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Iron Mountain (IRM) investor relations material
Iron Mountain J.P. Morgan 2025 Ultimate Services Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan 2025 Ultimate Services Investor Conference summary18 Nov, 2025
Growth portfolio evolution
Growth businesses have expanded from 15% to nearly 30% of revenues since 2021, driven by digital solutions, data centers, and asset lifecycle management (ALM).
Digital solutions leverage a proprietary SaaS platform (DXP) for document digitization and AI/ML processing, with significant government and corporate applications.
Data center business originated from secure storage needs and now focuses on hyperscale clients, with strong pre-leasing and long-term contracts.
ALM business grew from $38M in 2021 to $600M in 2024, targeting a $30B market with both enterprise and hyperscale segments.
Ongoing focus on customer-centric adjacencies and market consolidation for future growth.
Asset lifecycle management (ALM) market and strategy
ALM market estimated at $30B, with 75% enterprise and 25% hyperscale segments.
Enterprise ALM is highly fragmented, growing mid to high single digits, and requires secure, sustainable IT asset disposal.
Company is the largest player, with $360M in enterprise ALM revenue, two to three times larger than the next competitor.
Hyperscale ALM involves revenue sharing from reselling data center gear, with high single to low double-digit market growth.
ALM margins are higher in enterprise than hyperscale, and the business is expected to benefit from increasing data center investments.
Data center development and leasing approach
Maintains a strategy of not building on spec, focusing on pre-leased or high-probability tenant demand.
Recent increase in unleased construction is tied to specific client negotiations and highly sought-after locations.
Major assets coming online in Northern Virginia, Madrid, Amsterdam, and London are expected to lease well as they energize.
Leasing pipeline is concentrated among top hyperscale clients, with long-term leases and renewal options.
Confident in ability to lease tier one assets over the next 18+ months.
Explain enterprise ALM market consolidation
Justify unleased data center construction
Strategic impact of Treasury contract
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Next Iron Mountain earnings date
Barclays 23rd Annual Global Technology Conference11 Dec, 2025
Next Iron Mountain earnings date
Barclays 23rd Annual Global Technology Conference11 Dec, 2025
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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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