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...
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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...
Brief: Return-to-Office Mandates as a Hardware Lifecycle Dislocation
Return-to-office mandates represent a delayed but material disruption to enterprise IT asset lifecycles. The shift is driven by workforce policy rather than technology change and is unfolding unevenly across sectors. New data shows that RTO pressure coincides with...
Industry Alert: Brace For a Printer Surge as Microsoft Ends Legacy Driver Support this Year
Just as the end of Windows 10 support triggered an unusually high PC refresh cycle, Microsoft's decision to end legacy printer driver support in Windows 11 will force enterprises to retire functional hardware and create predictable volume surges for ITAD providers...
Management: From Legacy Drag to Competitive Lift: How ITADs Could Help Clients Cut Technical Debt
Technical debt has moved from a back‑office IT issue to a board‑level business problem, as legacy systems now drive customer churn, block AI programs, and consume a growing share of tech budgets. This report shows ITAD providers how to turn that pressure into revenue by positioning decommissioning as a modernization enabler rather than an end‑of‑life afterthought, mapping sector‑specific refresh waves in banking, telecom, retail, logistics, and more into concrete decommissioning pipelines. It also includes an executive snapshot quantifying the client upside (run‑rate savings, outage reduction, AI acceleration, ESG gains) and a detailed go‑to‑market guide that helps ITADs frame technical debt in business terms, win a seat at the refresh table, and productize offers like technical‑debt assessments, modernization‑linked playbooks, and AI‑readiness exit plans.
Advisory Note: Tariffs, Supply Security, and Enterprise Caution Set the Operating Context for ITAD and Secondary Materials Recovery in 2026
Recent policy signals from the U.S. administration indicate a period of heightened tension, driven by trade uncertainty, industrial policy intervention, and geopolitical leverage affecting technology, materials, and cross-border supply chains. This posture has become...
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...
Takeways: Mitsubishi Materials investment in Elemental’s US e-scrap platform
Recent announcements indicate that Mitsubishi Materials has agreed to acquire a significant minority stake in Elemental Group’s US e-waste platform, which operates through Colt Recycling. The transaction reflects a broader trend in which large metals and materials groups are seeking closer integration with upstream electronics recycling and pre-processing operations as part of their circular-economy strategies. A more detailed assessment of the strategic implications, execution risks, and what this transaction signals for the evolving relationship between IT asset disposition and metals recovery is available to subscribers.
Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD
2025 marked a transition point for IT Asset Disposition and electronics recycling. Multiple forces that had been building over several years converged within a single operating cycle, changing not only volumes and asset flows, but the fundamental expectations placed on ITAD providers.
More Analyses
- Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
- Brief: Return-to-Office Mandates as a Hardware Lifecycle Dislocation
- Industry Alert: Brace For a Printer Surge as Microsoft Ends Legacy Driver Support this Year
- Management: From Legacy Drag to Competitive Lift: How ITADs Could Help Clients Cut Technical Debt
- Advisory Note: Tariffs, Supply Security, and Enterprise Caution Set the Operating Context for ITAD and Secondary Materials Recovery in 2026
- The Sage Client Survey: Secondary Market Dynamics and ITAM Strategy Shifts: 2026 Outlook
- Takeways: Mitsubishi Materials investment in Elemental’s US e-scrap platform
- Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD
- Part 2: 2026 Predictions for ITAD and Electronics Recycling: Differentiation, Indigestion, and the End of Commodity Assumptions
- Employment Softness in Tech May Be Leading Indicator of Asset Disposition Activity
- Where to Invest in Future Decommissioning Corridors: The Geographic and Utility Forces Reshaping U.S. Data Centers
- Dell Q3 FY2026: Strong AI Infrastructure, Long Tail For End‑Of‑Life IT Assets
- HP’s Earnings In A Mature PC And Print Market: Managed Growth and Rising Costs
- Compliance: What Recent BAN and EPA Actions Reveal About Systemic Compliance Weaknesses
- Quarterly Results Map Out Inflection Points in IT Asset Lifecycle and Infrastructure
- Iron Mountain’s Strong Q3 Performance Confirms ITAD’s Shift Toward Integrated Data and Lifecycle Governance
- SK tes: Pathway to Hyperscale Decommissioning Through SK Group’s NVIDIA Partnership
- Connection’s Q3 Results: Public-Sector Delays, Enterprise Modernization Ahead
- Bridging Distribution and Lifecycle: How Ingram Micro is Doing it and Lessons for the ITAM/ITAD Sectors
- Analysis: What Apple and Amazon’s Latest Results Signal for the IT Circularity Chain
- Assessing Nvidia’s $350 Million Investment in Redwood Materials: Implications for the End-to-End Circular Recovery
- The Windows 10 Sunset: How Enterprise Refresh Cycles Will Reshape ITAD, Refurbishment, and Urban Mining (2026–2028)
- California Sets the Pace for Climate Regulation: Can Suppliers, Vendors and Contractors Meet Rising Client Demands?
