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Iron Mountain Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
Review of Matterhorn strategy and growth outlook
Matterhorn strategy drove sustainable double-digit growth, with 2023 growth over 12% and exiting at 14%+ rate.
No further restructuring expected; restructuring charges were one-time, leading to higher free cash flow.
Accounting practices and non-GAAP measures are consistent with industry standards; no investigations ongoing.
Expectation to guide for another record year of double-digit growth in early 2026.
Data center business and leasing trends
Operates 450 MW of data centers, 98% leased, with significant capacity to energize in key global markets.
Under construction on 200 MW, two-thirds pre-leased; 250 MW to energize in next 18 months, another 200 MW in 19-24 months.
2023 leasing expected to exceed 60 MW, with 2026 projected to surpass 100 MW.
Maintains strong relationships with major hyperscalers, no exposure to NeoClouds.
Energization schedules are on track due to strong local relationships.
Asset Lifecycle Management (ALM) business
ALM revenue projected at $600M for 2023, growing 30% organically, with additional growth from acquisitions.
ALM market estimated at $30B TAM, with 60% enterprise and 40% hyperscale mix.
Largest global player, expanding through small, accretive acquisitions and organic growth.
Memory prices up 50% YoY, providing a $15M+ revenue tailwind in the quarter.
ALM margins: enterprise 20-30%, hyperscale low double digits to 20%, both improving.
Data center pre-leasing model sustainability
ALM business margin and M&A strategy
IRS contract as digital business growth catalyst
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AI is transforming enterprises by enabling intent-driven innovation and technology-first strategies. - DNLM
H1 sales up 3.6% to £926m; digital mix 41%; PBT to hit lower end of consensus. - CRW
Double-digit growth, strong cash flow, and new leadership drive confidence for FY25. - 7011
Strong revenue and profit growth in FY2025, with raised guidance and key divestiture impact. - 8053
Profit attributable to owners dipped 1.9% despite higher revenues and strong FX gains. - 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out.
Next Iron Mountain earnings date
Q4 202512 Feb, 2026
Iron Mountain
Next Iron Mountain earnings date
Q4 202512 Feb, 2026
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Iron Mountain Incorporated, founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, Iron Mountain stores and protects billions of valued assets, including critical business information, highly sensitive data, and cultural and historical artifacts. Providing solutions that include information management, digital transformation, secure storage, secure destruction, as well as data centers, cloud services and art storage and logistics, Iron Mountain helps customers lower cost and risk, comply with regulations, recover from disaster, and enable a more digital way of working.
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