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
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