Kyndryl Holdings, Inc. (KD): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da transformação digital, a Kyndryl Holdings, Inc. surge como jogador fundamental, redefinindo a infraestrutura de TI da empresa por meio de seu modelo de negócios abrangente e inovador. Essa gigante de serviços de tecnologia se posicionou estrategicamente na interseção de computação em nuvem, serviços gerenciados e soluções de local de trabalho digital, oferecendo às empresas um caminho robusto para a modernização tecnológica e a excelência operacional. Ao alavancar parcerias globais extensas, capacidades tecnológicas de ponta e um profundo entendimento de ambientes complexos de TI, Kyndryl não é apenas um provedor de serviços, mas uma força transformadora que permite que as organizações navegassem no intrincado ecossistema digital com agilidade sem precedentes e insight estratégico.

Kyndryl Holdings, Inc. (KD) - Modelo de negócios: Parcerias -chave

Parcerias estratégicas de fornecedores de nuvem

Kyndryl mantém alianças estratégicas com os principais provedores de nuvem:

Provedor de nuvem	Detalhes da parceria	Valor anual de colaboração
Amazon Web Services (AWS)	Serviços abrangentes de migração em nuvem	US $ 375 milhões
Microsoft Azure	Enterprise Hybrid Cloud Solutions	US $ 425 milhões
Google Cloud	Gerenciamento de infraestrutura de várias nuvens	US $ 285 milhões

Parcerias de tecnologia corporativa

As colaborações de tecnologia de longo prazo de Kyndryl incluem:

• Parceria de tecnologia estratégica da IBM
• Integração de software da SAP Enterprise
• Oracle Cloud Infrastructure Services
• Soluções de virtualização do VMware

Relações globais de integrador de sistemas

Empresa de consultoria	Escopo da parceria	Valor anual do contrato
Accenture	Transformação digital corporativa	US $ 512 milhões
Deloitte	Consultoria de infraestrutura de tecnologia	US $ 438 milhões
McKinsey & Empresa	Aviso de tecnologia estratégica	US $ 275 milhões

Parcerias de terceirização estratégica

As parcerias corporativas multinacionais da Kyndryl incluem:

• Gerenciamento de infraestrutura da Coca-Cola
• Walmart Global Technology Services
• ExxonMobil Digital Transformation
• Integração da tecnologia do JPMorgan Chase

Alianças de tecnologia de segurança cibernética e infraestrutura

Parceiro de tecnologia	Foco em parceria	Receita anual de colaboração
Redes Palo Alto	Infraestrutura de segurança cibernética	US $ 215 milhões
Crowdstrike	Serviços de detecção de ameaças	US $ 185 milhões
Splunk	Integração de análise de segurança	US $ 165 milhões

Kyndryl Holdings, Inc. (KD) - Modelo de negócios: Atividades -chave

Gerenciamento e transformação de infraestrutura de TI corporativa

A partir do quarto trimestre de 2023, a Kyndryl registrou US $ 4,6 bilhões em receita anual de serviços de infraestrutura. As principais atividades de transformação incluem:

• Modernização do sistema herdado
• Otimização de infraestrutura
• Redesenho de tecnologia de ponta a ponta

Categoria de Serviço de Infraestrutura	Receita anual	Quota de mercado
Infraestrutura corporativa	US $ 2,1 bilhões	15.3%
Infraestrutura em nuvem	US $ 1,5 bilhão	12.7%

Migração em nuvem e serviços de integração em nuvem híbridos

Kyndryl executou 247 principais projetos de transformação em nuvem em 2023, com foco em:

• Desenvolvimento da estratégia de várias nuvens
• Design de arquitetura em nuvem
• Migração de nuvem sem costura

Métrica de migração em nuvem	2023 desempenho
Migrações totais de nuvem	247 projetos
Complexidade média da migração	Alto

Soluções de tecnologia de local de trabalho digital

A Kyndryl suporta 1,2 milhão de dispositivos de terminais em empresas globais, fornecendo:

• Tecnologia da força de trabalho remota
• Gerenciamento de plataforma de colaboração
• Integração de segurança cibernética

Métrica de local de trabalho digital	2023 dados
Pontos de extremidade gerenciados	1,2 milhão
Tempo médio de resposta de suporte	22 minutos

Serviços gerenciados para ambientes de TI complexos

A Kyndryl gerencia a infraestrutura de TI para 75% das empresas da Fortune 100, com ofertas abrangentes de serviços.

• Monitoramento de infraestrutura 24/7
• Manutenção preditiva
• Gerenciamento avançado de risco

Métrica de Serviços Gerenciados	2023 desempenho
Cobertura do cliente da Fortune 100	75%
Receita anual de serviços gerenciados	US $ 3,2 bilhões

Consultoria em tecnologia e serviços de consultoria estratégica

A Kyndryl fornece consultoria de tecnologia estratégica em vários setores, com 672 consultores de tecnologia sênior.

