DE · Earnings call · 2026Q3T · Full report
Precision Agriculture Strategy
DEERE & CO · 2026-08-20 · Importance 59 · Surprise 82 · In source text
Deere reported that See & Spray customers are using the technology on significantly more acres year over year while achieving more than 50% herbicide savings. Early order trends indicate factory-installed See & Spray adoption will nearly double, reaching approximately one-third of North American sprayers on order for model year 2027. More than 40% of North American planters on order include advanced technologies such as ExactRate, ExactShot, and FurrowVision. The John Deere Operations Center now covers more than 520 million engaged acres and nearly 1.2 million connected machines, with AI-enabled capabilities planned to extract additional value from operating data.
Key facts
- Factory adoption of See & Spray is expected to nearly double, with the technology included on about one-third of North American sprayers on order.
- For model year 2027, more than 40% of North American planters are including Deere's next generation advanced offerings such as ExactRate, ExactShot, and FurrowVision.
- Customers are using See & Spray on significantly more acres year over year while achieving more than 50% herbicide savings.
- John Deere Operations Center has more than 520 million engaged acres across nearly 1.2 million connected machines.
- Highly engaged acres have grown to more than 190 million acres, representing double-digit growth for the year.
- There are more than 450,000 unique active monthly digital users engaging with Deere's tools.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Factory adoption of See & Spray is expected to nearly double, with the technology included on about one-third of North American sprayers… |
| revenue | positive | probable | — | For model year 2027, more than 40% of North American planters are including Deere's next generation advanced offerings such as ExactRate,… |