My guest is Dave Bernstein, CEO of Anything IT, who came into the industry at Y2K and has spent decades building a channel driven, certification heavy ITAD model that now serves both Fortune grade enterprises and the US federal government in roughly equal measure.
Corporate Strategy
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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.
Corporate Strategy: Paladin EnviroTech: Operating Thesis, Build Model, and Forward Outlook
This assessment focuses on Paladin as an operating structure in development. The objective is to determine what the company is attempting to build, how it is likely to behave during its formation phase, and what constraints will shape its progression.
Research: State of the Independent ITAD Operator in the United States
Strategic Positioning, Structural Risks, and the Coming Capital Inflection A Primary-Research-Based Strategic...
ITAD M&A Outlook: Lessons from the MSP Consolidation Wave and Three Scenarios for the ITAD Market
This report examines the consolidation of the Managed Service Provider market between 2018 and 2025, draws direct...
Umicore highlights strength in recycling, catalysis
Belgian materials technology group Umicore reported higher revenue and profit for 2025, calling it “a pivotal year for...
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...
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,...
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...