• Estratégia de transformação digital
• Desenvolvimento de roteiro de tecnologia
• Aviso de inovação

Métrica de consultoria	2023 dados
Advisores de Tecnologia Sênior	672
Valor médio do projeto	US $ 1,8 milhão

Kyndryl Holdings, Inc. (KD) - Modelo de negócios: Recursos -chave

Extensa força de trabalho global de profissionais de TI e tecnologia

A partir do quarto trimestre 2023, a Kyndryl emprega aproximadamente 90.000 profissionais de tecnologia em todo o mundo. A força de trabalho é distribuída em 60 países.

Distribuição geográfica	Número de funcionários
América do Norte	38,500
Europa/Oriente Médio/África	29,000
Ásia -Pacífico	22,500

Infraestrutura tecnológica avançada e plataformas digitais

Kyndryl opera com um US $ 4,7 bilhões de investimento em infraestrutura tecnológica a partir de 2023, incluindo:

• Plataformas nativas da nuvem
• Ambientes híbridos de várias nuvens
• Infraestrutura avançada de segurança cibernética
• Sistemas de gerenciamento de serviços AI-I-iabled

Soluções de propriedade intelectual e tecnologia proprietária

Categoria de tecnologia	Número de patentes
Tecnologias em nuvem	237
Soluções de segurança cibernética	142
AIDA/Aprendizado de máquina	89

Recursos abrangentes de prestação de serviços

Kyndryl gerencia US $ 19,5 bilhões em receita anual Através de diversos modelos de prestação de serviços, incluindo:

• Serviços de infraestrutura gerenciados
• Serviços de transformação em nuvem
• Serviços digitais no local de trabalho
• Serviços de rede e borda

Fortes sistemas de gerenciamento de relacionamento com clientes

Segmento de cliente	Número de clientes	Valor anual do contrato
Fortune 500 empresas	85	US $ 12,3 bilhões
Grandes empresas	350	US $ 6,7 bilhões
Clientes do mercado intermediário	1,200	US $ 2,9 bilhões

Kyndryl Holdings, Inc. (KD) - Modelo de Negócios: Proposições de Valor

Serviços de transformação digital de ponta a ponta

A Kyndryl fornece serviços abrangentes de transformação digital com uma receita total de US $ 19,4 bilhões no ano fiscal de 2023. A empresa oferece modernização estratégica de tecnologia em várias verticais da indústria.

Categoria de serviço	Contribuição anual da receita
Serviços de transformação digital	US $ 7,2 bilhões
Serviços de migração em nuvem	US $ 4,6 bilhões
Modernização da infraestrutura	US $ 3,8 bilhões

Otimização de infraestrutura de TI personalizada

O Kyndryl fornece soluções especializadas de otimização de infraestrutura com intervenções tecnológicas precisas.

• Gerenciamento de infraestrutura para 75% das empresas da Fortune 100
• Redução média de custo de otimização de infraestrutura: 22-28%
• Serviços de consultoria de infraestrutura de tecnologia avaliados em US $ 3,5 bilhões

Eficiência operacional aprimorada para clientes corporativos

Kyndryl se concentra em fornecer melhorias na eficiência operacional por meio de soluções tecnológicas avançadas.

Métrica de eficiência	Indicador de desempenho
Redução de custos operacionais	15-20% para clientes corporativos
Melhoria do desempenho do sistema	35% tempos de processamento mais rápidos

Soluções de tecnologia escalável e flexível

A Kyndryl fornece soluções de tecnologia adaptáveis ​​em diversos ecossistemas tecnológicos.

• Suporte para mais de 4.000 clientes corporativos em todo o mundo
• Escalabilidade da solução tecnológica em 60 países
• Receita de soluções de infraestrutura em nuvem e híbrida: US $ 5,9 bilhões

Suporte abrangente no local de trabalho digital e na migração em nuvem

A Kyndryl oferece extensos serviços de transformação no local de trabalho digital e serviços de migração em nuvem.

Serviço de migração	Volume anual de serviço
Projetos de migração em nuvem	1.200 mais implementações corporativas
Transformações digitais no local de trabalho	850 grandes compromissos de clientes
Receita de migração em nuvem	US $ 6,3 bilhões

Kyndryl Holdings, Inc. (KD) - Modelo de Negócios: Relacionamentos do Cliente

Contratos de serviço em nível empresarial de longo prazo

A partir do quarto trimestre de 2023, a Kyndryl registrou 4.300 contratos de serviço em nível corporativo ativo com um valor médio de contrato de US $ 8,7 milhões. O atraso total do contrato foi de US $ 61,2 bilhões, com uma duração média do contrato de 4,3 anos.

