Strategic Advisory & Market Intelligence | ITAD. ESG. AI.
ITAD Market Pulse
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.
Companies & the Competitive Landscape:
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.
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.
Deep Dive into the ITAD and Recycling Certification Landscape, with Rike Sandlin
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...
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.
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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.
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.
The Climate Disclosure Laws that will Impact the ITAD, E-Waste and Recycling Sectors
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.
May ITAD marketing efforts weaken. ERI recovers first spot, closely followed by Apto Solutions
Pure play ITAD vendors in the United States struggled to keep their marketing momentum in May. Compliance Standards’ ITAD Marketing Leadership Tracker reports a 9.5% decrease in traffic among 29 top ITAD vendors. The data does not include OEMs, big technology distributors, and companies that have not delineated their ITAD operation from their...
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