Research
FORUM TRANSCRIPT

Iron Mountain – Company Update & Performance Outlook

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former director at Iron Mountain Inc

Agenda

  • Operating environment for Iron Mountain (NYSE: IRM), noting recent trends in record storage and occupancy/leasing rates
  • Iron Mountain’s relative positioning vs competitors, both within RIM (record information management), and the digital cloud-based storage vertical
  • Recent operating and financial performance – EBITDA and organic growth, and need to diversify revenue base
  • Iron Mountain’s forward vision for the transition towards the digital enterprise information management and data centre space
  • Outlook for Q4 2022 and beyond, including future of RIM facilities and their potential conversion to warehouses

Questions

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