- New Smelting and Refining Capacity in the U.S. Strategic Metals Market
- Marketing ITAD: The Spotlights of September 2025
- Procurri’s Delisting from SGX and What’s Ahead
- Hyperscaler ITAD: Market Expansion, Segmentation, & Strategic Opportunity
- M&A: Tailwind Capital’s First ITAD Acquisition: Assessing the DMD Systems Recovery Transaction
- iPhone 17’s Sustainability Profile Improves in Recycled Content and Security, But Repairability Stagnates
- Semiconductor 2Q2025 Sector Results and Implications on Hardware Decommissioning Industry
- Case Study: Close the Loop’s FY25 Loss Highlights the Danger of Chasing Volume Over Value in ITAD
- Cautious Optimism: Market Signals Warrant Vigilance in the ITAD Sector
- The Independent ITAD Dilemma: HPE’s Growth Unlocks Volume but Locks Out Opportunity
- Windows 10’s August Spike: Final Surge Before Sunset, Driven by the Secondary Market
- Report: Abnormal Surge in PC Activity and What It Means for ITADs
- HP Inc.’s 3Q2025 Earnings Results & Implications for EOL Sectors
- ITAD Receives Strategic Investments from Two Private Equity Firms
- ITAD Certifications Under Scrutiny: Governance, Accountability, and the Path to Enterprise Credibility
- AI’s Transformative Impact on ITAD Procurement
- Strategic Alignment Report: Mid-2025. What ITAD CEOs Must Do Now to Win in 2026
- State of the ITAD and Material Recovery Sector: First Half 2025 Review and Outlook
- Why the Healthcare Sector Shows Strongest ITAD Activity Among All Industries: Security, Compliance, and Strategic Shifts
- ERI’s 2024 Impact Report: A Solid Foundation for Future Improvements in Metrics Reporting
- Crypto Mining and the Secondary IT Hardware Market: A Volatile Force with Outsized Impact
- AI PCs vs. Refurbished Systems: Diverging Trajectories in a Saturated Market
- Corporate Sustainability Brief: Samsung Electronics
- Sustainability in Practice: Reviewing Hitachi Digital Services’ Strategy
- Rethinking Data Security in the New Generation of Enterprise AI Devices
- Tariffs, Tech, and Turmoil: How the New Trade War Is Reshaping IT and ITAD
- How Tariffs Are Threatening PC Industry Recovery, But ITAD May Be Entering New Phase of Strategic Relevance
- AI PCs: 10 Things ITADs and Recyclers Should Expect Four Years from Now, Setting Aside Tariff Drama
- Analysis: What the Latest Devices Tell Us About the Future of Enterprise IT and ITAD
- ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?
- Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line
- ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity
- First Take: Cascade Asset Management and Sage Sustainable Electronics Join in First Merger in US ITAD Sector
- IT Spending to Exceed Staggering $5 Trillion this Year: What It Means for ITAD and Sustainability
- PC Market Trends, Windows 11 Adoption Challenges and the ITAD Opportunity
- The Diverging ESG Landscape: While US Hits Pause Button on ESG, Industrialized Nations Keep Momentum Going
- Quantum Lifecycle Partners: Cementing Front Runner Status in Canada’s ITAD Market
- Enterprise IT in a Transforming PC Market: Strategic Insights for the Coming Year
- Data Centers in Space and Under Water: Solving the Power Crisis Facing IT
- What is Google telling us about the secondary market for IT and electronics?
- First Impressions: Leadership Shift at Blancco: What Lou DiFruscio’s Appointment Signals
- First impressions: Iron Mountain’s Third Quarter Results
- Making the Case for Effective Decarbonization: Why Carbon Trading is Not Enough
- Recurring Compliance Issues: Walmart and Retailer Waste Disposal Challenges
- Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
- Research: ITAD & E-Recycling Industries End 2024 on Solid Note, Brace for Stronger 2025
- Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year
- M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?
