Intel’s first-quarter 2026 earnings report landed with a force few on Wall Street anticipated. Revenue came in at $13.58 billion against expectations of $12.42 billion. Adjusted earnings per share reached $0.29, versus a consensus estimate of just $0.01. The stock briefly hit an all-time high in after-hours trading, surpassing its dot-com era peak. For a company that had spent the better part of two years in restructuring mode, it was a remarkable reversal.
Competitive Analysis
Subsribe to the Sector Pulse Syndicated Research Program to access the IntelliTAD newsletter
Client Note: HPE Downgrade Highlights Demand Fragility and Uneven AI Monetization
In our latest client note, we connect data from HPE’s downgrade, Morgan Stanley’s sector-wide hardware warning, and HPE’s own earnings disclosures to five specific operational implications for End-Of-Life service providers, including why linear volume planning is now a liability, where residual value assumptions need to be revised downward, and what phased decommissioning means for how services are structured going forward.
Markets: Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment channels sooner as the scrap stream is getting thinner and rougher, and value is moving upstream fast.
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...
What is Google telling us about the secondary market for IT and electronics?
Are OEMs looking to tighten control over the secondary market? The secondary market for IT and electronics is rapidly...
First Impressions: Leadership Shift at Blancco: What Lou DiFruscio’s Appointment Signals
For as long as I’ve known Blancco Technology Group , the company has been making frequent adjustments to respond to...
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...
Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
Sage Sustainable Electronics Expands Beyond ITAD, Breaking into the Break-Fix Market: Strategic Opportunities and...
Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year
I was excited to learn that Ingram Micro (IM) filed for an IPO on the last day of September. Becoming a public company...
M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?
The recent news stories of Iron Mountain acquiring the Irish firm Wisetek have created a head-scratching moment. I say...
Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs
I believe Lenovo is the first company to signal positive momentum in the AI PC sector on the front end. Most of the...
Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling
By David Daoud: Wall Street loves companies that are number one in their respective business sector, and lead in...
SK tes continuing on its brand transition, HR challenges
SK tes is going through a transition, and as with any such event, there are always challenges to expect. From a...
Cascade Asset Management’s 2023 Report: First Take
I am very pleased to see that Cascade Asset Management is continuing to pursue transparency about its business...
May ITAD marketing efforts weaken. ERI recovers first spot, closely followed by Apto Solutions
Pure play ITAD vendors in the United States struggled to keep their marketing momentum in May. Compliance Standards’...
TES Opens Fredericksburg, VA Facility
On 13 March 2024, TES, a subsidiary of SK Ecoplant, has inaugurated an IT asset repurposing and processing facility in...
AER Worldwide opens new facility in Hillsboro, Oregon
AER Worldwide, an ITAD (IT Asset Disposition) company, has opened a new facility in Hillsboro, Oregon, aiming to...