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Ag Equipment Intelligence's On the Record Podcast

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On The Record: Is Titan Ready to Pick Up Acquisition Activity Again?

In this week’s podcast we discuss Titan Machinery’s renewed focus on acquisitions in the U.S., one annalist’s take on how Blue River Technology could redefine farmer input costs, a double-digit drop in farmer sentiment and mixed results in large ag equipment sales during May. In the Technology Corner, we take a look at how dealers are shifting the way they bill service support.


On The Record: Wet Weather, Low Commodity Prices & Trade Push Dealer Sentiment Lower

In this podcast, we discuss a double-digit drop in dealer sentiment, Deere’s plans to cut production by as much as 20% at some plants, results from the 2019 Dealer-Manufacturer Relations survey and Titan Machinery’s latest earnings report. In the Technology Corner, Jack Zemlicka shares preliminary results of the 7th annual Precision Farming Dealer benchmark study.


On The Record: Deere Reports 2Q Revenues of $11.3 Billion

In this podcast, we report on Deere & Co.’s second quarter earnings and outlook for the remainder of the year. Publicly traded dealer groups Cervus Equipment and Rocky Mountain Dealerships both reported their first quarter results recently, and put an emphasis on moving used equipment in the quarter. CNH Industrial’s first quarter results took a hit du to unfavorable exchange rates.


On The Record: Big Dealer Report Reveals Big Dealers Getting Bigger

In this podcast, we take a look at how the number of “big” dealers has changed vs. a year ago. In the Technology Corner, Jack Zemlicka discusses increasing interest in optical sensor technologies. Also covered in this episode: increasing demand for equipment loans, Cervus Equipment’s new president and CEO, Angela Lekatsas, the reintroduction of the Concord brand of air seeding technology and first quarter ag equipment sales results.


On the Record: CNH Industrial Makes 3-D Printing Reality for Ag Equipment

In this podcast, we explore CNH Industrial’s steps into making 3-D printing for ag parts a reality, current and future trends in precision farming and how Dot Technology is making autonomous farming a possibility. Also in this episode, we discuss the latest earnings reports from Titan Machinery, Kubota Corp. and Art’s Way Mfg.


On The Record: Kubota Takes Another Step into Large Ag Through Buhler Agreement

In this podcast, we talk with Buhler and Kubota about their recently announced agreement in which Buhler will manufacture a tractor for Kubota. In the Technology Corner, Jack Zemlicka reports on no-tillers’ plans for precision farming purchases in the year ahead. Also in this episode we talk about how the “bomb cyclone” and resulting floods are impacting dealerships and manufacturers in the Great Plains, Rocky Mountain Dealership and Cervus Equipment’s 2018 sales reports, and we talk with...


OTR Ep. 051 Deere's Leadership Changes Point to Youth Movement

In this week's episode of On the Record we discuss a "youth movement" among Deere & Co.'s senior leadership. In the Technology Corner, Jack Zemlicka discusses broadband barriers to telematic transformation. Also in this episode: grower sentiment falls, but USDA's Economic Research Service reports net farm income is forecast to increase 8.1% in 2019; Alamo Group's 2018 sales hit $1 billion for the first time and Ag Growth International acquires IntelliFarms.


OTR Ep. 050 More Leadership Changes at Case IH

In this podcast, we dissect the leadership changes that have taken place over the last 12 months at CNH Industrial and Case IH. In the Technology Corner, Jack Zemlicka will take a look at when we might see blockchain in agriculture. Also in this episode, Deere & Co.'s first quarter results, a look at 2018 ag equipment sales and last year compared to 10 year averages and how some technology used by NASA could be helping farmers.


OTR Ep. 049 Ag-Pro Companies Expands Further into Ohio

In this podcast, the Kansas City Federal Reserve Bank reports loans for financing farm equipment improved in the 4Q of 2018. Ag-Pro Companies expands to now having 20 stores in Ohio. Also in this episode, AGCO, CNH Industrial and Art's Way report their fiscal 2018 earnings.


OTR Ep. 048 Precision Technology Leading Ag Equipment's Future

As we returned from the Precision Farming Dealer Summit in Indianapolis last week, it was clear that precision technology is going to strongly influence the direction of the farm equipment industry. In this episode, we cover how Deere chairman and CEO Sam Allen credits much of the company's recent success to new precision technologies it's introducing.


OTR Ep. 047 Machinery Costs Put Pressure on Net Farm Income

In this podcast we look at how machinery costs for Minnesota farmers is keeping net farm income down despite growth in gross farm income. We also look at which dealers made the most M&A moves during 2018, dealers precision farming sales outlook for 2019, Buhler Industries’ year-end results and the potential for improved dairy prices in 2019.


