IntelliTAD 

A Compliance Standard’s Newsletter for Busy Executives

Issue 5: Market Signals, OEM Control, and the Coming Hardware Wave

The first week of September brought little movement in the IT asset disposition and electronics recycling sector. There were no new mergers, expansions, or major policy announcements. To make this week’s edition useful, we are drawing from six of our latest research papers. Each one examines a theme that will shape the industry over the next several quarters, from  ITAD vendor Close the Loop’s downturn illustrating the limits of chasing volume without quality to late-summer economic signals pointing to weaker sentiment even as hardware demand remains resilient. We look at Hewlett Packard Enterprise’s growth highlighting how OEMs are tightening control over disposition channels, and the Windows 10 licensing cutoff showing how software deadlines can swiftly change resale dynamics. We also analyze how a temporary surge in PC activity, fueled by operating system transitions, AI-capable devices, and data-center upgrades, is creating a concentrated window of elevated volumes.

This analysis is reserved for clients subscribing to the Pulse Service.

Already a subscriber? Please log in here.

Not a Pulse subscriber? Click here to subscribe
Book a 90-minute Premium Analyst Presentation on this Topic

 

This Week

Video Thumbnail

Latest Research

Client Access [login here]    |    Become a Client

Report: Abnormal Surge in PC Activity and What It Means for ITADs

Executive Summary For this report, titled: Abnormal And Temporary Surge in PC Activity: What It Means for ITADs, Compliance Standards LLC reviewed the main segments of the PC industry at the end of August 2025: the large OEMs such as Dell, HP, Lenovo, Acer, and ASUS;...

HP Inc.’s 3Q2025 Earnings Results & Implications for EOL Sectors

HP’s third quarter 2025 earnings delivered a stable financial performance, with 3% revenue growth and strong free cash flow. Behind the numbers, HP revealed stronger-than-expected PC sales driven by education demand, enterprise refresh cycles, and accelerating...

ITAD Receives Strategic Investments from Two Private Equity Firms

In the fragmented IT Asset Disposition (ITAD) sector, two recent announcements highlight the sustained investor interest in the industry. The first is Achieve Capital announcing a strategic investment into Vantage Point ITAD, a move aimed at scaling a regional...

We offer a wide variety of services to help you grow and mitigate risk.

Off-The-Shelf Products and Services

These include our entry-level Analyst-On-Retainer Service  and Sector Pulse Subscriptions. These are our lowest cost offerings meant to bring excellent value to sector executives looking for support and validation. Follow these links to find out more.

CS Risk Advisory Services

We offer advisory and support services to all sorts of companies looking to establish and/or strengthen their regulatory compliance and assurance stance, internal audit & risk management and third-party & vendor risk management. Follow this link.

Custom Services

We help clients understand market conditions through surveys, primary and secondary research. We also assist clients in their Go-to-Market strategies.  Details are here.