Dell’s Q3 FY2026 earnings call offers a very clear, financially grounded story for end‑of‑life IT asset management providers and remarketing companies, but it is also a highly curated narrative focused on AI‑led growth and margin resilience. Dell positions itself as...
HP’s Q4 FY2025 earnings call presents a more mixed but still constructive picture for end‑of‑life IT asset management providers and remarketing companies. Personal Systems is growing and skewing toward higher‑value, AI‑capable devices, while Print remains structurally...
Recent findings from BAN and an EPA settlement with Apple reveal parallel weaknesses in downstream e-waste controls and upstream hazardous waste management. The analysis shows that compliance gaps are emerging across multiple points of the electronics lifecycle, indicating the need for stronger governance and verifiable operational systems.
The third-quarter earnings reports from hardware, cloud, and lifecycle companies confirm that the decommissioning industry (decom) is expanding from hardware collection and recovery to the platforming of value creation through integration, compliance, and automation....
Iron Mountain’s third quarter results highlight how the ITAD sector is evolving into a full infrastructure and lifecycle services ecosystem. The company’s shift toward data centers, digital workflow, and asset lifecycle management reflects a broader move by enterprise clients toward integrated, compliance-driven lifecycle control rather than transactional recycling.
The SK tes opportunity now extends well beyond traditional IT asset disposition. With SK Group’s new partnership to build a national-scale AI factory alongside NVIDIA, SK tes is strategically positioned to gain direct exposure to hyperscale data center decommissioning...
Connection’s Q3 results highlight an industry where modernization is guiding technology lifecycle and hardware flows. The company’s shift from hardware sales toward cloud, cybersecurity, and services signals fresh opportunities and new operational priorities for ITAD...
Ingram Micro’s latest quarterly results reveal a rapid acceleration beyond traditional IT distribution and into the full spectrum of lifecycle orchestration and digital platform services. They confirm to a certain extent what I have been saying all along: companies...
The September quarter results from Apple and Amazon together form one of the most revealing snapshots of where the broader technology and circular-economy landscape is heading. Both companies reported strong revenue growth and clear momentum in AI-driven...
Nvidia has taken a prominent position in Redwood Materials’ recently announced $350 million Series E funding round, joining investors such as Eclipse Ventures and Capricorn Technology. Redwood, led by ex-Tesla CTO JB Straubel, is recognized for its U.S.-based battery...
The approaching end of Microsoft’s Windows 10 era will set in motion one of the most synchronized technology transitions the IT asset disposition (ITAD) and recycling sectors have ever witnessed. Between late 2026 and 2028, roughly 320 to 350 million laptops and...
California is setting a powerful precedent in climate regulation with its expansive new climate disclosure laws, now affecting more than 4,000 companies across the country—including many of America’s largest corporations. The California Air Resources Board (CARB)’s...
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