Dell’s Q3 FY2026 earnings call offers a very clear, financially grounded story for end‑of‑life IT asset management providers and remarketing companies, but it is also a highly curated narrative focused on AI‑led growth and margin resilience. Dell positions itself as...
Markets
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 providers and remarketing companies. Personal Systems is growing and skewing toward higher‑value, AI‑capable devices, while Print remains structurally...
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. The company’s shift from hardware sales toward cloud, cybersecurity, and services signals fresh opportunities and new operational priorities for ITAD...
Assessing Nvidia’s $350 Million Investment in Redwood Materials: Implications for the End-to-End Circular Recovery
Nvidia has taken a prominent position in Redwood Materials’ recently announced $350 million Series E funding round,...
New Smelting and Refining Capacity in the U.S. Strategic Metals Market
Aurubis is now operating a major recycling facility in Richmond, Georgia, its first big U.S. site. Built for $800...
Procurri’s Delisting from SGX and What’s Ahead
On September 22, 2025, Procurri Corporation Limited was delisted from the Singapore Exchange following its...
Semiconductor 2Q2025 Sector Results and Implications on Hardware Decommissioning Industry
The latest semiconductor earnings reveal a sharp divide whereby AI and data centers are fueling extraordinary growth,...
Case Study: Close the Loop’s FY25 Loss Highlights the Danger of Chasing Volume Over Value in ITAD
Case Background Close the Loop Limited (ASX: CLG) is an Australia-headquartered circular economy company with...
Cautious Optimism: Market Signals Warrant Vigilance in the ITAD Sector
In the final week of August and the first days of September the ITAD and electronics‑recycling world took something...
The Independent ITAD Dilemma: HPE’s Growth Unlocks Volume but Locks Out Opportunity
Hewlett Packard Enterprise released its third quarter fiscal 2025 results on September 3, showing strong growth across...
Report: Abnormal Surge in PC Activity and What It Means for ITADs
Executive Summary For this report, titled: Abnormal And Temporary Surge in PC Activity: What It Means for ITADs,...
HP Inc.’s 3Q2025 Earnings Results & Implications for EOL Sectors
HP’s third quarter 2025 earnings delivered a stable financial performance, with 3% revenue growth and strong free cash...
Issue 3: Constructive Momentum with Rising Standards
Momentum Rating: 7/10. We evaluated the industry on a scale from 1 to 10. A rating of 1 describes an industry facing...
ITAD Certifications Under Scrutiny: Governance, Accountability, and the Path to Enterprise Credibility
Amid an ongoing debate over the value of ITAD certifications and despite their importance, this report argues that the...
AI Surge, Tightening Regulations, and Shifting ESG Priorities: Week ending August 2, 2025
What we Spotted this Week The tech industry is undergoing rapid transformation, a move that is expected to affect...
State of the ITAD and Material Recovery Sector: First Half 2025 Review and Outlook
Research: The first half of 2025 didn’t bring a boom or a bust—but it may prove to be a pivotal moment for the ITAD...
Why the Healthcare Sector Shows Strongest ITAD Activity Among All Industries: Security, Compliance, and Strategic Shifts
Research: As ITAD demand patterns shift in 2025, one sector stands out—healthcare. In our mid-year analysis based on...
What is Google telling us about the secondary market for IT and electronics?
Are OEMs looking to tighten control over the secondary market? The secondary market for IT and electronics is rapidly...