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Iron Mountain
Iron Mountain (IRM) investor relations material
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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Latest summaries
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- 6 FebSCW
Q2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog. - 6 FebSCWQ1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured.
- 6 FebSCWQ3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
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Q3 FY26 delivered 21% revenue growth, record backlog, and raised full-year guidance. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebJKHY
Record revenue and net income growth drive raised guidance and strong segment performance. - 6 FebMGY
Record production, strong free cash flow, and disciplined capital returns defined 2025. - 6 FebQNST
Record Q2 revenue, $50.2M net income, HomeBuddy acquisition, and AI drive growth. - 6 FebOPGN
Shareholders will vote on seven key proposals, including a new equity plan and company name change. - 6 FebCDP
2025 FFO/share up 5.8% with strong leasing; 2026 outlook positive amid record defense spending.
Next Iron Mountain earnings date
Q4 202512 Feb, 2026
Iron Mountain
Next Iron Mountain earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
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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