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...
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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...
Compliance: What Recent BAN and EPA Actions Reveal About Systemic Compliance Weaknesses
Recent findings from BAN and an EPA settlement with Apple reveal parallel weaknesses in downstream e-waste controls and upstream hazardous waste management. The analysis shows that compliance gaps are emerging across multiple points of the electronics lifecycle, indicating the need for stronger governance and verifiable operational systems.
Quarterly Results Map Out Inflection Points in IT Asset Lifecycle and Infrastructure
The third-quarter earnings reports from hardware, cloud, and lifecycle companies confirm that the decommissioning industry (decom) is expanding from hardware collection and recovery to the platforming of value creation through integration, compliance, and automation....
Iron Mountain’s Strong Q3 Performance Confirms ITAD’s Shift Toward Integrated Data and Lifecycle Governance
Iron Mountain’s third quarter results highlight how the ITAD sector is evolving into a full infrastructure and lifecycle services ecosystem. The company’s shift toward data centers, digital workflow, and asset lifecycle management reflects a broader move by enterprise clients toward integrated, compliance-driven lifecycle control rather than transactional recycling.
SK tes: Pathway to Hyperscale Decommissioning Through SK Group’s NVIDIA Partnership
The SK tes opportunity now extends well beyond traditional IT asset disposition. With SK Group’s new partnership to build a national-scale AI factory alongside NVIDIA, SK tes is strategically positioned to gain direct exposure to hyperscale data center decommissioning...
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. The company’s shift from hardware sales toward cloud, cybersecurity, and services signals fresh opportunities and new operational priorities for ITAD...
More Analyses
- 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
Bridging Distribution and Lifecycle: How Ingram Micro is Doing it and Lessons for the ITAM/ITAD Sectors
Ingram Micro’s latest quarterly results reveal a rapid acceleration beyond traditional IT distribution and into the full spectrum of lifecycle orchestration and digital platform services. They confirm to a certain extent what I have been saying all along: companies...
Analysis: What Apple and Amazon’s Latest Results Signal for the IT Circularity Chain
The September quarter results from Apple and Amazon together form one of the most revealing snapshots of where the broader technology and circular-economy landscape is heading. Both companies reported strong revenue growth and clear momentum in AI-driven...
Assessing Nvidia’s $350 Million Investment in Redwood Materials: Implications for the End-to-End Circular Recovery
Nvidia has taken a prominent position in Redwood Materials’ recently announced $350 million Series E funding round, joining investors such as Eclipse Ventures and Capricorn Technology. Redwood, led by ex-Tesla CTO JB Straubel, is recognized for its U.S.-based battery...
The Windows 10 Sunset: How Enterprise Refresh Cycles Will Reshape ITAD, Refurbishment, and Urban Mining (2026–2028)
The approaching end of Microsoft’s Windows 10 era will set in motion one of the most synchronized technology transitions the IT asset disposition (ITAD) and recycling sectors have ever witnessed. Between late 2026 and 2028, roughly 320 to 350 million laptops and...
California Sets the Pace for Climate Regulation: Can Suppliers, Vendors and Contractors Meet Rising Client Demands?
California is setting a powerful precedent in climate regulation with its expansive new climate disclosure laws, now affecting more than 4,000 companies across the country—including many of America’s largest corporations. The California Air Resources Board (CARB)’s...