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.
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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.
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 Benefits Calculator. Electronics recyclers and ITAD providers can now quantify recovered cobalt, lithium and rare earth elements at the order level.
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...