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TRACKED VENDOR ANALYSIS
. Performance and News Update .
Latest Releases
Peters-Michaud named CEO, Houghton chair of Sage Sustainable Electronics
Sage Sustainable Electronics, the Closed Loop Partners–backed IT asset disposition (ITAD) company that has rolled up two competitors in the past 18 months, announced a slate of executive changes this week aimed at scaling its electronics circularity platform through a new three-year growth plan.
What Intel’s blockbuster quarter means for ITAD
Intel’s first-quarter 2026 earnings report landed with a force few on Wall Street anticipated. Revenue came in at $13.58 billion against expectations of $12.42 billion. Adjusted earnings per share reached $0.29, versus a consensus estimate of just $0.01. The stock briefly hit an all-time high in after-hours trading, surpassing its dot-com era peak. For a company that had spent the better part of two years in restructuring mode, it was a remarkable reversal.
Client Note: HPE Downgrade Highlights Demand Fragility and Uneven AI Monetization
In our latest client note, we connect data from HPE’s downgrade, Morgan Stanley’s sector-wide hardware warning, and HPE’s own earnings disclosures to five specific operational implications for End-Of-Life service providers, including why linear volume planning is now a liability, where residual value assumptions need to be revised downward, and what phased decommissioning means for how services are structured going forward.
Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment channels sooner as the scrap stream is getting thinner and rougher, and value is moving upstream fast.
Bloom ESG and e-Stewards roll out critical metals metric
Bloom ESG and e-Stewards have added a critical metals conservation metric to their jointly developed Environmental Benefits Calculator. Electronics recyclers and ITAD providers can now quantify recovered cobalt, lithium and rare earth elements at the order level.
Ratings
ITAD Marketing Leadership Tracker
How are ITAD companies marketing their services? Who are the leaders?
10/2024 ITAD Executive Retreat
In October 2024, we will convene our first executive retreat in Miami
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Vendor Reputation Ratings
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ITAD Market Pulse
This is where analysts share their latest understanding of market conditions affecting the ITAD sector.