I’m skeptical about their claimed demand.
In fact, their TractorHouse profile shows that they are still struggling to sell last year's models. If there was demand, why hasn't that demand already gobbled up the stock? "I guess it would be cool to own one if it was given to me for free" isn't demand.
The other thing about tractors is that the three point hitches, PTOs, etc etc, have been standardized forever, so there's very little lock in in terms of, swap out your JD for and IH and away you go, so I'm curious if eg modern seed drills have any fancy tech which locks you in.
It is not like John Deere actually has a monopoly. There is just as much CNH (CaseIH, New Holland) seen out in the fields, and even when you want all the bells and whistles, Fendt is rapidly becoming understood to be the true king of tech. What John Deere does have going for it is that they generally do better than everyone else at keeping parts in stock where the parts are needed; local to the farmer. Ironically, repairability is where John Deere finds the win at the end of the day.