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Вміст надано Ag Equipment Intelligence Podcast and Ag Equipment Intelligence. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ag Equipment Intelligence Podcast and Ag Equipment Intelligence або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Sometimes a place we consider quiet is just a place we haven’t taken the time to listen. Threshold is nonprofit, listener-supported, and independently produced. You can support Threshold by donating today . To stay connected, sign up for our newsletter . We want to hear from you! Send us your questions about the new season, the content or how it’s made, for an upcoming behind-the-scenes episode. You can submit your questions to outreach@thresholdpodcast.org…
On The Record: Kubota Reports 33% Increase in 1Q23 Ag Revenue
Manage episode 365644155 series 1344340
Вміст надано Ag Equipment Intelligence Podcast and Ag Equipment Intelligence. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ag Equipment Intelligence Podcast and Ag Equipment Intelligence або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode of On The Record, we examine Kubota's earnings for the first quarter of the year, including what percentage of its total revenue comes from its ag segment and its North American market. In the Technology Corner, Noah Newman dives into the latest Precision Farming Dealer Day in the Cab visit. Also in this episode: SurePoint Ag's acquisition of some of Dawn Equipment's product lineup and the most recent update to the Ag Economy Barometer.
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192 епізодів
Manage episode 365644155 series 1344340
Вміст надано Ag Equipment Intelligence Podcast and Ag Equipment Intelligence. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ag Equipment Intelligence Podcast and Ag Equipment Intelligence або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode of On The Record, we examine Kubota's earnings for the first quarter of the year, including what percentage of its total revenue comes from its ag segment and its North American market. In the Technology Corner, Noah Newman dives into the latest Precision Farming Dealer Day in the Cab visit. Also in this episode: SurePoint Ag's acquisition of some of Dawn Equipment's product lineup and the most recent update to the Ag Economy Barometer.
…
continue reading
192 епізодів
Усі епізоди
×In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at AGCO’s plans for its precision business and its 2029 targets. In the Technology Corner, Noah Newman talks with Eis Implement’s precision team. Also in this episode, the interest savings dealers could see with the latest rate cut by the Fed and a look at the used 100+ horsepower tractor market.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, Marc Johnson, principal with Pinion, provides 4 factors that will be important for dealers to watch in 2025 that will impact their business. In the Technology Corner, Noah Newman has a preview of January’s Precision Farming Dealer Summit in Louisville. The latest Sandhills Global market report shows combine auction prices increased more than other categories. And, in the self-propelled sprayer market, the big 3 still dominate but other brands are gaining ground.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we take an initial look at the Dealer Business Outlook & Trends Report and what dealers are forecasting for 2025. In the Technology Corner, Noah Newman provides a look at Verdant Robotics new Sharpshooter that it demoed at the FIRA Conference. Also in this episode, Deere reports a 16% drop in its fiscal year 2024 net sales and we check in with Claas to see how their goal of doubling business in 5 years turned out.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at how the latest round of interest rate cuts will impact dealers’ flooplan payments. In the Technology Corner, Noah Newman talks autonomy with Monarch Tractor. Also in this episode, some additional insights on when we might see full autonomous adoption and AGCO reports a drop in 3Q revenue and a big cut to production plans.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, Deere Director of Investor Relations Josh Beal told JP Morgan analysts that the OEM is confident it will be “producing to demand” in fiscal year 2025. In the Technology Corner, Noah Newman visits with Dave Thompson, a precision farming specialist with Johnson Tractor. Also in this episode, dairy is proving to be a bright spot for ag equipment sales and used equipment pricing continues its downward trend.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at the potential impact Hurricanes Helene and Milton will have on ag production as well as the dealers and manufacturers in the impacted region.
In this episode of On the Record, brought to you by Benzi America, we take a look at former President Donald Trump’s threat of a 200% tariff on Deere’s Mexico built equipment. In the Technology Corner Noah Newman visits with Bluewhite about the company’s partnership with New Holland. Also in this episode, a different way of measuring yield and the impact the Fed’s interest rate cut could have on dealers.…
In this episode of On the Record, brought to you by Benzi America, we follow up on Jake Lieb’s viral TikTok video about AHW LLC canceling his order. In the Technology Corner, Noah Newman visits with Sloan Implements salesperson Jason Seger on demoing the S7 combine with automation. Also in this episode, an update on the auction market, the latest WASDE report from USDA and the most likely products to see year-end buying.…
In this episode of On the Record, brought to you by Benzi America, Alamo Group recently announced it was closing its Gibson City, Ill., facility and laying off its staff. In the Technology Corner, Noah Newman shares the impact Ag Leaders Al Myers has had on the ag industry. Also in this episode, Claas’s Eric Raby shares his outlook for the rest of 2024 and 2025 and the impact Deere’s layoffs will have on its bottom line.…
In this episode of On the Record, brought to you by Benzi America, Greg Roberg, vice president of sales for AgDirect, shares his expectations for potential rate cuts yet this year based on the FOMC’s comments in late July. In the Technology Corner, Noah Newman highlights the upcoming Precision Specialist Week. Also in this episode, one manufacturer who supplies a number of OEMs says “Ag is on the fastest roller coaster ride down in a quarter-century” and TractorZoom’s Andy Campbell provides an outlook on the used equipment market for the remainder of 2024.…
In this episode of On the Record, brought to you by Benzi America, we take a look at results of the 2024 Brand Loyalty study. In the Technology Corner, we examine how USDA’s use of ag data raises privacy concerns. Also in this episode, a look at the ag equipment companies that made the Industry Week U.S. 500 report and JP Morgan analysts say the rate of decline in the ag industry is expected to decrease.…
In this episode of On the Record, brought to you by Benzi America, we take a look at how much crop damage resulted from the rain and wind brought on by Hurricane Beryl. In the Technology Corner, Noah Newman examines what dealers need to do before hosting drone clinics to ensure they are FAA compliant. Also in this episode, used equipment pricing and inventory continue to challenge the industry and elected officials discuss how policy can impact the equipment manufacturing industry while in Milwaukee for the Republican National Convention.…
In this episode of On the Record, we take a first look at the major line results from the North American Equipment Dealers Assn. 2024 Dealer-Manufacturer Relations survey. Also in this episode: CDK Global's cyber attack puts IntelliDealer customers offline and Stotz Equipment and Premier Equipment announce an industry-first cross border partnership. In the Technology Corner, Noah Newman provides an inside look at Sentera's Aerial WeedScout product.…
In this episode of On the Record, brought to you by Weasler Engineering, Pinion's Marc Johnson shares and updated forecast for dealers revenues in 2024. The latest Purdue Ag Economy Barometer shows producer sentiment improved in the last month but indicates most farmers still say it's a bad time to invest in new equipment. And, dealers report used equipment inventories continue to build. In the Technology Corner, Noah Newman visits with the precision team from Eis Implement in Two Rivers, Wis.…
