On the Record Podcast

On the Record

[Podcast] Producers Plan to Spend Less on Equipment & Dealer Optimism Drops

In this podcast we discuss 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.
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On the Record

[Podcast] CNH Introduces 4 Pillars of Precision Technology During Capital Markets Day

In this episode of On the Record, 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.
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On the Record

[Podcast] CNH Industrial UAW Contract Set to Expire in April

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.
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On the Record

[Podcast] Dealers Forecast ‘Normal’ Inventories by 2023

This week’s episode of On the Record includes a look at what to expect now that 2 lawsuits against John Deere related to right to repair have been filed, Precision Plantings new vision-based camera system that will be u sed to identify weeds and spot spray them and how 2021 ended in terms of tractor and combine sales. We also take a look at 2 recent surveys of dealers, one which suggests we could see normalizing inventories on dealers’ lots by 2023.


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On the Record

[Podcast] 4Q Farm Equipment Auction Prices at Record High

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.


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On the Record

[Podcast] Double-Digit Growth Expected for Ag Machinery Sector in 2021

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.
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On the Record

[Podcast] Titan Machinery Reports 26% Revenue Growth in 3Q22

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.
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On the Record

[Podcast] Survey Shows Lower December Equipment Sales Likely

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.
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On the Record

[Podcast] CNH Lowers 4Q Outlook Due to Supply Chain Issues

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.
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On the Record

[Podcast] Industry Responds to UAW Deere Strike

In this podcast, 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, along with price increases, and how Japan’s tractor manufacturing for 2020 compared to previous years.
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Each monthly issue of Ag Equipment Intelligence is like getting one-on-one personal advice from the world's most trusted ag equipment industry experts. Advice that hasn't been watered down or distorted by outside influence, providing the latest and most insightful farm equipment analysis. AEI explores where the ag equipment industry is going — not just where it's been. No filler. No bias. No conflict of interest. You can access the PDF issue archive by clicking here.

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