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.

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Technology: How AI’s Breakneck Pace Is Outrunning Enterprise Strategy and Your IT Refresh Cycle

It took 12 days for Anthropic to release two major AI models back to back. And with each release, the capability bar moves up, software value gets questioned, and the hardware underneath it all turns over faster than your refresh cycle was ever designed to handle.  This episode is a straight-talk breakdown of what that pace means for enterprise IT strategy, ITAM programs, and ITAD operations. This is not AI hype, but an honest analysis on the very real decisions landing on your desk right now as a result of it.

SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine

In this episode, David Daoud of Compliance Standards LLC examines how Sims Limited and Iron Mountain are repositioning IT asset disposition from an operational afterthought to a primary growth engine inside publicly traded platforms. Both companies recently reported approximately 70% year-over-year growth in their ITAD divisions. More importantly, they elevated Asset Lifecycle Management and Sims Lifecycle Services in their earnings narratives, capital allocation priorities, and forward guidance.

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