In this episode, David Daoud of Compliance Standards LLC examines how Sims Limited and Iron Mountain are repositioning IT asset disposition from an operational afterthought to a primary growth engine inside publicly traded platforms. Both companies recently reported approximately 70% year-over-year growth in their ITAD divisions. More importantly, they elevated Asset Lifecycle Management and Sims Lifecycle Services in their earnings narratives, capital allocation priorities, and forward guidance.
. Deliverables for the month of February 2026
Sims Lifecycle leverages hyperscale decommissioning
For most of its existence, Sims Lifecycle Services (SLS) has been viewed as a secondary business alongside its parent company’s metals operations. That perception shifted somewhat with Sims’ latest half-year results, which pushed SLS to the foreground as a core growth engine and a bellwether for where the ITAD and secondary components markets are heading.
Advisory: AI Capex Will Flood Servers and Tighten Laptop Supply: What ITAD CEOs Must Do in 2026
The latest forecast pegs 2026 IT spending at $6.15 trillion and quietly rewires the economics of end‑of‑life hardware. This analysis breaks down how AI‑driven data center capex, a slowing PC refresh cycle, and rising memory costs will reshape server resale, intake...
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