In this episode of On the Record, brought to you by Weasler Engineering, we take a look at some responses to Kubota's new limiting acquisitions policy for dealers. In the Technology Corner, Noah Newman examines how autonomy may provide a health benefit to the ag equipment industry. Also in this episode, John Deere's latest earnings and the end of AGCO and Ohio Ag Equipment's distribution agreement.…
In this episode of On the Record, brought to you by Weasler Engineering, we break down the key takeaways from Ag Equipment Intelligence's newly released 2024 Big Dealer Report. In the Technology Corner, Noah Newman shows us how cover crop planting could be done autonomously. Also in this episode, CNH Industrial reports a drop in ag sales, AGCO combine and application equipment sales are down year-over-year and a UK New Holland factory strike could impact North America.…
In this episode of On the Record, brought to you by Weasler Engineering, we look at some analyst comments on Scott Wine's departure from CNH Industrial. In the Technology Corner, Noah Newman talks to Pessl Instruments' CEO about the recent investment it received from Lindsay Corp. Also in this episode, dealers and farmers chime in on brand loyalty, air seeder sales forecasts and layoffs at the Racine, Wis., Case IH plant.…
In this episode of On the Record, brought to you by Centro Motion, we look at how the Port of Baltimore's closure will alter the flow of high horsepower tractors in and out of the country. In the Technology Corner, Noah Newman talks about some changes coming to drone operation regulations. Also in this episode, Kazakhstan's potential for the North American ag equipment industry and what 2024 holds for the sprayer market.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we talk to an analyst and dealers on how interest rate cuts could impact the ag equipment industry. In the Technology Corner, Noah Newman shows us how cover crop planting could be done autonomously. Also in this episode, the Baltimore bridge collapse, planter sales forecasts, leasing volumes and Titan Machinery's latest earnings report.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at how used dealer and auction prices are trending. In the Technology Corner, Noah Newman shows up Trimble’s new Bilberry Smart Spraying System. Also in this episode, dealers report few department manager retirements coming, AGI earnings, the Farm Equipment Hall of Fame and Mahindra's North America CEO talks 2024 market share goals.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, PFG America CEO Daniel Cook discusses the company's goals for expanding Deutz-Fahr's North American presence. In the Technology Corner, Noah Newman hits the technology highlights of the 2024 National Farm Machinery Show. Also in this episode, CNH Industrial reports $18.1 billion in 2023 ag sales, fewer dealers plan to build brand new dealerships and Deere dealers' inventory levels are rising.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, Howard Buffett talks about getting tractors and combines to Ukrainian farmers. In the Technology Corner, Noah Newman examines how the 360 Rain system boosts yields by over 65 bushels per acre. Also in this episode, the potential peak for large ag equipment sales, layoffs at Hutson Inc., 'Made in USA' equipment influence and AGCO's latest earnings report.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, Casey Seymour gives his thoughts on what the used equipment market might look like in 2025. In the Technology Corner, Noah Newman highlights ag equipment tech at this year's Consumer Electronics Show. Also in this episode, precision farming revenue was up for dealers in 2023 and AEM data shows large ag equipment sales in 2023 rose in both the U.S. and Canada.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, a Linamar executive says the company isn't seeing market negativity in 2024 as a shortline-only business. In the Technology Corner, Noah Newman looks at Sentinel Fertigation's N-TIME nutrient management platform. Also in this episode, we ask dealers about their agri spray drone offerings, explore monthly dealer sales growth by brand and rising interest rates as a growing farmer concern.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we dive into John Deere's annual report, including what it spent on dealer sales incentives in 2023. In the Technology Corner, Noah Newman showcases the ag spray tech being developed at XAG. Also in this episode, Bourgault and Buhler Industries have been acquired, dealers likely won't add equipment lines next year, self-propelled sprayer inventories and Claas' 2023 earnings.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we talk about the 10-year trend for dealer wholegood revenue forecasts, Titan's third quarter earnings for fiscal year 2024 and the next steps for spray drone technology. Also in this episode a look at dealers' ability to fill retail orders from their current inventory and in the Technology Corner, Noah Newman takes a closer look at Susterre's ultra-high pressure water jets.…
1 On The Record: Solectrac Exec Talks Search for New Investor, Future of Electric Tractor Market 10:33
In this episode of On the Record, brought to you by Associated Equipment Distributors, we talk to a Solectrac executive about the company's search for a new investor. In the Technology Corner, Noah Newman talks about the majors' growing presence in the precision retrofit market. Also in this episode, a new partnership between Great Plains and Montag, Canadian ag equipment sales forecast and John Deere's 2023 earnings.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at CNH Industrial''s goals for in-house precision tech production. In the Technology Corner, Noah Newman shows us Mississippi State University's brand-new Agricultural Autonomy Institute. Also in this episode, grain prices and farmer purchases, dealers' capital spending plans and Kubota's third quarter earnings.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at the state of the electric tractor market. In the Technology Corner, Noah Newman shows us the latest from NEXAT. Also in this episode, Art's Way Manufacturing's latest earnings report, dealers report little interest in autonomy retrofit kits and a word from Titan Machinery's new CEO.…
In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at the preliminary results of the 2024 Ag Equipment Intelligence Outlook & Trends report. In the Technology Corner, Noah Newman shows us the latest from Verdant Robotics. Also in this episode, shifting high horsepower used tractor inventories and a deep dive into the implications of AGCO and Trimble's new joint venture.…
In this podcast, we discuss how farmers and dealers view the recently announced collaboration agreement between Farmers Business Network and Greeneye Technology. In the Technology Corner, Noah Newman covers what majorline OEMs had to say about the future of autonomy with dealers at the 2023 Precision Farming Dealer Summit. Also in this episode, a look at CNH Industrial's fourth quarter earnings, the state of dealer M&A activity and Unverferth's acquisition of tillage equipment manufacturer Orthman Manufacturing.…
In this podcast, Pinion Principal Marc Johnson forecasts 4-6% growth in large ag equipment sales in 2023. In the Technology Corner, Noah Newman takes a closer look at Verge Ag’s Equipment Explorer, which was launched at the 2023 Precision Farming Dealer Summit. Also in this episode, a preview of the 10th annual Precision Farming Dealer benchmark study and a look at ag retailer sprayer purchase plans for the year ahead.…
In this podcast we take a look at farmer sentiment and how it’s being boosted by their strong 2022 profits. In the Technology Corner, Noah Newman discusses Indianapolis-based agtech company Smart Apply and their Intelligent Spray Control System. We also take a look at John Deere’s production ag equipment backlogs and what it spent on R&D in 2022. And finally, dealers are reporting that the rate of used equipment price increases is slowing, though they remain up year-over-year.…