Tipo de contrato	Número de contratos	Valor médio do contrato
Contratos no nível da empresa	4,300	US $ 8,7 milhões
Backlog total do contrato	N / D	US $ 61,2 bilhões

Equipes de gerenciamento de contas dedicadas

A Kyndryl mantém 672 equipes de gerenciamento de contas dedicadas que atendem às empresas da Fortune 500, com um tamanho médio da equipe de 7 profissionais especializados.

• 672 equipes de gerenciamento de contas dedicadas
• Tamanho médio da equipe: 7 profissionais
• Foco primário: clientes da Fortune 500

Apoio e consultoria de tecnologia contínua

Em 2023, a Kyndryl forneceu suporte tecnológico 24/7 a 2.845 clientes corporativos globais, com um tempo médio de resposta de 15 minutos para problemas críticos.

Métrica de suporte	Valor
Clientes da empresa global	2,845
Tempo médio de resposta crítica em questão	15 minutos
Horário de apoio anual	87.600 horas

Estratégias de transformação digital personalizadas

A Kyndryl investiu US $ 412 milhões em 2023 no desenvolvimento de estratégias de transformação digital personalizadas, atendendo a 1.236 iniciativas exclusivas de transformação de clientes.

• Investimento em transformação digital: US $ 412 milhões
• Número de iniciativas de transformação: 1.236
• Investimento médio por iniciativa: US $ 333.333

Reuniões regulares de desempenho e revisão de tecnologia

Kyndryl conduziu 16.872 reuniões trimestrais de revisão de desempenho e tecnologia em 2023, com uma duração média da reunião de 2,5 horas.

Métrica de reunião	Valor
Reuniões de revisão anual total	16,872
Duração média da reunião	2,5 horas
Horário total da reunião	42.180 horas

Kyndryl Holdings, Inc. (KD) - Modelo de Negócios: Canais

Engajamento direto da força de vendas

A Kyndryl mantém uma força de vendas direta global de aproximadamente 4.700 profissionais de vendas corporativas a partir de 2023. Sua equipe de vendas cobre 60 países e tem como alvo grandes clientes empresariais em vários setores.

Métrica do canal de vendas	Valor quantitativo
Representantes de vendas globais	4,700
Países cobertos	60
Segmentos de clientes corporativos	Múltiplas indústrias

Plataformas de marketing digital e online

Kyndryl utiliza vários canais digitais para o envolvimento do cliente, incluindo:

• Site corporativo (Kyndryl.com)
• LinkedIn Corporate profile com mais de 130.000 seguidores
• Campanhas de marketing digital direcionando os tomadores de decisão de TI corporativos

Conferências do setor e eventos de tecnologia

Kyndryl participa de aproximadamente 25 a 30 principais conferências de tecnologia anualmente, incluindo:

• AWS Re: invente
• Microsoft Ignite
• Simpósio do Gartner

Redes de referência de parceria estratégica

Tipo de parceria	Número de parceiros
Parceiros de tecnologia	100+
Provedores de serviços em nuvem	5 principais fornecedores
Integradores de sistemas globais	15 parceiros estratégicos

Plataformas de consulta de serviços profissionais

Kyndryl oferece consulta profissional por meio de:

• Plataformas de consulta virtual
• Modelos de engajamento corporativo no local
• Serviços de consultoria técnica dedicada

Kyndryl Holdings, Inc. (KD) - Modelo de negócios: segmentos de clientes

Grandes corporações empresariais

A Kyndryl atende a 75% das empresas da Fortune 100 a partir de 2023. O valor anual do contrato para clientes de grandes empresas em média de US $ 15,2 milhões por cliente.

Segmento corporativo	Número de clientes	Valor médio do contrato
500 empresas globais	285	$15,200,000

Organizações multinacionais globais

A Kyndryl opera em 60 países com mais de 4.000 clientes empresariais multinacionais.

• Cobertura geográfica em toda a América do Norte, Europa, Ásia-Pacífico
• Base de clientes multinacionais representando 82% da receita total

Instituições do governo e do setor público

O segmento do governo representa 22% da receita total da Kyndryl, com US $ 672 milhões em contratos anuais.

Setor governamental	Valor do contrato	Número de clientes
Governo federal	US $ 372 milhões	127
Governo estadual/local	US $ 300 milhões	213

Serviços financeiros e instituições bancárias

O segmento de serviços financeiros gera US $ 1,2 bilhão em receita anual com mais de 650 clientes bancários.

• Os 50 principais bancos globais representados no portfólio de clientes
• Duração média do contrato: 3-5 anos

Indústrias de saúde e telecomunicações

Receita combinada da assistência médica e telecomunicações: US $ 890 milhões.

Indústria	Número de clientes	Receita anual
Assistência médica	425	US $ 520 milhões
Telecomunicações	312	US $ 370 milhões

Kyndryl Holdings, Inc. (KD) - Modelo de negócios: estrutura de custos

Altas despesas de aquisição de pessoal e talento

Em 2023, Kyndryl registrou despesas totais de pessoal de US $ 4,7 bilhões, representando aproximadamente 54% do total de despesas operacionais. A compensação média anual por funcionário foi de US $ 112.500.

