Performance is increasingly driven by higher-margin post-spin signings, with 12-month signings reaching $14.2 billion and total signings exceeding revenue for the last six months. The Kyndryl Consult segment grew 14% over the last 12 months, reflecting broad enterprise demand for designing and scaling Agentic AI across business workflows and modernizing complex hybrid IT environments. Hyperscaler-related revenue streams grew 48% year-over-year, partially offsetting headwinds from legacy focus accounts and shifts in how customers procure IBM hardware and software. Management is embedding AI-powered automation via Kyndryl Bridge to drive productivity, which has generated approximately $1 billion in cumulative savings since the company's spin-off. Strategic positioning is centered on the 'run and transform' approach, helping customers manage mission-critical infrastructure while simultaneously deploying next-generation technologies.