The current earnings season shows continued momentum in the tech sector with positive implications on the ITAD sector. The pattern that emerged in prior quarters continued through April, with four major technology companies reporting results that reinforce the case for rising ITAD volumes.
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Iron Mountain puts ITAD at the center of its growth story, but exposures to component prices and hyperscale demand could test it
Iron Mountain’s first-quarter results look exceptional on the surface, and in many respects they are. But a closer reading of the numbers reveals a growth story that is partly dependent on conditions that have already begun to shift, making this a quarter that raises as many questions about durability as it answers about momentum.
Apple leads on inputs, faces questions on ITAD
Apple’s latest environmental milestone, a claim that 30% of the material in all products it shipped in 2025 was recycled, landed on Earth Day and has been widely cited in ESG coverage. According to the company’s April 16 newsroom release, that figure represents the highest-ever share of recycled material in its devices and is framed as a key step toward Apple’s 2030 climate targets.
Data Security: Windows AI Recall is pushing data destruction upstream
Every Copilot+ PC that arrives at an ITAD dock this year is potentially carrying something that didn’t exist on a...
Secondary Market: Intel boosts margins by selling what it used to scrap
On April 27, Resource Recycling reported on Intel’s latest earnings call. But the company’s results also contained a...
Corporate Strategy: Paladin EnviroTech: Operating Thesis, Build Model, and Forward Outlook
The formation of Paladin EnviroTech reflects a deliberate attempt to construct an IT asset disposition organization...
Corporate News: Peters-Michaud named CEO, Houghton chair of Sage Sustainable Electronics
Sage Sustainable Electronics, the Closed Loop Partners–backed IT asset disposition (ITAD) company that has rolled up...
Markets/Corporate: What Intel’s blockbuster quarter means for ITAD
Intel’s first-quarter 2026 earnings report landed with a force few on Wall Street anticipated. Revenue came in at...
Client Note: HPE Downgrade Highlights Demand Fragility and Uneven AI Monetization
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI...
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...
General: Bloom ESG and e-Stewards roll out critical metals metric
Bloom ESG and e-Stewards have added a critical metals conservation metric to their jointly developed Environmental...
ERI enters Japan through joint venture with Itochu
US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with...
Apple’s MacBook Neo: iFixit’s best MacBook score in 14 years, but the residual value ceiling is real
Apple just shipped its most recyclable and most repairable laptop to date, and priced it at $599. For an industry that...
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...
Umicore highlights strength in recycling, catalysis
Belgian materials technology group Umicore reported higher revenue and profit for 2025, calling it “a pivotal year for...
Apto, Tusaar partner on rare earths recovery
IT asset disposition provider Apto Solutions has teamed up with Tusaar, a US-based rare earth elements processor, to...
SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine
Transcript: Two global public companies — Iron Mountain and Sims Limited — both reported roughly 70 percent...
Sims Lifecycle leverages hyperscale decommissioning
For most of its existence, Sims Lifecycle Services (SLS) has been viewed as a secondary business alongside its parent...