Kyndryl (US:KD) ZACKS·2025-11-05 00:31Core Insights - Kyndryl Holdings, Inc. reported revenue of $3.72 billion for the quarter ended September 2025, a decrease of 1.4% year-over-year, and an EPS of $0.38, up from $0.01 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $3.82 billion, resulting in a surprise of -2.49%, while the EPS exceeded the consensus estimate of $0.35 by 8.57% [1] Financial Performance - Kyndryl's stock has returned -6.1% over the past month, underperforming the Zacks S&P 500 composite, which increased by 2.1% [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Geographic Revenue Breakdown - Revenue from Japan was reported at $581 million, slightly below the average estimate of $588.81 million from three analysts [4] - Revenue from the United States was $899 million, also below the average estimate of $964.38 million [4] - Strategic Markets generated $906 million, exceeding the average estimate of $894.6 million [4] - Principal Markets revenue was $1.33 billion, slightly below the average estimate of $1.37 billion [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Principal Markets was $210 million, surpassing the average estimate of $199.05 million from two analysts [4] - Adjusted EBITDA for Corporate and other segments was reported at -$28 million, worse than the average estimate of -$24 million [4] - Adjusted EBITDA for Strategic Markets was $142 million, below the average estimate of $157.43 million [4]