We are publishing the Strategic Alignment Report – Mid-2025, a practical executive guide for ITAD leaders navigating cybersecurity demands, ESG pressure, secondary market growth, and global expansion. The guide offers: ✅ 9 Strategic Imperatives✅ CEO Metrics &...
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This series is where analysts publish their research and share their latest understanding of market conditions affecting sustainability, ITAD sector, compliance, data security, product design and much more. The agenda for this year up to June 2026 is listed here, with agenda showing the minimum of what Pulse will end up publishing. More content not listed on the agenda will be made available to clients as our analysts respond to developing events.
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The Latest Research & Analysis from CS:
Strategic Alignment Report: Mid-2025. What ITAD CEOs Must Do Now to Win in 2026
We are publishing the Strategic Alignment Report – Mid-2025, a practical executive guide for ITAD leaders navigating cybersecurity demands, ESG pressure, secondary market growth, and global expansion. The guide offers: ✅ 9 Strategic Imperatives✅ CEO Metrics &...
State of the ITAD and Material Recovery Sector: First Half 2025 Review and Outlook
Research: The first half of 2025 didn’t bring a boom or a bust—but it may prove to be a pivotal moment for the ITAD industry. While enterprise clients recalibrated budgets and extended refresh cycles under geopolitical, regulatory, and AI-related pressures, top ITAD...
Why the Healthcare Sector Shows Strongest ITAD Activity Among All Industries: Security, Compliance, and Strategic Shifts
Research: As ITAD demand patterns shift in 2025, one sector stands out—healthcare. In our mid-year analysis based on interviews with 37 ITAD executives and follow-up insights from hospital CIOs and CISOs, a clear theme has emerged: healthcare is leading the current IT...
ERI’s 2024 Impact Report: A Solid Foundation for Future Improvements in Metrics Reporting
ERI’s 2024 Impact Report offers a detailed look at the company’s role in environmental IT and secure asset disposition. Despite being a privately-held business, ERI set out to be more transparent, making it one of the few ITAD and material recovery companies...
Crypto Mining and the Secondary IT Hardware Market: A Volatile Force with Outsized Impact
In this special report, we analyze one of the most overlooked yet increasingly disruptive forces in the global secondary IT hardware market: cryptocurrency mining. The sector boasts a vast ecosystem of miner, ranging from individual hobbyists to industrial-scale data...
AI PCs vs. Refurbished Systems: Diverging Trajectories in a Saturated Market
Despite big leaps in technology—AI chips, smarter performance, better battery life—consumers remain distant from AI PCs. Sales from major brands like Dell and HP continue to stall, and it’s becoming clear that the average buyer isn’t convinced the latest features are...
Corporate Sustainability Brief: Samsung Electronics
I recently moderated a session at REMA 2025 in San Diego with Samsung Electronics' sustainability leaders, Daniel Araujo and Jenni Chun. It was a great conversation about what one of the world’s biggest technology companies is doing to make sustainability real—not...
Sustainability in Practice: Reviewing Hitachi Digital Services’ Strategy
So I spent some time researching how Hitachi Digital Services runs its business—specifically through the lens of sustainability—and I have to say, I came away impressed with what the company does and how it does it. Sustainability shows up in the work itself: in the...
More Analyses
- Strategic Alignment Report: Mid-2025. What ITAD CEOs Must Do Now to Win in 2026
- State of the ITAD and Material Recovery Sector: First Half 2025 Review and Outlook
- Why the Healthcare Sector Shows Strongest ITAD Activity Among All Industries: Security, Compliance, and Strategic Shifts
- ERI’s 2024 Impact Report: A Solid Foundation for Future Improvements in Metrics Reporting
- Crypto Mining and the Secondary IT Hardware Market: A Volatile Force with Outsized Impact
- AI PCs vs. Refurbished Systems: Diverging Trajectories in a Saturated Market
- Corporate Sustainability Brief: Samsung Electronics
- Sustainability in Practice: Reviewing Hitachi Digital Services’ Strategy
- Research: Hyperscaler Data Center Decommissioning — The Magnificent Seven and the Lesser-Known Massive ITAD Opportunity
- Rethinking Data Security in the New Generation of Enterprise AI Devices
- Tariffs, Tech, and Turmoil: How the New Trade War Is Reshaping IT and ITAD
- How Tariffs Are Threatening PC Industry Recovery, But ITAD May Be Entering New Phase of Strategic Relevance
- AI PCs: 10 Things ITADs and Recyclers Should Expect Four Years from Now, Setting Aside Tariff Drama
- Analysis: What the Latest Devices Tell Us About the Future of Enterprise IT and ITAD
- ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?
- Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line
- ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity
- First Take: Cascade Asset Management and Sage Sustainable Electronics Join in First Merger in US ITAD Sector
- IT Spending to Exceed Staggering $5 Trillion this Year: What It Means for ITAD and Sustainability
- PC Market Trends, Windows 11 Adoption Challenges and the ITAD Opportunity
- The Diverging ESG Landscape: While US Hits Pause Button on ESG, Industrialized Nations Keep Momentum Going
- Quantum Lifecycle Partners: Cementing Front Runner Status in Canada’s ITAD Market
- Enterprise IT in a Transforming PC Market: Strategic Insights for the Coming Year
- Data Centers in Space and Under Water: Solving the Power Crisis Facing IT
- What is Google telling us about the secondary market for IT and electronics?
- First Impressions: Leadership Shift at Blancco: What Lou DiFruscio’s Appointment Signals
- First impressions: Iron Mountain’s Third Quarter Results
- Making the Case for Effective Decarbonization: Why Carbon Trading is Not Enough
- Recurring Compliance Issues: Walmart and Retailer Waste Disposal Challenges
- Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
- Research: ITAD & E-Recycling Industries End 2024 on Solid Note, Brace for Stronger 2025
- Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year
- M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?
