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ITAD Market Pulse

Intro: ITAD Industry Performance Update and Outlook

Jul 5, 2023

Number of readers who accessed this analysis : 980
Let me thank those of you who took our first ITAD Industry Performance Review and Outlook. This survey closed and we have conducted a Zoom presentation on June 29, 2023. For those who took the survey, you must have received links to access a written analysis, PowerPoint slides and a replay of the Zoom video presentation. If you have not received the links, please check your spambox or send me an email Continue reading below.
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Hello Colleagues,

A warm welcome to you and wishing you a smooth summer 2023.

Firstly on behalf of Compliance Standards and E-Scrap News, let me thank those of you who took our first ITAD Industry Performance Review and Outlook. This survey closed and we have conducted a Zoom presentation on June 29, 2023. For those who took the survey, you must have received links to access a written analysis, PowerPoint slides and a replay of the Zoom video presentation. If you have not received the links, please check your spambox or send me an email at: DDaoud@Compliance-Standards.com and I will make sure you will get the details.

For those who did not take the survey, I will summarize the findings in one single sentence: the first half of the year was an extraordinarily difficult period for the ITAD sector, but looking ahead, there is plenty of optimism not only among your peers, but we also share the same optimism, albeit we must remain cautious.

In the coming weeks, we plan to release the survey instrument for the second installment, and we sincerely hope we will have the opportunity to welcome those of you who have not participated last month for a broader participation. To be reminded of taking the next survey, please add your email address below.

Thank you for your attention and let’s connect soon.

David Daoud
Compliance Standards LLC.



 

Book Analyst

Analyst/Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com

Premium Content from ITAD Market Pulse:

Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles

Intel’s second quarter added a concrete data point to what has otherwise been a quarter of announcements: the company is raising 2026 capital spending to more than $20 billion, roughly $3 billion above its prior plan, and told investors that 2027 spending will go significantly higher still. This capital plan carries more weight for the end-of-life sector than the earnings beat. It points to the size of the fleet now entering production.

Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog

Alphabet’s Q2 2026 earnings call put a number on the AI buildout: $44.9 billion in quarterly capex, with guidance raised to $195–$205 billion for the year. For ITAD and recycling providers, the real story isn’t the revenue growth, it’s the asset volume that spending signals down the line.

Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market

Blancco is rebuilding its business around the ‘drive’, not the device, betting that surging AI infrastructure and component scarcity are pushing ITAD from “destruct-first” to “recover-first.” The company’s new strategy centers on data-bearing drives, data center decommissioning, and mobile, positioning certified erasure and diagnostics as the backbone of a market where assets move fluidly between enterprises, processors, and secondary channels.

IBM’s 2025 Breach Data Puts ITAD Providers Inside the Vendor-Risk Perimeter

The global average breach cost at $4.44 million, according to IBM. Healthcare leads all industries at $7.42 million, followed by financial services at $5.56 million, industrial at $5.00 million, energy at $4.83 million, and technology at $4.79 million. Supply-chain compromise, where ITAD sists, ranks as the second-costliest attack vector at $4.91 million per incident, trailing only malicious insider incidents at $4.92 million. Phishing averages $4.80 million and stolen credentials $4.67 million. For ITAD providers, the supply-chain figure is the number that matters. Enterprise procurement teams now treat disposition vendors as part of the same risk perimeter as any other third party with access to sensitive data. Governance maturity, documentation quality, and audit readiness are becoming primary evaluation criteria, alongside processing capacity and recovery rates. Providers serving healthcare and financial services face buyers with the highest breach-cost exposure and the strongest incentive to demand governance-mature partners.

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