In this episode of On the Record we review John Deere’s plan for autonomy. In the Technology Corner Now Newman discuss new developments with Sabanto’s autonomy system . Also in this episode, the capital investment index from Purdue University’s Ag Economy Barometer drops again and highlights from the 2022 Cost of Doing Business Study.…
In this podcast, the latest Dealer Sentiments Report shows that dealers inventories of both new and used equipment are improving despite being too low. In the Technology Corner Noah Newman talks with Verdant Robotics plans to scale its fleet. Also in this episode, Titan Machinery reports record results for the third quarter of fiscal year 2023 and Farm Credit Canada forecasts tight machinery inventories well into 2024.…
In this episode we look at the top factors growers say are impacting their decisions to purchase equipment in 2023. In the Technology Corner, Noah Newman takes a closer look at Precision Planting’s new sprayer technology ReClaim. Also in this episode, Kubota’s 9 month U.S. sales break $5 billion and a preview of Ag Equipment Intelligence’s latest research report “Autonomous Farm equipment: U.S. Farm Adoption & Outlook.”…
In this podcast we look at how factors beyond farm income are weighing on farmer sentiment and their willingness to buy equipment. In the Technology Corner, Noah Newman takes a closer look at Deere's new strip-till rig. Also in this episode: AGCO reports a strong third quarter and interest rate increases put pressure on grower and dealer sentiment.…
In this podcast, we take a look at how the publicly traded OEMs stack up when looking at R&D spend as a percentage of ag equipment sales. Noah Newman joins us from the FIRA show in Fresno, Calif., in the Technology Corner to discuss GUSS Automation. Also in this episode: Claas talks about their dealer network and we look at the first 9-months of large ag equipment sales for 2022.…
In this week's episode, industry insiders tell us John Deere dealers are currently testing new Deere-branded strip-till rigs. In the Technology Corner, Noah Newman talks with Skip Klinefelter about Linco-Precision's acquisition of Dairy One Cooperative's precision farming assets. Also in this episode: what alternate power sources do farmers see as the most viable and dealers are expecting higher price increases in 2023 vs. 2022.…
In this podcast, we take a preliminary look at Ag Equipment Intelligence’s 2023 Dealer Busienss Outlook & Trends Report. In the Technology Corner, Noah Newman takes a look Amvac’s SIMPAS System. Also in this episode, dealers find creative ways to fix and update customer equipment in the midst of supply chain slowdowns and Ben Thorpe shares an interview with 360 Yield Center’s Gregg Sauder on why dealers should be doing more with agronomy.…
In this podcast we discuss grower sentiment and their intentions to make large equipment purchases as well as dealers' sales outlook for 2022 and 2023. In the Technology Corner, Michaela Paukner takes a closer look at Greeneye's precision sprayer system. Ben Thorpe also brings us a report from the Farm Progress Show about Versatile and Cummins partnership on a hydrogen engine. And finally, we introduce a new feature to end the show — AEI Data Points. This feature is a quick highlight of a noteworthy table or chart that the ag equipment industry needs to know.…
In this episode of On the Record, we take a look at Kubota’s first half results for 2022 and how the company’s ag and construction segments have grown in North America in recent years. In the Technology Corner, Michaela Paukner examines how dealers can leverage their manufacturer relationships to better serve their customers. Also in this episode: could Linamar being making moves to take a leadership position in electric ag machinery and a look at Avant Market Group’s 2022 Power Brand Study’s tillage and seeding market results.…
In this episode of On the Record, we take a closer look on AGCO’s unfinished inventory, which is the highest it’s been in 2 years. In the technology corner, we take a look at Precision Planting's new tools for automating soil sampling. Also in this episode, the results of a Farm Equipment poll on OEM new equipment lead times, an update on the UAW-CNH strike and the passage of the CHIPS and Science and Science Act.…
In this episode of On the Record, Stifel's quarterly dealer survey reveals that while OEM lead times have improved slightly, the majority of dealers still say they are longer than last year. In the Technology Corner we look at AEM's recent white paper that outlines 13 trends that could influence how food is produced — many of which are tied to precision ag technologies. Also in this episode: A closer look at Titan Machinery's acquisition of Heartland Ag Systems, how farmers view shortlines compared to the majors, and a look at the 6-month unit sales report for 100+ horsepower and 4WD tractors.…
In this episode we take a look at how used tractor prices continue to increase while inventories remain low. In the Technology Corner Michaela Paukner breaks down the technology plans for strip-tillers based on Strip-Till Farmers 2022 benchmark study. Also in this episode: NAEDA completes its merger, the forecast for China tractor sales over the next 5 years, Purdue's Farm Capital Investment Index remains at a record low, and we introduce the pilot episode of our new docuseries Stories from Independent Ag Equipment Innovators.…
In this podcast we take a look at the how dealer optimism has continued to fall, hitting a near record low, in May. In the Technology Corner Michaela Paukner follows up her last segment with a look at AGCO’s tech stack. We also discuss the California’s Occupational Safety & Health Standards Board’s rejection of a petition to amend a 70s era regulation limiting autonomous equipment. Also in this episode a look at Kubota’s dealer development plans and the full-line and tractor manufacturer results of EDA’s dealer manufacturer relations report.…
In this podcast, we take a look at how late planting will have implications across the entire ag supply chain. In the Technology Corner, Michaeal Paukner examines Deere’s vision for autonomous farming. Also in this episode, Titan Machinery’s 1Q 2023 revenue increased nearly 24% and a look at what types of equipment growers are more likely to favor shortlines for over a unit from one of the majors.…
On The Record: AGCO Puts Plan In Place To Promote Dealer Growth by Ag Equipment Intelligence
Case IH Dealers React to UAW Strike at 2 CNH Plants by Ag Equipment Intelligence
In this podcast we preview the results of the 2022 Big Dealer Report, which tracks consolidation trends among farm equipment dealers. In Technology Corner Michaela Paukner takes a closer look at the significant role autonomy will play in Deere's target recurring revenue goal. Also in this episode, what CNH Industrial's "reverse integration" of Raven means for dealers and customers and a look at the 10-year equipment purchasing trends of no-tillers.…
In this podcast, we look at the latest results of Purdue University’s Ag Economy Barometer and how producer sentiment toward capital expenditures hit a 6-year low. In the Technology Corner, Michaela Paukner digs into AGCO’s latest sustainability report. Also in this episode, Buhler Industries release its annual report and Todd Bachman, CEO of Florida Coast Equipment, shares some insights into Kubota’s dealer network.…
In this podcast we look at the Tier 5 emission standards being proposed for California and what it could mean for the ag equipment market. In the Technology Corner, Michaela Paukner looks at how Krone and Lemken partnered to create an autonomous machine for forage harvesting and tillage, the Combined Powers machine. Also in this episode: CNH Industrial CEO Scott Wine addresses competition between the company's Case IH and New Holland dealers, and we take a look at Case IH dealer Titan Machinery's fiscal year 2022 earnings report.…
In this episode of On the Record, according to the latest Ag Economy Barometer reading from Purdue, producers say they will spend less on machinery than they did last year. In the Technology Corner, Michaela Paukner looks at Deere’s latest See & Spray advancement. Also in this episode: an update from a Ukrainian AGCO dealer, a look at the 14th Annual No-Till Benchmark Study and dealer optimism hits a 16-month low.…
