Companies to Watch

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SK tes: Pathway to Hyperscale Decommissioning Through SK Group’s NVIDIA Partnership

The SK tes opportunity now extends well beyond traditional IT asset disposition. With SK Group’s new partnership to build a national-scale AI factory alongside NVIDIA, SK tes is strategically positioned to gain direct exposure to hyperscale data center decommissioning...

SIMS Warning is another Sign of a Pending ITAD Sector Reconfiguration

When a company’s business unit operates in a non-core industry, it is not so difficult to assume that the business unit may be the target of adjustments when things go bad. I used to work for a publication. My job back then was to do research and data analysis for...

Will Arrow Electronics Focus on Cleaning Up its ITAD Acquisitions?

It’s been a while since the late October release of Arrow’s results for its fiscal third quarter. Arrow Electronics results are important considering it has some 11% direct penetration rate of US enterprise ITAD, and it is therefore relevant in the assessment of the...

HPQ’s Poor Performance and Impact on ITAD/Recycling

Echoing the sustained drop in demand for PCs, printers and classic mass IT equipment, HP’s PC/printing unit (NYSE:HPQ) saw its share fall below $13. The company missed its fiscal quarter targets, with sales falling 14% year over year, affecting PCs and printing units....

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