On the Record Podcast

On the Record Podcast

[Podcast] Deere’s Large Ag Sales Up 12% YOY in 3Q23

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 Ecorobitix's precision spot-sprayer ARA. Also in this episode, dealer customer satisfaction scores and Buhler Industries' second quarter earnings.
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On the Record Podcast

[Podcast] 2024 Equipment Outlook: Look for Shallow Trough

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.
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On the Record Podcast

[Podcast] FWEDA & AED Move Forward with Merger

In this podcast, 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 Podcast

[Podcast] Kubota Reports 33% Increase in 1Q23 Ag Revenue

In this podcast, 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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On the Record Podcast

[Podcast] Deere’s Population of 20-Store Dealers On the Rise

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 expense


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On the Record Podcast

[Podcast] CNH Industrial & AGuru Partnership Reflects Growing Importance of Strip-Till

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.



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On the Record Podcast

[Podcast] Big Dealers Now Operate Over 2,600 Locations

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.



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On the Record Podcast

[Podcast] Rising Interest Rates Now a Top Concern for Farmers

 In this episode of On The Record, 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.



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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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