For as long as I’ve known Blancco Technology Group , the company has been making frequent adjustments to respond to market conditions. I started interacting with Blancco about two decades ago, when it began to penetrate the ITAD data erasure market, outshining various...
Competitive Analysis
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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...
Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
On October 22, 2024, Sage Sustainable Electronics (Sage) issued a press release via Businesswire to announce its acquisition of an electronics repair firm called Relectro. This acquisition is somewhat unique in Sage’s context because Relectro does not operate in Sage’s traditional ITAD space. It offers board-level and post-warranty repair for devices like laptops, tablets, and mobile handsets, which means that it operates in a stage that precedes Sage’s typical involvement. As such, we perceive this acquisition as a pathway for Sage to expand upstream in the ITAM sector.
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