On the Record Podcast

On the Record

[Podcast] ‘Best Bets’ for Increasing 2020 Sales

In this week’s podcast, we take a look at Ag Equipment Intelligence’s 2020 Dealer Business Outlook & Trends report, specifically examining what dealers said were their “Best Bets” for upcoming year, along with concerns over the rising price of new equipment.
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On the Record

[Podcast] Dealers Less Optimistic Heading into 2020

In this week’s podcast, we discuss the preliminary results of Ag Equipment Intelligence and Farm Equipment’s 2020 Dealer Business Outlook & Trends survey, which indicates that overall dealers aren’t as optimistic heading into 2020 as they were a year ago.
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On the Record

[Podcast] CNH Industrial 5-Year Plan Includes Spinning Off ‘On-Highway’ and Consolidating Dealer Network

In this week’s podcast, Ag Equipment Intelligence editors were on hand for CNH Industrial’s announcement of its 5-year strategic plan, which includes spinning off its “On-Highway” business. Also in this episode, we review Titan Machinery’s 2Q results, provide updates on precision farming and New Holland from the Farm Progress Show, and review one analyst’s observation on corn prices.
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On the Record

[Podcast] Are Bobcat and Farmtrac Tractors Returning to the U.S.?

In this week’s podcast, we discuss two tractor lines that had disappeared from the U.S. market — Bobcat and Farmtrac — that are set to make a return. In the Technology Corner Jack Zemlicka discusses dealers' 5-year precision revenue outlook. Also in this episode, Deere & Co.'s third quarter earnings report and Cervus Equipment's second quarter earnings.
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On the Record

[Podcast] Rocky Mountain Dealerships Reports Tough Second Quarter

In this week’s podcast, we look at the second quarter earnings reports for several dealers and manufacturers, including AGCO, Rocky Mountain Dealerships and CNH Industrial. In the Technology Corner, Jack Zemlicka shares how transitioning to smaller, autonomous implements will require a substantial shift for manufacturers and dealers, with cost-savings being the driving factor. We also discuss the rising Ag Economy Barometer, bringing a more optimistic perspective on farmland values and influencing decisions on large equipment. Also, in this episode, we break down the 2019 Market Facilitation Program, and we discuss the on-going battle over North Dakota’s ‘Dealers Bill of Rights’.
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On the Record

[Podcast] How Real is the Potential in the Hemp Market?

In this week’s podcast we look at the emerging hemp industry and what it could mean for the farm machinery business. In the Technology Corner, Jack Zemlicka shares some insights on how ag start-ups, particularly on the software side, could offer some lucrative opportunities for dealers. We also discuss tractor and combine sales for the first half of the year and what we might expect in the second half of the year. Also in this episode, dealers and manufacturers say hay and forage equipment sales have seen a nice pick up recently, and we discuss the moderate increases in non-real estate farm lending.
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On the Record

[Podcast] Ethanol Exports Could Grow, But Little Impact on Equipment Sales

In this week's podcast we look at a recent CoBank report on the potential for ethanol production growth over the next decade. Also in this episode, Jack Zemlicka discusses the post-planting mindset of "selling solutions" in the Technology Corner, and we dig into some of the results of the 6th annual Strip-Till Practices study from Strip-Till Farmer, another drop in machinery loans in the Dallas Federal Reserve district and improved 2Q revenues for Art's Way.
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On the Record

[Podcast] Could 2020 Be the Year the Ag Equipment Market Bounces Back?

In this podcast, we discuss how the wet weather and late planting could be setting the stage for improved corn prices and farm equipment sales. Also in this episode: more action in the “Right to Repair” fight, how trade concerns are impacting Canadian equipment sales, and a California law that is creating headaches for dealers.
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On the Record

[Podcast] Is Titan Ready to Pick Up Acquisition Activity Again?

In this 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.
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On the Record

[Podcast] 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.
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