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Total Signings
Measures the dollar value of new and renewed contracts signed, signaling future revenue strength for Kyndryl’s multi-year managed services. Rising signings indicate strong sales momentum and a growing backlog that should turn into predictable cash flow; drops in signings can warn of weakening demand or lost clients.Signings are highly lumpy—periodic big-deal spikes underpin the upside and reflect a deliberate move into large consult and hyperscaler contracts, improving mix and margins. Management’s FY26 commentary confirms this quality shift (many >$50M deals) but warns that elongated sales cycles and an evolving IBM relationship have compressed the underlying baseline; near-term Q1 pain from workforce rebalancing is expected, so monitor the frequency and conversion of large signings into revenue as the true signal for hitting FY28 profit and cash targets.
Date | Total Signings |
|---|---|
Jun 30, 2026 | $3.90B |
Mar 31, 2026 | $3.60B |
Dec 31, 2025 | $3.90B |
Sep 30, 2025 | $2.80B |
Jun 30, 2025 | $3.20B |
Mar 31, 2025 | $5.50B |
Dec 31, 2024 | $4.10B |
Sep 30, 2024 | $5.60B |
Jun 30, 2024 | $3.10B |
Mar 31, 2024 | $3.60B |