Subtext

Iron Mountain Incorporated IRM

SectorReal Estate
Transcripts65
Date range2009-04-30 – 2025-05-01
Calls charted65

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-33-16+0+16+332009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42009 Q1 · Overall: +15.92009 Q2 · Overall: +14.42009 Q3 · Overall: +15.32009 Q4 · Overall: +28.62010 Q1 · Overall: +20.92010 Q2 · Overall: +26.52010 Q3 · Overall: +17.32010 Q4 · Overall: +21.32011 Q1 · Overall: +12.02011 Q2 · Overall: +9.82011 Q3 · Overall: +7.02011 Q4 · Overall: +5.32012 Q1 · Overall: +16.32012 Q2 · Overall: +7.02012 Q3 · Overall: +3.52012 Q4 · Overall: +12.92013 Q1 · Overall: +14.22013 Q2 · Overall: +9.62013 Q3 · Overall: +15.02013 Q4 · Overall: +6.82014 Q1 · Overall: +12.12014 Q2 · Overall: +12.12014 Q3 · Overall: +8.42014 Q4 · Overall: +10.52015 Q1 · Overall: +9.52015 Q2 · Overall: +4.32015 Q3 · Overall: +1.22015 Q4 · Overall: +5.02016 Q1 · Overall: +3.62016 Q2 · Overall: +1.32016 Q3 · Overall: +4.92016 Q4 · Overall: +11.82017 Q1 · Overall: +11.22017 Q2 · Overall: +6.52017 Q3 · Overall: +9.42017 Q4 · Overall: +9.02018 Q1 · Overall: +7.02018 Q2 · Overall: +7.82018 Q3 · Overall: +9.62018 Q4 · Overall: +11.82019 Q1 · Overall: +7.82019 Q2 · Overall: +9.82019 Q3 · Overall: +10.02019 Q4 · Overall: +10.32020 Q1 · Overall: +1.62020 Q2 · Overall: +3.62020 Q3 · Overall: +13.42020 Q4 · Overall: +8.72021 Q1 · Overall: +13.52021 Q2 · Overall: +11.92021 Q3 · Overall: +13.52021 Q4 · Overall: +14.22022 Q1 · Overall: +15.92022 Q2 · Overall: +18.12022 Q3 · Overall: +11.12022 Q4 · Overall: +15.52023 Q1 · Overall: +12.32023 Q2 · Overall: +10.02023 Q3 · Overall: +16.12023 Q4 · Overall: +14.42024 Q1 · Overall: +0.52024 Q2 · Overall: +15.82024 Q3 · Overall: +11.62024 Q4 · Overall: +13.62025 Q1 · Overall: +20.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-44-22+0+22+442009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42009 Q1 · CEO: +17.12009 Q2 · CEO: +11.52009 Q3 · CEO: +19.82009 Q4 · CEO: +38.02010 Q1 · CEO: +35.92010 Q2 · CEO: +26.42010 Q3 · CEO: +20.12010 Q4 · CEO: +22.02011 Q1 · CEO: +8.32011 Q2 · CEO: +10.82011 Q3 · CEO: +4.02011 Q4 · CEO: +3.42012 Q1 · CEO: +19.12012 Q2 · CEO: +8.32012 Q3 · CEO: +1.72012 Q4 · CEO: +20.42013 Q1 · CEO: +18.52013 Q2 · CEO: +13.22013 Q3 · CEO: +21.02013 Q4 · CEO: +10.92014 Q1 · CEO: +17.02014 Q2 · CEO: +18.42014 Q3 · CEO: +11.12014 Q4 · CEO: +18.62015 Q1 · CEO: +14.52015 Q2 · CEO: +7.02016 Q3 · CEO: +9.12016 Q4 · CEO: +21.32017 Q1 · CEO: +17.32017 Q2 · CEO: +20.22017 Q3 · CEO: +15.02017 Q4 · CEO: +14.72018 Q1 · CEO: +6.12018 Q2 · CEO: +10.02018 Q3 · CEO: +12.72018 Q4 · CEO: +21.12019 Q1 · CEO: +13.52019 Q2 · CEO: +13.92019 Q3 · CEO: +15.02019 Q4 · CEO: +14.72020 Q1 · CEO: +2.22020 Q2 · CEO: +4.62020 