Poised for ongoing annual revenue growth, margin expansion and significant cash flow generation Board authorizes $300 million share repurchase programNEW YORK, Nov. 21, 2024 /PRNewswire/ -- Kyndryl Holdings, Inc. (NYSE: KD), the world's largest IT infrastructure services provider, today hosted its 2024 Investor Day.  At the event, senior management outlined the Company's growth strategy, multi-year outlook and capital allocation priorities, including initiating a $300 million share repurchase program."Sinc ...

NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Kyndryl Holdings, Inc. (NYSE: KD), the world's largest IT infrastructure services provider, today announced that its Board of Directors has authorized a $300 million share repurchase program."Our share repurchase authorization reflects the confidence we have in our business and our outlook for profitable growth," said Martin Schroeter, Kyndryl Chairman and Chief Executive Officer.  "Our significant progress in expanding our margins and generating free cash flow is all ...

New Kyndryl services, co-developed with Microsoft, provide augmented security operations and fortify Kyndryl's cyber resilience frameworkNEW YORK, Nov. 14, 2024 /PRNewswire/ -- Kyndryl (NYSE: KD), the world's largest IT infrastructure services provider, today introduced a new suite of services, co-developed with Microsoft, to enhance cyber resilience for businesses globally.Kyndryl and Microsoft have built upon their successful, long-standing partnership to develop differentiated, scalable security and resi ...

Microsoft selects Kyndryl to drive customers' transformation to RISE with SAP® NEW YORK, Nov. 14, 2024 /PRNewswire/ -- Kyndryl (NYSE: KD), the world's largest IT infrastructure services provider, today announced an expanded collaboration with Microsoft to support customers' modernization journeys. Given Kyndryl's end-to-end services and deep SAP expertise, Microsoft has selected Kyndryl to participate in its RISE with SAP migration program to support customers' transformation journeys.  With 94% of executiv ...

End-to-end services help drive innovation and gain more value from mainframe applications and dataNEW YORK, Nov. 14, 2024 /PRNewswire/ -- Kyndryl (NYSE: KD), the world's largest IT infrastructure services provider, today launched a portfolio of new end-to-end services that offer enterprises a comprehensive path to modernizing their mainframe applications with the Microsoft Cloud. These new services will accelerate mainframe application migration while unlocking AI insights and generative AI capabilities thr ...

Kyndryl AI private cloud supports customer testing and adoption using the Dell AI Factory with NVIDIAPrivate AI cloud is also available to Japanese academic institutions for AI research and innovationTOKYO, Nov. 13, 2024 /PRNewswire/ -- Kyndryl (NYSE: KD), the world's largest IT infrastructure services provider, today launched a dedicated AI private cloud designed to enable AI innovation in Japan. Supported by a collaboration with Dell Technologies using the Dell AI Factory with NVIDIA, Kyndryl is establish ...

NEW YORK, Nov. 12, 2024 /PRNewswire/ -- Kyndryl Holdings, Inc. (NYSE: KD), the world's largest IT infrastructure services provider, will host an Investor Day event on Thursday, November 21 at 9:00 a.m. ET, as previously announced.Chairman and Chief Executive Officer Martin Schroeter and Chief Financial Officer David Wyshner, along with additional members of the executive leadership team, will discuss Kyndryl's market opportunities and growth strategy.To watch the live video webcast of the event, please visi ...

文章核心观点 - 数据和AI正成为推动行动和预测未来风险的强大催化剂 虽然多数组织重视可持续性目标但利用技术实现的比例低且存在改进空间 研究给出了相关机会领域及行动指导原则 [1] 全球可持续性晴雨表研究相关 - 由Ecosystm进行受微软委托Kyndryl发布的研究显示84%的组织高度重视可持续性目标但仅21%用技术减少环境足迹和塑造整体可持续性战略 [1] - 研究反映了来自20个国家和9个行业组的1355名全球可持续性领导者的观点于2024年8月至9月进行旨在弥合可持续性 - 技术鸿沟 [7] 组织可持续性相关进展 - 自去年以来38%的组织增加了可持续性目标和计划执行 [2] - 领导者越来越认识到可持续性举措对组织的好处但在一些具体领域仍有改进空间 [3] 研究中发现的机会领域 - 全球仅21%的组织认识到技术在减少公司碳足迹和推进更广泛可持续性目标方面的双重作用 [4] - 54%的企业称可持续性目标和举措已纳入现有报告流程但仅19%完全使用数据进行战略规划和决策 [4] - 55%认为AI将显著影响可持续性目标但62%的组织将举措限于分析历史数据用于监测和报告 [4] 推进可持续性战略的行动指导原则 - 技术必须成为战略规划的核心38%利用IT减少自身组织的环境影响17%称数据和技术有助于实现可持续性目标 [5] - 重塑AI的角色62%的组织用AI监测能源使用和排放但仅37%使用预测性AI根据当前趋势和模式预测能源需求 [5] - 利用数据进行主动的业务转型仅15%用数据指导业务转型之旅 [5] - 培养集体责任文化CEO继续塑造可持续性目标49%的组织认为首席可持续性官和可持续性团队是关键利益相关者 [5] AI与可持续性相关 - 虽然AI对可持续性的好处受到关注但AI的环境影响日益受到关注仅35%的组织考虑其AI解决方案的能源影响Kyndryl和微软提供了可操作策略 [6]

