Ag Equipment Intelligence's On the Record Podcast is the farm equipment dealer's audio sources for information on farming equipment, technologies and their application, as well as how to market, sell and service for increased customer value.
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On The Record: Deere Production Could be Down 10-15% Next Year
8:56
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8:56
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 Tra…
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On The Record: From Drought to Hurricanes, Weather is Impacting Harvest & Production
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6:04
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.De către Ag Equipment Intelligence
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On The Record: USMCA Would Prevent Trump’s 200% Tariff Threat on Deere
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8:44
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 …
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On The Record: Farmer’s Viral Video Spotlights Ugliness of Challenging Times for Dealers
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9:43
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 W…
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On The Record: More Layoffs Hit Ag Manufacturers
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9:56
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 …
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On The Record: Two Rate Cuts Possibly by Year End
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10:35
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…
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On The Record: Nearly Two-Thirds of Farmers Identify as ‘Brand Loyal’
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9:31
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 ra…
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On The Record: Hurricane Beryl Leaves Extensive Crop Damage in its Wake
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11:01
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 an…
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On The Record: Claas Leads Way Among U.S. Full-Line OEMs
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11:48
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11:48
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…
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On The Record: Ag Economy Still Under Pressure While General Economy Grows
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9:09
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 …
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Kubota Dealers React to New Acquisition Limitations Policy
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10:08
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10:08
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 A…
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On The Record: Big Dealer Consolidation Continues in 2024
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11:21
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 comb…
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On The Record: Analysts Comment on CNHI CEO's Departure
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8:35
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,…
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On The Record: Baltimore Port Closure to Impact High Horsepower Tractor Imports & Exports
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12:15
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 …
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On The Record: What Interest Rate Cuts Mean for the Ag Equipment Industry
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10:49
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 sal…
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On The Record: February Used Equipment Pricing Mixed at Auctions & Dealer Lots
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9:36
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 Equipme…
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On The Record: Deutz-Fahr Grows High Horsepower Tractor Business, Dealer Network
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9:27
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 repor…
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On The Record: Buffett Foundation Ships Equipment to Ukraine
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11:44
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11:44
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,…
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On The Record: Analyst Forecasts Used Equipment Market Contraction Over by Mid-2025
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9:10
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 dea…
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On the Record: Linamar ‘Not Seeing’ 2024 Ag Cycle Negativity
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8:04
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 a…
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On The Record: Deere Spends More on Dealer Sales Incentives, R&D in 2023
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9:21
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…
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On The Record: More Dealers Forecasting 2024 Wholegoods Revenues Declines than Increases
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10:20
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 inv…
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On The Record: Solectrac Exec Talks Search for New Investor, Future of Electric Tractor Market
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10:33
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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 Monta…
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On The Record: CNH Industrial Aims for Almost All In-House Precision Tech by 2025
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11:03
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, dea…
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On The Record: What Does the Future Hold for the Electric Tractor Market?
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11:58
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 …
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On The Record: 48% Of Dealers Forecast Declines For 2024 New Equipment Revenue
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9:40
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…
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On The Record: New Federal R2R Bill ‘Drastic Departure’ from State Legislation
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11:29
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…
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On The Record: New Holland to ‘Clean’ Dealer Network of Shortlines
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10:44
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 whole…
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On The Record: Deere’s Large Ag Sales Up 12% YOY in 3Q23
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10:00
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.De către Ag Equipment Intelligence
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2024 Equipment Outlook Look For Shallow Trough
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9:23
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 20…
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On The Record: Canadian Used Combine Inventories Trending Up, Prices Could Drop
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8:12
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 earni…
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On The Record: Oxbo Expands Forage, Manure Equipment Offerings with H&S Acquisition
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11:15
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11:15
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.…
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On The Record: FWEDA & AED Move Forward with Merger
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9:19
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9:19
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.…
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On The Record: Kubota Reports 33% Increase in 1Q23 Ag Revenue
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8:48
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8:48
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 acqu…
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Deere Reports Rising Large Ag Price Realization, Lower Production Costs
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9:09
Deere Reports Rising Large Ag Price Realization, Lower Production Costs by Ag Equipment IntelligenceDe către Ag Equipment Intelligence
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On The Record: CNH Industrial & AGuru Partnership Reflects Growing Importance of Strip-Till
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9:41
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 …
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On The Record: Rising Interest Rates Now a Top Concern for Farmers
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9:10
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, dea…
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On The Record: Big Dealers Now Operate Over 2,600 Locations
10:16
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10:16
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 a…
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69% Of Ag OEMs Say Supply Chain Issues Are Improving
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8:54
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8:54
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 20…
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On The Record: Used Equipment Price Increases Continue to Trend Down
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8:10
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 the…
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On The Record: Kubota North America Revenue Hits $8.2 Billion in 2022
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8:20
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 …
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On the Record: Greeneye Technology Goes Farmer Direct Through FBN
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8:33
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 l…
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On The Record: Large Ag Equipment Growth to Slow in 2023
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7:33
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 st…
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On The Record Podcast: Record Net Farm Income Could Be Good For Machinery Sales
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7:58
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. A…
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On The Record: Deere Predicts Fully Autonomous Corn & Soybean Cropping Systems by 2030
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8:56
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.…
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On The Record: Inventory in Short Supply, But Dealers Report Improvements
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7:05
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 …
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On The Record: Farm Profitability Top Factor Impacting Equipment Purchase Plans
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7:12
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 r…
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On The Record: Rising Interest Rates Weighing On Producer & Dealer Sentiment
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9:22
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.…
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On The Record: Which OEM Leads in R&D Spending?
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8:03
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 la…
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On The Record: Deere To Re-Enter Strip-Till Market
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9:19
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 …
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