luukschmitz/validation_500 huggingface dataset:
MOLTEN VENTURES PLC (2022-11-22):
And clearly, our model is to make sure that we continue to stay in the market and that we continue to be able to identify those
potential winners. So as far as outlook goes, for the second half of the year, we don't see any dramatic change to the level of
uncertainty, macroeconomic factors, the geopolitical tensions that we're seeing across Europe, we don't think those are going to
change significantly before our year-end to 31st of March.
 However, we would hope by the back of end of next calendar year, that we do start to see some improvement in the -- certainly the
stability of the environment.
DOLLAR GENERAL CORPORATION (2022-03-17):
First, I want to remind everyone that our fiscal year 2022 includes a 53rd
week which will occur during the last period of the fourth quarter. We also continue to operate in a time of uncertainty
regarding, among other things, the impacts on the business arising from the current geopolitical conflict and the recovery
from the global COVID pandemic, including recovery of the U.S. economy, changes in consumer behavior, labor markets
and government stimulus and assistance programs.
 Despite these uncertainties, including cost inflation, ongoing pressure in the supply chain and rising fuel costs, we are
pleased to provide annual guidance that reflects our confidence in the business.
BRITVIC PLC (2022-11-23):
In terms of FY '24, honestly, really, who knows? I think what we have learned over the last 12 to 18 months is the supply shocks that
come either from geopolitical or other constraints across the global supply chain. And what we've just got used to doing is dealing
with those really effectively.
AKAMAI TECHNOLOGIES, INC. (2022-08-09):
These forward-looking statements are subject to risks and uncertainties and involve a number of
factors that could cause actual results to differ materially from those expressed or implied by such statements. The factors
include any impact from macroeconomic trends, the integration of any acquisitions and any impact from geopolitical
developments. Additional information concerning these factors is contained in Akamai's filings with the SEC, including our
annual report on Form 10-K and quarterly reports on Form 10-Q.
AKAMAI TECHNOLOGIES, INC. (2022-08-09):
No matter which competitor they've been working with, they chose Akamai because of our superior performance and
reliability.
 Like many companies, we're managing through a time of substantial economic headwinds and uncertainty with escalating
inflation, the strengthening U.S. dollar, growing concerns about a global recession, escalating geopolitical tensions and
conflicts, and a slowing of Internet traffic growth as the world tries to return to normal in the midst of a pandemic. As Ed
will talk about shortly, I think it's prudent to assume that these headwinds will dampen our growth rates and profitability
over the next several quarters, particularly in our Delivery business, which is being impacted by the challenges that many
major media companies have recently reported.
STOLT-NIELSEN LIMITED (2023-10-05):
You will hear more about this in the segment highlights. Of course, this is subject to any sudden, significant, or
unexpected economic or geopolitical changes.
 Compared to our logistics peers, we are delivering an industry-leading performance that is, in my opinion, not at all reflected in our
comparably low PE or our stock price.
CALIFORNIA RESOURCES CORPORATION (2017-05-04):
We are
off to strong start in 2017. The oil markets remain volatile in response to geopolitical and macroeconomic
factors. However, we continue to leverage our operational flexibility moving to offense for smart, value-
driven growth as well as the strength in our balance sheet.
STOLT-NIELSEN LIMITED (2020-01-30):
So I am quite bullish for the segment.
 Despite geopolitical and macroeconomic challenges, the outlook for long-term fundamental growth and
geographical expansion remains strong.
 Stolt Sea Farm.
NAYAX LTD. (2023-05-10):
This highlights the operating expense
leverage across sales and marketing, R&D and G&A. Should there be a recession or a geopolitical development that impacts our
business showing revenue growth below our planning assumptions for 2023 or beyond, we will, of course, adjust our spending plans.
 Let me now discuss the impact of the macroeconomic environment as it pertains to the impact of the U.S. dollar in the first quarter.
JAPAN TOBACCO INC. (2022-02-15):
Of
course, we have a strong market share with our GFBs. But our biggest focus at this moment when it comes to Ukraine, of
course, is the geopolitical situation and to make sure that our operation and our people are prepared in case there's any
developments that are unfavorable.
