On the Record Podcast

On the Record

[Podcast] More Equipment Loans Forecasted for 2021

In this podcast we take a look at the Chicago Federal Reserve Bank’s fourth quarter survey, which suggests farm equipment loans could increase in 2021. In the Technology Corner, Jack Zemlicka discusses opportunities with early order programs in the midst of ongoing shortages and delays in parts availability. Also in this episode, a closer look at Deere and Kubota’s latest earnings releases and Fendt gains market share in Europe.
Read More
On the Record

[Podcast] AGCO & CNH Industrial Report Strong 4Q Results

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.
Read More
On the Record

[Podcast] Survey Shows Used Equipment Pricing Improves in 4Q20

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.
Read More
On the Record

[Podcast] Net 32% of Dealers Report Used Inventory Levels ‘Too Low’

Happy New Year! In this podcast 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.
Read More
On the Record

[Podcast] Dealers Optimistic on Revenue Growth from Rural Lifestyle Customers

In this podcast 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.
Read More
On the Record

[Podcast] Dealers Continue to Report Inventory Concerns

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.
Read More
On the Record

[Podcast] Ag Lenders Say 50% of Borrowers Profitable in 2020

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.
Read More
On the Record

[Podcast] Farmers’ Ag Machinery Purchase Plans Improve

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.
Read More
On the Record

[Podcast] Judge Sides with Dealers in North Dakota Dealer Protection Law Ruling

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.
Read More
On the Record

[Podcast] AGCO Acquires Dealership Group

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.
Read More

Get all things Ag Equipment Intelligence all the time!

Start Your Membership

Top Articles

Current Issue

AEI_November_1124_Cover.jpg

Ag Equipment Intelligence

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.

View More

Must Read Free Eguides

Download these helpful knowledge building tools

View More

I am interior.sidebar.ad.5 EC area