Belgian materials technology group Umicore reported higher revenue and profit for 2025, calling it “a pivotal year for Umicore.” The company said the launch of its CORE strategy reinforced leadership in its foundation businesses while it took steps to restore value in battery materials.
Corporate Strategy
SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine
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.
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...
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