michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No, that's OK. I think we did a good job.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I think what you're seeing, Tal, is the mix shift, right, the product mix shift versus the services mix shift. You can do some pretty simple math in the second quarter, and you can get to -- when you have 41% product revenue growth, it's 61%, 62% gross margin versus the services that's fairly constant at 23% and 88% gross margin.
That 25% swing in gross margin. When you take that back and you look at a 20-point or 25-point over performance in product, it works out to be just about one point, maybe just a little bit north of one point on the gross margin line.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, on the latter point, the answer is no, I don't think much has changed. When you look at it right now, co-transcriptional capping gives you the ability to reduce the number of steps in your production process and not lose yield unnecessarily. And so those benefits have endured, and I think that's one of the things that drives people toward us in the first place. But as you think about what's our percent market share of all the programs, we don't have that.
It's obviously a rapidly evolving space, and any data sources that are out there probably are always dated by the time you see them. We are in the process of updating our market growth estimates from the time of the IPO to the current market. And I can tell you that obviously, those growth rates have shifted and the origins -- or I'm sorry, the sources of the growth are different than they -- in some cases, dramatically different than they were two years ago. We plan on sharing some of that data at our upcoming R&D day as we talk about opportunities.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I think it is a reasonable run rate, as long as you peel out the bonus impact of it, Jay. I had the bonus numbers here off the top of my head, but the SG&A was very comparable pulling out bonus from Q2 to Q3. So I think it is a pretty good run rate for Q4. And that is -- as we've mentioned before bonuses at about 20% of pre-bonus operating profit is the right rate to use.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Cost saves on M&A?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, Steve, sure. Really, the questions that were in the discussions we're having are more along the lines of obtaining supply. It's less of a discussion around what's your price. We're seeing a lot of traction in the end markets from a volume and demand standpoint. The March increase was successful. The April increase is in process, but appears to be successful. But we're just seeing a lot of traction on the demand side, and that gives us the confidence to move forward on our price, particularly on the products and segment, Steve, that are value added.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So I think Ananda, yes, we saw a substantial increase 540 basis points in operating margin improvement last quarter. I think you'll see in our guidance that that goes up again. When we -- even I'd say a year, 1.5 years ago we kind of talked about that ability to get north of 30%. We are executing on that and very excited about kind of what the future holds there.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, hi, Falko. We have heard from both doctors as well as from DMEs, the distributors that they are judging us more on how we handle the situation rather than that it happened in the first place and we hear that doctors appreciate on how we do the communication and support them with intense information. They also told us why they like us.
They, for example, the informatics applications around sleep devices and the ability to observe trend lines, they liked that very much. They've also said that they don't want to end up with a situation where there is only one big supplier, right. So on the basis of all the feedback, we expect to be able to recoup our market share, maybe not immediately, but over time and we are also planning already in parallel to the remediation, a come back plan where we will go out of course with all energy to fight back and to regain and recoup our share. Then on the free cash flow, Abhijit?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So the financing side of it, first and foremost, I think our strategy is to kind of take careful consideration as to whether we need to bring financing parties to the table on day one. In some circumstances for larger projects, we will. In other circumstances, we may not and we may simply hold everything on balance sheet and finance portfolios later on down the road, especially with the smaller projects. I think the popularity of the idea comes from a couple of places.
One is simplicity, which is that we simply buy the equipment, install the equipment and negotiate a payment stream with the customer, where the customer doesn't have to get involved at all into the financing. The second is that many of these customers are in a position where they would prefer to pursue a strategy like this as opposed to doing any fundraising that would impact their own credit.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Brian.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, Richard. Thanks for taking our questions. First off, just wanted to ask about executive membership, the penetration, I guess, up over $800,000 this quarter. This is high as I can see it in our model here.
Just was curious if that's still happening in a meaningful way in the U.S. Or if there's any other countries? And just any color you can provide on that point.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, Ben. 

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, George, and thanks for dialing in today.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So Farapulse, we expect that to close pretty soon here, early in the third quarter. I won't go too far on it. We're really excited about, certainly approved platform in Europe in the pulsed field ablation field. And they are enrolling ahead of schedule in our U.S. clinical trial, the physician community and Dr. Stein is on the phone, he can comment on it. I don't know Ken if you -- Dr. Stein, if you're on the phone, maybe you want to provide a quick update on Farapulse.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Again, it's Marcus again, Paul. So if you look at the inflationary pressures we're speaking to they are in a couple of areas, right? Chemicals, we mentioned, wood and logistics and then your normal inflation on your labor contracts? If you're looking for an order of magnitude, these are approaching double-digit levels.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Carlos.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. If I look at the two senior notes and unsecured notes that we've got, currently, they're both trading very well in terms of price, and it might be attractive to some, if you look at just the unsecured trading in the 89% to 92% range, depending on the day, but that is a low cost instrument for us that the coupon is only 5.625, so we're in no hurry to refinance that at this point in time.
