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Kyndryl10-K: Customer churn

US revenue plummeted 10% as company intentionally shed low-margin contracts

What happened

The United States segment saw a significant 10% revenue drop to $3.9B, driven by a deliberate strategy to exit unprofitable customer relationships. This creates pressure on the US sales organization to replace lost revenue with higher-quality deals, making them receptive to tools that improve sales efficiency and deal profitability.

Source

SEC EDGARFeb 17, 2026

Annual report (Form 10-K)

Kyndryl 10-K

Filing excerpt

For the year ended March 31, 2025, United States revenue of $3.9 billion decreased 10 percent compared to the year ended March 31, 2024, reflecting the Company’s efforts to reduce certain low-margin revenues and the expiration of other low-margin contracts entered into before the Spin-off.

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: Customer churn

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

Dollar figure
$3.9B (United States FY2025 Revenue)
Filed
Feb 17, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
-10% (United States revenue year-over-year change)

Details

CIK
1867072
Accession number
0001104659-26-015713
Timeframe
Current year
Filing year
2026
Why it matters
Customer success tools needed
Signal category
Revenue

Topics and mentions

Regions named

  • United States

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
customerChurn

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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
Show the full JSONThe record on this page and the API request

GET /v1/signals/7893d0ad-c784-43c7-b71a-da6c649d041a returns this record as JSON. POST /v1/companies/enrich returns every signal for kyndryl.com.

{
  "signal_id": "7893d0ad-c784-43c7-b71a-da6c649d041a",
  "signal_type": "sec-10k",
  "signal_subtype": "customerChurn",
  "detected_at": "2026-02-24T09:41:02.444+00:00",
  "company": {
    "name": "Kyndryl",
    "domain": "kyndryl.com"
  },
  "data": {
    "detail": "The United States segment saw a significant 10% revenue drop to $3.9B, driven by a deliberate strategy to exit unprofitable customer relationships. This creates pressure on the US sales organization to replace lost revenue with higher-quality deals, making them receptive to tools that improve sales efficiency and deal profitability.",
    "metrics": {
      "pct": -0.1,
      "timeframe": "current_year",
      "pct_context": "United States revenue year-over-year change",
      "dollar_context": "United States FY2025 Revenue",
      "dollar_millions": 3876
    },
    "summary": "US revenue plummeted 10% as company intentionally shed low-margin contracts",
    "excerpts": "For the year ended March 31, 2025, United States revenue of $3.9 billion decreased 10 percent compared to the year ended March 31, 2024, reflecting the Company’s efforts to reduce certain low-margin revenues and the expiration of other low-margin contracts entered into before the Spin-off.",
    "relevance": 0.8,
    "sentiment": "negative",
    "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": "Customer success tools needed",
    "signal_category": "revenue",
    "regions_mentioned": [
      "United States"
    ]
  }
}

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