In this episode, David Daoud of Compliance Standards LLC examines how Sims Limited and Iron Mountain are repositioning IT asset disposition from an operational afterthought to a primary growth engine inside publicly traded platforms. Both companies recently reported approximately 70% year-over-year growth in their ITAD divisions. More importantly, they elevated Asset Lifecycle Management and Sims Lifecycle Services in their earnings narratives, capital allocation priorities, and forward guidance.
Corporate Strategy
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Meta-Corning deal signals IT hardware retirement wave
Meta’s new multi-year supply agreement with Corning is the latest indicator that the US data center build-out, especially around AI infrastructure, is still accelerating, and that the long-term disposition pipeline for high-end equipment is growing with it. The deal...
ERI and ReElement partner on rare earth magnet recover
Where to Invest in Future Decommissioning Corridors: The Geographic and Utility Forces Reshaping U.S. Data Centers
The U.S. data center landscape is shifting from a historically concentrated model anchored in Northern Virginia toward...
HP’s Earnings In A Mature PC And Print Market: Managed Growth and Rising Costs
HP’s Q4 FY2025 earnings call presents a more mixed but still constructive picture for end‑of‑life IT asset management...
Quarterly Results Map Out Inflection Points in IT Asset Lifecycle and Infrastructure
The third-quarter earnings reports from hardware, cloud, and lifecycle companies confirm that the decommissioning...
Iron Mountain’s Strong Q3 Performance Confirms ITAD’s Shift Toward Integrated Data and Lifecycle Governance
Iron Mountain’s third quarter results confirm that the ITAD sector is evolving into a broader infrastructure and...
SK tes: Pathway to Hyperscale Decommissioning Through SK Group’s NVIDIA Partnership
The SK tes opportunity now extends well beyond traditional IT asset disposition. With SK Group’s new partnership to...
Connection’s Q3 Results: Public-Sector Delays, Enterprise Modernization Ahead
Connection’s Q3 results highlight an industry where modernization is guiding technology lifecycle and hardware flows....
Bridging Distribution and Lifecycle: How Ingram Micro is Doing it and Lessons for the ITAM/ITAD Sectors
Ingram Micro’s latest quarterly results reveal a rapid acceleration beyond traditional IT distribution and into the...
Analysis: What Apple and Amazon’s Latest Results Signal for the IT Circularity Chain
The September quarter results from Apple and Amazon together form one of the most revealing snapshots of where the...
California Sets the Pace for Climate Regulation: Can Suppliers, Vendors and Contractors Meet Rising Client Demands?
California is setting a powerful precedent in climate regulation with its expansive new climate disclosure laws, now...
AI’s Transformative Impact on ITAD Procurement
This report is about how artificial intelligence is quietly but decisively transforming the way enterprises evaluate...
Strategic Alignment Report: Mid-2025. What ITAD CEOs Must Do Now to Win in 2026
We are publishing the Strategic Alignment Report – Mid-2025, a practical executive guide for ITAD leaders navigating...