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Report 19 Mar 2026

Kyndryl - Vendor Profile - US

Kyndryl is an IT infrastructure spin-off from IBM with ~73,000 professionals and ~4,000 customers globally. The US market, about 25% of revenues, shows deliberate exits from legacy contracts, short-term revenue decline, and improving margins as Kyndryl shifts to higher-value services.

Strategic positioning

  • Focus on Kyndryl Consult, Kyndryl Bridge, cloud migration, mainframe modernization, cybersecurity, and AI.
  • Growth anchored in Alliances, Advanced Delivery, and Accounts; major partners include Microsoft, Google Cloud, Databricks, HPE, and Palo Alto Networks.
  • Transition aims for ~80% post-spin-off revenue within a year.

Performance & customers

  • US revenues declined due to contract exits, but EBITDA improved; backlog transitioning to higher-margin work.
  • Key US customers in manufacturing, banking, healthcare, retail, and the public sector (e.g., RTX, MetLife, Target, Amtrak).

Recommended advisory: PAC Leadership Session – Innovation Management

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Oliver Ojog

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