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Kyndryl10-K: Recurring revenue shift

Kyndryl intentionally sheds $995M in revenue to exit low-margin customer contracts.

Read at SEC EDGAR

What happened

Kyndryl is executing a major strategic shift to improve profitability by actively reducing or exiting low-margin customer relationships, resulting in a 6% overall revenue decline.

Source

SEC EDGARFeb 17, 2026

Annual report (Form 10-K)

Kyndryl 10-K

Filing excerpt

For the year ended March 31, 2025, we reported $15.1 billion in revenue, a decline of 6 percent compared to the year ended March 31, 2024.

sec.gov/Archives/edgar/data/1867072/000110465926015713/kd-20250331x10...Read the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-K: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Percent
-6% (Year-over-year revenue decline (GAAP))
Filed
Feb 17, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$995M (Year-over-year revenue decline from $16,052M to $15,057M)

Details

CIK
1867072
Accession number
0001104659-26-015713
Timeframe
Current year
Filing year
2026
Why it matters
Billing/subscription tools

Topics and mentions

Regions named

  • United States
  • Japan
  • Principal Markets
  • Strategic Markets

Extraction

Confidence
High
Relevance
85%
Sentiment
Neutral
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/08fdd44f-3991-47a4-a6a4-69c475b0b879 returns this record as JSON. POST /v1/companies/enrich returns every signal for kyndryl.com.

{
  "signal_id": "08fdd44f-3991-47a4-a6a4-69c475b0b879",
  "signal_type": "sec-10k",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-02-24T09:41:02.444+00:00",
  "company": {
    "name": "Kyndryl",
    "domain": "kyndryl.com"
  },
  "data": {
    "detail": "Kyndryl is executing a major strategic shift to improve profitability by actively reducing or exiting low-margin customer relationships, resulting in a 6% overall revenue decline. This strategic churn creates opportunities for vendors who can demonstrate strong ROI and help win new, more profitable business.",
    "metrics": {
      "pct": -0.06,
      "timeframe": "current_year",
      "pct_context": "Year-over-year revenue decline (GAAP)",
      "dollar_context": "Year-over-year revenue decline from $16,052M to $15,057M",
      "dollar_millions": 995
    },
    "summary": "Kyndryl intentionally sheds $995M in revenue to exit low-margin customer contracts.",
    "excerpts": "For the year ended March 31, 2025, we reported $15.1 billion in revenue, a decline of 6 percent compared to the year ended March 31, 2024.",
    "relevance": 0.85,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1867072/000110465926015713/kd-20250331x10ka.htm",
    "filing_date": "2026-02-17",
    "filing_year": 2026,
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "regions_mentioned": [
      "United States",
      "Japan",
      "Principal Markets",
      "Strategic Markets"
    ]
  }
}

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