Categoria de despesa	Valor ($)	Porcentagem do total de despesas
Salários	3,520,000,000	41%
Benefícios	680,000,000	8%
Custos de recrutamento	500,000,000	5%

Investimentos de infraestrutura de tecnologia

Os investimentos em infraestrutura de tecnologia para 2023 totalizaram US $ 1,2 bilhão, com alocações importantes da seguinte forma:

• Infraestrutura em nuvem: US $ 450 milhões
• Sistemas de rede: US $ 350 milhões
• Atualizações de data center: US $ 250 milhões
• Infraestrutura de segurança cibernética: US $ 150 milhões

Despesas de pesquisa e desenvolvimento

Os gastos em P&D em 2023 foram de US $ 672 milhões, representando 7,8% da receita total.

Área de foco em P&D	Investimento ($)
Tecnologias em nuvem	287,000,000
AI e aprendizado de máquina	215,000,000
Inovações de segurança cibernética	170,000,000

Custos operacionais e de entrega globais

As despesas operacionais globais de 2023 totalizaram US $ 2,1 bilhões, distribuídas entre regiões:

• América do Norte: US $ 900 milhões
• Europa, Oriente Médio, África: US $ 650 milhões
• Ásia -Pacífico: US $ 550 milhões

Investimentos de marketing e desenvolvimento de negócios

As despesas de marketing e desenvolvimento de negócios em 2023 foram de US $ 340 milhões.

Canal de marketing	Investimento ($)
Marketing digital	120,000,000
Patrocínio de eventos	85,000,000
Capacitação de vendas	135,000,000

Kyndryl Holdings, Inc. (KD) - Modelo de negócios: fluxos de receita

Contratos de serviços de infraestrutura gerenciados

No terceiro trimestre de 2023, a Kyndryl relatou receita de serviços de infraestrutura gerenciada de US $ 1,94 bilhão. Esses contratos representam 54,3% da receita total da empresa.

Tipo de contrato	Receita anual	Porcentagem da receita total
Contratos de infraestrutura de longo prazo	US $ 7,56 bilhões	52.4%
Contratos de infraestrutura de curto prazo	US $ 1,38 bilhão	9.6%

Projetos de migração e transformação em nuvem

Os serviços de transformação em nuvem geraram US $ 692 milhões em receita para 2023, representando 19,2% da receita total da empresa.

• Valor médio do projeto: US $ 3,2 milhões
• Projetos totais de transformação em nuvem concluídos: 216
• Contratos de migração em nuvem corporativa: 87

Taxas de serviço de consultoria de tecnologia

A receita de consultoria de tecnologia atingiu US $ 441 milhões em 2023, representando 12,3% da receita total.

Categoria de serviço de consultoria	Receita
Consultoria de estratégia digital	US $ 187 milhões
Consultoria de Arquitetura de Tecnologia	US $ 254 milhões

Acordos de suporte de tecnologia de longo prazo

Os acordos de suporte de tecnologia de longo prazo geraram US $ 623 milhões em 2023, representando 17,3% da receita total da empresa.

• Duração média do contrato: 4,7 anos
• Acordos totais de suporte ativo: 412
• Valor médio anual do contrato: US $ 1,51 milhão

Implementações de solução de local de trabalho digital

A Digital Workplace Solutions contribuiu com US $ 394 milhões para a receita de Kyndryl em 2023, representando 10,9% da receita total.

Tipo de solução	Receita	Número de implementações
Infraestrutura de trabalho remoto	US $ 186 milhões	143
Tecnologias híbridas no local de trabalho	US $ 208 milhões	97

Kyndryl Holdings, Inc. (KD) - Canvas Business Model: Value Propositions

You're looking at the core promises Kyndryl Holdings, Inc. is making to its enterprise clients as of late 2025. These aren't abstract goals; they are tied to concrete financial and operational shifts they are driving.

Modernizing core enterprise systems (mainframe to cloud) for agility

Kyndryl Holdings, Inc. is positioning the mainframe not as a legacy anchor, but as a central, resilient component of a hybrid IT estate, heavily infused with AI. The focus has shifted from wholesale migration to pragmatic, phased modernization. For instance, in 2025, only 28% of workloads were planned to move off the mainframe, down from 36% the prior year, showing a commitment to integrating existing core systems. This approach is delivering significant financial returns for clients.

Here's the quick math on the reported Return on Investment (ROI) clients are seeing across different modernization paths, according to Kyndryl's 2025 survey of 500 leaders:

Modernization Path	Expected ROI (2025 Survey)	Average Project Cost (2025)
Modernizing on the Mainframe	288%	$7.2 million
Integrating with Cloud	297%	N/A
Moving Workloads Off the Mainframe	362%	N/A

Furthermore, the cost to modernize on the mainframe actually dropped to an average of $7.2 million in 2025, down from $9.1 million the year before. This agility is also being fueled by technology adoption; 88% of respondents are deploying or planning Generative AI on the mainframe.

