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CNH Industrial (NYSE:CNH) Earnings Call Presentation
2025-11-11 13:00
Connectivity and Digital Solutions - CNH provides connectivity included for the lifetime of the modem on new machines, with options like Starlink™ satellites to boost coverage in remote areas[10] - FieldOps™ Digital Farm Management is available on smartphone, computer, and iPad, facilitating machine and fieldwork management[9] - AI Tech Assistant and fully connected machines enable dealers to use predictive systems for faster issue resolution[11] Field Preparation and Tillage - Case IH Quadtrac® system minimizes soil compaction with a ground pressure of 0.55 kg/cm2 (7.85 psi)[16] - Autonomous Tillage development can lead to approximately €75/hectare (~US$36/acre) savings, 17% less fuel consumption, and a 4% yield improvement[19] - Autonomous Tillage development can cover 9.5% more hectares[19] Seeding and Planting - Active Implement Guidance keeps every pass within 0-5 cm of the intended pass over 95% of the time[27] Growing and Protection - Selective spraying of green weeds on brown pre-emerged fields can save up to 60% of herbicide use[33] - Variable rate applications can save up to 20% of inputs[33] - Farmers can save up to approximately 120,000 liters (~32,000 gallons) of product applied per season or ~€23,000 ($28,000) in annual savings using Green-on-Brown and Variable Rate applications[33] Harvesting - Combine Automation can earn farmers approximately €70 (~$82) more per hectare and harvests 7.4% more tonnes per hour in wheat operations[38] Specialty Operations - CNH holds over 50% market share in grapes and over 90% in olives in 2024[46] - Specialty solutions can lead to up to 80% labor reduction and 100% CO₂ reduction when using the R4 Electric Power Robot, along with 20% lower Total Cost of Ownership[54]