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.
Competitive Analysis
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Apple’s Two‑Track Trade‑In Strategy: Macs Up, Mobile Down, and the ITAD Impact
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price signal into the secondary market. This briefing unpacks what that split means for buyback grids, sourcing strategy, and where the best margin will...
Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue growth, 56% organic growth, and guidance projecting $850 million in 2026 ALM revenue. The company added 90 Fortune 1000 customers year-over-year and...
Cautious Optimism: Market Signals Warrant Vigilance in the ITAD Sector
In the final week of August and the first days of September the ITAD and electronics‑recycling world took something...
The Independent ITAD Dilemma: HPE’s Growth Unlocks Volume but Locks Out Opportunity
Hewlett Packard Enterprise released its third quarter fiscal 2025 results on September 3, showing strong growth across...
Windows 10’s August Spike: Final Surge Before Sunset, Driven by the Secondary Market
When StatCounter released its global operating system figures for August 2025, one line on the chart stood out. See...
Report: Abnormal Surge in PC Activity and What It Means for ITADs
Executive Summary For this report, titled: Abnormal And Temporary Surge in PC Activity: What It Means for ITADs,...
HP Inc.’s 3Q2025 Earnings Results & Implications for EOL Sectors
HP’s third quarter 2025 earnings delivered a stable financial performance, with 3% revenue growth and strong free cash...
ITAD Certifications Under Scrutiny: Why They Fall Short of Enterprise Risk Needs
A critical disconnect is growing between the operational assurances offered by traditional ITAD certifications and the...
ITAD Receives Strategic Investments from Two Private Equity Firms
In the fragmented IT Asset Disposition (ITAD) sector, two recent announcements highlight the sustained investor...
ERI’s 2024 Impact Report: A Solid Foundation for Future Improvements in Metrics Reporting
ERI’s 2024 Impact Report offers a detailed look at the company’s role in environmental IT and secure asset...
Corporate Sustainability Brief: Samsung Electronics
I recently moderated a session at REMA 2025 in San Diego with Samsung Electronics' sustainability leaders, Daniel...
Sustainability in Practice: Reviewing Hitachi Digital Services’ Strategy
So I spent some time researching how Hitachi Digital Services runs its business—specifically through the lens of...
ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?
By David Daoud: The recycling and IT asset disposition (ITAD) industries are undergoing a critical transformation,...
Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line
Summary: Ingram Micro’s latest 4Q2024 earnings call confirms the company’s focus on higher-margin businesses like...
ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity
Having experienced multiple periods of transformation, Hewlett Packard Enterprise (HPE) and HP Inc. not only face the...
Quantum Lifecycle Partners: Cementing Front Runner Status in Canada’s ITAD Market
Quantum Lifecycle Partners is likely Canada's largest IT asset disposition (ITAD) service provider. Even if it is...
Enterprise IT in a Transforming PC Market: Strategic Insights for the Coming Year
Early this week, I was asked by a client, a large earth-moving equipment manufacturer, to share my assessment of the...