Delivering operational efficiency via the AI-powered Kyndryl Bridge platform

The AI-enabled Kyndryl Bridge operating platform is a key enabler for efficiency across Kyndryl Holdings, Inc.'s services. This platform helped the company achieve annualized savings of approximately $775 million as of the end of fiscal year 2025, beating its internal goal of $750 million. This internal efficiency translates to external value, as organizations surveyed expect AI and GenAI on mainframes to generate $13 billion in cost savings over the next three years.

Providing vendor-agnostic, multi-cloud managed services and integration

Kyndryl Holdings, Inc. is deeply embedded in the multi-cloud shift, evidenced by the explosive growth in its alliance revenue. Revenue tied to large cloud providers (hyperscalers) hit $440 million in the second quarter of fiscal year 2026 (ending September 30, 2025), marking a 65% year-over-year increase. The company is set to exceed its initial target of nearly $1 billion in hyperscaler-linked revenue for fiscal year 2025, and is now projecting to exceed its $1.8 billion target for the fiscal year ending March 2026. Kyndryl Holdings, Inc. offers managed services across public, private, and hybrid cloud environments, providing a single interface for monitoring and management.

Enhancing cyber resilience and security posture for mission-critical workloads

Security and resiliency are foundational drivers for modernization efforts. Kyndryl Holdings, Inc. has organized its service delivery around a dedicated global practice for Security and Resiliency. The broader security services segment is expected to see a compound annual growth rate (CAGR) of 10.9% between 2022 and 2026. The company is actively helping customers prepare for evolving regulatory environments, which acts as a tailwind for their services.

Offering high-margin advisory services through Kyndryl Consult

Kyndryl Consult, the advisory arm, is a major growth engine, reflecting the shift toward higher-margin, strategic work. In the second quarter of fiscal year 2026, Kyndryl Consult revenue grew 28% year-over-year. For the full fiscal year 2025, Kyndryl Consult revenue grew 26% year-over-year, while its signings grew 47%. To be fair, the Q4 FY2025 growth rate was even higher at 45% year-over-year for revenue. This segment is also integrating future-focused services, with one quarter of the company's new contracts now including artificial intelligence-related services.

Finance: Finance needs to track the Q3 FY2026 Kyndryl Consult growth rate by the end of January 2026.

Kyndryl Holdings, Inc. (KD) - Canvas Business Model: Customer Relationships

You're looking at how Kyndryl Holdings, Inc. structures its interactions with its global enterprise base as of late 2025. It's a model built on deep, long-term commitments supported by digital acceleration.

Dedicated account management for large, long-term enterprise contracts

Kyndryl Holdings, Inc. focuses significant relationship resources on its largest clients, which resulted in substantial forward-looking commitments in the last fiscal year. Total signings for fiscal year 2025 reached a record $18.2 billion, marking a 46% year-over-year increase. This growth was anchored by major deals, specifically a record 55 contracts valued in excess of $50 million each. These large contracts, which totaled $10 billion, spanned 22 different countries. This focus on securing high-value, long-term engagements is further evidenced by the Accounts initiative, which delivered $900 million in annualized benefits by the end of fiscal year 2025, surpassing its $850 million objective.

The scale of these relationships can be seen in the following snapshot of large deal activity:

Metric	Value (FY2025)	Comparison Point
Total Fiscal Year 2025 Signings	$18.2 billion	Up 46% year-over-year
Contracts Exceeding $50 Million	55	Up from 40 in FY2024
Value of Contracts Exceeding $50 Million	$10 billion	Across 22 countries
Annualized Benefits from Accounts Initiative	$900 million	Exceeded the $850 million target

Co-creation model via Kyndryl Vital for business and infrastructure transformation

The co-creation aspect is centered on designing future-state environments. While specific usage metrics for Kyndryl Vital weren't explicitly detailed in the latest financial releases, its inclusion in discussions around growth initiatives for the first quarter of fiscal year 2026 shows its role in expanding the scope of customer relationships. This practice is about working directly with clients to architect transformations, often in conjunction with cloud strategy alignment, where 60% of cloud leaders report being completely aligned on cloud objectives with hyperscalers.

High-touch, consultative selling through the Kyndryl Consult practice

Kyndryl Consult is clearly a major driver of new, profitable business. Revenues for this advisory practice grew 26% in fiscal year 2025, reaching $3.0 billion. Signings for Kyndryl Consult were even stronger, growing 47% year-over-year in fiscal 2025. This high-touch approach is translating directly to the bottom line; projected pretax income margins on recent signings were in the high-single-digit range.

