About this analysis PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms warn that Q1 2026 growth is being driven by inventory build, rising memory costs, and Windows 10 migration rather than real demand. For ITAD and...
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. For phone makers and their telco partners, the...
The US independent ITAD sector is in the middle of a shift that most participants are experiencing in fragments rather than as a whole. The fragments include a string of capital transactions, new entrants, rising inbound M&A interest, private equity partners who...
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI revenue disappointments and slowing growth projections. We focused on something else entirely. In our view, when the largest enterprise hardware OEMs...