Q3 · CEO: +23.12020 Q4 · CEO: +10.12021 Q1 · CEO: +13.82021 Q2 · CEO: +11.22021 Q3 · CEO: +15.82021 Q4 · CEO: +15.12022 Q1 · CEO: +15.82022 Q2 · CEO: +21.02022 Q3 · CEO: +21.22022 Q4 · CEO: +30.82023 Q1 · CEO: +13.92023 Q2 · CEO: +18.42023 Q3 · CEO: +17.12023 Q4 · CEO: +17.12024 Q1 · CEO: +15.22024 Q2 · CEO: +20.62024 Q3 · CEO: +16.62024 Q4 · CEO: +17.42025 Q1 · CEO: +21.92009 Q1 · CFO: +20.52009 Q2 · CFO: +22.52009 Q3 · CFO: +20.22009 Q4 · CFO: +27.52010 Q1 · CFO: +23.62010 Q2 · CFO: +37.72010 Q3 · CFO: +22.92010 Q4 · CFO: +28.82011 Q1 · CFO: +23.92011 Q2 · CFO: +13.02011 Q3 · CFO: +15.62011 Q4 · CFO: +14.92012 Q1 · CFO: +18.52012 Q2 · CFO: +12.12012 Q3 · CFO: +9.72012 Q4 · CFO: +13.32013 Q1 · CFO: +17.62013 Q2 · CFO: +14.32013 Q3 · CFO: +16.02013 Q4 · CFO: +11.52014 Q1 · CFO: +11.52014 Q2 · CFO: +9.32014 Q3 · CFO: +8.72014 Q4 · CFO: +9.02015 Q2 · CFO: +3.42016 Q3 · CFO: +2.32016 Q4 · CFO: +8.32017 Q1 · CFO: +9.12017 Q2 · CFO: +0.82017 Q3 · CFO: +12.42017 Q4 · CFO: +7.52018 Q1 · CFO: +12.32018 Q2 · CFO: +12.82018 Q3 · CFO: +10.62018 Q4 · CFO: +8.62019 Q1 · CFO: +4.92019 Q2 · CFO: +11.12019 Q3 · CFO: +5.32019 Q4 · CFO: +9.12020 Q1 · CFO: +3.52020 Q2 · CFO: +5.72020 Q3 · CFO: +10.22020 Q4 · CFO: +13.72021 Q1 · CFO: +19.02021 Q2 · CFO: +21.62021 Q3 · CFO: +20.52021 Q4 · CFO: +19.62022 Q1 · CFO: +21.92022 Q2 · CFO: +20.32022 Q3 · CFO: +9.92022 Q4 · CFO: +9.52023 Q1 · CFO: +15.22023 Q2 · CFO: +7.42023 Q3 · CFO: +20.72023 Q4 · CFO: +17.62024 Q1 · CFO: +1.62024 Q2 · CFO: +20.72024 Q3 · CFO: +14.72024 Q4 · CFO: +16.02025 Q1 · CFO: +24.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-50-25+0+25+502009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42009 Q1 · Prepared remarks: +17.52009 Q2 · Prepared remarks: +21.72009 Q3 · Prepared remarks: +24.22009 Q4 · Prepared remarks: +34.52010 Q1 · Prepared remarks: +29.92010 Q2 · Prepared remarks: +34.22010 Q3 · Prepared remarks: +25.62010 Q4 · Prepared remarks: +24.92011 Q1 · Prepared remarks: +19.22011 Q2 · Prepared remarks: +12.72011 Q3 · Prepared remarks: +10.82011 Q4 · Prepared remarks: +10.92012 Q1 · Prepared remarks: +21.72012 Q2 · Prepared remarks: +15.42012 Q3 · Prepared remarks: +6.82012 Q4 · Prepared remarks: +17.12013 Q1 · Prepared remarks: +18.72013 Q2 · Prepared remarks: +14.12013 Q3 · Prepared remarks: +17.22013 Q4 · Prepared remarks: +12.92014 Q1 · Prepared remarks: +16.52014 Q2 · Prepared remarks: +16.22014 Q3 · Prepared remarks: +16.32014 Q4 · Prepared remarks: +17.42015 Q1 · Prepared remarks: +14.92015 Q2 · Prepared remarks: +7.82015 Q3 · Prepared remarks: +2.32015 Q4 · Prepared remarks: +7.42016 Q1 · Prepared remarks: +7.22016 Q2 · Prepared remarks: +5.92016 Q3 · Prepared remarks: +9.12016 Q4 · Prepared remarks: +19.02017 Q1 · Prepared remarks: +14.92017 Q2 · Prepared remarks: +13.52017 Q3 · Prepared remarks: +17.02017 Q4 · Prepared remarks: +13.02018 Q1 · Prepared remarks: +16.42018 Q2 · Prepared remarks: +13.12018 Q3 · Prepared remarks: +15.32018 Q4 · Prepared remarks: +19.62019 Q1 · Prepared remarks: +10.82019 Q2 · Prepared remarks: +17.92019 Q3 · Prepared remarks: +20.22019 Q4 · Prepared remarks: +19.72020 Q1 · Prepared remarks: +1.62020 Q2 · Prepared remarks: +7.12020 Q3 · Prepared remarks: +18.52020 Q4 · Prepared remarks: +15.92021 Q1 · Prepared remarks: +22.42021 Q2 · Prepared remarks: +15.22021 Q3 · Prepared remarks: +25.12021 Q4 · Prepared remarks: +21.02022 Q1 · Prepared remarks: +19.52022 Q2 · Prepared remarks: +25.02022 Q3 · Prepared remarks: +19.82022 Q4 · Prepared remarks: +21.02023 Q1 · Prepared remarks: +22.62023 Q2 · Prepared remarks: +22.62023 Q3 · Prepared remarks: +22.32023 Q4 · Prepared remarks: +24.02024 Q1 · Prepared remarks: +43.92024 Q2 · Prepared remarks: +25.62024 Q3 · Prepared remarks: +17.62024 Q4 · Prepared remarks: +25.02025 Q1 · Prepared remarks: +29.12009 Q1 · Q&A responses: +19.12009 Q2 · Q&A responses: +10.02009 Q3 · Q&A responses: +9.82009 Q4 · Q&A responses: +23.22010 Q1 · Q&A responses: +20.52010 Q2 · Q&A responses: +22.82010 Q3 · Q&A responses: +10.02010 Q4 · Q&A responses: +22.82011 Q1 · Q&A responses: +7.72011 Q2 · Q&A responses: +8.02011 Q3 · Q&A responses: +5.22011 Q4 · Q&A responses: -6.32012 Q1 · Q&A responses: +11.82012 Q2 · Q&A responses: -1.62012 Q3 · Q&A responses: +1.32012 Q4 · Q&A responses: +11.02013 Q1 · Q&A responses: +12.42013 Q2 · Q&A responses: +7.52013 Q3 · Q&A responses: +14.52013 Q4 · Q&A responses: +4.32014 Q1 · Q&A responses: +11.12014 Q2 · Q&A responses: +10.92014 Q3 · Q&A responses: +3.32014 Q4 · Q&A responses: +9.22015 Q1 · Q&A responses: +6.42015 Q2 · Q&A responses: +3.32015 Q3 · Q&A responses: +2.52015 Q4 · Q&A responses: +6.32016 Q1 · Q&A responses: +1.62016 Q2 · Q&A responses: -4.12016 Q3 · Q&A responses: +4.02016 Q4 · Q&A responses: +9.12017 Q1 · Q&A responses: +8.12017 Q2 · Q&A responses: -1.22017 Q3 · Q&A responses: +9.52017 Q4 · Q&A responses: +8.52018 Q1 · Q&A responses: +3.32018 Q2 · Q&A responses: +8.62018 Q3 · Q&A responses: +8.22018 Q4 · Q&A responses: +8.22019 Q1 · Q&A responses: +9.02019 Q2 · Q&A responses: +7.72019 Q3 · Q&A responses: +5.22019 Q4 · Q&A responses: +5.52020 Q1 · Q&A responses: +8.02020 Q2 · Q&A responses: +2.12020 Q3 · Q&A responses: +12.52020 Q4 · Q&A responses: +4.82021 Q1 · Q&A responses: +8.32021 Q2 · Q&A responses: +15.42021 Q3 · Q&A responses: +8.32021 Q4 · Q&A responses: +12.92022 Q1 · Q&A responses: +18.32022 Q2 · Q&A responses: +14.72022 Q3 · Q&A responses: +8.82022 Q4 · Q&A responses: +5.62023 Q1 · Q&A responses: +9.32023 Q2 · Q&A responses: +4.12023 Q3 · Q&A responses: +13.92023 Q4 · Q&A responses: +10.32024 Q1 · Q&A responses: -1.82024 Q2 · Q&A responses: +14.52024 Q3 · Q&A responses: +13.22024 Q4 · Q&A responses: +5.22025 Q1 · Q&A responses: +13.