Kyndryl Holdings, Inc. — Cyborg Score 7/10

Solid
Information Technology Services

Strategic Profile

The company leverages competitive advantages stemming from its people, data, expertise, scale and intellectual property, with innovative AI-powered solutions through Kyndryl Bridge and annuity-like revenue streams with 95%+ customer retention. The company offers cloud services, core enterprise services, application and AI services, digital workplace, security and resiliency, and network services across financial, healthcare, public, technology, media, telecom, retail, travel, and automotive industries.

Cyborg Score Rationale

Market leader in legacy IT infrastructure services with strong customer retention and diversified service offerings. However, faces headwinds from market transition to cloud-native solutions and operates in a competitive landscape with larger diversified competitors.

Top Insights

  • 95%+ customer retention rate indicates strong customer stickiness and relationship depth
  • Operates as world's largest IT infrastructure services provider with significant scale advantages
  • Relatively young company incorporated in 2020, spun out from IBM heritage
  • Operates in mature IT services market with increasing competition from cloud-native and consulting-led providers

Named Competitors

  • Accenture — Global IT consulting and managed services
  • DXC Technology — IT infrastructure and managed services provider
  • Cognizant — IT services and business process management
  • IBM — Legacy IT services and solutions provider

Open the full interactive Kyndryl Holdings, Inc. report

30-page strategic research, 15-min analyst-debate audio briefing, full Cyborg Score breakdown across 11 dimensions.

Open report →