Welcome to Compliance Standards LLC
Client Portal
Become a Client

IntelliTAD 

A Compliance Standard’s Newsletter for Busy Executives

Issue 6: Chips, Capital, and Consumer Devices: What They Mean for ITAD

The past week has delivered three developments that matter for the ITAD and electronics recycling sectors. Semiconductor earnings confirmed the widening gap between AI-fueled hyperscalers and the steadier, but more accessible, enterprise data center segment. Private equity entered the sector with Tailwind Capital’s majority investment in DMD Systems Recovery, signaling growing outside interest but also raising questions about alignment with ITAD’s compliance-heavy reality. And Apple unveiled the iPhone 17 Pro and Pro Max, devices that push sustainability and security forward while tightening Apple’s grip on end-of-life recovery.

Taken together, these events highlight where ITAD executives should focus on. Many things come to mind, including chasing new opportunities in advanced hardware, adjusting to investor pressure, and handling devices that are simultaneously more recyclable, more secure, and harder to repair. Details below.

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

Already a subscriber? Log in here.

Subscribe to Pulse
Book a 90-Minute Analyst Presentation

This Week

Video Thumbnail

Latest Research

Client Access [login here]    |    Become a Client

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.

Client Login
Become a Client
Subscribe to the Pulse' IntelliTAD Newsletter

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.