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.92$1.54$2.172009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42014 Q1: $1.042014 Q2: $1.052014 Q3: $1.342014 Q4: $1.342015 Q1: $1.252015 Q2: $1.282015 Q3: $1.332015 Q4: $1.352016 Q1: $1.312016 Q2: $1.332016 Q3: $1.252016 Q4: $1.272017 Q1: $1.262017 Q2: $1.282017 Q3: $1.342017 Q4: $1.332018 Q1: $1.162018 Q2: $1.122018 Q3: $1.202018 Q4: $1.192019 Q1: $1.132019 Q2: $1.102019 Q3: $1.122019 Q4: $1.222020 Q1: $1.222020 Q2: $1.012020 Q3: $1.212020 Q4: $1.382021 Q1: $1.292021 Q2: $1.482021 Q3: $1.602021 Q4: $1.652022 Q1: $1.722022 Q2: $1.722022 Q3: $1.892022 Q4: $1.882023 Q1: $1.672023 Q2: $1.882023 Q3: $1.892023 Q4: $1.842024 Q1: $2.002024 Q2: $2.002024 Q3: $2.08

Forward P/E

17.5238.1858.842009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42014 Q1: 25.162014 Q2: 27.202014 Q3: 24.542014 Q4: 28.812015 Q1: 30.862015 Q2: 24.932015 Q3: 21.952015 Q4: 20.372016 Q1: 23.982016 Q2: 28.882016 Q3: 28.502016 Q4: 25.372017 Q1: 27.372017 Q2: 26.612017 Q3: 29.522017 Q4: 28.832018 Q1: 28.372018 Q2: 30.932018 Q3: 28.832018 Q4: 27.962019 Q1: 31.142019 Q2: 29.472019 Q3: 28.772019 Q4: 26.072020 Q1: 21.272020 Q2: 27.572020 Q3: 24.182020 Q4: 21.052021 Q1: 27.952021 Q2: 30.752021 Q3: 28.082021 Q4: 30.022022 Q1: 28.642022 Q2: 27.892022 Q3: 28.802022 Q4: 29.232023 Q1: 31.132023 Q2: 30.172023 Q3: 33.372023 Q4: 36.872024 Q1: 39.952024 Q2: 44.462024 Q3: 55.99

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -3.8 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -5.2 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -3.1 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -2.2 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↑ +3.6 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -4.7 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +2.0 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -4.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↑ +4.8 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↓ -7.0 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -2.3 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -13.9 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -4.1 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+20.5——View →
2024 Q42025-02-13+13.6——View →
2024 Q32024-11-06+11.6$2.0856.0View →
2024 Q22024-08-01+15.8$2.0044.5View →
2024 Q12024-05-02+0.5$2.0040.0View →
2023 Q42024-02-22+14.4$1.8436.9View →
2023 Q32023-11-02+16.1$1.8933.4View →
2023 Q22023-08-03+10.0$1.8830.2View →