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...
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...
This report examines the consolidation of the Managed Service Provider market between 2018 and 2025, draws direct parallels and contrasts with the emerging IT Asset Disposition sector, and presents three forward-looking scenarios for how ITAD consolidation may unfold...