And then as I've said in the past, on calls, in terms of the senior secured notes, it's a non-call two-year instrument, which would put that to 2022, next year, middle of next year. And so our focus is just maintaining liquidity here in the next 12 months to make sure not only we're protecting ongoing operations, but we could be in a position should the conditions in the capital markets be amenable to pay those back. really, if we could.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, I got it, yes. I think you're going to see consistent in those same buckets you're seeing growth in that owner-occupied real estate, which is really C&I related that represent probably 30% of our production during the quarter. We have expanded into Pennsylvania, Nashville and Atlanta. We're seeing strong growth in pipelines and production in each of those markets. And I'll just remind people, it's a very methodical approach to how we enter their contiguous to offices we presently have.
We go in there, first with customers, understand the market and then we add local lenders and leadership in that market to grow it further. You're starting to see traction there, pipeline in Pennsylvania alone is almost $300 million in the Nashville, Atlanta, it's in $250 million range and we've already produced and closed loans in each of those markets. So you'll continue to see that. That's going to be primarily real estate related. We continue through these new hires to focus on C&I, we're seeing their production increase quarter-to-quarter.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think you understand our competitive base very, very well. And I think we're just getting proportionally more to the situation when consulting becoming a much more important part to start the business to open the door. From this point of view, I think we see the difference. From general competitive on kind of what exactly companies we compete against, I think it largely is the same because most of the large vendors had these capabilities before, we're just trying to bring different values through integrating better with delivery and engineering.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, Kevin.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It's a big project that has a lot of work streams that are simultaneous. Obviously working with the state of Louisiana and bringing economic development potentially to that region, we are working that. We are working all aspects of it not only the engineering coming to final costs, working with potential partner and doing due diligence around the potential partner, as well as them doing the diligence around us in addition to all the engineering work that you have to do on the front end to make sure that your project is going to be a viable as you think. So we continue working on all fronts, and quite honestly, I would characterize as sort of being right on schedule where we expect it to be.
There's no big delays or anything. We're going to have to assess the market and decide to go forward, and that should be done in the very near future.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So I can tell you in China, that during Chinese New Year holiday, pricing was very strong, and there was no deterioration from where it was in 2019. In Japan, for their string of hits, our pricing has been very strong. We haven't seen any deterioration. I haven't looked at it, and this is anecdotal, but I believe that pricing for Godzilla and Mortal Kombat has been consistent with pricing before the pandemic. We'll have to see how strong demand is, and we'll have to see what the capacity restrictions are. I don't anticipate any weakness. But part of your question is, given all the liquidity out there and given the demand and the limitation of our screens, will we be able to raise prices? We'll see. I don't know. Certainly, the macro trends would be in favor of not a lot of resistance to raising prices, but we'll have to wait and see.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I think it would be a challenge for any software company to do a couple of products a quarter. So I guess you should think more around a couple of a year is something that I think we could be proud of. These products are, I think, extensions of our existing business, but pretty sophisticated extensions. Particularly the Secondary Intelligence product, we're very excited about that moves us into really what we think will be an entirely new market and a new way to help our customers out.
But at the same time, it is an extension of a logical extension of what we've been doing in Simcyp. And there'll -- how do I put it? You should expect there'll be others as we go forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. I think we gave that number out recently. I think it's about a 250,000 reduction in pulp, which would really impact ourselves in softwood not fluff.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Thanks for taking the question. Congrats on a good quarter. Kind of consistent with some of the other questions, how can we think of the contribution from the commitment versus the overage? Where are you trying to -- where are you referring customers? Or how are you recommending customers approach their commitment levels?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Little technical snafu there. Good morning.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, hi, TJ, it's Ben. So I think that for the most part, the big public producers, who account for the majority of our business in the Permian, I think their plans are largely set for this year. And I think if they see higher crude prices, then that becomes a capital allocation question for them that probably doesn't turn into incremental 2021 activity. I think it could turn into incremental 2022 activity if we see those prices hang in.
Where we might see a little bit of change in pace or even a little bit of incremental activity would be among our private customers, who perhaps have different expectations from their investor base than the public guys do. So for the most part, I think the table is pretty well set, and the good news is it set well for us. With the number of DUCs that we have on the system and supportive price environment, I think, we'll see the completion schedule come to fruition and maybe a little bit of upside around the edges on the private side.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
There is no further update to than what is in the annual report.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I really appreciate that question. I really do. So we had just -- I mean, it is really early, early days on these higher tier ads. So we've been very successful with that standard ad placement, in fact in some markets we have too much penetration. In Southern Florida, we might be 80% some penetrated, which I think is too high. But I think we are less than 1% penetrated in these higher tier ads and that's because we've just begun to really focus on bringing them out. As you remember, we acquired LoopNet. We separate out the information side from LoopNet, upsell in the CoStar and then began developing more fully the potential LoopNet marketplace. We began aggressively bringing the Apartments.com style tiered advertising levels into LoopNet last year, that was the first time we began doing this. So this is really the first year of doing that properly and aggressively, and you have -- I think there's -- if we have a 1,000, there's 75,000 we're keeping an eye on, but you have two components moving. One is penetration into which properties want to move up that prominence level in LoopNet, and the other is what people are willing to pay for that top position and both those items are moving. So, it's sustainable for a decade or more. I feel comfortably that we could sustain this for a long, long time.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I don't have that broken out. You know what, I'll -- let me come up with that number and get back to you on that.

    Prediction (one of UP, DOWN, SAME): UP