In this podcast we discuss the updated 2024 Strategic Plan and 4 Pillars of Precision Technology that CNH Industrial introduced during its Capital Markets Day on Feb. 22. In the Technology Corner, Michaela Paukner discusses Kovaco's remote-controlled electric skid setters which were introduced last week at the National Farm Machinery Show. Also in this episode, Deere announces its 2030 Leap Ambitions strategy, fertilizer prices continue to rise and Kubota's North American revenues seed steady growth over the last decade.…
In this podcast, we discuss the upcoming contract negotiations between CNH Industrial and the United Auto Workers for two of the OEM's plants. In the Technology Corner, Michaela Paukner looks at Clean Seed Capital's goal to revolutionize planting with its SMART Seeder Max. Associate Research Editor Ben Thorpe shares some of the initial findings in Rural Lifestyle Dealer's 2022 Dealer Business Trends & Outlook report. Finally, CNH Industrial and AGCO both report strong 4Q and FY 2021 results.…
Dealers Forecast ‘Normal’ Inventories by 2023 by Ag Equipment Intelligence
In this episode, we discuss the farm equipment auction market, Deere's autonomous tractor introduction at CES 2022 last week, the continued decline in new and used equipment dealer inventories, and results of a survey on the impacts and lessons learned from the Deere work stoppage. Deliver a seamless transfer of power between a tractor and its attached machinery with one of Weasler’s three ASABE-compliant drive shaft product lines; the Standard, the Classic and the Professional. Weasler’s Newest product line – the Standard- offers a selection of pre-configured driveshafts. The Classic and Professional lines offer variety of standard components to choose from, allowing you to customize your PTO drive shaft to meet the specifications of your job. Learn more about what Weasler can do for you by visiting Weasler.com. On the Record is now available as a podcast! We encourage you to subscribe in iTunes, the Google Play Store, Soundcloud, Stitcher Radio and TuneIn Radio. Or if you have another app you use for listening to podcasts, let us know and we’ll make an effort to get it listed there as well. We’re interested in getting your feedback. Please feel free to send along any suggestions or story ideas. You can send comments to kschmidt@lessitermedia.com.…
In this podcast we look at how ag equipment manufacturers compare to other machinery sectors in their recovery. In the Technology Corner, Michaela Paukner looks at how the massive “all-in-one” machine by NEXAT handles every work step in production agriculture, including soil cultivation, sowing, crop protection and harvesting. Also in this episode: a number of dealers are making acquisitions in Dealers on the Move, Deere acquires battery technology provider Kreisel Electric and Ben Thorpe examines how the major OEMs' R&D expenses compare to their ag sales.…
In this podcast, we look at Titan Machinery’s strong third quarter results for fiscal year 2022, and how the executive team views inventory turns heading into next year. In the Technology Corner, Michaela Paukner talks with Mani Iyer, CEO of Soletrac, about the electric tractor manufacturer’s distribution plans. Also in this episode: a look at how the UAW strike impacted margins and planter deliveries and dealers’ forecast for used equipment revenues in 2022.…
In this podcast, we dig into some of the results of survey Ag Equipment Intelligence conducted Nov. 15-17 on farmers year-end tax plans and dealers' forecasts for December revenues. Also in the episode: After 5 weeks the Deere-UAW strike has come to an end and Buhler, manufacturer of the Versatile and Farm King brands of equipment, reports its fourth quarter revenues dropped. In the Technology Corner, Michalea Paukner looks at the timeline of how autonomous ag equipment has progressed.…
In this podcast we take a look at CNH Industrial's third quarter results and how they have adjusted their 4Q outlook amid component availability issues. In the Technology Corner, Michaele Paukner explores new AI technology being used for weed control from Carbon Robotics. Also in this episode, an update on the Deere strike and how it is impacting dealer revenue, how McFarlane Manufacturing is battling workforce and supply challenges and an update on Monarch Tractor's licensing agreement with CNH Industrial.…
The latest episode of On the Record is now available! In this episode, we have a follow up on the UAW Deere strike, including where dealers stand on the issue. In the Technology Corner, Michaela Paukner discusses how some dealers are digging out old GPS receivers for customers amid ongoing equipment shortages due supply chain challenges. Also in this episode, we look at AGCO’s strong third quarter results, the continued equipment inventory and challenges dealers are facing.…
In this podcast we take a first look at the UAW strike at 14 of Deere's U.S. facilities. In the Technology Corner, Michaela Paukner examines Kubota's planned acquisition of AgJunction for $72.8 million. Also in this episode, California Gov. Gavin Newsom has signed a bill that will ban gas-powered small-off road engines. Ben Thorpe reports on dealers early orders heading into 2022, based on the results of Ag Equipment Intelligence's Dealer Business Outlook & Trends report. Art's Way reported its second straight profitable quarter, and saw Agriculture Products segment sales for the third quarter improve by 27% vs. last year.…
In this podcast, a net 82% of dealers report their new equipment inventory is too low and say they are seeing price increases from the OEMs ranging from 4% to as high as 22%. In the Technology Corner, Michaela Paukner reports on the proposed precision loan program Sen. Deb Fischer and Sen. Amy Klobuchar recently introduced. Also in this episode, German shortline manufacturer Horsch says it will almost double production capacities with a number of world-wide investment projects within the next 2-3 years. According to the 2022 Dealer Business Outlook & Trends report, dealers are forecasting new equipment revenues to increase next year, along with price increases from their OEMs. And, the Business Climate Index for the Agricultural Machinery Industry in Europe dropped for the third month in a row to 63 points.…
In this podcast, we cover Titan Machinery's strong second quarter of fiscal year 2022, which saw revenues increase 24.4%. In the Technology Corner, Michaela Paukner shares a close look at 360 Yield Center's 360 RAIN autonomous irrigation system. Also in this episode, the Ag Economy Barometer shows farmer sentiment recovered slightly in August, Raven Industries' Senior Director of Global Sales Sarah Waltner shares some opportunities for the technology company after its acquisition by CNH Industrial closes. Finally, Ben Thorpe takes a look at the latest forecast for net cash farm income, which is estimated to be up 17% in 2021.…
In this podcast, we report on Cervus Equipment's record second quarter earnings as well as the dealership's announcement that it has agreed to be acquired by Brandt Tractor. In the Technology Corner, Michaela Paukner discusses Purdue University's new precision ag course for high school teachers. Also in this episode: AGCO CEO Eric Hansotia says they are positioning Challenger as a "track tractor" brand, dealer optimism drops amid inventory challenges and Deere's third quarter earnings report.…
In this week’s episode, we look at how Kubota performed in the second quarter and first half of 2021. The manufacturer reported healthy growth in both revenue and operating profit. In the Technology Corner, our new editor Michaela Paukner reports on Deere’s recent acquisition of Bear Flag Robotics. Also in this episode: farmer sentiment declined slightly in July, according to Purdue’s latest Ag Economy Barometer, and Alamo Group reported a strong second quarter and first half.…
