Kyndryl Holdings, Inc. (KD) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 2:50 PM EDT
Company Participants
Martin Schroeter – Chairman & CEO
Conference Call Participants
Tien-Tsin Huang – JPMorgan Chase & Co, Research Division
Presentation
Tien-Tsin Huang
JPMorgan Chase & Co, Research Division
All right. We’re going to get started. Thanks, everyone, for joining. My name is Tien-Tsin Huang. I’m the IT services analyst here at JPMorgan. And really happy and grateful to have Martin Schroeter here, CEO at Kyndryl, to join us and have a fireside chat. I’ve taken a lot of questions from the investment community, Martin, and we’ll go through them over the next 30 minutes or so. But thank you for being here. It means a lot to me.
Martin Schroeter
Chairman & CEO
Thank you, Tien-Tsin. Delighted to be here. I appreciate it.
Question-and-Answer Session
Tien-Tsin Huang
JPMorgan Chase & Co, Research Division
I know how busy you are and a lot of demands on your time. So I’ll be efficient, but thinking about how to start the conversation, Martin, I know you’re always on the road, you’re meeting with clients, you’re talking to CEOs, CIOs, boards, what have you. You guys touch a lot of IT estate across large enterprises. So what are you hearing from those counterparts that I mentioned? What’s been changing? How are you changing the strategy to address what you’re hearing on the ground?
Martin Schroeter
Chairman & CEO
Yes, it’s a great question. Good afternoon, everybody, and thank you for joining us here in person, Brendan, nice to see you. I guess there are some, what I’ll call kind of long arc themes that are evident in nearly every customer conversation. A little bit different. And as you said well, we run a lot of workload — regulated workloads, right? We’re mission-critical. So the way we feel things is
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