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.
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.
M&A: Tailwind Capital’s First ITAD Acquisition: Assessing the DMD Systems Recovery Transaction
Tailwind Capital has made a majority investment in DMD Systems Recovery, signaling private equity’s increasing...
iPhone 17’s Sustainability Profile Improves in Recycled Content and Security, But Repairability Stagnates
Apple’s iPhone 17 Pro and Pro Max arrive with a mix of sustainability upgrades, new design choices, and expanded...
Semiconductor 2Q2025 Sector Results and Implications on Hardware Decommissioning Industry
The latest semiconductor earnings reveal a sharp divide whereby AI and data centers are fueling extraordinary growth,...
Case Study: Close the Loop’s FY25 Loss Highlights the Danger of Chasing Volume Over Value in ITAD
Case Background Close the Loop Limited (ASX: CLG) is an Australia-headquartered circular economy company with...
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...
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...