Outlook

Subsribe to the Sector Pulse Syndicated Research Program to access the IntelliTAD newsletter

Iron Mountain puts ITAD at the center of its growth story, but exposures to component prices and hyperscale demand could test it

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.

Research: State of the Independent ITAD Operator in the United States

The US independent IT Asset Disposition (ITAD) sector is approaching a structural inflection unlike anything in its thirty-year history. What was for two decades a quietly growing services category dominated by founder-led regional operators has, in the past eighteen months, become a target for sophisticated institutional capital, a strategic priority for global conglomerates, and — most consequentially — a function that enterprise buyers are finally beginning to treat as a governance discipline rather than a disposal cost.