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HP Inc. earnings point to memory inflation challenge

HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of hardware, with HP warning that surging DRAM and NAND costs, along with U.S. trade regulations, are pressuring margins and weighing on its full-year outlook.

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SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine

Feb 19, 2026

In this episode, David Daoud of Compliance Standards LLC examines how Sims Limited and Iron Mountain are repositioning IT asset disposition from an operational afterthought to a primary growth engine inside publicly traded platforms. Both companies recently reported approximately 70% year-over-year growth in their ITAD divisions. More importantly, they elevated Asset Lifecycle Management and Sims Lifecycle Services in their earnings narratives, capital allocation priorities, and forward guidance.

Sims Lifecycle leverages hyperscale decommissioning

Feb 19, 2026

For most of its existence, Sims Lifecycle Services (SLS) has been viewed as a secondary business alongside its parent company’s metals operations. That perception shifted somewhat with Sims’ latest half-year results, which pushed SLS to the foreground as a core growth engine and a bellwether for where the ITAD and secondary components markets are heading.