Name: Kyndryl CEO on How Federal Policies Can Affect 'Digital Trade'
Uploaded: 2025-05-06T14:31:00Z
Duration: 3 min 49 s
Description: Martin Schroeter, CEO of Kyndryl, discussed how trade policies can affect tech companies with global delivery platforms but no physical goods.

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Martin Schroeter, CEO of Kyndryl, discussed how trade policies can affect tech companies with global delivery platforms but no physical goods.

https://m.wsj.net/video/20250508/ed95a33e-523c-4c40-9b60-ded8c424adc0/1/hls/manifest-hd-wifi.m3u8

Kyndryl CEO on How Federal Policies Can Affect 'Digital Trade'

Shifting gears a little bit, Martin, are there policies coming out of Washington these days that either excite you or have you worried?

I think the short answer would be yes .

Yes and yes, or just-

Just yes.

Okay.

So look, you know, everything I've seen on the trade, trade's obviously very important to how we operate with our customers. It's important to the world. And for us, the dialogue around and the willingness to discuss digital trade is super, super important.

And what is digital trade exactly? So think about digital trade as, for instance, the work we do, and we have a global delivery platform. So we're supporting customers in Europe, supporting customers in France from, say, Eastern Europe, where we have great mainframe skills. We support customers in the US from some of our Eastern European delivery centers. We have delivery centers in India supporting Japan, et cetera. So we have a global delivery platform. The only way all of that works, the only way that happens is, all the data has to go back and forth. Now this is not like your phone number and my social security. That's not the nature of the data, but we are running, again, the systems that make the world work. So we're sending automobile parts data for a supply chain that a European auto manufacturer needs, and they need to get it around to their entire footprint of manufacturing sites. So as an example. So digital trade for us means, we need to be able to move data around so that we can create an efficient support for our customer base, so they can run their operations, whether it's a banking system or a supply chain, or cargo ships, et cetera, et cetera, et cetera. So for us, digital trade's good. And the reason I think this is an exciting time is because this administration had, in their prior incantation, they had very good digital trade provisions. When I look at what was in USMCA, it's world-class with regard to digital trade. The agreement that this administration created with Japan following USMCA. Very good, strong digital trade provisions. So therefore I remain hopeful that digital trade is on the agenda. It's important and they have it right in their mind. The discussions around physical trade flow is not direct for us 'cause we're not shifting physical goods, but obviously our customers have to respond to those things. And so in addition to helping them run their systems, we're also in the productivity business. We're also in the business of helping them respond to changes. We're in the business of helping them get more efficient. So even though there's not a direct, either benefit or impact us from the physical trade discussions, and maybe tariffs, we will be involved with our customers to help them rethink their supply chains, to help them navigate whatever world that is. And keep in mind that while, this administration has obviously talked about trade a lot, the world of IT, particularly enterprise IT, continues to evolve every day. So for instance, as we sit here today, there was a regulation in Europe called DORA, which is all about resiliency. It affects the banks and all the financial institutions. We've been working with our customers on DORA to be ready for that as well. That always happens, right? The regulatory environment in every country is constantly evolving, and we are constantly helping our customers both keep up with it, be prepared for it, as well as become more efficient as they try to navigate the world. So I'm hopeful. I think the role we play in the world will, once again, be super helpful to our customers, and it'll be evident on the kinds of capabilities we can bring.

Kyndryl CEO on How Federal Policies Can Affect 'Digital Trade'

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