On the Record Podcast

On the Record

[Podcast] Used High Horsepower Tractor Prices Continue to Rise

In this episode we take a look at how used tractor prices continue to increase while inventories remain low. In the Technology Corner Michaela Paukner breaks down the technology plans for strip-tillers based on Strip-Till Farmers 2022 benchmark study. Also in this episode: NAEDA completes its merger, the forecast for China tractor sales over the next 5 years, Purdue's Farm Capital Investment Index remains at a record low, and we introduce the pilot episode of our new docuseries Stories from Independent Ag Equipment Innovators.
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On the Record

[Podcast] Delivery Delays, Rising Prices Push Dealer Optimism Down Double Digits

In this episode, we take a look at the how dealer optimism has continued to fall, hitting a near record low, in May. In the Technology Corner Michaela Paukner follows up her last segment with a look at AGCO’s tech stack. We also discuss the California’s Occupational Safety & Health Standards Board’s rejection of a petition to amend a 70s era regulation limiting autonomous equipment. Also in this episode a look at Kubota’s dealer development plans and the full-line and tractor manufacturer results of EDA’s dealer manufacturer relations report.
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On the Record

[Podcast] Late Planting’s Implications for the Ag Supply Chain

In this episode, we take a look at how late planting will have implications across the entire ag supply chain. In the Technology Corner, Michaeal Paukner examines Deere’s vision for autonomous farming. Also in this episode, Titan Machinery’s 1Q 2023 revenue increased nearly 24% and a look at what types of equipment growers are more likely to favor shortlines for over a unit from one of the majors.
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On the Record

[Podcast] AGCO Puts Plan in Place to Promote Dealer Growth

In this episode, we take a look at AGCO's recently introduced Transformational Assessment Process (TAP) for its North American production ag dealers. In the Technology Corner, Michaela Paukner examines how CNH Industrial and John Deere's tech stacks compare. Also in this episode, the latest earnings reports from Deere & Co. and Kubota.
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On the Record

[Podcast] Case IH Dealers React to UAW Strike at 2 CNH Plants

In this episode, we take a look at what Case IH dealers are saying about the UAW strike at CNH Industrial's Racine, Wis., and Burlington, Iowa, plants. In the Technology Corner Michaela Paukner visits with Sam Christianson from Titan Machinery about their partnership with Augmenta Systems. Also in this episode CNH and AGCO report sales growth in the first quarter and our Dealer Optimism Index hits its 9th month in a row with a negative reading.
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On the Record

[Podcast] Dealer Consolidation Going Strong

In this podcast, we preview the results of the 2022 Big Dealer Report, which tracks consolidation trends among farm equipment dealers. In Technology Corner Michaela Paukner takes a closer look at the significant role autonomy will play in Deere's target recurring revenue goal. Also in this episode, what CNH Industrial's "reverse integration" of Raven means for dealers and customers and a look at the 10-year equipment purchasing trends of no-tillers.
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On the Record

[Podcast] Producers Plan Fewer Machinery Purchases in 2022

In this podcast, we look at the latest results of Purdue University’s Ag Economy Barometer and how producer sentiment toward capital expenditures hit a 6-year low. In the Technology Corner, Michaela Paukner digs into AGCO’s latest sustainability report. Also in this episode, Buhler Industries release its annual report and Todd Bachman, CEO of Florida Coast Equipment, shares some insights into Kubota’s dealer network.
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On the Record

[Podcast] What Will California’s Tier 5 Emission Standards Mean for Ag Equipment?

In this podcast we look at the Tier 5 emission standards being proposed for California and what it could mean for the ag equipment market. In the Technology Corner, Michaela Paukner looks at how Krone and Lemken partnered to create an autonomous machine for forage harvesting and tillage, the Combined Powers machine. Also in this episode: CNH Industrial CEO Scott Wine addresses competition between the company's Case IH and New Holland dealers, and we take a look at Case IH dealer Titan Machinery's fiscal year 2022 earnings report.
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On the Record

[Podcast] Producers Plan to Spend Less on Equipment & Dealer Optimism Drops

In this podcast we discuss according to the latest Ag Economy Barometer reading from Purdue, producers say they will spend less on machinery than they did last year. In the Technology Corner, Michaela Paukner looks at Deere’s latest See & Spray advancement. Also in this episode: an update from a Ukrainian AGCO dealer, a look at the 14th Annual No-Till Benchmark Study and dealer optimism hits a 16-month low.
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On the Record

[Podcast] CNH Introduces 4 Pillars of Precision Technology During Capital Markets Day

In this episode of On the Record, we discuss the updated 2024 Strategic Plan and 4 Pillars of Precision Technology that CNH Industrial introduced during its Capital Markets Day on Feb. 22. In the Technology Corner, Michaela Paukner discusses Kovaco's remote-controlled electric skid setters which were introduced last week at the National Farm Machinery Show. Also in this episode, Deere announces its 2030 Leap Ambitions strategy, fertilizer prices continue to rise and Kubota's North American revenues seed steady growth over the last decade.
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