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    Isaac Opper

    Senior Equity Analyst at Oppenheimer & Co. Inc.

    Isaac Opper is a Senior Equity Analyst at Oppenheimer & Co. Inc., specializing in financial services and equity research across diverse industries. He covers a portfolio of companies and leverages expertise in asset management, investment banking, and retirement services, consistently delivering strong analytics and actionable investment recommendations. Opper began his career in the late 1990s and has established himself as a trusted professional through years of experience and success at various firms before joining Oppenheimer. He holds multiple securities licenses and is FINRA registered, reflecting his commitment to industry standards and best practices.

    Isaac Opper's questions to Kyndryl Holdings (KD) leadership

    Isaac Opper's questions to Kyndryl Holdings (KD) leadership • Q2 2025

    Question

    Isaac Opper, on for another analyst, asked for details on Kyndryl Consult's growth drivers between new and existing clients, how its margins compare to managed services, and current trends in cloud adoption (on-premise vs. hybrid vs. full cloud).

    Answer

    CFO David Wyshner stated that Consult revenue growth is accelerating, now comprising 19% of total revenue with margins a few points higher than managed services, and often serves as an entry point for new logos. Chairman and CEO Martin Schroeter added that major trends like AI adoption and new regulations all lead back to infrastructure, driving consult demand. He also confirmed the trend toward hybrid cloud environments continues as clients seek innovation, and Kyndryl is winning more of this migration work.

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