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.
Enterprise Trends
Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue growth, 56% organic growth, and guidance projecting $850 million in 2026 ALM revenue. The company added 90 Fortune 1000 customers year-over-year and...
The Sage Client Survey: Secondary Market Dynamics and ITAM Strategy Shifts: 2026 Outlook
Sage Sustainable Electronics' 2026 benchmarking report reveals a secondary IT market in transition, driven by artificial intelligence infrastructure demand and constrained semiconductor supply chains. Server resale values have reached historic highs—approximately 2.5...
Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD
Analysis of Structural Change in IT Asset Disposition and Electronics Recycling 2025 marked a transition point for IT...
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....
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,...
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...