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Ag Equipment Intelligence Podcast
10 minutes | 8 days ago
On The Record: Ag Manufacturers Optimistic on 2021
In this podcast we take a look at AEM's recent survey of manufacturers on their outlook for business in 2021. In the Technology Corner, Jack Zemlicka discusses precision farming dealers' revenue outlook for the year ahead. Also in this episode, a closer look at AgJunction and Raven's latest earnings reports and an update on ag credit conditions.
10 minutes | 22 days ago
On The Record: Kinze & Ag Leader File Countersuit Against Deere
In this week’s program we take a look at a recent countersuit filed by Kinze and Ag Leader against Deere & Co. in response to a patent infringement lawsuit Deer brought against the two in late 2020. In the Technology Corner, Jack Zemlicka shares how 21st Century Equipment is mainstreaming its precision department. We also take a look at both Titan Machinery and Cervus Equipment’s latest earnings report, and report on European ag machinery market sentiment.
6 minutes | a month ago
On The Record: Equipment Demand Rises as Supply Chain Delays Continue
In this podcast we discuss the increases in dealers are reporting in equipment demand, while inventory challenges continue. We also dig into No-Till Farmer's recent Operational Benchmark Study and where growers are planning to spend their money in the year ahead. And, we report on Alamo Group's record sales in 2020.
8 minutes | 2 months ago
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.
9 minutes | 3 months ago
On The Record: 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.
9 minutes | 3 months ago
On the Record: Net 32% of Dealers Report Used Inventory Levels ‘Too Low’
Happy New Year! The latest episode of On the Record is now available. In this week’s program 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.
10 minutes | 4 months ago
On The Record: Dealers Optimistic on Revenue Growth from Rural Lifestyle Customers
In this episode 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.
8 minutes | 4 months ago
On The Record: 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.
8 minutes | 5 months ago
On The Record: 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.
9 minutes | 5 months ago
On The Record: 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.
9 minutes | 6 months ago
On The Record: 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.
9 minutes | 6 months ago
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.
9 minutes | 7 months ago
On The Record: Dealers Report an Increase in Early Orders for 2021
In this podcast, we have a preview of Ag Equipment Intelligence’s annual Dealer Business Outlook & Trends survey, which shows early equipment orders are up for 2021. In the Technology Corner, Jack Zemlicka shares what dealers say their best bests for growing precision revenues in the next 3 years are. Also in this episode, a look at how high horsepower tractor sales correlate with cash receipts and the potential for an uptick in tractor demand, as well a look at how year to date equipment sales compare to the 5 year average.
10 minutes | 7 months ago
On The Record: Government Payments Boost Farm Income to 7-Year High
In this week's podcast we talk about how federal government direct farm payments are expected to be up by nearly $15 billion, providing a nice boost to farm income. That seems to be helping farmer sentiment based on the latest Ag Economy Barometer from Purdue University. In the Technology Corner, Jack Zemlicka discusses how one precision peer group has been benefiting from virtual problem solving. Also in this episode: dealers report used equipment inventory is too low for the first time since 2012, ag loan repayments in the Federal Reserve Bank's 9th District are holding steady and a new fertilizer bar manufacturer, Farmada, eyes up the tillage segment.
11 minutes | 8 months ago
On The Record: Deere's 3Q Results Exceed Analysts' Expectations
In this podcast we discuss Deere & Co.'s and Titan Machinery's latest earnings reports. In the Technology Corner Jack Zemlicka shares some ideas on what the dealership of the future will include. Also in this issue: AGCO's plans for its Fendt dealer network, an update on used equipment retail prices and what the Kansas City Federal Reserve Bank is saying about farm loan repayments.
13 minutes | 8 months ago
On The Record: Earnings Season for the Ag Equipment Manufacturers
In this podcast we look at the impact Sinclair Tractor’s record online auction had on the market. In the Technology Corner Jack Zemlicka talks with Owen Palm of 21st Century Equipment about a shift to precision specialization in dealerships. A number of manufacturers and dealers reported their latest earnings this month, including: AGCO, CNH Industrial, Kubota, Buhler Industries and Rocky Mountain Dealerships. And we discuss the possibility of a record setting corn yield this year.
9 minutes | 9 months ago
On The Record: U.S. Large Tractor Sales Up YTD, While Canadian Sales Drop
In this week’s podcast, we look at how the first 6 months of 2020 fare in farm equipment sales compared to the 2016-19 average. In the Technology Corner, Jack Zemlicka discusses the idea of dealers selling strategic planning as a service. Also in this episode: small ag equipment sales make gains amid stay at home orders from COVID-19, European dealer sentiment improves and Art’s Way’s ag sales decline during 2Q.
10 minutes | 9 months ago
On The Record: Dealers & Growers Report Improved Sentiment
Both dealer and grower sentiment has improved after declining in wake of the COVID-19 pandemic. In the Technology Corner, Jack Zemlicka looks at the possibility of leasing equipment growing in popularity. Also in this episode: what changes in the ethanol industry could mean for the farm equipment business and an update on USDA's work to improve rural broadband access.
10 minutes | 10 months ago
On The Record: 2020 Crop Revenue Could be Lowest Since 2006
In this week’s podcast, we dig into a report from the University of Illinois that projects an $89 per acre decline for the 2020 corn crop, which could point to a drop in tractor sales. And we take a look at preliminary results from both the latest Precision Farming Dealer and Strip-Till Farmer benchmark surveys. Also in this episode we look at deteriorating ag credit conditions and Deutz’s latest earnings.
8 minutes | 10 months ago
On The Record: Titan Machinery Posts Big Gains in 1Q
We’re excited to be back in the office for this week’s podcast, which includes coverage of Titan Machinery’s strong first quarter performance, as well as the latest earnings reports from Deere & Co., AGCO and CNH Industrial. In the Technology Corner, Jack Zemlicka shares some of the results of the 7th Annual Strip-Till Operational Benchmark Study. Also in this episode, Deere earns the Dealer’s Choice Award in the Equipment Dealers Assn.’s Dealer-Manufacturer Relations survey, and dealer sentiment remains down in both North America and Europe.
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