- The AI PC Market: Slow U.S. Adoption and Dell’s Focus on AI Servers Signal a Long Road Ahead
- Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs
- The Component Market Is Still Weak & Mid-Term Outlook Could Worsen Before Getting Better
- Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling
- Navigating New Climate Regulations: Impact on ITAD and Strategic Recommendations
- May ITAD marketing efforts weaken. ERI recovers first spot, closely followed by Apto Solutions
- Despite AI, PC Market to Remain Dormant This Year. Implications on ITAD Sector
- Deep Dive Into the Education Sector’s ITAD
- New AI Features to Create More Data Security Risks, to Boost Onsite Data Erasure Services
- Strategic Foresight: The Future ITAD Factory is Already Here
- How to Market ITAD in a Competitive and Restrictive Digital Marketing Universe
- April Traffic to ITAD vendors’ online platforms up 16%
- Market Snapshot: Private Equity Firms Fueling ITAD’s Data Security Sector
- Regulators in Europe and US Push Against Greenwashing ESG and Sustainability in Investment Funds
- Dissecting Iron Mountain’s 1Q Financial Results: Is the ITAD Sector in Full Recovery Mode?
- The Politicization of ESG: How Various Business, Social & Political Groups have Divergent Views on ESG
- Questioning Lenovo’s ‘Sustainability-as-a-Service’ Offering
- February ITAD M&A and Transactions Update
- Microsoft’s new commercial laptops: Small push on the AI front, better sustainability and ITAD profiles
- Transcript: For the ITAD Marketing Profile Video
- ITAD Enterprise Trends: Discussion with Cascade’s Neil Peters-Michaud
- ITAD M&A and Business Transactions: January 2024 Update
- As predicted, the PC market ends 2023 with dismal results, and the writing was on the wall
- ITAD Sector’s 2024 Predictions
- Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that
- The shape of the hardware and device markets in 2024 and beyond with analyst Bob O’Donnell
- Recycling: 17% of US organizations dispose of their IT equipment as waste
- Active M&A period underway, yet assessing outlook remains unsettled
- Iron Mountain’s acquisition of Regency makes sense: it is getting a small but good reputation firm
- First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector
- A heated 2024: Intel on overdrive to get its ISV partners to join its AI PC program
- Microsoft’s message: “buckle up, 2024 is coming”
- The ITAD Sector’s Performance: Glass is Half-Full and Half-Empty
- Tech: Qualcomm’s huge ambitions in the PC market
- ITAD Industry Survey [3Q203]: Glass is both half full and half empty
- The AI Opportunity: How ITAD companies can leverage the AI Chips sector even before products are built
- Preliminary data shows improved ITAD industry sentiments in 3Q23, but market fundamentals remain weak
- The Analyst Corner: Tough Times for Marketers
- California SB 253 and SB 261 are good news for ITAD vendors
- ITADs and the Labor Market
- Technology: ITAD vendors face daunting change driven by A.I.
- Deep Dive into the ITAD and Recycling Certification Landscap (ITAD.Academy)
- Managing ITAD’s Global Complexity (from ITAD.Academy)
- Boosting your ITAD performance with Artificial Intelligence (AI)
- State of the ITAD sector as we reach the mid-point of the second half of 2023
- Understanding the circular economy: opportunities and challenges
- How End-User Companies Learn About Enterprise ITAD Practices
- Intro: ITAD Industry Performance Update and Outlook
- Pulse: Some Signs to Support ITAD Executives’ Optimism on a Better 2H2023
Part 2: 2026 Predictions for ITAD and Electronics Recycling: Differentiation, Indigestion, and the End of Commodity Assumptions
As the ITAD and electronics recycling sectors move into 2026, the outlook is about how structural change will be uneven and how its consequences will be absorbed. In continuation with 2025, elevated asset volumes continue to move through the system, yet the conditions...
Employment Softness in Tech May Be Leading Indicator of Asset Disposition Activity
The latest U.S. labor data provides useful context for how enterprise technology environments are evolving, with some downstream implications for IT asset disposition and electronic recycling. In November, the U.S. economy added 64,000 jobs. Total employment reached...
Where to Invest in Future Decommissioning Corridors: The Geographic and Utility Forces Reshaping U.S. Data Centers
The U.S. data center landscape is shifting from a historically concentrated model anchored in Northern Virginia toward a multi-regional grid of hyperscale, AI-compute, and colocation campuses extending across the Midwest, Southeast, Southwest, and Mountain West. This...
Dell Q3 FY2026: Strong AI Infrastructure, Long Tail For End‑Of‑Life IT Assets
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...
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...