Iron Mountain’s first-quarter results look exceptional on the surface, and in many respects they are. But a closer reading of the numbers reveals a growth story that is partly dependent on conditions that have already begun to shift, making this a quarter that...
The formation of Paladin EnviroTech reflects a deliberate attempt to construct an IT asset disposition organization around a platform model rather than a single operating entity. This is a model that some private equity firms have recently begun to deploy as an...
Strategic Positioning, Structural Risks, and the Coming Capital Inflection A Primary-Research-Based Strategic Assessment Notice and Disclaimer This report is based on primary research conducted through in-depth executive-level conversations with the chief executive...
About this analysis PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms warn that Q1 2026 growth is being driven by inventory build, rising memory costs, and Windows 10 migration rather than real demand. For ITAD and...
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI revenue disappointments and slowing growth projections. We focused on something else entirely. In our view, when the largest enterprise hardware OEMs...