 So our key focus at this moment is to make sure that if there's any developments on the geopolitical front, our people
will be safe, they will know how to handle themselves and where to go, and also that we have business continuity to the
extent possible.
JAPAN TOBACCO INC. (2022-02-15):
But our biggest focus at this moment when it comes to Ukraine, of
course, is the geopolitical situation and to make sure that our operation and our people are prepared in case there's any
developments that are unfavorable.
 So our key focus at this moment is to make sure that if there's any developments on the geopolitical front, our people
will be safe, they will know how to handle themselves and where to go, and also that we have business continuity to the
extent possible. So I think this is a key point I can mention at this stage about Ukraine.
ALLISON TRANSMISSION HOLDINGS, INC. (2023-04-27):
The first delivery is expected in Q3 of 2024 with the U.S. Department -- Defense Department forecasting 55,000
JLTV A1 and JLTV A2 vehicles over the next 2 decades.
 Today, global defense spending is on the rise, driven by the Ukraine war, shifts in geopolitical dynamics and the U.S. Department of
Defense modernization priorities. Allison is poised to capture growth in this cycle by continuing our long-standing partnership with
the U.S. Department of Defense, while diversifying our revenue sources by increasing our international sales.
ONTEX GROUP NV (2022-05-12):
We are taking the necessary measures to counter it
with continued savings efforts and repricing.
 Meanwhile, triggered by the geopolitical situation, we see an additional rise in raw materials and operating costs, with the
main indices increasing by an additional 10% to 30% in the last month. We cannot predict how things will evolve as we
have included in our updated outlook and will price against that.
ONTEX GROUP NV (2022-05-12):
Esther Berrozpe Galindo
Chief Executive Officer
So turning to the outlook for 2022. Clearly, the geopolitical environment in very uncertain, and the inflationary
macroeconomic situation with continued volatility in commodity and energy prices as well as supply chain disruption
means that visibility remains very low. Taking into consideration these factors, Ontex is currently reviewing the impact on
its midterm financial road map.
ONTEX GROUP NV (2022-05-12):
So as I said, the market remains volatile and challenging. And then the geopolitical environment has worsened the
situation. We had -- we talked about 3 targets for the midterm.
ONTEX GROUP NV (2022-05-12):
So thank you for your questions. And with the geopolitical and input cost environment, have created new challenges to
us. I do not want to lose sight of the performance of the team [ Ontex ] delivery, what we set out to do 12 months ago.
DUFRY AG (2023-03-07):
CapEx came in at 1.6% of turnover, influenced by some lower spending. Please bear in mind that the first quarter, we still have
discussions around Omicron and also about geopolitical tension. Having said that, we have spent all the CapEx which is required from
an operational perspective in 2022, and there's no spillover effect into 2023 or beyond.
ICHOR HOLDINGS, LTD. (2019-11-05):
Jeffrey S. Andreson
President
Well, there is a lot of different ways to go about trying to answer that question. And a lot of it is tied to
the different geopolitical trade wars and whatever is going on. Then to the extent that countries tried
to prioritize their internal manufacturing.
TITAN MEDICAL INC. (2022-08-11):
We will continue to carefully monitor and execute on our project plan. Additionally, we are monitoring economic and
geopolitical factors, including the ongoing Ukraine-Russia conflict, market instability, COVID variants, supply chain issues
and a tightening labor market, trying to anticipate and mitigate risk and impact where we are able.
 We will continue to grow our intellectual property portfolio, our knowledge and experience and our talented team to
strengthen the company and promote our position within the industry.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (2022-08-04):
Kratos is ready now with active production lines and in-place supply chain,
flying aircraft and known price points. We believe that Kratos is being ready now positioning and affordability, along with
recent global geopolitical events, demonstrating that the threat is real and that quantities do matter in a high-end conflict
will be a catalyst for us.
 Additionally, over the past several weeks, it has become clear based on publicly available information and our meetings
with customers that runway independence is an absolute critical requirement for affordable, reusable, disposable and
attritable drones.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (2022-08-04):
And we've all been patient. We've
waited a long time, but we're doing everything we can to pull some of these in now that the geopolitical position has
changed. That's where our focus is primarily.
