Kyndryl Hldgs Inc Stock Price, News & Analysis

Kyndryl (NYSE: KD) announced significant leadership rotations across its global operations. Xerxes Cooper has been appointed as Global Leader of Kyndryl Delivery, transitioning from his previous role as President of Strategic Markets. Petra Goude will take over as President of Strategic Markets, while Jamie Rutledge becomes President of Kyndryl U.S. Hassan Zamat has been named Global Practice Leader for Core Enterprise and zCloud.

These leadership changes reflect Kyndryl's commitment to its 3A's strategy, with each leader having demonstrated success in key areas including AI implementation, customer service delivery, and business growth. The rotations leverage the executives' proven track records in areas such as GenAI integration, Kyndryl Bridge platform development, and strategic market expansion.

Kyndryl (NYSE: KD) reported strong Q4 and FY2025 results, marking significant financial improvements. In Q4, revenues reached $3.8 billion with a 1.3% constant currency growth. The company achieved net income of $68 million ($0.28 per share), compared to a loss in the previous year. For FY2025, Kyndryl posted revenues of $15.1 billion and net income of $252 million ($1.05 per share). Notable achievements include record signings of $18.2 billion (46% YoY increase) and successful execution of strategic initiatives. The company's hyperscaler alliance revenue doubled to $1.2 billion, while Kyndryl Consult grew 26% in FY2025. Looking ahead to FY2026, Kyndryl projects positive constant-currency revenue growth and adjusted pretax income of at least $725 million.

Kyndryl (NYSE: KD) has announced the launch of Kyndryl Consult Data Security Posture Management in collaboration with Microsoft, utilizing Microsoft Purview. The new services enhance data protection, privacy, and risk mitigation capabilities across hybrid environments.

The partnership aims to help organizations identify sensitive data, automate protection, and maximize data assets value. According to the Kyndryl AI Readiness Report, while 86% of leaders are confident in their AI implementation, only 29% believe their AI is ready to manage future risks.

The services provide: proactive data risk management, simplified IT environment management, comprehensive data protection across cloud and on-premises environments, enhanced compliance readiness, and secure data foundation for AI development.

Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, has scheduled its fourth quarter and full-year financial results release for May 7, 2025, after market close. The company will host an earnings conference call and webcast on May 8, 2025 at 8:30 a.m. ET, featuring Chairman and CEO Martin Schroeter and CFO David Wyshner.

The webcast will be accessible through Kyndryl's investor relations website at investors.kyndryl.com, where a slide presentation will also be available before the call. Replay access will be provided for twelve months following the event.

Kyndryl (NYSE: KD) has unveiled new AI private cloud services and consulting expertise aimed at streamlining enterprise-grade AI solutions deployment. The comprehensive suite includes Kyndryl Consult services to help customers design, plan, and implement AI projects, focusing on high-ROI use cases and production readiness.

The services build upon Kyndryl's collaboration with NVIDIA and other partners, featuring cloud deployment options customized for specific models and use cases. The AI Private Cloud environment offers containerization, data science tools, and microservices for AI application management, supporting various industries including financial services, healthcare, telecommunications, and manufacturing.

Key components include AI data foundations and MLOps/LLMOps services for managing AI data pipelines and machine learning operations. While 86% of leaders express confidence in their AI implementation, only 29% believe their AI is ready for future risks, highlighting the need for comprehensive private cloud services with robust data privacy measures.

Kyndryl (NYSE:KD) has launched its Data Transformation Suite for SAP Solutions, designed to accelerate customer migration to SAP S/4HANA Cloud. The suite provides comprehensive SAP S/4HANA modernization lifecycle support without requiring third-party tools.

The solution offers automated migration lifecycle processes, including data profiling, migration blueprinting, analysis, transformation, and validation. Key benefits include potential cost savings, reduced complexity, and minimized risks of operational disruption and data loss.

This development builds upon Kyndryl's existing SAP partnership established in November 2021, which includes its role as RISE with SAP delivery partner and the expansion of the SAP Business Transformation Center. The suite is particularly effective for complex transformation scenarios such as mergers, divestments, multiple heterogeneous data sources, and multi-level data transformations.

Kyndryl (NYSE: KD) has been recognized as a Leader in the ISG Provider Lens™ Quadrant Report 2025 across multiple mainframe service categories. The company achieved leadership positions in Mainframe Optimization Services, Mainframe as a Service, and Mainframe Operations across all regions, plus Application Modernization Services in the US.

ISG highlighted Kyndryl's strengths in combining generative AI with automation and its position as the operator of the largest mainframe infrastructure globally. The company's mainframe services leverage Kyndryl Bridge, an AI-powered integration platform, and Kyndryl Vital's methodology to deliver tailored modernization solutions.

According to Kyndryl's 2024 Mainframe Modernization Survey, 86% of organizations are rapidly adopting AI for mainframe modernization, with nearly half planning to use generative AI to transform mainframe data into actionable insights.

Kyndryl (NYSE: KD) has been awarded the 2025 Google Cloud Global Partner of the Year Award for Infrastructure Modernization. The recognition highlights Kyndryl's exceptional service in enabling customer success through infrastructure modernization expertise and Google Cloud solutions implementation globally.

Google Cloud's President of Global Partner Ecosystem, Kevin Ichhpurani, praised Kyndryl's comprehensive infrastructure modernization services, particularly noting their contribution to customers' foundational operations and generative AI readiness. The partnership, established in 2021, focuses on helping global customers leverage advanced cloud and generative AI capabilities.

The companies have recently expanded their collaboration to include mainframe modernization using Gemini genAI models. Azi Handley, Kyndryl's VP of Global Strategic Alliances, emphasized their commitment to accelerating cloud adoption, modernizing infrastructure, and supporting mission-critical workloads while enabling transformative outcomes through data and genAI services.

Kyndryl (NYSE: KD) has achieved Leader status in the 2025 Gartner Magic Quadrant for Outsourced Digital Workplace Services (ODWS), recognized for both Ability to Execute and Completeness of Vision. This achievement highlights the company's strategic investments in the Kyndryl Bridge platform, focus on Experience Level Agreements (XLAs), and dedication to sustainability solutions.

Ivan Dopplé, SVP & Global Practice Leader of Kyndryl Digital Workplace Services, emphasized that this recognition validates their 'connected experience' strategy, which prioritizes employee experience in relation to customer experience within their digital workplace solutions. The company leverages the Kyndryl Bridge platform to provide data-driven insights and deliver concrete business outcomes for their customers.