3 Dec 2025
This week’s IntelliTAD update draws on three newly released reports: the U.S. Data-Center Geography and Decommissioning Outlook, Dell Q3 FY2026 Earnings Analysis, and HP Q4 FY2025 Earnings Analysis. Each report stands on its own, but together they confirming the...
2 Dec 2025
The U.S. data center landscape is shifting from a historically concentrated model anchored in Northern Virginia toward a multi-regional grid of hyperscale, AI-compute, and colocation campuses extending across the Midwest, Southeast, Southwest, and Mountain West. This...
2 Dec 2025
Dell’s Q3 FY2026 earnings call offers a very clear, financially grounded story for end‑of‑life IT asset management providers and remarketing companies, but it is also a highly curated narrative focused on AI‑led growth and margin resilience. Dell positions itself as...
2 Dec 2025
HP’s Q4 FY2025 earnings call presents a more mixed but still constructive picture for end‑of‑life IT asset management providers and remarketing companies. Personal Systems is growing and skewing toward higher‑value, AI‑capable devices, while Print remains structurally...
2 Dec 2025
Back Market’s Pre–Black Friday snapshot offers a useful signal for anyone watching the secondary-device economy. As I have concluded in our most recent research findings, refurbished tech has firmly crossed into the mainstream. Search activity on the marketplace —...