OTR Ep. 046 As 2018 Closes, Some Ag Optimism Going into New Year

In this podcast, we take a look at how accurate USDA ERS’ farm profitability projections are. Other topics in this episode include forecasting future precision growth, dealers concerns going into 2019, how November U.S. large ag equipment sales compare to the 5-year average and dealers’ views on their used equipment inventories and used equipment pricing.


OTR Ep. 045 Analyst Bullish on Deere, Titan Machinery

In this podcast, we share one analyst's 2019 outlook for Deere & Co. and Titan Machinery in addition to Deere CEO & Chairman Samuel Allen's concerns over the lasting impact tariffs could have on U.S. farmers. We also discuss Ag-Pro Companies expansion into Ohio and the dealership's rapid growth since 2014. Also in this episode: technology lessons from the auto industry, changes in farm profits and farmers' income and an improvement in producers' interest in making large investments, like...


OTR Ep. 044 European Dealers Rate Their Top Tractor Brands

In this podcast, we review a recent report by the Federal Reserve Bank of Minnesota on farm bankruptcies. While the trend is on the rise, it hasn't yet reached its peak. Also in this episode: Titan Machinery's third quarter results, the top tractor brands rated by Euorpean farm equipment dealers, how one dealer is expanding its agronomic services, Deere & Co.'s fourth quarter and fiscal year 2018 results and an improvement in dealers' used equipment inventories.


Ep. 002 Stuck in Neutral: The Federal Reserve Bank’s Outlook for Agriculture

In this episode of the Ag Equipment Intelligence podcast, Editor/Publisher Dave Kanicki is joined by Nathan Kauffman, vice president and Omaha Bank executive with the Federal Reserve Bank of Kansas City and Kansas City Fed’s principal expert in agricultural economics.


OTR Ep. 043 Partnership with FarmersEdge Gives CNH Dealers Access to FarmCommand Platform

In this podacast, we report on an improvement in producer sentiment according to the latest Ag Economy Barometer from Purdue University. We also discuss the new agreement between Farmers Edge and CNH Industrial. A number of manufacturers and dealers reported their latest earnings in the last week, including Cervus Equipment, Rocky Mountain Dealerships, AGCO, CNH Industrial and Alamo Group. In addition to its third quarter earnings, Rocky Mountain also announced plans to open an outlet store...


OTR Ep. 042 Department of Homeland Security Identifies 3 Unique Threats to Precision Farming

In this podcast we look at how dealers' sales outlook for 2018 compares to that of the OEMs, cyber-based security threats to precision farming and an increase in non-real estate farm loans. In addition, we look into the University of Missouri's Food and Agricultural Policy Research Institute's forecast for net farm income in 2018 and 2019, North American ag equipment sales through the first three quarters of 2018 and an improvement in irrigation equipment sales for Lindsay.


OTR Ep. 041 Will USMCA alleviate U.S. Dairy Supply Situation?

In this podcast we discuss the impact the new United States-Mexico-Canada Agreement could have on the U.S. dairy market. We also discuss some of the results of Ag Equipment Intelligence's recently published 2019 Dealer Business Outlook & Trends report, including dealers' outlook for profitability in 2018 and hiring plans. Other topics covered include an uptick in credit denials for farmers and the opportunity for ethanol in China.


Ep. 001 Digging Into the Data: Analyzing Ag Equipment Intelligence’s 2018 Big Dealer Report

In this episode of the Ag Equipment Intelligence Podcast, Ag Equipment Intelligence Editor/Publisher Dave Kanicki is joined by George Russell, a founding member of the Machinery Advisors Consortium, to discuss the 2018 'Big Dealer' Report. A joint project between Ag Equipment Intelligence and the Machinery Advisors Consortium, the annual 'Big Dealer' Report is the only report of its kind that examines the ongoing ownership changes and consolidation trends of North America’s largest farm...


OTR Ep. 041 Dealers Respond to Hurricane Florence

In this podcast, we report on the leadership change at Buhler Industries and provide a look at some of the damage caused by Hurricane Florence in North and South Carolina. In this week's Technology Corner segment, Jack Zemlicka takes a look at Redline Equipment's test plot in gas City, Ind. Other topics include worldwide tractor sales for the first 8 months of the year, preliminary results to Ag Equipment Intelligence's 2019 Dealer Business Outlook & Trends survey and the competition in the...