Ag Equipment Intelligence Podcast

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.

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 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 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.”