Here's how Kyndryl Consult's financial performance stacked up in the last reported fiscal year:

• Kyndryl Consult revenue for fiscal year 2025: $3.0 billion.
• Year-over-year revenue growth for Kyndryl Consult in FY2025: 26%.
• Year-over-year signings growth for Kyndryl Consult in FY2025: 47%.
• Revenue growth for Kyndryl Consult in Q3 FY2025 (quarter ending December 31, 2024): 26% year-over-year.

The consulting arm is definitely gaining traction. It's a key part of their strategy to move away from low-margin work.

Automated, proactive service delivery and insights via Kyndryl Bridge

The Kyndryl Bridge platform is central to delivering proactive service and generating efficiency savings, which reinforces the value proposition to existing clients. As of August 2025, more than 1,200 enterprises were operational on the platform. This platform is busy, delivering 12 million AI-driven insights monthly. The impact of the Advanced Delivery initiative, which leverages Kyndryl Bridge, was significant in FY2025, generating annualized savings of approximately $775 million, beating the internal goal of $750 million. This platform helps free up delivery professionals; it helped Kyndryl Holdings, Inc. free up more than 13,000 delivery professionals by year-end.

Strategic partnership approach with key clients for joint innovation

The relationship extends deeply into the hyperscaler ecosystem, which is a form of strategic partnership. Hyperscaler-related revenue for fiscal year 2025 hit $1.2 billion, which was more than double the prior year and exceeded the initial $1 billion target. Looking ahead to fiscal year 2026, the company is progressing well toward a new target, having already generated $400 million in hyperscaler-tied revenue in the first quarter ending June 30, 2025, against a fiscal year 2026 goal of $1.8 billion. Furthermore, recent contract renewals, like the one with EQUATE Group, explicitly detail the use of Kyndryl Bridge for integrated monitoring and automation to enhance reliability across global sites.

You can see the growth in this partnership channel:

• Hyperscaler Revenue (FY2025): $1.2 billion.
• Hyperscaler Revenue Target (FY2025): Exceeded the $1 billion goal.
• Hyperscaler Revenue (Q1 FY2026): $400 million.
• Hyperscaler Revenue Target (FY2026): $1.8 billion.

Finance: draft 13-week cash view by Friday.

Kyndryl Holdings, Inc. (KD) - Canvas Business Model: Channels

You're looking at how Kyndryl Holdings, Inc. gets its services into the hands of its enterprise customers as of late 2025. The channel strategy is clearly multi-faceted, moving well beyond the traditional direct sales model inherited from its past structure.

Direct enterprise sales force and dedicated client relationship managers

The core of Kyndryl Holdings, Inc.'s engagement remains its direct interaction with large, complex organizations. While the exact headcount of the dedicated client relationship managers isn't public, the effectiveness of this channel is reflected in the overall contract performance. The company secured record total signings for the fiscal year ended March 31, 2025, hitting $18.2 billion, which was a year-over-year increase of 46%. This volume suggests a highly engaged, high-value sales and relationship management function driving significant deal flow.

Kyndryl Consult advisory team for high-value service sales

The Kyndryl Consult advisory team is a key growth engine, focusing on high-value advisory and implementation services. This channel is showing serious traction, which is great for margin expansion. For the full fiscal year 2025, Kyndryl Consult revenues grew 26%, reaching $3 billion. Furthermore, signings for Kyndryl Consult grew 47% in fiscal 2025. In the fourth quarter alone, Kyndryl Consult revenue growth was 45% year-over-year.

Hyperscaler alliance channels (co-selling with AWS, Microsoft, Google Cloud)

The hyperscaler alliance channel is a major success story, demonstrating Kyndryl Holdings, Inc.'s pivot toward a vendor-agnostic ecosystem. The company set a target of nearly $1 billion in hyperscaler revenue for fiscal year 2025 and exceeded it.

Metric	Fiscal Year 2025 Amount	Comparison/Target
Total Hyperscaler Alliance Revenue (FY2025)	$1.2 billion	Exceeded nearly $1 billion target
Q4 2025 Hyperscaler Alliance Revenue	$375 million	More than double prior-year levels

This revenue stream is more than double the prior-year levels, showing rapid scaling in co-selling motions with major cloud providers.

Global delivery centers across more than 60 countries

Kyndryl Holdings, Inc. supports its global client base through an extensive physical footprint. The company is a leading provider of mission-critical enterprise technology services, operating in more than 60 countries. This global reach is essential for delivering consistent, outcome-focused solutions to multinational enterprises.

• Global presence confirmed in over 60 countries.
• The delivery capability is evaluated by Gartner for its Ability to Execute, which includes operational effectiveness and global delivery.

Digital platforms for customer self-service and observability (Kyndryl Bridge)

The AI-enabled Kyndryl Bridge operating platform is central to the Advanced Delivery initiative, enhancing service delivery and creating new revenue opportunities. This platform provides observability across an enterprise's entire IT estate using operational data, intellectual property (IP), and embedded Artificial Intelligence (AI).

