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
 
The money is not going to disappear. The PEN21 billion solace are not going to disappear, are going to be recycled among the institutions in the system.

    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
 
Chris, I'll take that. Those contracts tend to be the first year like an implementation year where you're putting in the equipment and then usually have a tail of maybe two to three years. And as we always say, once you get there, the cost of switching is high, so you're likely to get the optional renewals from the customer. So -- but I believe that contract is at least two to three years.

    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, Matt.

    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, I think, Tony, we've done some work on kind of things of that nature. It's probably we could sustain a -- and Mark, I know we worked on this, somewhere probably 35% to 45% reduction in revenue to get to a 1.0. So it could be substantial reduction. And I think, again, 2021 is going to be a ramping year.
I think what we're all looking for now is kind of what this 2022 as we are in the normalcy. But I think, if anything, right now, our exhibition partners are thinking the second half of the year, if this continues, could be -- exceed expectations because of this pent-up demand. So I think trying to see kind of where coverage is for a partial year is going to be difficult. But we know that there's a lot of flexibility in the overall expense structure.
We also know that a lot of our operators have made considerable improvements as -- in all of our experiential tenants with margin improvement and improved the technology that they're bringing to bear. So that 35% to 40% reduction was based on the old model. So it may have, in fact, improved from there, Tony.

    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, that's a great question, Josh. And hard as you can tell by the way, I commented in the prepared remarks along the issue of rate adequacy, right? In my opinion, it just remains -- I remain a little bit uncertain about it. And so, I think it depends how this evolves right now, COVID, how the Delta variant plays out, whether it protracts, the obfuscation or not, hopefully not. Listen, I think in three to four quarters, you'll have a better sense, unless of course, the situation gets worse and then it might protract it a little bit longer. So, what we are trying to do is, move when we actually know it and see it and are comfortable with it. And if we're not, we'll just tell you we're not, we'll tell you what the spread is and then you can interpret it as you like, Josh. But I mean, that is -- OK, that's the bottom line. That's what we're trying to figure out and I understand your question.

    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
 
Fuel prices are kind of reflective of a more optimistic outlook in the global economy.

    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
 
If only I picked three. I think WATCHMAN, is number one given the scale of it. The growth profile we see and this enthusiasm. I would say within PI, the BTG acquisition has gone -- exceeded expectations and the TheraSphere segment within -- in particular in Varithena doing extremely well. Then if you give me a third one, there's lots of different areas to speak to, I think -- yes, I think just overall in the -- I know it's super early.
We're very bullish on the combination of cryo and Farapulse. Although not in the U.S yet, that market is so large and the growth profile of EP is so good. That will be the only company that will have IRE and cryo and force-sensing. So all those smaller dollars now an exciting opportunity for us.

    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
 
So we typically run in the kind of 90 -- mid-97%, 98% in terms of uncollected rent during that quarter. Of course, as you move on from the quarter, you continue to collect and those ultimate collections do climb. In a normalized environment, we ultimately end up annually about 80 to 90 bps in terms of bad debt. Right now, for 2021, we think ultimately we'll probably be in the range of 120 to 130 bps in bad debt, but quickly see that returning to our more normal historical levels. One of the things that allowed us to outperform during this quarter was we were expecting to have about $1.5 million in potential abatements under our resident hardship program, especially as we move into the summer months. And we only had about $300,000 in requests for abatement under the resident hardship program. So we've really seen a diminishment in the need for that and are very hopeful that, that will diminish to really negligible levels as we move into the new academic year.

    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, thanks. Maybe a couple on China to stay there and then a couple on COVID. I guess on the -- I'm going to shift to the spend side, Josh and Shig, just on China, the JV. You mentioned recently at the JPMorgan Conference, you want to add up to an additional 100 headcount to the 100 base get up to 200 by fiscal '23. I'm just wondering, what the cadence of adding those -- adding to the infrastructure is through 2023, should we expect a bolus near term or will it be sort of evenly loaded through 2023? And then, I'll have two follow-ups.

