Tracking Market Conditions

Research: ITAD & E-Recycling Industries End 2024 on Solid Note, Brace for Stronger 2025

As the IT Asset Disposition (ITAD) and electronics recycling sectors in the United States are expected to end this year with solid growth, following a challenging 2023. As optimism among industry leaders grew towards the end of 2023, setting the stage for a stronger 2024, next year (2025) looks even more promising. This year, the […] Continue reading below.
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As the IT Asset Disposition (ITAD) and electronics recycling sectors in the United States are expected to end this year with solid growth, following a challenging 2023. As optimism among industry leaders grew towards the end of 2023, setting the stage for a stronger 2024, next year (2025) looks even more promising.

This year, the industry has performed well, rebounding from 2023, with demand driven by increased data center decommissioning, corporate IT refresh cycles, and a steady stream of devices from remote work models. Market conditions improved, amid stronger resale values for servers and steady demand for decommissioning services. Despite some continued challenges—such as long sales cycles and limited visibility into future demand—most executives remain positive about 2025, expecting significant growth driven by technological shifts like AI, ongoing Windows 11 rollout, and heightened focus on ESG compliance.

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. Continue reading below.

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Analyst/Author: David Daoud | 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 508-981-6937 or at ddaoud@compliance-standards.com
ITAD Sector’s 2024 Predictions

ITAD Sector’s 2024 Predictions

On the 20th of December 2023 Jared Paben of E-Scrap News and David Daoud of Compliance Standards LLC held a prediction session on what's ahead for the IT asset disposition section, also known as #ITAD. We looked at factors that could influence the performance of the...

Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that

Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that

Intel had its big event in New York City on the 13th of December and both the media and industry analysts have been busy interpreting what it means for the technology sector. Intel is betting on AI to recover leadership in 2024 and said PC OEMs have been building PCs and Best Buy agreed to sell them. This brief looks at what we are seeing on the ground and how this could help the ITAD industry.

Active M&A period underway, yet assessing outlook remains unsettled

The fourth quarter of 2023 has been an active period for the ITAD and recycling industries on the merger and acquisition (M&A) front. Research from Compliance Standards LLC and E-Scrap News shows that between 9% and 11% of US ITAD companies are considering engaging in M&A activities at any given time, and this current quarter confirms that there is a strong appetite for non-organic growth.

First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector

First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector

Arrow Electronics may be a good indicator of what’s going on in the electronic components and computer products businesses. Today the company reported both good news and bad news. The good news is that beat estimates, reporting $4.14 per share while analysts on average had expected the company to earn $3.51 per share.  The bad news is the real stuff on the ground.

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