In this podcast we take a look at the latest Dealer Sentiments & Business Conditions survey, which shows used combine inventories reaching a record low. In the Technology Corner, Ben Thorpe discusses the findings of study done by the Assn. of Equipment Manufacturers, the American Soybean Assn., Crop-Life America and the National Corn Growers Assn., on the environmental benefits of precision ag technology. Also in this episode the House Ag Committee approves a $5.5B disaster aid bill that will put money in farmers' pockets, AGCO's second quarter net sales improved by double-digits and CEMA's general Business Climate Index shows European ag equipment industry sentiment dropped slightly in July.…
In this podcast we take a look at President Joe Biden's recent executive order that encourages the Federal Trade Commission to make rules related to Right to Repair. In the Technology Corner, Ben Thorpe discusses the results of the 8th Annual Strip-Till Operational Benchmark Study and what precision technology strip-tillers plan to invest in in 2021. Also in this episode: Art's Way's second quarter and first half earnings and Kubota's results in the latest EDA Dealer-Manufacturer Relations report.…
In this podcast, we take a look at the New York State Senate's Digital First repair act, which was recently passed — marking the first chamber in the U.S. to pass a right to repair bill. In the Technology Corner, Ben Thorpe shares dealers' outlook for growing revenue from precision farming. Also in this episode, dealers report new price realization reached a 9-year high in the latest Dealer Sentiments and Business Conditions Update and the Equipment Dealers Assn. announces Claas and Branson Tractors earned top honors in the annual Dealer-Manufacturer Relations survey.…
In this podcast, we take a look at the recently signed Louisiana law that is aimed at strengthening dealers' positions when it comes to incentive bonuses and "coerced" stocking of parts and equipment. In the Technology Corner, Ben Thorpe takes a closer look at some of the 2021 Precision Farming Dealer Benchmark study results, including aftermarket precision sales. Also in this episode: more on CHI Industrial's acquisition of Raven, dealer optimism turns negative for the first time since April 2020 and China's corn imports from the U.S. rebounded in 2020.…
In this podcast, Titan Machinery released its first quarter earnings for fiscal year 2022, with all segments reporting growth except for the rental and other division. This week's Dealers on the Move include Torgerson's, Hutson Inc. and Atlantic Tractor. Associate Research Editor Ben Thorpe takes a look at Deere's second quarter earnings and on the battle for market share between Deere and AGCO's Fendt brand. Also in this episode, a closer look at the used high horsepower tractor market and Kubota's first quarter results.…
In this podcast, we discuss growers equipment purchasing — and other capital investment —plans. While the Capital Investment Index from the Ag Economy Barometer went down, growers still indicated they are still optimistic about purchasing equipment. In the Technology Corner, we look at cyber security issues for dealers. Also in this episode: CNH Industrial and AGCO both have good first quarters, the rising costs of both new and used equipment and Cervus Equipment's first quarter results.…
In this podcast, we take a preliminary look at the 2021 Big Dealer Report. While the number of dealers operating 5 or more ag locations only increased by 1, the total number of stores big dealers operate was up by 5%. In the Technology Corner, Jack Zemlicka talks with Michael Boehlje with Purdue University’s Center for Commercial Agriculture about the shifting skillset for precision specialists. Also in this episode: the semiconductor shortage and whether it will impact ag, a look at the Biden Administration’s infrastructure bill, New Holland’s new methane-powered tractor and an improvement in ag exports to China.…
In this podcast we take a look at AEM's recent survey of manufacturers on their outlook for business in 2021. In the Technology Corner, Jack Zemlicka discusses precision farming dealers' revenue outlook for the year ahead. Also in this episode, a closer look at AgJunction and Raven's latest earnings reports and an update on ag credit conditions.…
In this episode of On the Record, we take a look at the most recent push for right to repair, this time at the federal level. In the Technology Corner, Mackane Vogel shows us some new tech he recently encountered from Solinftec. Also in this episode, the latest Farm Equipment text poll, responses to our recent coverage of New Holland's brand purity attempts and one tire manufacturer's bet on strong year-end ag equipment tax purchases.…
In this episode of On the Record, New Holland Agriculture President Carlo Lambro talks about the future of the company's North America network. In the Technology Corner, Noah Newman takes a look at the recently award-winning One Smart Spray system. Also in this episode, Titan Machinery's latest earnings report, dealers forecast fourth quarter wholegoods sales and ag equipment manufacturers' reasons to be optimistic in 2024.…
In this episode of On the Record, we take a look at John Deere's latest earnings report. In the Technology Corner, Noah Newman gives us a deep dive into Ecorobotix's precision spot-sprayer ARA. Also in this episode, dealer customer satisfaction scores and Buhler Industries' second quarter earnings.
In this podcast Analyst Chris Johnson forecasts the ag equipment industry will see a "shallow trough" slowdown. In the Technology Corner, Noah Newman takes a look at precision tech at this year's National Strip-Tillage Conference. Also in this episode, farm production expenditures are up for 2022 and Kubota reports earnings for the first half of 2023.…
In this episode of On the Record, we take a closer look at the used combine market. In the Technology Corner, in the Technology Corner, Noah Newman talks about the versatility of drones with a Corn Belt farmer who owns and operates his own aerial application business. Also in this episode, AGCO and CNH Industrial released their second quarter earnings this week.…
In this episode of On The Record, we ask Oxbo what we can expect from their acquisition of H&S Manufacturing. In the Technology Corner, Noah Newman covers Versatile's recently announced collaborative autonomy project.. Also in this episode: farmers' interest rates concerns and declining used equipment price trends.…
In this episode of On The Record, we take a look at the FWEDA/AED merger and other association M&A activity that led to this decision. In the Technology Corner, Noah Newman covers Horsch's recently debuted autonomous planter. Also in this episode: strip-till farmers' purchasing plans and analyst coverage of John Deere Financial's earnings.…
In this episode of On The Record, we examine Kubota's earnings for the first quarter of the year, including what percentage of its total revenue comes from its ag segment and its North American market. In the Technology Corner, Noah Newman dives into the latest Precision Farming Dealer Day in the Cab visit. Also in this episode: SurePoint Ag's acquisition of some of Dawn Equipment's product lineup and the most recent update to the Ag Economy Barometer.…
Deere Reports Rising Large Ag Price Realization, Lower Production Costs by Ag Equipment Intelligence
In this podcast we examine the CNH Industrial's recently announced partnership with AGuru Machinery and how it reflects on the state of the strip-till equipment market. In the Technology Corner, we take a look at the future of AGCO and Bosch BASF's smart spraying partnership. Also in this episode: CNH Industrial's dealer inventory levels, Colorado Right to Repair concerns and corn fertilizer expenses.…
In this podcast we examine the latest update to the Purdue Ag Economy Barometer, where rising interest rates became growers' number 1 reason to avoid large investments. In the Technology Corner, Noah Newman takes a look at one of John Deere's latest innovations: Furrow Vision. Also in this episode: USDA's prospective planting forecast for 2023, dealers' rising used combine inventories and a look at Buhler Industries' recently released annual report.…
