Strategic Advisory & Market Intelligence | ITAD. ESG. AI.
ITAD Market Pulse
Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
On October 22, 2024, Sage Sustainable Electronics (Sage) issued a press release via Businesswire to announce its acquisition of an electronics repair firm called Relectro. This acquisition is somewhat unique in Sage’s context because Relectro does not operate in Sage’s traditional ITAD space. It offers board-level and post-warranty repair for devices like laptops, tablets, and mobile handsets, which means that it operates in a stage that precedes Sage’s typical involvement. As such, we perceive this acquisition as a pathway for Sage to expand upstream in the ITAM sector.
Research: ITAD & E-Recycling Industries End 2024 on Solid Note, Brace for Stronger 2025
This report provides an in-depth analysis of the ITAD market’s performance over the past two years, the key factors driving growth, and potential challenges. It also explores the strategic responses of industry leaders, including operational improvements and evolving service offerings, and assesses the outlook for 2025.
Companies & the Competitive Landscape:
Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
On October 22, 2024, Sage Sustainable Electronics (Sage) issued a press release via Businesswire to announce its acquisition of an electronics repair firm called Relectro. This acquisition is somewhat unique in Sage’s context because Relectro does not operate in Sage’s traditional ITAD space. It offers board-level and post-warranty repair for devices like laptops, tablets, and mobile handsets, which means that it operates in a stage that precedes Sage’s typical involvement. As such, we perceive this acquisition as a pathway for Sage to expand upstream in the ITAM sector.
Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year
I was excited to learn that Ingram Micro (IM) filled for an IPO on the last day of September. Becoming a public company would give us better visibility on how the company is performing, even if its ITAD unit is small in comparison to its core business. The IPO filing by Platinum Equity would pave the way for the return of Ingram Micro to the public market after it left it in 2016. In 2021, Platinum Equity acquired it from previous owner, HNA Group, for $7.4 billion.
M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?
The recent news stories of Iron Mountain acquiring the Irish firm Wisetek have created a head-scratching moment. As I spoke to a number of executives in the ITAD space, the general reaction has been: Are we seeing another Arrow in the making? However, it would be naïve to believe that the purchase of three ITAD-related entities could in itself spell doom. Iron Mountain certainly has its work cut out in terms of integration, optimization and messaging, but there are plenty of opportunities ahead to properly leverage its three ITAD units.
Deep Dive into the ITAD and Recycling Certification Landscape, with Rike Sandlin
Research: ITAD & E-Recycling Industries End 2024 on Solid Note, Brace for Stronger 2025
This report provides an in-depth analysis of the ITAD market’s performance over the past two years, the key factors driving growth, and potential challenges. It also explores the strategic responses of industry leaders, including operational improvements and evolving service offerings, and assesses the outlook for 2025.
The AI PC Market: Slow U.S. Adoption and Dell’s Focus on AI Servers Signal a Long Road Ahead
How many times did Dell mention “AI PC” in its latest earnings conference on 29 August 2024? Not once. That was down from four mentions three months earlier. Combined with Intel’s dismal quarter, this means the AI PC is not here yet. There may be great traction for...
The Component Market Is Still Weak & Mid-Term Outlook Could Worsen Before Getting Better
In our initial read of the ITAD sector’s performance in the second quarter of 2024, we first assumed Iron Mountain’s positive quarterly results may have reflected what was happening in the market, in particular in the component sector. Well, that’s not really the...
How We Can Help You
1. We help you become a thought leader
. With the Advanced ITAD Marketing
2. We supply top-notch data on US organizations (end-users) and competition
. With Go-to-Market Navigator and Reputation Ratings
3. We keep you informed
. With the ITAD Sector Pulse and the annual Executive Retreat
4. We engage with prospective clients on your behalf with:
. With the ITAD Academy
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.
M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?
The recent news stories of Iron Mountain acquiring the Irish firm Wisetek have created a head-scratching moment. As I spoke to a number of executives in the ITAD space, the general reaction has been: Are we seeing another Arrow in the making? However, it would be naïve to believe that the purchase of three ITAD-related entities could in itself spell doom. Iron Mountain certainly has its work cut out in terms of integration, optimization and messaging, but there are plenty of opportunities ahead to properly leverage its three ITAD units.
The AI PC Market: Slow U.S. Adoption and Dell’s Focus on AI Servers Signal a Long Road Ahead
How many times did Dell mention “AI PC” in its latest earnings conference on 29 August 2024? Not once. That was down from four mentions three months earlier. Combined with Intel’s dismal quarter, this means the AI PC is not here yet. There may be great traction for Lenovo and Asus in the Asian markets, but in the US, we’ll have to wait for...
Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs
I am impressed with Lenovo’s latest earnings results as it seems to be leading the charge in the AI PC sector, showcasing strong performance. Dell and HP are expected to release their earnings results at the end of the month and we should see whether the Lenovo story is a broad-based market trend or unique to the Chinese company. Lenovo’s latest earnings report highlights strong growth, characterized by a 20% increase in sales, with net income up even more.
The Component Market Is Still Weak & Mid-Term Outlook Could Worsen Before Getting Better
In our initial read of the ITAD sector’s performance in the second quarter of 2024, we first assumed Iron Mountain’s positive quarterly results may have reflected what was happening in the market, in particular in the component sector. Well, that’s not really the case. Instead, other major players in the component space depicted a rather...
Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling
In this analysis, we look at two companies that have a major impact on the ITAD sector and its future. The technology that Intel and AMD creates will affect the ITAD sector in numerous ways, including what kind of products will be available for the secondary market and how quickly a refresh cycle takes place. Although Intel has traditionally been the giant in the semiconductor sector, AMD has outperformed it this quarter.
Navigating New Climate Regulations: Impact on ITAD and Strategic Recommendations
With the rapidly deteriorating environment and climate, pressure is mounting on global corporations and even small businesses to address their own environmental posture. Several regulations, passed or are under consideration, aim at forcing companies to be both transparent and make changes in the way they manage their business to lower climate risk.
More Analyses
The ITAD Sector Pulse with premium content is available here.
PREMIUM SERVICES
Unique content that clients can use to transform themselves as thought leader. We help customers improve their image, attract attention and win new customers.
This is where professionals involved in ITAD in enterprises come to learn about best practice.
We assess the reputation of ITAD vendors from the perspective of their clients and employees.
Plan Your Go-to-Market, Sales, Marketing and PR Strategies with Unmatched Data & Expertise. Understand your Prospective Clients. All data driven.
Analyst views and opinions on the mega trends and factors affecting the ITAD sector, from ESG to AI and from plant technology to economics.
We welcome all ITAD vendors to join our twice a year survey, a joint initiative between Compliance Standards and E-Scrap News. Joining is free and results are available only for survey respondents.