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On the Record

[Podcast] New York One Step Closer to Right to Repair

June 18, 2021
In this podcast, we take a look at the New York State Senate's Digital First repair act, which was recently passed — marking the first chamber in the U.S. to pass a right to repair bill. In the Technology Corner, Ben Thorpe shares dealers' outlook for growing revenue from precision farming. Also in this episode, dealers report new price realization reached a 9-year high in the latest Dealer Sentiments and Business Conditions Update and the Equipment Dealers Assn. announces Claas and Branson Tractors earned top honors in the annual Dealer-Manufacturer Relations survey.
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On the Record

[Podcast] Titan Reports 1Q Ag Revenues Up 18.6%

May 28, 2021
In this podcast, Titan Machinery released its first quarter earnings for fiscal year 2022, with all segments reporting growth except for the rental and other division. This week's Dealers on the Move include Torgerson's, Hutson Inc. and Atlantic Tractor. Associate Research Editor Ben Thorpe takes a look at Deere's second quarter earnings and on the battle for market share between Deere and AGCO's Fendt brand. Also in this episode, a closer look at the used high horsepower tractor market and Kubota's first quarter results.
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On the Record

[Podcast] Growers Remain Positive on Purchase Plans

May 7, 2021
In this podcast, we discuss growers equipment purchasing — and other capital investment —plans. While the Capital Investment Index from the Ag Economy Barometer went down, growers still indicated they are still optimistic about purchasing equipment. In the Technology Corner, we look at cyber security issues for dealers. Also in this episode: CNH Industrial and AGCO both have good first quarters, the rising costs of both new and used equipment and Cervus Equipment's first quarter results.
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On the Record

[Podcast] Big Dealers Continue to Get Bigger

April 23, 2021
In this podcast, we take a preliminary look at the 2021 Big Dealer Report. While the number of dealers operating 5 or more ag locations only increased by 1, the total number of stores big dealers operate was up by 5%. In the Technology Corner, Jack Zemlicka talks with Michael Boehlje with Purdue University’s Center for Commercial Agriculture about the shifting skillset for precision specialists. Also in this episode: the semiconductor shortage and whether it will impact ag, a look at the Biden Administration’s infrastructure bill, New Holland’s new methane-powered tractor and an improvement in ag exports to China.
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On the Record

[Podcast] Ag Manufacturers Optimistic on 2021

April 9, 2021
In this week’s 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.
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On the Record

[Podcast] Kinze & Ag Leader File Countersuit Against Deere

March 25, 2021
In this week’s podcast 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.
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On the Record

[Podcast] Equipment Demand Rises as Supply Chain Delays Continue

March 12, 2021
The latest episode of On the Record is now available! In this week's show 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.
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On the Record

[Podcast] More Equipment Loans Forecasted for 2021

February 26, 2021
In this podcast we take a look at the Chicago Federal Reserve Bank’s fourth quarter survey, which suggests farm equipment loans could increase in 2021. In the Technology Corner, Jack Zemlicka discusses opportunities with early order programs in the midst of ongoing shortages and delays in parts availability. Also in this episode, a closer look at Deere and Kubota’s latest earnings releases and Fendt gains market share in Europe.
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On the Record

[Podcast] AGCO & CNH Industrial Report Strong 4Q Results

February 12, 2021
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.
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On the Record

[Podcast] Survey Shows Used Equipment Pricing Improves in 4Q20

January 29, 2021
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.
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