Two closely watched PC market reports released in April painted what looked like an encouraging picture for the device market, and by extension, the downstream ITAD and recycling channels that process those devices at end of life. Both Gartner and IDC reported...
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...
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...
