Description

Kyndryl Holdings: Will The Acquisition of Skytap For The Expansion Of Hybrid Cloud Services Give Them A Much Needed Edge? 

Kyndryl’s fiscal fourth quarter 2024 earnings discussion revealed a mixture of strengths and challenges as the company continues its transformative journey post spin-off. A comprehensive examination of the performance metrics and strategic initiatives suggests both promising areas of growth and areas needing careful watching. Starting with the positives, Kyndryl has demonstrated a robust strategy in its 3A initiatives: alliances, advanced delivery, and accounts. The company has reported significant achievements in exceeding its full-year targets for these areas. The growth trajectory in hyperscaler relationships and the adoption of Kyndryl Bridge is especially noteworthy. Kyndryl Bridge has accelerated the company’s advanced delivery initiative, allowing substantial automation and the generation of actionable insights which are critical for operational efficiency and customer satisfaction. The company’s revenue from hyperscaler-related activities has seen a threefold increase from the previous year, indicating successful implementation and market approval of its strategic partnerships.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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