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.
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...
Issue 11: AI Buildout, OEM Earnings, and the New U.S. Data-Center Geography Reshaping ITAD Volumes
This week’s IntelliTAD update draws on three newly released reports: the U.S. Data-Center Geography and Decommissioning Outlook, Dell Q3 FY2026 Earnings Analysis, and HP Q4 FY2025 Earnings Analysis. Each report stands on its own, but together they confirming the...
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...
CS in the Media: Lenovo pushes deeper into circular IT and into ITAD territory
Lenovo has launched a new Certified Refurbishment Services program across 14 EMEA countries, giving corporate customers an OEM-branded route to extend the life of aging PCs and other Lenovo hardware instead of pushing everything straight into refresh and recycling....
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