AYR WELLNESS INC. (2022-05-26):
Our Board and
management team regularly evaluate ways to optimize our balance sheet, and we see these financings as excellent
sources of value to our company and our shareholders. Particularly given the recent geopolitical uncertainties and
the volatility in the broader capital markets with cannabis equity valuations impacted, we remain focused on financial
discipline and maintaining a significant cash position. We will continue to focus on optimizing our balance sheet, including
efficiency in our cost structure and capital deployment.
AMERICAN HOMES 4 RENT (2022-02-25):
But the other great value of them is, as we know, there's a lot of volatility to the public markets at large. We're seeing it
right now, obviously, from a geopolitical standpoint and having access to really high-quality long-term forms of capital in
the form of our JVs. I think it's very comforting and valuable from a longer-term perspective.
MOOG INC. (2022-11-04):
First, it was a year in which the world order was redefined for
generation [indiscernible]. The Russian invasion of Ukraine in February changed the geopolitical landscape in Europe for decades.
 In Asia, escalating tensions over Taiwan and the consolidation of power in China under Xi Jinping further erodes the relationship with
the U.S. Combined, these events have redefined the global political landscape into an east-west divide, DÃ©jÃ  vu for those of us over
40.
MOOG INC. (2022-11-04):
While these global events are not necessarily positive for humanity, higher defense spending in the West represents a longer-
term tailwind for our business.
 Second, despite the geopolitical uncertainty, it was a good year for the company overall. Our adjusted year-end results met the
guidance we provided to the Street 12 months ago in terms of sales, margins and EPS.
CARDINAL HEALTH, INC. (2023-05-04):
We expected a little bit of an improvement
across the board, and we just haven't seen anything more than that outside of international freight. We do have some categories that
are just staying very high like nonwovens, where there's a bit of a geopolitical impact on those types of costs and not just on raw input
costs.
 And so that is something that may or may not change in the future.
ELRINGKLINGER AG (2019-08-07):
As we have already discussed
the main issues of the OE business above, I will now focus on the remaining segments. In regard to
Aftermarket, geopolitical tensions in key sales markets such as North Africa, resulted in a slight decline
in Q2 sales. Revenues stood at EUR 41 million and furthermore we made progress in tapping into the
Aftermarket business in Asia and North America.
HÃ–EGH LNG PARTNERS LP (2022-08-24):
As you can see, the global LNG demand
growth is projected to remain robust mainly driven by Europe and the Asian region. In the current geopolitical situation,
European countries will determine to secure both LNG and LNG import capacity to safeguard energy supply and shift
away from Russian pipeline gas.
 This has led to an increase in demand for FSRUs import facilities from countries such as Germany, the Netherlands, Italy,
Poland, Finland and others, typically looking to secure large capacity FSRUs with prompt delivery.
HINDALCO INDUSTRIES LIMITED (2018-11-02):
Let's now look at the broader economic environment on Slide 8. Overall, global economic activity
continues to remain strong despite challenges from surging crude oil prices, geopolitical uncertainties and
continuing trade tension among major economies. The U.S. economy performed strongly in Q3 CY '18 on
the back of strong consumer and government spending.
HINDALCO INDUSTRIES LIMITED (2018-11-02):
Therefore, the IMS has downward-revised
its global economic forecast to 2.7% for CY '18 compared to 3.9% reported earlier. The occurrence of
unfavorable trade conditions and geopolitical issues are posing risks to global economic growth.
 On the domestic front, economic growth continues to accelerate in the current financial year.
HINDALCO INDUSTRIES LIMITED (2018-11-02):
The RBI has maintained the
growth forecast at 7.4% for FY '19. However, depreciating rupee, inflationary pressure, elevated crude oil
prices and geopolitical tensions are the risk factors for the domestic growth.

 HINDALCO INDUSTRIES LIMITED FQ2 2019 EARNINGS CALL  NOV 02, 2018
OPEN LENDING CORPORATION (2022-08-04):
But yes, definitely a lot of inputs here in as we work through it from
a bottoms-up perspective. And I just kind of like to point to maybe just 3 real big drivers that went into our input is the
geopolitical environment has changed notably since we were last on the phone and the war in Ukraine has disrupted the
energy sector. Oil prices are at highs and gas prices.