    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
 
Great. Thank you for taking my question and congratulations on a strong start to the year. I wanted to ask about the food service recovery that's going to be coming here? You're already operating at record revenue levels on the plant-based side of your business. And I would imagine a lot of your food service customers are right on the verge of showing pretty strong double-digit comps for the rest of the year. So, as that demand starts to come back do you have enough capacity for all of that in existing to your existing customers? And just as you start to think about incremental capacity coming online over the next year where do you see that incremental product going out the door to?

    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
 
Hey, everyone. Just to follow up on the acquisition. And again, I know you can't talk too much, but maybe higher level or just academically, given where your stock is trading at a discount to NAV and traditionally where multifamily is kind of traded. Could you just give us a sense of the type of returns you're targeting, kind of the upside you can see in these assets that justify putting the capital to work today? As you point out, rents have already kind of rebounded to pre-COVID levels in certain parts of the city.
So just kind of walk us through maybe just higher level, how you think about return for this asset class, vis-a-vis, your cost of capital?

    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
 
Right, that's a good question. When we look at overall ad spend for the quarter, it was in fact slightly up versus a year ago. However, when we looked at the net number of course with the manufacturer rebates that we received, you're looking at the income statement and you see a decline in ad spend. We were aggressive with advertising, but the environment was a very difficult enivronment. On a per impression basis, costs increased significantly as a result of the crowded advertising landscape, which of course delivered fewer overall ad impressions.
Going forward, we will continue to be aggressive with our ad spending. Our budget is flexible. So depending on ROI, we may adjust it from time to time. Rapid changes in net advertising landscape requires some real-time adjustments. I think overall I guess that ad spending was up for the quarter and will continue to be aggressive going forward and I think as we move into the second half of the year, traditionally as we get out of season, we have some better opportunities on the ad front historically.

    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'm sorry, did you not hear my answer?

    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, so what we're seeing right now is that we're getting about $20 million a week of PPP forgiveness. But we have -- it's not -- that doesn't correspond to a reduction in the balance sheet. Those are typically customers and much of that is staying on the balance sheet and we saw that in 2020. So my expectation is that, whatever success we have with PPP, we did $800 plus million in the first round, and with Seacoast we had almost $900 million that we did. Even if you do half or two-thirds of that, you're going to be $400 million or $500 million over $10 billion at that point in time and I just -- with the trends that we saw in the first round, I just don't expect that liquidity to move off the balance sheet anytime soon. So from my perspective, I think, we avoided going over at December 31, 2020. But I don't know that there is an avenue for trying to move that kind of liquidity off the balance sheet to stay under and I don't think that is going to be the right feeling from a customer perspective. So I think we're going to have to -- PPP is going to provide nice income lift for us on another round, and I think we're just going to have to use that. And we're ready in terms of our plan for crossing $10 billion from a people on a systems perspective and I think we just have to keep executing and try to grow the loan portfolio and try to potentially find another deal to help scale through that.

    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
 
Yes. Eric, we talked about, overall, if you look at the market, and if you look at spending -- what happened when COVID hit, the spending on peripherals, notebook spending, screens, hardware to support remote learning, if you will, as everyone went remote. Now we're seeing an increase in that infrastructure on the networking side. So analysts are calling for overall enterprise network spending, to be higher than normal and to push up kind of over that 5% level.
We're taking share, and we're also in the high-growth cloud segment of the market. So we are expecting to grow higher than that. And I know that in our Investor Day, we pointed to high single-digit growth rates. And we believe that those growth rates are sustainable going beyond the end of fiscal '21, and that hasn't changed.

    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
 
Ron, this is Antonio speaking. Thanks for your question. As I mentioned in previous calls, with this, I would say, the cash flow generation on a sustainable base. I would say, in a mid-term perspective, we should be able to show free cash flow, I would say, 50% of our EBIT for the first beginning.
That's more or less the $100 million that we are disclosing right now. And assuming the growth that we are in the recovery here, that should be more or less following for the coming years. It's more that our projections are telling us. We are, I would say, quite diligent for investment in new products.
You know even into more details and highly focused on cash generation for the legacy business. New business, we need to find alternatives to not compromise the legacy business we have in the company here.

