Understanding Market Conditions:
Preparing for Tomorrow’s Challenges & Opportunities

The ITAD
Sector Pulse

Syndicated Research & The ITAD Marketing Leadership Tracker

This series is where analysts share their latest understanding of market conditions affecting the ITAD sector. Analyses are published at minimum twice per month, with the likelihood of more as the sector gets more active, to help industry executives stay abreast of issues affecting their business. A quarterly Zoom conference call is also held for subscribing clients. Topics include industry developments, economic trends, general IT sector developments and much more.

Analysts will also share proprietary data when it is appropriate within a publish document.  Data comes from CS’ primary research, and/or from open source secondary research.

The Latest Analysis:

Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market

On October 22, 2024, Sage Sustainable Electronics (Sage) issued a press release via Businesswire to announce its acquisition of an electronics repair firm called Relectro. This acquisition is somewhat unique in Sage’s context because Relectro does not operate in Sage’s traditional ITAD space. It offers board-level and post-warranty repair for devices like laptops, tablets, and mobile handsets, which means that it operates in a stage that precedes Sage’s typical involvement. As such, we perceive this acquisition as a pathway for Sage to expand upstream in the ITAM sector.

Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market

On October 22, 2024, Sage Sustainable Electronics (Sage) issued a press release via Businesswire to announce its acquisition of an electronics repair firm called Relectro. This acquisition is somewhat unique in Sage’s context because Relectro does not operate in Sage’s traditional ITAD space. It offers board-level and post-warranty repair for devices like laptops, tablets, and mobile handsets, which means that it operates in a stage that precedes Sage’s typical involvement. As such, we perceive this acquisition as a pathway for Sage to expand upstream in the ITAM sector.

Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year

I was excited to learn that Ingram Micro (IM) filed for an IPO on the last day of September. Becoming a public company would give us better visibility on how the company is performing, even if its ITAD unit is small in comparison to its core business. The IPO filing by Platinum Equity would pave the way for the return of Ingram Micro to the public market after it left it in 2016. In 2021, Platinum Equity acquired it from previous owner, HNA Group, for $7.4 billion.

M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?

The recent news stories of Iron Mountain acquiring the Irish firm Wisetek have created a head-scratching moment. As I spoke to a number of executives in the ITAD space, the general reaction has been: Are we seeing another Arrow in the making? However, it would be naïve to believe that the purchase of three ITAD-related entities could in itself spell doom. Iron Mountain certainly has its work cut out in terms of integration, optimization and messaging, but there are plenty of opportunities ahead to properly leverage its three ITAD units.

Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs

I am impressed with Lenovo’s latest earnings results as it seems to be leading the charge in the AI PC sector, showcasing strong performance. Dell and HP are expected to release their earnings results at the end of the month and we should see whether the Lenovo story is a broad-based market trend or unique to the Chinese company. Lenovo’s latest earnings report highlights strong growth, characterized by a 20% increase in sales, with net income up even more.

Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling

In this analysis, we look at two companies that have a major impact on the ITAD sector and its future. The technology that Intel and AMD creates will affect the ITAD sector in numerous ways, including what kind of products will be available for the secondary market and how quickly a refresh cycle takes place. Although Intel has traditionally been the giant in the semiconductor sector, AMD has outperformed it this quarter.

More Analyses

Navigating New Climate Regulations: Impact on ITAD and Strategic Recommendations

With the rapidly deteriorating environment and climate, pressure is mounting on global corporations and even small businesses to address their own environmental posture.  Several regulations, passed or are under consideration, aim at forcing companies to be both transparent and make changes in the way they manage their business to lower climate risk.

Unlock Your Access Here

Subscribe now and access strategy content and quarterly briefings.

×

Hello!

Click one of our contacts below to chat on WhatsApp

× Speak to us on WhatsApp