ITAD Market Pulse
Rethinking Data Security in the New Generation of Enterprise AI Devices
By David Daoud: We spent some time looking at the latest generation of computing devices and how the embedding of AI could drastically reshape the risk profile of corporate IT departments. The new systems that are about to replace the PCs, systems that we’ve known for...
How Tariffs Are Threatening PC Industry Recovery, But ITAD May Be Entering New Phase of Strategic Relevance
Tariffs are creating a new crisis that’s throwing the PC industry into disarray. While OEMs are halting shipments, we spoke to CIOs who are slashing budgets, and in our discussions with ITADs, the secondary market is also flooded with uncertainty. But setting aside the normal reaction we are seeing, in this chaos lies opportunity. With the right playbook, OEMs can stabilize operations, CIOs can shield their transformation agendas, and more than ever before, ITAD firms can absolutely emerge as strategic enablers in a reshaped hardware landscape.
Companies & the Competitive Landscape:
ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?
The ITAD industry is undergoing a seismic shift—bankruptcies, mergers, and market exits are reshaping the landscape. The days of ‘two men and a truck’ operations are over as larger, well-funded players consolidate power. Smome companies are doubling down on ITAD, while others are retreating. The question now is: Who will survive, and who will be left behind?
Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line
Summary: Ingram Micro’s latest 4Q2024 earnings call confirms the company’s focus on higher-margin businesses like cloud, digital solutions, and AI-powered automation. And while it continues to offer ITAD services, we are not likely to see an aggressive push in ITAD....
ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity
Hewlett Packard Enterprise (HPE) and HP Inc. face not only the same market challenges as their competitors but also persistent branding and identity issues stemming from their corporate split. Their fragmented approach to IT asset disposition (ITAD), with overlapping business units and multiple brand variations, has led to inefficiencies and customer confusion. This lack of clarity makes it difficult for enterprise clients to navigate HP’s ITAD offerings, weakening the company’s competitiveness. To address this, HP must unify its ITAD strategy and clarify its branding through a more cohesive marketing and go-to-market approach.
Market Drivers and Inhibitors:
Rethinking Data Security in the New Generation of Enterprise AI Devices
By David Daoud: We spent some time looking at the latest generation of computing devices and how the embedding of AI could drastically reshape the risk profile of corporate IT departments. The new systems that are about to replace the PCs, systems that we’ve known for...
Tariffs, Tech, and Turmoil: How the New Trade War Is Reshaping IT and ITAD
The effects of the new U.S. tariffs on imported technology have been felt immediately with the stock market negatively reacting to sweeping tariffs that many expect would result in a global downturn. Almost all media outlets and economists agree that the tariffs will...
How Tariffs Are Threatening PC Industry Recovery, But ITAD May Be Entering New Phase of Strategic Relevance
Tariffs are creating a new crisis that’s throwing the PC industry into disarray. While OEMs are halting shipments, we spoke to CIOs who are slashing budgets, and in our discussions with ITADs, the secondary market is also flooded with uncertainty. But setting aside the normal reaction we are seeing, in this chaos lies opportunity. With the right playbook, OEMs can stabilize operations, CIOs can shield their transformation agendas, and more than ever before, ITAD firms can absolutely emerge as strategic enablers in a reshaped hardware landscape.
Expertise & Analyst Corner:
Deep Dive into the ITAD and Recycling Certification Landscape, with Rike Sandlin
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End-User Research: Getting to Know your ITAD Vendor: SHI International
Client Services: Established in 1989, Somerset, NJ-based SHI International calls itself as “a personal technology concierge.” With gross sales of $14 billion in 2022 and with 6,000 employees, SHI sells IT hardware, software, and solutions to thousands of customers worldwide. While it offers IT asset disposition services, ITAD is a tiny portion of the company’s business, and is insignificant compared to its various core businesses.
AI PCs: 10 Things ITADs and Recyclers Should Expect Four Years from Now, Setting Aside Tariff Drama
Setting aside the unfolding tariff war drama and its impact on a large swaths of industries, including ITAD, a new generation of AI-capable laptops, desktops, workstations, and servers will hit the market this year, albeit at a slower pace than expected, promising to change what we know about computing devices. IT asset disposition (ITAD)...
Analysis: What the Latest Devices Tell Us About the Future of Enterprise IT and ITAD
Enterprise hardware is undergoing a major transformation. The latest systems released in March 2025 reveal that AI capabilities are now embedded by default, shifting performance to the edge with NPUs and AI-accelerated workflows. At Compliance Standards, we’re tracking this shift — from sustainability and energy use to lifecycle impacts — and it’s clear: the next generation of enterprise PCs isn’t just faster, it’s fundamentally different.
ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?
The ITAD industry is undergoing a seismic shift—bankruptcies, mergers, and market exits are reshaping the landscape. The days of ‘two men and a truck’ operations are over as larger, well-funded players consolidate power. Smome companies are doubling down on ITAD, while others are retreating. The question now is: Who will survive, and who will be left behind?
Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line
Summary: Ingram Micro’s latest 4Q2024 earnings call confirms the company’s focus on higher-margin businesses like cloud, digital solutions, and AI-powered automation. And while it continues to offer ITAD services, we are not likely to see an aggressive push in ITAD. Despite acquiring CloudBlue a few years ago, ITAD is no longer a major focus,...
ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity
Hewlett Packard Enterprise (HPE) and HP Inc. face not only the same market challenges as their competitors but also persistent branding and identity issues stemming from their corporate split. Their fragmented approach to IT asset disposition (ITAD), with overlapping business units and multiple brand variations, has led to inefficiencies and customer confusion. This lack of clarity makes it difficult for enterprise clients to navigate HP’s ITAD offerings, weakening the company’s competitiveness. To address this, HP must unify its ITAD strategy and clarify its branding through a more cohesive marketing and go-to-market approach.
First Take: Cascade Asset Management and Sage Sustainable Electronics Join in First Merger in US ITAD Sector
On January 31, 2025, Madison, WI-based Cascade Asset Management merged with Columbus, OH-based Sage Sustainable Electronics. A one-page online post by Cascade suggests that the companies will continue to operate as two independent entities for the time being. This is the first time that a merger has taken place in the industry, while the most recent transactions in the ITAD sector favored acquisitions.
More Analyses
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