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: 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.
Wearables are coming
Over 600 million wearables shipped last year, representing the equivalent of smartphone-scale volume. And unlike phones, these devices are about to hit the disposition intake streams in waves. Available data suggests that the timeline is tight.
Mobile Devices & Smartphones in 2014 and what ITAD Sector Should be Watching
Once a year, Analysts like to issue their top predictions for their resepctive markets. This year, we will debut our...