Dell, HP, and Lenovo are reporting stronger technology spending while forecasting weaker PC unit shipments. That split matters for ITAD: OEM revenue tracks dollars, while operating capacity is consumed by physical units and processing work.
Corporate Strategy
Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles
Intel’s second quarter added a concrete data point to what has otherwise been a quarter of announcements: the company is raising 2026 capital spending to more than $20 billion, roughly $3 billion above its prior plan, and told investors that 2027 spending will go significantly higher still. This capital plan carries more weight for the end-of-life sector than the earnings beat. It points to the size of the fleet now entering production.
Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog
Alphabet’s Q2 2026 earnings call put a number on the AI buildout: $44.9 billion in quarterly capex, with guidance raised to $195–$205 billion for the year. For ITAD and recycling providers, the real story isn’t the revenue growth, it’s the asset volume that spending signals down the line.
Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market
Blancco is repositioning its erasure and diagnostics business around the physical drive rather than the device...
M&A: Telamon acquires 21-year-old ITAD consultancy Retire-IT, retaining founder Kyle Marks
Telamon Corporation has acquired Retire-IT, the Columbus, Ohio-based IT asset disposition consulting firm that Kyle...
Amazon as a Hardware Retailer: Reading the 2025 Sustainability Report Beyond the Data Center
Amazon's 2025 Sustainability Report discloses real scale on the reverse logistics side of its business: 225,000 metric...
The Euro Report 2: Belgium’s Electronics Lifecycle Gateway: Logistics, Compliance, Reuse, and Data Centers Shape a Strategic ITAD Market
Belgium is one of Europe's smallest countries by land area, yet it occupies a disproportionately important position in...
M&A: DMD acquires ITAD firm Lifespan, outlines acquisition strategy
DMD Systems Recovery has detailed an aggressive, multi-phase acquisition strategy in the IT asset disposition (ITAD)...
Metals and electronics recycling firms report stronger downstream trends
Recent disclosures from three leading metals and electronics recycling firms point to resilient earnings and generally...
Corporate Strategy: Dave Bernstein on ITAD Channels, Compliance and the Long Game in Enterprise Asset Disposition
In this episode of Compliance Standards’ the Trending Paths podcast, we zoom out from pallets and serial numbers to...
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...
Corporate Strategy: Paladin EnviroTech: Operating Thesis, Build Model, and Forward Outlook
The formation of Paladin EnviroTech reflects a deliberate attempt to construct an IT asset disposition organization...
Research: 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,...