In this podcast we examine the preliminary results of the 2023 Ag Equipment Intelligence Big Dealer report. In the Technology Corner, Noah Newman takes a look at FarmWave's harvest loss technology. Also in this episode: European investment comes to a Manitoba dealership, the majors' 2022 investments and acquisitions and why John Deere and Case IH are going for integrated solutions in their tech stacks.…
In this episode of On the Record, we look at a recent AEM survey that found the majority of ag equipment manufacturers reported improving supply chain issues. In the Technology Corner, Noah Newman looks at Leaftech Ag's new handheld tissue analysis tool. Also in this episode, CNH Industrial's latest acquisitions and Titan Machinery's fiscal year 2023 earnings.…
In this episode of On the Record, we discuss how dealers are seeing used equipment price increases continuing to trend downward. In the Technology Corner, Noah Newman reports on Case IH debuting its new AFS furrow command technology at this year's National Farm Machinery Show. Also in this episode, a look at John Deere's forecast for restocking their dealers and no-till farmers' equipment purchasing plans.…
In this episode of On the Record, we discuss the results of Kubota's earnings for 2022 and what percentage of its revenue is coming from North America and its Farm Equipment & Engines segment. In the Technology Corner, Noah Newman reports from the floor of the National Farm Machinery Show on a new announcement from Trimble. Also in this episode, a look at the latest update to the Ag Economy Barometer and the results of the 2023 Rural Lifestyle Dealer Business Outlook & Trends report.…
In this week’s podcast, we look at how the first 6 months of 2020 fare in farm equipment sales compared to the 2016-19 average. In the Technology Corner, Jack Zemlicka discusses the idea of dealers selling strategic planning as a service. Also in this episode: small ag equipment sales make gains amid stay at home orders from COVID-19, European dealer sentiment improves and Art’s Way’s ag sales decline during 2Q.…
Both dealer and grower sentiment has improved after declining in wake of the COVID-19 pandemic. In the Technology Corner, Jack Zemlicka looks at the possibility of leasing equipment growing in popularity. Also in this episode: what changes in the ethanol industry could mean for the farm equipment business and an update on USDA's work to improve rural broadband access.…
In this week’s podcast, we dig into a report from the University of Illinois that projects an $89 per acre decline for the 2020 corn crop, which could point to a drop in tractor sales. And we take a look at preliminary results from both the latest Precision Farming Dealer and Strip-Till Farmer benchmark surveys. Also in this episode we look at deteriorating ag credit conditions and Deutz’s latest earnings.…
We’re excited to be back in the office for this week’s podcast, which includes coverage of Titan Machinery’s strong first quarter performance, as well as the latest earnings reports from Deere & Co., AGCO and CNH Industrial. In the Technology Corner, Jack Zemlicka shares some of the results of the 7th Annual Strip-Till Operational Benchmark Study. Also in this episode, Deere earns the Dealer’s Choice Award in the Equipment Dealers Assn.’s Dealer-Manufacturer Relations survey, and dealer sentiment remains down in both North America and Europe.…
In this week’s podcast, we compare what Machinery Pete is seeing in auction prices to what dealers report used equipment retail values to be. Also in this episode, dealers share what changes they anticipate in day-to-day business once we are passed COVID-19 and CNH Industrial and AGCO report their first quarter results. In the Technology Corner Jack Zemlicka talks with Tim Norris about how Raven has adjusted its strategy to showcase its AutoCart and DOT platforms to dealers.…
In this week's podcast we look at the preliminary results of Farm Equipment and Ag Equipment Intelligence's latest Brand Loyalty Study. Also in this episode, dealers adjust their sales forecast for 2020 and Dealer Optimism takes a huge hit in March. Rocky Mountain Dealerships reported a decline in first quarter earnings and the Kansas City Federal Reserve Bank says farm lending slowed in the first quarter. In the Technology Corner, Jack Zemlicka discusses some non ag opportunities for precision services.…
In this week’s podcast, we discuss Ag Equipment Intelligence’s soon to be released Big Dealer Report. In the Technology Corner, Jack Zemlicka looks into a CoBank’s report that suggests wireless network sharing could be an affordable way to expand digital coverage. Also in this episode: a look at first quarter farm equipment sales compared to last year, Art’s Way’s latest earnings and a big drop in farmer sentiment amid the COVID-19 crisis.…
In this week’s podcast we provide details on how some of the taxation and lending provisions of the CARES Act will help farm equipment dealerships. In the Technology Corner, Jack Zemlicka shares how some dealers are using remote support amid restrictions put in place because of COVID-19. Also in this episode: Titan Machinery annual revenues were up 3.5%, CNH Industrial announces management changes and Raven Industries acquires the remaining shares of Dot Technology.…
In this week’s podcast, we discuss the continued challenges hitting Canadian dealers. We also take a look at how dealers have responded to the COVID-19 pandemic and how its impacting the commodities market. Also in this episode: How Bobcat’s return to tractors boosted its bottom line and digital strategies for dealers.…
The latest episode of On the Record is now available! In this week's episode we discuss Deere's plans to address leasing concerns, the economics of robotic implements and the likelihood that the third installment of the Market Facilitation Program payments will be made. Also in this episode, an exclusive interview with Nebraska Gov. Pete Ricketts while in Germany as part of a trade delegation and a look at what dealers thought had a bigger impact on machinery sales in 2019 — trade or weather. This is our last episode of On the Record for 2019. From all of as at Ag Equipment Intelligence, have a Merry Christmas and a prosperous New Year!…
In this week’s program we take a look at a recent countersuit filed by Kinze and Ag Leader against Deere & Co. in response to a patent infringement lawsuit Deer brought against the two in late 2020. In the Technology Corner, Jack Zemlicka shares how 21st Century Equipment is mainstreaming its precision department. We also take a look at both Titan Machinery and Cervus Equipment’s latest earnings report, and report on European ag machinery market sentiment.…
In this podcast we discuss the increases in dealers are reporting in equipment demand, while inventory challenges continue. We also dig into No-Till Farmer's recent Operational Benchmark Study and where growers are planning to spend their money in the year ahead. And, we report on Alamo Group's record sales in 2020.…
In this podcast we discuss AGCO and CNH Industrials 4Q and full year 2020 earnings, with both reporting revenues up during the quarter. In the Technology Corner, Jack Zemlicka talks about Tim Norris' new consulting business focused on precision ag companies with 5-10 employees. Also in the episode, we look at the latest numbers for UK tractor market share and Art's Way's 2020 earnings.…
In this podcast we review the results of Stifel's fourth quarter dealer survey, which shows used prices increased and inventory "to low." In the Technology Corner, Jack Zemlicka shares some of preliminary results of the 13th annual No-Till Operational Benchmark Study and what it revels about global ag tech adoption. Also in this episode, more on what Deere plans to do with 5G connectivity, a look at how 2020 large ag equipment sales compare to the 5-year average and Krone's 2020 ag sales.…
Happy New Year! The latest episode of On the Record is now available. In this week’s program we discuss dealers’ record low used equipment inventory levels. In the Technology Corner, Jack Zemlicka discusses how the lifecycle of precision services are evolving. Also in this episode, the latest earnings reports from Buhler, manufacturer of the Versatile and Farm King brands of equipment, and Claas, as well as an improvement in farmer sentiment and farm equipment purchasing plans and the Dallas Federal Reserve Bank reports weaker ag conditions in the fourth quarter of 2020.…
