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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
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 450MW of data centers, 98% leased, with significant capacity to energize in key global markets.
Under construction on 200MW, two-thirds pre-leased; 250MW to energize in next 18 months, another 200MW in 19–24 months.
2023 leasing expected to exceed 60MW, with 2026 projected at 100MW+; leasing can be lumpy due to large deal sizes.
No exposure to NeoClouds; focus remains on major hyperscalers with repeat business.
Energization schedules are on track, supported by strong relationships with power providers.
Asset Lifecycle Management (ALM) business
ALM revenue projected at $600M in 2023, growing 30% organically, with additional growth from acquisitions.
ALM market estimated at $30B TAM, with 60% enterprise and 40% hyperscale mix.
Enterprise ALM is fee-for-service with 20–30% margins; hyperscale is revenue share with low double-digit to 20% margins.
Memory prices up ~50%, providing a $15M+ quarterly revenue tailwind; hyperscale decommissioning is fastest-growing segment.
Ongoing acquisition opportunities globally, with typical deals around $50M revenue and strong synergy potential.
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Next Iron Mountain earnings date
Q4 202519 Feb, 2026
Next Iron Mountain earnings date
Q4 202519 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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