Iron Mountain’s first-quarter results look exceptional on the surface, and in many respects they are. But a closer reading of the numbers reveals a growth story that is partly dependent on conditions that have already begun to shift, making this a quarter that raises as many questions about durability as it answers about momentum.
1 In the News
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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 recycled, landed on Earth Day and has been widely cited in ESG coverage. According to the company’s April 16 newsroom release, that figure represents the highest-ever share of recycled material in its devices and is framed as a key step toward Apple’s 2030 climate targets.
Data Security: Windows AI Recall is pushing data destruction upstream
Every Copilot+ PC that arrives at an ITAD dock this year is potentially carrying something that didn’t exist on a corporate laptop two years ago: a dense, time-stamped archive of nearly everything that ever crossed the user’s screen.
Top 5 reasons for the rise of US e-scrap recycling
American e-scrap and ITAD operators are being pushed, incrementally and through shock events, to manage more material...
ERI enters Japan through joint venture with Itochu
US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with...
Seized e-Waste in SE Asia: Return to Sender
Thailand's recent seizure of suspected illegal e waste at Laem Chabang Port is the latest in a wave of enforcement...
Apple’s MacBook Neo: iFixit’s best MacBook score in 14 years, but the residual value ceiling is real
Apple just shipped its most recyclable and most repairable laptop to date, and priced it at $599. For an industry that...
Why global ITAD is stranded in the Gulf
With the US–Israel–Iran war disrupting trade routes, Dubai’s rise-and-shock moment for ITAD and e-scrap is the story...
How Rising Fuel and Memory Prices Are Impacting ITAD’s Margins
The war in Iran is affecting oil and energy markets, driving up prices and increasing volatility in global freight and...
What the NAND flash crunch means for remarketing, refurbishment and residual values
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of...
HP Inc. earnings point to memory inflation challenge
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems...
Umicore highlights strength in recycling, catalysis
Belgian materials technology group Umicore reported higher revenue and profit for 2025, calling it “a pivotal year for...
Apto, Tusaar partner on rare earths recovery
IT asset disposition provider Apto Solutions has teamed up with Tusaar, a US-based rare earth elements processor, to...
Sims Lifecycle leverages hyperscale decommissioning
For most of its existence, Sims Lifecycle Services (SLS) has been viewed as a secondary business alongside its parent...
The cyber-physical MRF: AI and robotics reshape e-waste recovery
The electronics recycling industry is entering a new phase of technological acceleration. Advances in artificial...
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,...
Malaysia clamps down on illegal e-waste imports amid probes
Malaysia’s growing role as a hub for global e‑scrap is colliding with corruption probes, large container seizures and...
Auditors warn EU may fall short on critical metals
EU auditors are warning that Europe is unlikely to secure enough critical raw materials by 2030, because import...