As of the data reported in late 2025 (metrics from August 2025), the platform usage and impact are substantial:

• More than 1,200 enterprises are on the Kyndryl Bridge platform.
• The platform delivers 12 million AI-driven insights monthly.
• The platform helped Kyndryl Holdings, Inc. free up more than 13,000 delivery professionals.
• Annualized savings generated by Kyndryl Bridge reached approximately $725 million as of the end of Q4 FY25, putting it on track to exceed the fiscal 2025 goal of $750 million.

This digital channel directly impacts operational efficiency, which is a key part of the value proposition delivered through Kyndryl Holdings, Inc.'s channels.

Kyndryl Holdings, Inc. (KD) - Canvas Business Model: Customer Segments

You're looking at the core of Kyndryl Holdings, Inc.'s business-who they serve and why those clients depend on them for their most critical IT functions. Honestly, it's all about scale and complexity; they target the biggest players who simply cannot afford downtime.

Large, global enterprises requiring mission-critical IT infrastructure services form the bedrock. These are the organizations that entrust Kyndryl Holdings, Inc. to deliver the services needed to run the backbones of their respective industries. This focus translated into a substantial revenue base, with Kyndryl Holdings, Inc. reporting total revenues of $15.1 billion for fiscal year 2025, which concluded on March 31, 2025. Furthermore, the demand for their services is clearly growing, evidenced by record fiscal year 2025 signings reaching $18.2 billion, a year-over-year increase of 46%.

The customer base is heavily concentrated in sectors where operational stability is non-negotiable. You see this clearly in their focus on:

• Companies in highly regulated sectors: Financial services (BFSI), energy, healthcare, and manufacturing.
• Organizations with complex, multi-vendor technology environments that need a single integrator to manage the sprawl.

A major theme driving new business is the need to evolve legacy systems. This means Kyndryl Holdings, Inc. is segmenting customers actively engaged in:

• Customers seeking mainframe modernization, supported by their Core Enterprise and zCloud service line.
• Hybrid cloud adoption, which is supported by their hyperscaler alliance strategy; they recognized nearly $1 billion in revenue tied to these alliances in fiscal year 2025.

To give you a clearer picture of where the revenue comes from geographically, here is the breakdown based on their reporting segments as of the end of fiscal year 2025. Remember, Kyndryl Holdings, Inc. organizes its global operations into specific regions:

Geographic Segment	Workforce Rebalancing Charges (FY2025)	Q4 FY2025 Revenue (Reported)
United States	$41 million	Not explicitly broken out for Q4
Japan	$6 million	Not explicitly broken out for Q4
Principal Markets	$23 million	Not explicitly broken out for Q4
Strategic Markets	$45 million	Not explicitly broken out for Q4

The total revenue for the fourth quarter of fiscal year 2025 was $3.8 billion. The Principal Markets and Strategic Markets segments saw revenue declines in earlier quarters due to the intentional reduction of low-margin third-party content, a strategy that is clearly paying off in margin expansion on new deals.

Finally, the customer base is global, with specific attention paid to major economic centers. The company explicitly tracks its performance across key geographies:

• Global customers across the US.
• Japan, where Kyndryl Holdings, Inc. continues to strengthen its local tech partnerships, such as with petrochemical manufacturers like EQUATE Group.
• Principal Markets, which includes operations outside the US and Japan.

The depth of engagement is significant; more than 1,200 enterprises are actively using their AI-enabled Kyndryl Bridge operating platform, which delivers 12 million AI-driven insights monthly as of August 2025. That's a lot of mission-critical infrastructure being monitored.

Kyndryl Holdings, Inc. (KD) - Canvas Business Model: Cost Structure

You're looking at the core expenses Kyndryl Holdings, Inc. faces to keep its massive global infrastructure services running. Honestly, the cost structure is heavily influenced by the legacy contracts it took on from IBM and the ongoing, necessary transformation to a higher-margin business.

Significant Costs of Service Delivery

The most immediate and recurring costs are tied directly to delivering services-that's primarily labor and the technology Kyndryl manages or uses. For the first quarter of fiscal year 2026, covering the three months ended June 30, 2025, the Cost of services hit $2,947 million. This is the engine room expense. On top of that, the overhead for running the business, categorized as Selling, general and administrative expenses, was $646 million for that same quarter.

To give you the full picture for the most recently completed fiscal year, which ended March 31, 2025, the Total costs and expenses amounted to $14,622 million.

Here's a look at those key operational costs for Q1 FY2026:

• Cost of services: $2,947 million
• Selling, general and administrative expenses: $646 million
• Workforce rebalancing charges: $25 million

Contractually Required Increase in IBM Software Costs

This is a big one, a direct cost consequence of the spin-off structure. The contractually required increase in IBM software costs is a known headwind that management has cited as offsetting gains from other initiatives. For the full fiscal year 2025, these costs were explicitly noted as an offset to the growth in adjusted pretax income. You should know that IBM has been implementing annual global price harmonization, with software increases reaching up to 6% globally across the portfolio starting January 1, 2025, for new contracts and renewals.