THE HONEST COMPANY, INC. (2022-03-24):
I'll let Kelly also feedback on it. I think first and foremost, as you look at
the world and where it sits today versus from when we did the IPO, not only the geopolitical challenges, the supply chains,
the input costs headwinds as well as how consumer behavior continues to shift, we think it's super important that from a
visibility perspective that each of you, our investors, have clarity around our plans, and we are going to err on the side of
being more conservative. I think it's prudent.
ATOMERA INCORPORATED (2021-10-28):
The total IC market is forecast to grow 24% this year alone, so our
customers have built up significant cash war chests to invest in their future. Semiconductor industry is also being affected
by geopolitical forces like never before. U.S.-China trade tensions are driving governments around the world to look at
building or shoring up self-sufficient semiconductor infrastructure to enhance their own security.
HYZON MOTORS INC. (2022-05-06):
After
backing out the onetime charges as well as noncash items primarily related to the change in fair value of the earnout
liability, equity securities, private placement warrant liabilities as well as stock-based compensation and legal fees
incurred in connection with the short seller report. For Hyzon's 2022 business outlook, we are actively monitoring impacts
due to the Shanghai COVID lockdown, geopolitical uncertainties, disrupting supply chains globally. We will provide an
update in the second half of the year as we gain more visibility as it relates to deliveries.
CANADIAN UTILITIES LIMITED (2022-10-27):
And looking specifically at the situation here in Alberta, it's important to
recognize that transmission and distribution charges are just 2 of the many charts that make up a customer's utility bill.
 First, the commodity prices rose sharply in the face of the global supply chain pressures and rising geopolitical tensions and more than
doubling since last year. Using an average customers' gas bill, as an example, these commodity costs can account for more than 40%
of the total utility bill.
BOSSARD HOLDING AG (2022-07-21):
This means we'll face rather high price levels for our products also in
the second half of 2022.
 Another challenge is the geopolitical tensions in Europe. Overall, it may impact the European and global economy due
to war scenarios or energy shortages.
BOSSARD HOLDING AG (2022-07-21):
This plays into our hands as mentioned before. The geopolitical tensions may amplify the supply chain challenges
mentioned above, which we address with our supplier risk mitigation strategy, buying key products from multiple regions
and manufacturers. The Chinese COVID policy may lead to further lockdowns in the country.
VALERO ENERGY CORPORATION (2019-10-24):
We're pleased to report that we delivered solid financial
results despite challenging market conditions again this quarter. Although gasoline cracks held steady
and diesel cracks improved from the previous quarter, heavy and medium sour crude oil discounts to
Brent crude oil remained narrow as supply was constrained by geopolitical events. Also, the startup of
new pipelines from the Permian Basin to the Gulf Coast tightened the WTI Midland to Cushing crude oil
differential.
DANA GAS PJSC (2020-02-12):
We delivered both increased production and increased earnings, and 2019 saw us post our highest annual
profit in over 7 years. I would emphasize that this positive performance was delivered in the face of
the geopolitical challenges in our key operating regions, that everyone on this call already being all too
familiar with as well as the economic headwinds, notably, lower energy prices. Despite these challenges,
we were still able to execute successfully on our goals for the year.
MILLERKNOLL, INC. (2023-12-20):
By leveraging the synergies across our collective and
focusing on what is within our control, the team drove year-over-year margin improvement in all three areas of our business, again.
 And while we face relative high interest rates and geopolitical concerns, positive signs are emerging throughout our industry. Metrics
such as project funnel activity, order intake and recent measures of dealer optimism reflects that CEO confidence is improving.
MILLERKNOLL, INC. (2023-12-20):
As we mentioned in the press release, this marks the fourth consecutive quarter of consolidated year-over-year adjusted gross margin
expansion. Notably, these results were achieved in an environment largely affected by high interest rates and geopolitical concerns,
both of which influenced the housing market as well as sentiment measures. Our second quarter results reinforced themes that we've
communicated over the past several quarters, namely the impact of strategic pricing initiatives, ongoing benefits of acquisition-related
synergies, our focus on improved working capital management and product and regional mix optimization.
