Kyndryl Hldgs Inc Stock Price, News & Analysis

Kyndryl (NYSE: KD) announced a three-year renewal with Vodafone Idea (Vi) on Nov 20, 2025 to transform Vi's IT operations and cyber resilience.

Key deliverables include a unified cyber resilience framework (security governance, zero-touch services, data protection, IAM, security operations, incident recovery), a next-generation automated IT Ops delivery model, backup/storage/CDP transformation, and continued use of Kyndryl Bridge.

Operational metrics cited: >1,000 unique automations at Vi (reducing delivery event noise by 15%), and >15 million AI-enabled insights generated monthly by Kyndryl Bridge.

Kyndryl (NYSE: KD) on November 19, 2025 announced Kyndryl Agentic AI Digital Trust, a set of services inside the Kyndryl Agentic AI Framework to help enterprises govern, secure and scale agentic AI across hybrid and multi-cloud environments.

The offering emphasizes a security-first control center for agent lifecycle governance, including discovery, testing, continuous policy enforcement, auditing, AI-MDR and proactive risk management. Kyndryl cited its 2025 Readiness Report showing 68% of organizations heavily invest in AI and 61% feel increased pressure to prove ROI.

Kyndryl (NYSE:KD) and Microsoft published the 2025 Global Sustainability Barometer Study showing integration-focused organizations embed sustainability into core operations and use IT and AI to drive measurable value. Key findings include: 78% of integration-focused organizations view IT as a key enabler of sustainability; 56% of IT teams now lead sustainability efforts (up from 38% in 2024); 59% report financial gains from sustainability investments; and 30% are piloting or deploying agentic AI for sustainability.

The study highlights regional and industry variation, with Europe leading AI integration for sustainability and energy, banking, and transport experimenting most with agentic AI.

Kyndryl (NYSE:KD) on Nov 13, 2025 launched advisory and implementation services using the Kyndryl Agentic AI Framework to help enterprises scale agentic AI across workforce strategy, business process redesign and customer experience.

The offering combines Kyndryl Consult and Kyndryl Vital capabilities to deliver change management, systemic upskilling, AI-enabled process redesign and curated people-AI interactions via design-led AI experience services and global AI Innovation Labs.

Kyndryl cited its 2025 Readiness Report: 87% of leaders expect AI to reshape jobs within a year, while only 29% say their workforce is ready; adaptable cultures were 15 points likelier to achieve positive ROI and 14 points likelier to scale innovation.

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.