Microsoft · Cloud software and infrastructure · Fiscal Q1 FY2027, July 1–September 30, 2026 · Results released October 28, 2026 · Compared with fiscal Q1 FY2026 (July–September 2025) and the June 30, 2026 balance sheet 1. Operational summary Microsoft’s...
Alphabet · Internet services and cloud infrastructure · Q3 FY2026 (calendar year), July 1–September 30, 2026 · Results released October 28, 2026 · Compared with Q3 2025 and Q2 2026 1. Operational summary Alphabet now builds TPU systems (Tensor Processing Units,...
Meta Platforms · Digital advertising and AI infrastructure · Q3 FY2026 (calendar year), July 1–September 30, 2026 · Results released October 21, 2026 · Compared with Q3 2025 and Q2 2026 1. Operational summary Meta is running its AI buildout on two tracks at once. It...
Smartphones and PCs are in the midst of a severe contraction and slower replacement cycle, while server CPUs are entering a new growth phase. Asset flows are getting harder to read, even when the broader market is behaving as expected. Endpoint device shipments fell...
A series of developments across vertical sectors that are critical to ITAD, such as healthcare, financial services, telecommunications and enterprise computing, points to changes in how organizations manage their technology assets. Corporate consolidation is reshaping...