- The AI PC Market: Slow U.S. Adoption and Dell’s Focus on AI Servers Signal a Long Road Ahead
- Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs
- The Component Market Is Still Weak & Mid-Term Outlook Could Worsen Before Getting Better
- Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling
- Navigating New Climate Regulations: Impact on ITAD and Strategic Recommendations
- May ITAD marketing efforts weaken. ERI recovers first spot, closely followed by Apto Solutions
- Despite AI, PC Market to Remain Dormant This Year. Implications on ITAD Sector
- Deep Dive Into the Education Sector’s ITAD
- New AI Features to Create More Data Security Risks, to Boost Onsite Data Erasure Services
- Strategic Foresight: The Future ITAD Factory is Already Here
- How to Market ITAD in a Competitive and Restrictive Digital Marketing Universe
- April Traffic to ITAD vendors’ online platforms up 16%
- Market Snapshot: Private Equity Firms Fueling ITAD’s Data Security Sector
- Regulators in Europe and US Push Against Greenwashing ESG and Sustainability in Investment Funds
- Dissecting Iron Mountain’s 1Q Financial Results: Is the ITAD Sector in Full Recovery Mode?
- The Politicization of ESG: How Various Business, Social & Political Groups have Divergent Views on ESG
- Questioning Lenovo’s ‘Sustainability-as-a-Service’ Offering
- February ITAD M&A and Transactions Update
- Microsoft’s new commercial laptops: Small push on the AI front, better sustainability and ITAD profiles
- Transcript: For the ITAD Marketing Profile Video
- ITAD Enterprise Trends: Discussion with Cascade’s Neil Peters-Michaud
- ITAD M&A and Business Transactions: January 2024 Update
- As predicted, the PC market ends 2023 with dismal results, and the writing was on the wall
- ITAD Sector’s 2024 Predictions
- Brief: Brace for possible weak PC sales in 4Q23, but ITAD vendors should benefit from that
- The shape of the hardware and device markets in 2024 and beyond with analyst Bob O’Donnell
- Recycling: 17% of US organizations dispose of their IT equipment as waste
- Active M&A period underway, yet assessing outlook remains unsettled
- Iron Mountain’s acquisition of Regency makes sense: it is getting a small but good reputation firm
- First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector
- A heated 2024: Intel on overdrive to get its ISV partners to join its AI PC program
- Microsoft’s message: “buckle up, 2024 is coming”
- The ITAD Sector’s Performance: Glass is Half-Full and Half-Empty
- Tech: Qualcomm’s huge ambitions in the PC market
- ITAD Industry Survey [3Q203]: Glass is both half full and half empty
- The AI Opportunity: How ITAD companies can leverage the AI Chips sector even before products are built
- Preliminary data shows improved ITAD industry sentiments in 3Q23, but market fundamentals remain weak
- The Analyst Corner: Tough Times for Marketers
- California SB 253 and SB 261 are good news for ITAD vendors
- ITADs and the Labor Market
- Technology: ITAD vendors face daunting change driven by A.I.
- Deep Dive into the ITAD and Recycling Certification Landscap (ITAD.Academy)
- Managing ITAD’s Global Complexity (from ITAD.Academy)
- Boosting your ITAD performance with Artificial Intelligence (AI)
- State of the ITAD sector as we reach the mid-point of the second half of 2023
- Understanding the circular economy: opportunities and challenges
- How End-User Companies Learn About Enterprise ITAD Practices
- Intro: ITAD Industry Performance Update and Outlook
- Pulse: Some Signs to Support ITAD Executives’ Optimism on a Better 2H2023
Research: Hyperscaler Data Center Decommissioning — The Magnificent Seven and the Lesser-Known Massive ITAD Opportunity
By David Daoud: The rise of hyperscale data centers has redrawn the boundaries of the ITAD industry. For companies in the business of decommissioning, reselling, and recycling retired IT hardware, the most important clients are no longer Fortune 1000 banks,...
Rethinking Data Security in the New Generation of Enterprise AI Devices
By David Daoud: We spent some time looking at the latest generation of computing devices and how the embedding of AI could drastically reshape the risk profile of corporate IT departments. The new systems that are about to replace the PCs, systems that we’ve known for...
Tariffs, Tech, and Turmoil: How the New Trade War Is Reshaping IT and ITAD
The effects of the new U.S. tariffs on imported technology have been felt immediately with the stock market negatively reacting to sweeping tariffs that many expect would result in a global downturn. Almost all media outlets and economists agree that the tariffs will...
How Tariffs Are Threatening PC Industry Recovery, But ITAD May Be Entering New Phase of Strategic Relevance
Tariffs are creating a new crisis that’s throwing the PC industry into disarray. While OEMs are halting shipments, we spoke to CIOs who are slashing budgets, and in our discussions with ITADs, the secondary market is also flooded with uncertainty. But setting aside the normal reaction we are seeing, in this chaos lies opportunity. With the right playbook, OEMs can stabilize operations, CIOs can shield their transformation agendas, and more than ever before, ITAD firms can absolutely emerge as strategic enablers in a reshaped hardware landscape.
AI PCs: 10 Things ITADs and Recyclers Should Expect Four Years from Now, Setting Aside Tariff Drama
Setting aside the unfolding tariff war drama and its impact on a large swaths of industries, including ITAD, a new generation of AI-capable laptops, desktops, workstations, and servers will hit the market this year, albeit at a slower pace than expected, promising to...
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