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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.

Apple’s Two‑Track Trade‑In Strategy: Macs Up, Mobile Down, and the ITAD Impact

Feb 16, 2026

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

Feb 13, 2026

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...

Industry Alert: Brace For a Printer Surge as Microsoft Ends Legacy Driver Support this Year

Feb 9, 2026

Just as the end of Windows 10 support triggered an unusually high PC refresh cycle, Microsoft's decision to end legacy printer driver support in Windows 11 will force enterprises to retire functional hardware and create predictable volume surges for ITAD providers...

Vendors

HP Inc. earnings point to memory inflation challenge

Industry Alert: Brace For a Printer Surge as Microsoft Ends Legacy Driver Support this Year

Windows 10’s August Spike: Final Surge Before Sunset, Driven by the Secondary Market

Report: Abnormal Surge in PC Activity and What It Means for ITADs

HP Inc.’s 3Q2025 Earnings Results & Implications for EOL Sectors

ITAD Certifications Under Scrutiny: Why They Fall Short of Enterprise Risk Needs

ERI’s 2024 Impact Report: A Solid Foundation for Future Improvements in Metrics Reporting

Corporate Sustainability Brief: Samsung Electronics

Sustainability in Practice: Reviewing Hitachi Digital Services’ Strategy

ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?

Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line

ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity

Quantum Lifecycle Partners: Cementing Front Runner Status in Canada’s ITAD Market

What is Google telling us about the secondary market for IT and electronics?

First Impressions: Leadership Shift at Blancco: What Lou DiFruscio’s Appointment Signals

First impressions: Iron Mountain’s Third Quarter Results

Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market

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