Earnings results point to active IT hardware lifecycles
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.
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.
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.
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