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.
Understanding Market Conditions:
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The ITAD
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Syndicated Research & The ITAD Marketing Leadership Tracker
This series is where analysts share their latest understanding of market conditions affecting the ITAD sector. Analyses are published at minimum twice per month, with the likelihood of more as the sector gets more active, to help industry executives stay abreast of issues affecting their business. A quarterly Zoom conference call is also held for subscribing clients. Topics include industry developments, economic trends, general IT sector developments and much more.
Analysts will also share proprietary data when it is appropriate within a publish document. Data comes from CS’ primary research, and/or from open source secondary research.
The Latest Analysis:
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.
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’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...
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.
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...
More Analyses
- The Climate Disclosure Laws that will Impact the ITAD, E-Waste and Recycling Sectors
- Despite AI, PC Market to Remain Dormant This Year. Implications on ITAD Sector
- Deep Dive Into the Education Sector’s ITAD
- New AI Features to Create More Data Security Risks, to Boost Onsite Data Erasure Services
- Strategic Foresight: The Future ITAD Factory is Already Here
- April Traffic to ITAD vendors’ online platforms up 16%
- Market Snapshot: Private Equity Firms Fueling ITAD’s Data Security Sector
- Regulators in Europe and US Push Against Greenwashing ESG and Sustainability in Investment Funds
- A Look at the ITAD Industry’s Evolving ESG Reporting Tools
- Dissecting Iron Mountain’s 1Q Financial Results: Is the ITAD Sector in Full Recovery Mode?
- The Politicization of ESG: How Various Business, Social & Political Groups have Divergent Views on ESG
- Prelim data shows March marketing activity in ITAD down 0.27%, as most leading vendors experience reduced visits to their sites
- ITAD Vendors Ratings Tables
- ITAD Vendor Reputation Rating Update & Assessing the Industry’s Readiness for ESG
- Questioning Lenovo’s ‘Sustainability-as-a-Service’ Offering
- February ITAD M&A and Transactions Update
- ITAD Marketing Efforts Drop in February 2024, Change in Top Leadership
- Microsoft’s new commercial laptops: Small push on the AI front, better sustainability and ITAD profiles
- ITAD’s Online Marketing Increases in January 2024, according to the ITAD Marketing Leadership Tracker
- ITAD Enterprise Trends: Discussion with Cascade’s Neil Peters-Michaud
- ITAD M&A and Business Transactions: January 2024 Update
- As predicted, the PC market ends 2023 with dismal results, and the writing was on the wall
- ITAD Sector’s 2024 Predictions
- Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that
- The shape of the hardware and device markets in 2024 and beyond with analyst Bob O’Donnell
- Recycling: 17% of US organizations dispose of their IT equipment as waste
- Active M&A period underway, yet assessing outlook remains unsettled
- Iron Mountain’s acquisition of Regency makes sense: it is getting a small but good reputation firm
- First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector
- A heated 2024: Intel on overdrive to get its ISV partners to join its AI PC program
- Microsoft’s message: “buckle up, 2024 is coming”
- The ITAD Sector’s Performance: Glass is Half-Full and Half-Empty
- Tech: Qualcomm’s huge ambitions in the PC market
- The AI Opportunity: How ITAD companies can leverage the AI Chips sector even before products are built
- Preliminary data shows improved ITAD industry sentiments in 3Q23, but market fundamentals remain weak
- The Analyst Corner: Tough Times for Marketers
- Market sizing: The challenges of estimating the US ITAD market
- California SB 253 and SB 261 are good news for ITAD vendors
- ITADs and the Labor Market
Despite AI, PC Market to Remain Dormant This Year. Implications on ITAD Sector
The PC market this year is unlikely to recover from its weak performance of the past two years, as industry analysts initially predicted. What are the implications for the second for for the ITAD/recycling industries?
Deep Dive Into the Education Sector’s ITAD
What would you guess is the number K-thru-12 students in the United States? The number is well over 50 million kids attending public, private, and charter schools across the country this year. In this discussion, Garry VonMyhr of Tech Defenders and David Daoud discuss the state of IT asset disposition and IT equipment decommissioning in the K-through-12 education sector.
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