Description
Kyndryl Just Doubled Down On Its European Ambitions—What Solvinity Brings To The Table!
Kyndryl’s second fiscal quarter for FY2026 has spotlighted an inflection point in the company’s post-spin growth journey, with adjusted pretax income jumping 171% year-over-year and adjusted EBITDA margin expanding 250 basis points. Despite revenue coming in ~$100 million below expectations, management reiterated full-year guidance and outlined a stronger second half powered by a record pipeline, elevated Kyndryl Consult revenues, and hyperscaler momentum. Among the many developments highlighted during the earnings call, one stood out for its potential long-term implications: Kyndryl’s intent to acquire Solvinity, a Netherlands-based midsized cloud services provider. The deal, valued at approximately €100 million, is aimed at strengthening Kyndryl’s footprint in the sovereign cloud and managed private cloud segments across Europe. With over 70,000 employees and $1.3 billion in cash, Kyndryl is well-positioned to integrate acquisitions that align tightly with its mission-critical services strategy.
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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