    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, we're feeling like we're making good progress on the real-world data. The tokenization side of things introduces another aspect of real-world data. That really has the ability to bring in data from different sources from genomics data, from lab data, from the health record data to bring it together on an individual de-identified patient basis and allow us to track that. So that's certainly another arrow in our quiver from a real-world perspective, and we feel that, that along with some of the other areas that we've been already working down gives us a nice story to tell and a nice operational delivery process to put forward on the real world front.
We really do believe real world is a fundamental part of the future of clinical development. The randomized controlled trial certainly played a major role over the last 100 years now, isn't it? But going forward, real-world evidence and the ability to collect and to assimilate and analyze and really take direct insights from real-world data is absolutely going to be critical. And I think we're seeing that as we come out of the pandemic with the vaccine, the patients who are in the vaccine portfolios, the ability to have a look at that data on an ongoing basis would be extremely valuable and -- is extremely valuable. And so that's an area we're very highly focused on and believe we have some real advantages.

    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 think that's probably not a bad place to peg it, Jim. I mean the Q4 always tends to be a bit of a stronger quarter and that vertical is a little bit of seasonality there. You always have renewals.
So whenever you have a renewal, you'll see pull back a couple of million dollars depending on the timing and that sort of stuff. But I think in the 60s, low 60s is probably a decent place to peg it.

    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
 
Thanks, Bose.

    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, and have a great day.

    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
 
Okay, so let's-- why don't we-- Akshay, why don't you quickly answer the HELIOS-C question and then we'll go -- we'll give Tolga and Andy some time to reflect on the ONPATTRO questions and we'll go to them. So Akshay?

    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 has bottomed. And it will recover. And think about it this way. The shutdown from COVID was probably the most traumatic event that any of us have ever lived through.
The total shutdown of the global economy. I mean, that's never happened before. The retailers, hotels, airlines, etc., or I mean the suffering was monumental. So the first reaction from the retailers was to go into a shell, stop everything and shed liability.
So the market went stone cold for the better part of two years. People are now understanding that there is life after it. People are succeeding, the better retailers are actually flying from the pent-up demand, and we are seeing a very, very robust pickup in interest and demand. We are not seeing an aggressive increase in pricing that people are willing to pay.
So we're bottomed, we're in a recovery. We are budgeting and underwriting that the recovery will be slow paced.

    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
 
That's around $5 million. So I'll get to the other pieces here. But obviously, those aren't going to continue next year when you think about the run rate. Then with a normalized bonus level, you would have to add in some cost into 2021 and therefore, bring down the Q4 run rate because we didn't accrue at a full 100% payout for the 2020 year, OK? So getting back to a normalized level. And then we had some smaller commercial recoveries on bad debts we had written off in the past, in Q4, that also won't expect to continue. So those three main buckets combined, Mike, are about 200 basis points of nonrecurring good news that should come out of the normal run rate.
And then when you look at 2021, as you well know, pricing is always going to be a headwind for us, so call that about 100 basis points, but we're able to offset that and then some by -- combined to 200 basis points of good news from our supply chain optimization efforts, continued net manufacturing improvements and then another 100 basis points from overall cost savings, SGA&E and restructuring initiatives. So all that with a dose of conservatism based on the current Q1 industry challenges gets back to our implied guidance.

    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, Steve. Good morning, they're up, and they're up sequentially. We've raised prices beginning -- at the beginning of the second quarter. And I'm just amazed at the much -- how much pricing power we actually have given the difficulties that we all know about and the relatively low marketing spend that we've put out in the last 1.5 quarters or so. And so it's -- when you hear about inflation, inflation means prices go up, and it's good to see that we too are seeing the positive side of inflation, which is pricing power. So we're very pleased with that.

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