund transformation, now achieving profitability and embedding ongoing investment into the business model.
Focus accounts initiative and profitability
Focus accounts initiative addressed uneconomic legacy contracts, reimagining relationships and improving margins, contributing over $925M in annualized profit.
Revenue was intentionally reduced by over $1B in the first two years to drive profitability, with over $6.6B in profit dollars added.
About 85% of the focus account transformation is complete, with ongoing innovation and relationship expansion.
Focus accounts: What's left to achieve $1B target?
How does AI impact Kyndryl's infrastructure services?
What drives mid-single-digit revenue growth by FY28?
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Q2 20265 Nov, 2025
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Kyndryl Holdings Inc. provides IT infrastructure services including cloud management, network services, data center operations, and cybersecurity. The company serves enterprise clients across industries such as financial services, manufacturing, and government. It is headquartered in New York, New York, and its shares are listed on the NYSE.
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