In this episode we discuss some of the preliminary results of the 2021 Rural Lifestyle Dealer Business Trends & Outlook survey, which shows dealers in this segment optimistic for the year ahead. In the Technology Corner, Jack Zemlicka discusses one dealer's predictiation that farmers will start to expect 24/7 service and problem solving from their dealers. Also in this episode, ag lending conditions recover in the third quarter, net cash farm income sees a boost, CEMA reports European dealer sentiment is improving and a look at the top 5 European speciality equipment manufacturers based on 2019 revenues.…
In this podcast, the latest Dealer Sentiments report shows a net 54% of dealers report their new equipment inventory is too low, the highest since 2011 when we first started gathering this data. In the Technology Corner we take a look at Raven's new Autonomous AutoCart. Also in this episode, Titan Machinery reports 3Q ag revenues were up 3%, Deere's FY20 ag sales were down 6%, and a look at how the election impacted farmer sentiment.…
In this podcast we take a look at some of the results from the Fall 2020 Agricultural Lender Survey Report, which points to over half of borrowers being profitable in 2020. In the Technology Corner, Jack Zemlicka discusses how technology will influence large corporate farms and smaller operations alike. Also in this episode, Ag Growth International reports growth in 3Q20, the Kansas City and Chicago Federal Reserve Banks report lower farm loan demand and dealer sentiment among European dealers is on the rise.…
In this podcast, we look at the record high readings from Purdue University’s Ag Economy Barometer, including improvements in farmers’ equipment purchasing plans. In the Technology Corner Jack Zemlicka discusses dealers expectations for sales of precision farming systems. Also in this episode, a look at where dealers plan to invest in 2021 and the latest earnings reports from Rocky Mountain Dealerships, Cervus Equipment, AGCO and Case IH.…
In this podcast, we discuss the judges ruling on the North Dakota dealer protection law that had been challenged by manufacturers. In the Technology Corner, Jack Zemlicka discusses dealers hiring plans for the precision farming department. Also in this episode, we also look at the latest dealer survey from Stifel on third quarter sales and examine more results from the 2021 Dealer Business Outlook & Trends Report.…
In this podcast, AGCO announced this week its intention to buy the ag assets of Boyd Co., establishing a dealership that is a wholly owned subsidiary of AGCO. In the Technology Corner, Ben Thorpe discusses John Deere’s recent acquisition of spectrum broadband licenses during an FCC auction. Also in this episode, dealers report their outlook for 2020 new equipment revenues has improved significantly from their forecast a year ago, the Ag Economy Barometer shows the number of farmers planning equipment purchases in the year ahead is growing, and Alamo reports pent-up demand is fueling its ag sales.…
In this podcast, we have a preview of Ag Equipment Intelligence’s annual Dealer Business Outlook & Trends survey, which shows early equipment orders are up for 2021. In the Technology Corner, Jack Zemlicka shares what dealers say their best bests for growing precision revenues in the next 3 years are. Also in this episode, a look at how high horsepower tractor sales correlate with cash receipts and the potential for an uptick in tractor demand, as well a look at how year to date equipment sales compare to the 5 year average.…
In this week's podcast we talk about how federal government direct farm payments are expected to be up by nearly $15 billion, providing a nice boost to farm income. That seems to be helping farmer sentiment based on the latest Ag Economy Barometer from Purdue University. In the Technology Corner, Jack Zemlicka discusses how one precision peer group has been benefiting from virtual problem solving. Also in this episode: dealers report used equipment inventory is too low for the first time since 2012, ag loan repayments in the Federal Reserve Bank's 9th District are holding steady and a new fertilizer bar manufacturer, Farmada, eyes up the tillage segment.…
In this podcast we discuss Deere & Co.'s and Titan Machinery's latest earnings reports. In the Technology Corner Jack Zemlicka shares some ideas on what the dealership of the future will include. Also in this issue: AGCO's plans for its Fendt dealer network, an update on used equipment retail prices and what the Kansas City Federal Reserve Bank is saying about farm loan repayments.…
In this podcast we look at the impact Sinclair Tractor’s record online auction had on the market. In the Technology Corner Jack Zemlicka talks with Owen Palm of 21st Century Equipment about a shift to precision specialization in dealerships. A number of manufacturers and dealers reported their latest earnings this month, including: AGCO, CNH Industrial, Kubota, Buhler Industries and Rocky Mountain Dealerships. And we discuss the possibility of a record setting corn yield this year.…
1 On The Record: Deere Reports 3% Increase in Ag Sales in 4Q, Announces Voluntary Employee Buyout 12:44
In this episode we discuss Deere & Co.'s 4Q earnings, along with the company's recent announcement about voluntary employee buyouts. In the Technology Corner, Jack Zemlicka talks about one dealership's take on precision specialist training. Also in this episode, the latest earnings reports from Titan Machinery and Kubota, a comparison between European and North American farm equipment distribution and a look at regenerative agriculture trends.…
The budding hemp industry has potential opportunities for equipment dealers and manufacturers, but growers might not be ready to buy just yet, according to Ag Equipment Intelligence’s latest research report. Cervus Equipment, one of John Deere’s largest ag equipment retailers, see sales slide 19% in their third quarter. In the Technology Corner, Jack Zemlicka talks about autonomy in ag equipment and what the first applications are forecast to be. The American Farm Bureau Federation reports that farm bankruptcies rose year-over-year in September, and an event at the Federal Reserve Bank of Chicago sheds light on how conservation practices might benefit growers in the future.…
CNH Industrial made a lot of news recently, including its latest earnings report, acquisitions of K-Line and ATI, and joining up with Deere, Claas and 365FarmNet. In the Technology Corner, Jack Zemlicka discusses Raven’s recent acquisition of two autonomy companies. Also in this episode, we review Rocky Mountain Dealership’s latest earnings, as well the earnings for Alamo and AGCO. Associate Research Editor Ben Thorpe shares an update on USDA’s interim hemp guidelines.…
In this week’s episode we explore Deere and CNH Industrial’s push toward leased equipment, a slowdown in farm lending during the third quarter and the results of Baird and Ag Equipment Intelligence’s first survey of shortline equipment manufacturers. We also discuss the aging population of both dealers and farmers and how that’s impacting the ag industry. In the Technology Corner, Jack Zemlicka discusses a service-centric focus to precision sales.…
In this week’s podcast we take a look at Ag Equipment Intelligence’s 2020 Dealer Business Outlook & Trends report, specifically examining what dealers said were their “Best Bets” for upcoming year, along with concerns over the rising price of new equipment. In the Technology Corner, Jack Zemlicka discusses dealers’ hiring plans for precision farming specialists in 2020. Also in this episode, the Dallas Federal Reserve Bank reports farmland values are holding steady in the 11th District, African Swine Fever’s potential impact on U.S. ag and equipment sales, and an update on the hemp market.…
In this week’s podcast, we discuss the preliminary results of Ag Equipment Intelligence and Farm Equipment’s 2020 Dealer Business Outlook & Trends survey, which indicates that overall dealers aren’t as optimistic heading into 2020 as they were a year ago.
