)
Kyndryl (KD) investor relations material
Kyndryl Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.SEC matter and financial controls
Voluntary SEC disclosure request is ongoing, with full cooperation and no financial restatements required.
Material weaknesses exist in disclosure processes, but a remediation plan is underway.
Management remains focused on business operations and driving performance.
Business transformation and growth drivers
Shift from IBM-centric to a broader ecosystem, including hyperscalers and private cloud partnerships.
New signings post-spin are increasing, expected to reach 90%+ by 2028, with disciplined margin focus.
Gross profit bookings outpace billings, creating a growing profit pool.
Modernization, security, and agentic AI are key areas of customer engagement.
Industry trends and customer needs
Data sovereignty, agentic AI, and cybersecurity are reshaping IT strategies, especially in regulated industries.
Customers are adopting hybrid environments: mainframe, private cloud, and hyperscalers.
Regulatory and strategic considerations drive renewed interest in private cloud.
- Quarterly revenue up 3% to $3.9B, with strong cash flow and double-digit consult growth.KD
Q3 202617 Feb 2026 - Q1 FY2025 saw margin gains, net income, and raised outlook despite lower revenue.KD
Q1 20252 Feb 2026 - Record signings and margin expansion drive improved results despite lower revenue.KD
Q2 202516 Jan 2026 - Tripling free cash flow and doubling pre-tax income by 2028, fueled by innovation and alliances.KD
Investor Day 202413 Jan 2026 - Q3 net income surged to $215M as margins expanded and guidance was raised.KD
Q3 20258 Jan 2026 - Strategic transformation, AI-driven efficiency, and growth in Consult and alliances drive profit and cash flow.KD
Citi’s 2025 Global Technology, Media and Telecommunications Conference5 Jan 2026 - Triple free cash flow, double profits, and single-digit revenue growth targeted via backlog and AI.KD
Morgan Stanley Technology, Media & Telecom Conference23 Dec 2025 - Virtual meeting to vote on directors, pay, and auditor, with focus on governance and ESG.KD
Proxy Filing1 Dec 2025 - Virtual meeting to vote on directors, pay, auditor, with strong governance and ESG focus.KD
Proxy Filing1 Dec 2025
Next Kyndryl earnings date
Next Kyndryl earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)