Analysis: Q3 earnings confirm new industry priorities
This fall’s third-quarter results from tech and lifecycle companies are confirmation that the industry may be experiencing a turning point.
David Daoud is a contributor to Resource Recycling and E-Scrap News, covering IT asset disposition, electronics recycling, and circular IT governance. He is the founder of and current Principal Analyst at Compliance Standards LLC, where he conducts independent research and advisory work on ITAD markets, sustainability and ESG compliance, data security, and lifecycle risk management. Daoud has analyzed enterprise IT trends since the late 1990s and was among the first analysts to examine ITAD as a distinct market segment during his time at IDC. He advises operators, OEMs, and investment teams on regulatory, technology, and market developments affecting the electronics lifecycle.
This fall’s third-quarter results from tech and lifecycle companies are confirmation that the industry may be experiencing a turning point.
Earnings season is in full swing and the latest results from Microsoft, Apple and Amazon show that the global technology hardware cycle remains extremely active heading into late 2025.
These past few weekends, I found myself scrolling through Amazon’s refurbished‑laptop listings—a habit I use to gauge what’s moving through the secondary market.
When copper was added to the US Geological Survey’s proposed list of critical minerals in August, the move signaled a strategic policy shift extending beyond mining and toward formally confirming its geopolitical significance.
This article originally appeared in the Summer 2018 issue of E-Scrap News. Subscribe today for access to all print content. By now, many readers have likely heard news about Home Depot reaching a $28 million settlement with California’s Alameda County over the home improvement giant’s disposal practices involving, among other things, electronic waste. The settlement was announced in March,...
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