The improper decommissioning of IT assets by Morgan Stanley between 2016 and 2019 and the data losses that ensued may result in more than $160 million in fines and a hit to the company’s reputation for years to come. Fines are coming from the U.S. Securities and...
Understanding Market Conditions:
Preparing for Tomorrow’s Challenges & Opportunities
The ITAD Market Pulse
This series is where analysts share their latest understanding of market conditions affecting the ITAD sector. Analyses are published at minimum twice per month, with the likelihood of more as the sector gets more active, to help industry executives stay abreast of issues affecting their business. A quarterly Zoom conference call is also held for subscribing clients. Topics include industry developments, economic trends, general IT sector developments and much more.
Analysts will also share proprietary data when it is appropriate within a publish document. Data comes from CS’ primary research, and/or from open source secondary research.
The Latest Analysis:
Market Snapshot: Private Equity Firms Fueling ITAD’s Data Security Sector
The improper decommissioning of IT assets by Morgan Stanley between 2016 and 2019 and the data losses that ensued may result in more than $160 million in fines and a hit to the company’s reputation for years to come. Fines are coming from the U.S. Securities and...
Regulators in Europe and US Push Against Greenwashing ESG and Sustainability in Investment Funds
The abusive and misleading use of terms like ESG and Sustainability prompted the European Securities and Markets Authority (ESMA) to publish new guidelines to address the confusion facing investors, including an 80% investment threshold required to characterize a fund as a sustainable investment fund. In the US, the SEC has been under pressure by 21 congressional Democrats to publish a rule that would prevent investment funds from abusing terms like ESG, sustainability, green, etc., and force them to be more transparent about the funds they characterize as sustainable. Here is a brief overview.
Dissecting Iron Mountain’s 1Q Financial Results: Is the ITAD Sector in Full Recovery Mode?
Full text under the video There aren’t too many companies that fit the profile of Iron Mountain in the IT asset disposition sector. It is a publicly traded company that is heavily investing these days in IT asset disposition, essentially leveraging its strength in...
The Politicization of ESG: How Various Business, Social & Political Groups have Divergent Views on ESG
Listen to the audio version here There has been a disturbing movement in sustainability investing lately that went somehow unnoticed. After being key drivers of ESG and environmental responsibility, seeking to pressure corporations to adopt more transparent metrics...
Questioning Lenovo’s ‘Sustainability-as-a-Service’ Offering
In 2020, an HP paper sought to make its case in favor of printing as a service. The argument was interesting. The paper started by equating the “print-as-a-service” model to subscription services like cable TV or streaming platforms. Over the years, most PC, printers and other IT hardware manufacturers promoted the ‘as-a-service’ model for the obvious reasons. This time, Lenovo is pushing into new territories by promoting “sustainability-as-a-service,’ an offering that is not likely to find an easy path to clients. Although the idea is very interesting, convincing procurement, compliance and finance officers to buy the idea will be extremely difficult.
February ITAD M&A and Transactions Update
The month of February features only three ITAD-related transactions in the United States and in Canada. Two were expansions and one was an acquisition. Below are the highlights and locations. Click here for year-to-date map
Microsoft’s new commercial laptops: Small push on the AI front, better sustainability and ITAD profiles
We are still a long way to the back-to-school season when you will see a new class of computers that will feature AI-related technologies. Major OEMs and related companies in the PC ecosystem are currently busy designing such systems. Intel, Microsoft, Dell, HP, and...
Transcript: For the ITAD Marketing Profile Video
This is the transcript of the video podcast introducing the ITAD Marketing Leadership Tracker.
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