CONTEXTLOGIC INC. (2022-11-09):
As a
reference point, our estimated revenues in October 2022, the first month of Q4 is expected to be flat or slightly down when compared
to our revenues in July 2022, the first month of Q3. As the global economy continues to experience uncertainty due to geopolitical
risks, high inflation and interest rate hikes, we will remain focused on operational efficiency and unit economics. Built upon the much
strengthened with foundation and with a strong sense of urgency.
NEX GROUP PLC (2017-11-20):
So I haven't got much choice, actually. And Sam has kindly covered the numbers for me and
Michael gave you a bit of the geopolitical backdrop. So I'm going to focus on giving you a snapshot of the
business and give you some feel for what you can expect in the months and years to come.
NEX GROUP PLC (2017-11-20):
In the fixed-income business, our BrokerTec team, who've managed to improve market share
in U.S. Treasury benchmarks yet again, and we are now averaging around 82% market share in, what is
by far the world's biggest government bond market and our U.S. repo business has also seeing improved
volumes year-on-year, but is now a EU Repo business which has really performed spectacularly over the
last 6 months. This is as a result of not only increased automation and electrification of that business,
even in the turn business, but also we've had a few geopolitical issues in Europe including for example,
the referendum in Catalonia, but the bottom line is, this is testament to the fact that BrokerTec is now
considered to be the really trusted source of liquidity for traders in those markets and they really -- they
rely on us, both in times of stress and for their daily workflow.
 In our foreign exchange business, other than what I mentioned to you with regards to EBS market and
our core currency pairs, we continue to see growth in Asian currency pairs, and specifically in NDS with
more than 25% year-on-year growth.
CABOT CORPORATION (2022-11-08):
We delivered record financial performance, achieved breakout growth in battery
materials, advanced a range of strategic initiatives, including the divestiture of Purification Solutions and further our leadership in
ESG performance. All of this was accomplished despite a turbulent macroeconomic and geopolitical environment. I am immensely
proud of the Cabot team for the resilience and adaptability they demonstrated throughout the year, and for their focus on execution and
support of our customers.
MFA FINANCIAL, INC. (2023-02-23):
As breathtakingly bad as 2022 was for fixed income and mortgage participants, it was not a total surprise to us at MSA. On our fourth
quarter 2021 earnings call a year ago, I stated that we expected ongoing rate volatility with inflation ranging at the time, the Fed on the
move and a tense geopolitical environment. For our first quarter 2022 earnings call, I remarked how similar 2022 felt to 1994 when
the Fed raised rates 6x for a total of 250 basis points.
HENKEL AG & CO. KGAA (2019-08-13):
In this
market context, Adhesive Technologies has delivered a robust performance. Despite top line pressures,
we have been able to improve profitability in a challenging market environment and with geopolitical and
economic risk high, we remained focused on leveraging the strength of our portfolio and business model,
and we continue to proactively manage through this industrial cycle.
 Beauty Care retail was significantly below our expectations.
HENKEL AG & CO. KGAA (2019-08-13):
Other than originally anticipated by most market participants, the
outlook for the full year further softened. While back in May, recovery of industrial production in the
second half was widely expected, this is not anymore the case mainly due to continuously high geopolitical
and economic risks. Here, the persisting trade tensions are particularly unhelpful.
AMERICAN HOTEL INCOME PROPERTIES REIT LP (2022-05-11):
Q1 improvements to the top line were accompanied by inflationary cost pressures. The impact of geopolitical events on
commodity prices, as well as the enduring effects of COVID disruptions on the labor markets and supply chain, impacted
operating margins. Q1 is always a quarter which is our most challenging from a seasonality perspective.
KESKO OYJ (2023-07-27):
On the other hand, employment is high and there is a shortage of skilled labor. The whole energy market has faced
a transformation and not to forget Russia's offense war in Ukraine and geopolitical tensions.
 The importance of good strategy growth in a challenging market.
ARCH CAPITAL GROUP LTD. (2022-07-28):
I think
that the uncertainty about the social inflation and what it could mean.
 And also other geopolitical risk, there's a lot of stuff going on in the world. I would expect this to continue well into 2023,
but I've been wrong before.