Competitive Analysis

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HP’s Earnings In A Mature PC And Print Market: Managed Growth and Rising Costs

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...

What is Google telling us about the secondary market for IT and electronics?

Google’s Certified Refurbished Phone Program highlights a growing trend of OEMs entering the secondary market to control ecosystems, brand perception, and margins. This move disrupts traditional IT asset resale channels, creating challenges for ITAD vendors while underscoring the economic potential of refurbished IT assets. ITADs must adapt by focusing on premium services like ESG reporting and secure data handling to thrive in this evolving landscape.

First impressions: Iron Mountain’s Third Quarter Results

Iron Mountain’s 3rd quarter results depict a strong performance for its Asset Lifecycle Management (ALM), where its ITAD operation resides. The revenue grown of 145% year over year to $102 million may be too premature to conclude that the tailwinds the company is...

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