1 CNH Industrial 5-Year Plan Includes Spinning Off ‘On-Highway’ and Consolidating Dealer Network 11:12
In this week’s podcast, Ag Equipment Intelligence editors were on hand for CNH Industrial’s announcement of its 5-year strategic plan, which includes spinning off its “On-Highway” business. Also in this episode, we review Titan Machinery’s 2Q results, provide updates on precision farming and New Holland from the Farm Progress Show, and review one analyst’s observation on corn prices.…
In this week’s podcast, we discuss two tractor lines that had disappeared from the U.S. market — Bobcat and Farmtrac — that are set to make a return. In the Technology Corner Jack Zemlicka discusses dealers' 5-year precision revenue outlook. Also in this episode, Deere & Co.'s third quarter earnings report and Cervus Equipment's second quarter earnings.…
In this week’s podcast, we look at the second quarter earnings reports for several dealers and manufacturers, including AGCO, Rocky Mountain Dealerships and CNH Industrial. In the Technology Corner, Jack Zemlicka shares how transitioning to smaller, autonomous implements will require a substantial shift for manufacturers and dealers, with cost-savings being the driving factor. We also discuss the rising Ag Economy Barometer, bringing a more optimistic perspective on farmland values and influencing decisions on large equipment. Also, in this episode, we break down the 2019 Market Facilitation Program, and we discuss the on-going battle over North Dakota’s ‘Dealers Bill of Rights’.…
In this podcast we look at the emerging hemp industry and what it could mean for the farm machinery business. In the Technology Corner, Jack Zemlicka shares some insights on how ag start-ups, particularly on the software side, could offer some lucrative opportunities for dealers. We also discuss tractor and combine sales first half of the year for and what we might expect the second half of the year. Also in this episode, dealers and manufacturers say hay and forage equipment sales have seen a nice pick up recently, and we discuss the moderate increases in non-real estate farm lending.…
In this week's podcast we look at a recent CoBank report on the potential for ethanol production growth over the next decade. Also in this episode, Jack Zemlicka discusses the post-planting mindset of "selling solutions" in the Technology Corner, and we dig into some of the results of the 6th annual Strip-Till Practices study from Strip-Till Farmer, another drop in machinery loans in the Dallas Federal Reserve district and improved 2Q revenues for Art's Way.…
In this podcast, we discuss how the wet weather and late planting could be setting the stage for improved corn prices and farm equipment sales. Also in this episode: more action in the “Right to Repair” fight, how trade concerns are impacting Canadian equipment sales, and a California law that is creating headaches for dealers.…
In this week’s podcast we discuss Titan Machinery’s renewed focus on acquisitions in the U.S., one annalist’s take on how Blue River Technology could redefine farmer input costs, a double-digit drop in farmer sentiment and mixed results in large ag equipment sales during May. In the Technology Corner, we take a look at how dealers are shifting the way they bill service support.…
In this podcast, we discuss a double-digit drop in dealer sentiment, Deere’s plans to cut production by as much as 20% at some plants, results from the 2019 Dealer-Manufacturer Relations survey and Titan Machinery’s latest earnings report. In the Technology Corner, Jack Zemlicka shares preliminary results of the 7th annual Precision Farming Dealer benchmark study.…
In this podcast, we report on Deere & Co.’s second quarter earnings and outlook for the remainder of the year. Publicly traded dealer groups Cervus Equipment and Rocky Mountain Dealerships both reported their first quarter results recently, and put an emphasis on moving used equipment in the quarter. CNH Industrial’s first quarter results took a hit du to unfavorable exchange rates.…
In this podcast, we take a look at how the number of “big” dealers has changed vs. a year ago. In the Technology Corner, Jack Zemlicka discusses increasing interest in optical sensor technologies. Also covered in this episode: increasing demand for equipment loans, Cervus Equipment’s new president and CEO, Angela Lekatsas, the reintroduction of the Concord brand of air seeding technology and first quarter ag equipment sales results.…
In this podcast, we explore CNH Industrial’s steps into making 3-D printing for ag parts a reality, current and future trends in precision farming and how Dot Technology is making autonomous farming a possibility. Also in this episode, we discuss the latest earnings reports from Titan Machinery, Kubota Corp. and Art’s Way Mfg.…
In this podcast, we talk with Buhler and Kubota about their recently announced agreement in which Buhler will manufacture a tractor for Kubota. In the Technology Corner, Jack Zemlicka reports on no-tillers’ plans for precision farming purchases in the year ahead. Also in this episode we talk about how the “bomb cyclone” and resulting floods are impacting dealerships and manufacturers in the Great Plains, Rocky Mountain Dealership and Cervus Equipment’s 2018 sales reports, and we talk with the new NRCS chief Matthew Lohr.…
In this week's episode of On the Record we discuss a "youth movement" among Deere & Co.'s senior leadership. In the Technology Corner, Jack Zemlicka discusses broadband barriers to telematic transformation. Also in this episode: grower sentiment falls, but USDA's Economic Research Service reports net farm income is forecast to increase 8.1% in 2019; Alamo Group's 2018 sales hit $1 billion for the first time and Ag Growth International acquires IntelliFarms.…
In this podcast, we dissect the leadership changes that have taken place over the last 12 months at CNH Industrial and Case IH. In the Technology Corner, Jack Zemlicka will take a look at when we might see blockchain in agriculture. Also in this episode, Deere & Co.'s first quarter results, a look at 2018 ag equipment sales and last year compared to 10 year averages and how some technology used by NASA could be helping farmers.…
In this podcast, the Kansas City Federal Reserve Bank reports loans for financing farm equipment improved in the 4Q of 2018. Ag-Pro Companies expands to now having 20 stores in Ohio. Also in this episode, AGCO, CNH Industrial and Art's Way report their fiscal 2018 earnings.
As we returned from the Precision Farming Dealer Summit in Indianapolis last week, it was clear that precision technology is going to strongly influence the direction of the farm equipment industry. In this episode, we cover how Deere chairman and CEO Sam Allen credits much of the company's recent success to new precision technologies it's introducing.…
In this podcast we look at how machinery costs for Minnesota farmers is keeping net farm income down despite growth in gross farm income. We also look at which dealers made the most M&A moves during 2018, dealers precision farming sales outlook for 2019, Buhler Industries’ year-end results and the potential for improved dairy prices in 2019.…
In this podcast, we take a look at how accurate USDA ERS’ farm profitability projections are. Other topics in this episode include forecasting future precision growth, dealers concerns going into 2019, how November U.S. large ag equipment sales compare to the 5-year average and dealers’ views on their used equipment inventories and used equipment pricing.…
In this podcast, we share one analyst's 2019 outlook for Deere & Co. and Titan Machinery in addition to Deere CEO & Chairman Samuel Allen's concerns over the lasting impact tariffs could have on U.S. farmers. We also discuss Ag-Pro Companies expansion into Ohio and the dealership's rapid growth since 2014. Also in this episode: technology lessons from the auto industry, changes in farm profits and farmers' income and an improvement in producers' interest in making large investments, like machinery.…
In this podcast, we review a recent report by the Federal Reserve Bank of Minnesota on farm bankruptcies. While the trend is on the rise, it hasn't yet reached its peak. Also in this episode: Titan Machinery's third quarter results, the top tractor brands rated by Euorpean farm equipment dealers, how one dealer is expanding its agronomic services, Deere & Co.'s fourth quarter and fiscal year 2018 results and an improvement in dealers' used equipment inventories.…
In this episode of the Ag Equipment Intelligence podcast, Editor/Publisher Dave Kanicki is joined by Nathan Kauffman, vice president and Omaha Bank executive with the Federal Reserve Bank of Kansas City and Kansas City Fed’s principal expert in agricultural economics.
In this podacast, we report on an improvement in producer sentiment according to the latest Ag Economy Barometer from Purdue University. We also discuss the new agreement between Farmers Edge and CNH Industrial. A number of manufacturers and dealers reported their latest earnings in the last week, including Cervus Equipment, Rocky Mountain Dealerships, AGCO, CNH Industrial and Alamo Group. In addition to its third quarter earnings, Rocky Mountain also announced plans to open an outlet store for late-model used equipment in the U.S.…
1 OTR Ep. 042 Department of Homeland Security Identifies 3 Unique Threats to Precision Farming 10:11
In this podcast we look at how dealers' sales outlook for 2018 compares to that of the OEMs, cyber-based security threats to precision farming and an increase in non-real estate farm loans. In addition, we look into the University of Missouri's Food and Agricultural Policy Research Institute's forecast for net farm income in 2018 and 2019, North American ag equipment sales through the first three quarters of 2018 and an improvement in irrigation equipment sales for Lindsay.…
In this podcast we discuss the impact the new United States-Mexico-Canada Agreement could have on the U.S. dairy market. We also discuss some of the results of Ag Equipment Intelligence's recently published 2019 Dealer Business Outlook & Trends report, including dealers' outlook for profitability in 2018 and hiring plans. Other topics covered include an uptick in credit denials for farmers and the opportunity for ethanol in China.…
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