2024年营收情况 - 2024年第三季度（三个月）营收37.74亿美元，同比下降7%，按恒定货币计算营收下降7%[124] - 2024年前六个月营收75.13亿美元，同比下降9%，按恒定货币计算营收下降8%[124] 2024年净亏损情况 - 2024年第三季度净亏损4300万美元，较上年同期改善9900万美元[128] - 2024年前六个月净亏损3200万美元，较上年同期改善2.51亿美元[129] 2024年调整后EBITDA情况 - 2024年第三季度调整后EBITDA为5.57亿美元，较上年同期下降3%[132] - 2024年前六个月调整后EBITDA为11.13亿美元，较上年同期下降6%[132] 2024年各地区营收情况（第三季度） - 美国2024年第三季度营收9.6亿美元，同比下降13%[133] - 日本2024年第三季度营收6.04亿美元，同比增长6%[133] - 主要市场2024年第三季度营收13.18亿美元，同比下降4%[133] - 战略市场2024年第三季度营收8.92亿美元，同比下降12%[133] 2024年各地区营收情况（上半年） - 2024年上半年日本营收12亿美元按固定汇率增长7%[143] - 2024年上半年主要市场营收26亿美元同比下降5%[145] - 2024年上半年战略市场营收18亿美元同比下降14%[147] 2024年公司及其他调整后EBITDA亏损情况 - 2024年第三季度公司及其他调整后EBITDA亏损2200万美元[148] - 2024年上半年公司及其他调整后EBITDA亏损4200万美元[148] 2024年营收成本占比情况 - 2024年第三季度营收37.74亿美元成本占比80.1%[149] - 2024年上半年营收75.13亿美元成本占比79.3%[150] 2024年所得税费用情况 - 2024年第三季度所得税费用为3800万美元2023年同期为3300万美元[157] - 2024年前三季度所得税费用为9100万美元2023年同期为6500万美元[158] 2024年资产负债情况 - 2024年3月31日总资产104亿美元较之前减少1.94亿美元（按汇率调整后减少3.63亿美元）[160] - 2024年3月31日总负债92亿美元较之前减少2.44亿美元（按汇率调整后减少3.75亿美元）[161] 2024年现金流量情况 - 2024年前三季度经营活动现金净额1.01亿美元2023年同期为净使用1.27亿美元[164] - 2024年前三季度投资活动现金净使用2.41亿美元2023年同期为2.08亿美元[165] - 2024年前三季度融资活动现金净使用1.01亿美元2023年同期为0.8亿美元[165] 2024年总签约额情况 - 2024年第三季度总签约额56亿美元较2023年同期增长32亿美元增幅132%[166] - 2024年前三季度总签约额87亿美元较2023年同期增长35亿美元增幅67%[166] 2024年出售应收账款收益情况 - 2024年前三季度出售给第三方的应收账款总收益分别为11亿美元和19亿美元2023年同期为9.13亿美元和21亿美元[174]

Kyndryl's fiscal Q2 report delivered good news for investors on key fronts.Kyndryl (KD 13.05%) stock is posting big gains following the company's recent quarterly report. The IT giant's share price was up 13.4% as of 2:15 p.m. ET. Meanwhile, the S&P 500 (^GSPC 0.58%) was up 0.6%.After the market close yesterday, Kyndryl published results for the second quarter of its 2025 fiscal year, which ended Sept. 30. The company posted sales and earnings for the period that were better than Wall Street had anticipated ...