Kyndryl – A Melting Ice Cube with a Consulting Mirage Part II
- Gotham City Research LLC
- Mar 27, 2025
- 1 min read
1. "So when they say the revenue for consulting is growing … there's nothing to back it up," Noah claimed. We're told Kyndryl is just taking from managed service accounts (its outsourcing accounts) and counting that as consulting work. "They're just taking it from the left pocket to the right pocket and saying, 'Oh, that's consulting business,'" Noah explained.
2. “Kyndryl does not have much in the way of their own proprietary software and hardware so the left pocket to right pocket is moving from being a provider of IT services in support of "legacy IBM contracts" to an IT service provider of "new consulting contracts”. End of day, still trying to provide a billable service but one that is less sticky and more commoditized.” – industry consultant we interviewed
3. “Kyndryl wants investors to think consult growth will eventually grow larger and outpace the decline in legacy mainframe managed services, enabling total top line to grow, but in reality, Kyndryl is facilitating and enabling AWS et al to develop strategic, long-term relationships with their mainframe customers.” – industry consultant we interviewed
Me parece práctico tener un contenido donde los resultados puedan revisarse sin complicaciones. La información relacionada con la lotería nacional permite conocer novedades y consultar datos recientes desde un mismo lugar. Una presentación clara también ayuda a ahorrar tiempo cuando se necesita confirmar algún resultado específico.
Проблема з розмірами зазвичай виникає не тоді, коли людина нічого не знає про свій гардероб, а навпаки — коли надто впевнена у звичній цифрі на етикетці. Для Banana Republic, бренду повсякденного та ділового одягу, взуття й білизни, я б перед вибором подивився Banana Republic і спочатку перевірив сам принцип таблиці: які параметри там є та до якої категорії вони належать.
Тут найкорисніша практична деталь така: для сорочок і жакетів важливі груди та плечі, для брюк — талія й стегна, для взуття — довжина стопи. Коли цифра виглядає дивно, краще повторити замір ще раз. Один сантиметр легко губиться через неправильну точку, перекошену стрічку або вимірювання стопи без навантаження. Це особливо важливо, коли покупка робиться після довгої перерви або вперше в цьому…
Men’s fashion often benefits from pieces that can create a recognizable look without needing numerous accessories. A black leather biker jacket can accomplish this through its texture, structured construction, and classic silhouette. Browse this black leather jacket mens selection to explore different variations. A simpler design may work better for frequent everyday wear, while detailed jackets can provide a stronger fashion statement. Selecting according to how you actually dress helps ensure the jacket remains useful.
I appreciate the depth of research and clarity in your writing. Your article is incredibly insightful and thought-provoking. merge fellas
I read the article about the weekend weather for October 20th on ODG, and it gives a good sense of autumn conditions in the Lake District. While it looks like it will be a bit cooler and cloudier, there’s still a chance for drier periods — perfect for walks and outdoor activities if the weather avoids heavy rain or storms. leather motorcycle jacket The article notes that it may be possible to avoid the worst effects of storms and enjoy the weekend mostly without serious weather problems, North face 700 puffer jacket is useful information for anyone planning trips, hikes, or outdoor time, as warm clothing and waterproof shoes will be helpful, but in some areas the weather may still be pleasant…