• Kyndryl Holdings recently faced an internal accounting review tied to SEC document requests, leadership changes including the abrupt exit of its CFO and General Counsel, delayed filing of its December 2025 10-Q, and multiple shareholder lawsuits alleging weaknesses in financial reporting controls.
• At the same time, the company has continued to roll out policy-governed agentic AI capabilities and maintain capital return activities such as share buybacks, underscoring the contrast between its technology ambitions and emerging governance concerns.
• We’ll now examine how the internal accounting review and delayed 10-Q filing affect Kyndryl’s pre-existing investment narrative built around AI and acquisitions.

Capitalize on the AI…