TRACKED VENDOR ANALYSIS
. Performance and News Update .

Latest Releases

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?

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

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.

Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling

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.

SK tes continuing on its brand transition, HR challenges

SK tes is undergoing a transition with several notable challenges, particularly in its branding, which may cause external confusion. Frequent ownership changes, including its recent acquisition by SK ecoplant, have contributed to a high employee turnover rate of 35% in 2021, indicating dissatisfaction and instability among the workforce.

Ratings

ITAD Marketing Leadership Tracker

How are ITAD companies marketing their services? Who are the leaders?

 

10/2024 ITAD Executive Retreat

In October 2024, we will convene our first executive retreat in Miami

ITAD Go-to-Market Navigator

Need data to analyze your market and support your go-to-market? Reach out

 

Vendor Reputation Ratings

Looking to hire an ITAD company and you are not sure who? Take a look at what your peers are saying about their providers

ITAD Market Pulse

This is where analysts share their latest understanding of market conditions affecting the ITAD sector.

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