Kyndryl Hldgs Inc Stock Price, News & Analysis

Kyndryl (NYSE:KD) released its 2025 Cloud Readiness Report on November 12, 2025, based on responses from 3,700 senior leaders across 21 countries.

Key findings: the cloud market exceeds $700 billion; 70% of CEOs say their cloud enviroments were adopted “by accident”; organizations raised cloud spending by over 30% year-over-year; 84% intentionally use multiple clouds; 41% are repatriating data on-premises. Security, sovereignty, and hybrid models are driving cloud design as enterprises balance AI performance, governance, and cost.

Kyndryl (NYSE:KD) was named a Leader in the 2025 Gartner® Magic Quadrant™ for Data Center Outsourcing Services on Nov 10, 2025.

Gartner evaluated 17 global providers on Ability to Execute and Completeness of Vision; Kyndryl's placement highlights its execution, innovation and AI-powered offerings, including the Kyndryl Bridge integration platform and advisory-led delivery via Kyndryl Consult. The company also emphasized deep expertise in IBM Z and Power under its Core Enterprise and zCloud Services, supporting millions of MIPS and CPW and thousands of mainframe specialists.

Kyndryl (NYSE: KD) announced on November 10, 2025 an expanded collaboration with Dow (NYSE: DOW) to modernize Dow's infrastructure applications using AI and automation. The multi-decade relationship will extend Kyndryl's application management, consulting and infrastructure services—including cloud, network, digital workplace, security and resiliency—to boost operational agility, enhance efficiency and accelerate innovation across Dow's global technology stack. The companies said the engagement has delivered measurable cost savings during prior phases.

Kyndryl (NYSE: KD) on Nov 5, 2025 entered into an agreement to acquire privately held Solvinity, a Netherlands-based provider of secure managed private and hybrid sovereign cloud platforms and services. The acquisition is intended to broaden Kyndryl's portfolio for modernizing, securing and automating sensitive workloads and to help customers meet evolving data sovereignty and regulatory requirements. Terms were not disclosed. Closing remains subject to customary conditions, regulatory approval and required consultation with employee representatives.

Kyndryl (NYSE: KD) reported Q2 fiscal 2026 results for the quarter ended September 30, 2025: revenues $3.7B, pretax income $98M, net income $68M (EPS $0.29), adjusted EBITDA $641M and adjusted net income $89M. The company reaffirmed fiscal 2026 guidance and announced an additional $400M share repurchase authorization, on top of a prior $300M program.

Key operational highlights include $440M hyperscaler-related revenue (+65% YoY), trailing twelve-month signings of $15.6B exceeding TTM revenue of $15.0B, and continued growth in Kyndryl Consult and AI initiatives.

Kyndryl (NYSE: KD) was named one of America's Top 100 Most Loved Workplaces® by the Wall Street Journal on October 23, 2025.

The recognition highlights Kyndryl's focus on respect, care and employee appreciation and cites its investments in AI integration, continuous learning and leadership development. The company reports that its AI Learning Hub and tailored skilling programs support workforce readiness; its 2025 Readiness Report found 87% of surveyed organizations expect AI to reshape roles within 12 months. Since 2021, Kyndryl has earned more than 100 workplace accolades and in 2025 received 34 global awards, including Newsweek #19 globally and Great Place to Work certification in 10 countries.

Kyndryl (NYSE: KD) released its 2025 Readiness Report based on responses from 3,700 senior leaders across 21 countries, finding rising AI ROI but persistent readiness gaps. 54% report positive returns from AI (up 12 points vs 2024) while 62% remain at pilot stage. 90% say tools/processes can scale innovation, but >50% cite their tech stack as a barrier and only 29% say workforce is ready for AI.

Other findings: AI spending rose 33% year-over-year; cybersecurity is the top AI use case; 75% cite geopolitical cloud risks and 65% changed cloud strategy.

Kyndryl (NYSE: KD) will release results for the quarter ended September 30, 2025 after market close on Tuesday, November 4, 2025.

Chairman and CEO Martin Schroeter and CFO David Wyshner will host an earnings conference call and webcast at 8:30 a.m. ET on Wednesday, November 5, 2025. A slide presentation will be posted on Kyndryl's investor relations website shortly before the call. Replays of the webcast will be available for twelve months at investors.kyndryl.com.

Sysco (NYSE: SYY) named Kyndryl (NYSE: KD) its inaugural Tech Partner of the Year on October 14, 2025.

The award recognizes Kyndryl's delivery on a multiyear ERP upgrade and IT modernization that supports Sysco's distribution reliability, scalability and efficiency across its foodservice supply chain. Sysco cited accelerated progress on its IT roadmap and reduced operating costs from the partnership. Kyndryl highlighted work optimizing distribution systems, modernizing infrastructure and automating operations to support uninterrupted delivery to restaurants, hotels, hospitals, schools and other customers.