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CLAIM #19981 · DE (DE) · 2024Q1 earnings call · Feb 15, 2024 · due Oct 31, 2025

we would expect these to come through a solution as a service model.

Josh Jepsen · CFO

PENDING
graded after results covering Oct 31, 2025 are reported

In context

to be able to do the things that Josh just referenced. In the short term, we'll be planning a retrofit solution as we bring this to market towards the latter part of '24 and make this more fully available in 2025 and beyond. But the intent would be is to bring that into factory installed options available for customers. At the end of the day, we want to provide the tools for our customers to be able to take advantage of the full tech stack and be able to improve the operation and the efficiencies of their farms, and this is a key enabler for them to do that. So we're excited about the future that this brings. Josh Jepsen: Tami, it's Josh Jepsen. To one part of your question there around how does this -- as we create value, how do you monetize? I think there's a couple of things. One, we would expect these to come through a solution as a service model. And on top of that, enabling -- as you enable automation and enable autonomy, that comes with the combination of hardware and the potential for more of a SaaS solution as these things are getting better over time, and there's ability to continue to improve on those products. So this is foundational, particularly for Brazil, but we think it's going to drive a key component of how we think about solution as a service going forward. John May: Yes, Tami, you can tell we're excited. This is John May. I just want to jump in as well. The trend is definitely customers are wanting higher levels of technology, and they want us to rapidly accelerate that in markets where they don't have the infrastructure to support it. Telematics, obviously, and the satellite solution gives us the ability to tra

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SEC filings for DE · Claim quote is verbatim from the 2024Q1 earnings call.