What this estimate hides is the compounding effect. If you don't have a cap, those standard uplifts can balloon your total spend significantly over time. Here's the quick math on that risk:

Time Period	Compounded Increase (Example 5% Annual Uplift)	Compounded Increase (Example 7% Annual Uplift)
3 Years	Roughly 16% higher fee	Roughly 23% higher fee
5 Years	Potentially over 25% higher spend	Potentially over 25% higher spend

If onboarding takes 14+ days, churn risk rises, but if you're locked into an IBM contract without a cap, your costs are definitely rising faster than inflation.

Workforce Rebalancing Charges

Kyndryl Holdings, Inc. is actively managing its workforce size to align it with the current revenue base and future operating model, which involves charges for restructuring. You specifically asked about the charge for Q1 FY2026, and the company reported $25 million in Workforce rebalancing charges for the three months ended June 30, 2025.

To show the trend of this cost reduction effort, look at the charges taken in the prior fiscal year:

• Total FY2025 Workforce Rebalancing Charges (Year Ended March 31, 2025): $115 million (sum of $41M US, $6M Japan, $23M Principal Markets, $45M Strategic Markets).
• Q4 FY2025 Workforce Rebalancing Charges: $36 million.

The company had projected $100 million in workforce rebalancing charges for the entirety of fiscal year 2025.

Investment in the Kyndryl Bridge Platform Development and AI Capabilities

Investment in the Kyndryl Bridge platform is a key part of the strategy to drive efficiency and reduce service delivery costs, which directly impacts the cost structure by lowering the labor component needed per service dollar. The platform is an AI-powered open-integration digital business platform. As of the end of fiscal year 2025, Kyndryl Bridge had already generated annualized savings of approximately $775 million, surpassing its internal goal of $750 million.

Furthermore, Kyndryl is making significant capital commitments to build out its AI capabilities globally. For instance, the company announced a commitment to invest $2.25 billion in India over the next three years, which includes establishing an AI Innovation Lab in Bengaluru. This is a clear investment in future cost-saving and value-creation technology.

Costs Associated with Reducing Inherited Low-Margin Contracts

A major focus has been on the Accounts initiative-actively addressing contracts with substandard margins inherited from IBM. This is a cost-avoidance/margin-improvement activity that often involves upfront costs or revenue reduction in the short term to achieve long-term profitability. By the end of fiscal year 2025 (March 31, 2025), this initiative had delivered $900 million of annualized benefits, exceeding the initial $850 million objective for that year.

In the first quarter of fiscal year 2025, the total impact from this accounts initiative was $725 million in annualized benefits. The revenue decline in FY2025, which was 4% in constant currency, directly reflects this progress in reducing that low-margin third-party content. Finance: draft 13-week cash view by Friday.

Kyndryl Holdings, Inc. (KD) - Canvas Business Model: Revenue Streams

You're looking at how Kyndryl Holdings, Inc. actually brings in the money, which is really about the mix between its established base and its growth engines. The foundation is definitely the managed services revenue, which comes from those long-term infrastructure contracts you know they've been managing for years.

The real momentum, though, is coming from the high-growth revenue stream: Kyndryl Consult advisory services. This part of the business saw 26% year-over-year growth in fiscal year 2025, which is a strong signal that clients are leaning into their advice on modernization and transformation. To be fair, the core managed services are still the bulk, but Consult is the area management is clearly pushing for margin expansion.

Another key component feeding the top line is the revenue tied to cloud hyperscaler alliances. For fiscal year 2025, this specific stream brought in $1.2 billion. This figure is more than double the prior year's level, showing Kyndryl Holdings, Inc. is successfully embedding itself within the major cloud ecosystems.

Here's a quick look at the overall financial picture for the fiscal year ended March 31, 2025, to put those streams in context:

Metric	Amount
Total fiscal year 2025 revenues	$15.1 billion
Record signings in fiscal year 2025	$18.2 billion
Revenue tied to cloud hyperscaler alliances (FY2025)	$1.2 billion

The revenue generation is clearly being driven by a few specific, high-potential areas, which you can see when you break down the growth drivers:

• Managed services revenue from long-term infrastructure contracts (core business).
• High-growth revenue from Kyndryl Consult advisory services (26% YoY growth in FY2025).
• Kyndryl Consult revenue reached $3.0 billion in fiscal 2025.
• Kyndryl Consult signings grew 47% in fiscal 2025.
• Revenue from cloud hyperscaler alliances exceeded the target, hitting $1.2 billion.

Honestly, the $18.2 billion in record signings for fiscal year 2025 is what tells the story about future revenue potential, even though total revenue for the year was $15.1 billion. That gap between signings and recognized revenue is the pipeline you're watching.

Finance: draft 13-week cash view by Friday.