Organic GrowthIRM put up ~22% organic growth in ALM, with expectations of ~25%+ this year, and appears relatively insulated from tariff fears.
Revenue GuidanceIRM raised its revenue guide $90MM, including benefits from FX, ALM tuck-in, and operational upside, which is an encouraging sign.
Strategic PartnershipsIron Mountain has built a strong brand as a developer in the data center landscape, focusing on strategic partnerships with hyperscalers.