This report examines the consolidation of the Managed Service Provider market between 2018 and 2025, draws direct parallels and contrasts with the emerging IT Asset Disposition sector, and presents three forward-looking scenarios for how ITAD consolidation may unfold over the next five to seven years.
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In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market developments: massive contract price hikes from major memory foundries, exceeding 100% in recent negotiations, and a surge in automated, large-scale hoarding of DDR5 inventory, which could significantly affect how components are tracked and resold. Collectively, these indicators point to a period of intensified supply chain distortion and heightened competition for memory components.
For the secondary hardware ecosystem, encompassing IT Asset Disposition (ITAD) operators, refurbishers, and component traders, this primary market squeeze could alter current business dynamics.
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
Out of everything we published this month, at least four forces stand out as they’ve taken new momentum. These are the things that will define the next 12 to 18 months for this industry. First, the e-waste export opportunity is closing very quickly. Second, AI spending is splitting your portfolio in two. Third, compliance now beats price. And fourth, EU regulations are becoming the global standard. These four forces are the foundation of key developments we are seeing in the sector, as articulated in this presentation.
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of hardware, with HP warning that surging DRAM and NAND costs, along with U.S. trade regulations, are pressuring margins and weighing on its full-year outlook.
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.
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.
The latest forecast pegs 2026 IT spending at $6.15 trillion and quietly rewires the economics of end‑of‑life hardware. This analysis breaks down how AI‑driven data center capex, a slowing PC refresh cycle, and rising memory costs will reshape server resale, intake...
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price signal into the secondary market. This briefing unpacks what that split means for buyback grids, sourcing strategy, and where the best margin will...
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue growth, 56% organic growth, and guidance projecting $850 million in 2026 ALM revenue. The company added 90 Fortune 1000 customers year-over-year and...
Return-to-office mandates represent a delayed but material disruption to enterprise IT asset lifecycles. The shift is driven by workforce policy rather than technology change and is unfolding unevenly across sectors. New data shows that RTO pressure coincides with...
Just as the end of Windows 10 support triggered an unusually high PC refresh cycle, Microsoft's decision to end legacy printer driver support in Windows 11 will force enterprises to retire functional hardware and create predictable volume surges for ITAD providers...
Technical debt has moved from a back‑office IT issue to a board‑level business problem, as legacy systems now drive customer churn, block AI programs, and consume a growing share of tech budgets. This report shows ITAD providers how to turn that pressure into revenue by positioning decommissioning as a modernization enabler rather than an end‑of‑life afterthought, mapping sector‑specific refresh waves in banking, telecom, retail, logistics, and more into concrete decommissioning pipelines. It also includes an executive snapshot quantifying the client upside (run‑rate savings, outage reduction, AI acceleration, ESG gains) and a detailed go‑to‑market guide that helps ITADs frame technical debt in business terms, win a seat at the refresh table, and productize offers like technical‑debt assessments, modernization‑linked playbooks, and AI‑readiness exit plans.
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Published research on the mega trends and factors affecting ITAD, sustainability and circular IT, from ESG, AI and IT decommissioning to plant technology and economics. To learn more and/or subscribe follow this link.
We provide comprehensive risk management and compliance solutions to safeguard your organization. Our expert services deliver assurance through formal reports like SOC 2, ISO 27001, and HIPAA readiness assessments. We also strengthen your internal controls with IT SOX audits and manage your third-party vendor risks, ensuring your operations are secure, compliant, and resilient from every angle. This service is best suited for vendors who must upgrade their ISMS practices and companies on the end-user side looking to incorporate ISMS in their vendor selection and procurement requirements. Learn more here.
We produce unique content that clients can leverage in their marketing campaigns. With unique data from CS, clients can transform themselves into thought leaders. We do the work behind the scenes, helping customers improve their image, attract attention and win new customers. CONTACT US TO INQUIRE.
There are two sections in this offerings. First is the consulting service to help you plan your go-to-market, sales, marketing and PR Strategies. We provide you with support to understand your prospective clients and competition. Then there is the execution with sessions to reach prospective clients. We leverage our relationships with media giants to reach an audience of IT services buyers and promote you with marketing and leads generations. CONTACT US TO INQUIRE.
In our competitive anlyses, we assess the reputation of ITAD vendors from the perspective of their clients and employees. This service is best suited for end-user companies doing due diligence on their current or potential vendors, investment stakeholders and even ITAD executives interested in a different perspective on competition. CONTACT US TO INQUIRE.
We conduct industry surveys to assess where the sector is headed. These surveys are typically multi-client sponsored. We welcome companies interested in sponsoring these surveys. We also conduct ITAD-specific surveys, engaging with ITAD leaders to gauge the health of the sector and outlook. Contact us to learn more. CONTACT US TO INQUIRE.