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
 
Sure. Let me talk a little bit about the inflationary pressures, then I'll let Susan touch on the gross margin. So I think, overall, we've seen the raw materials impact on inflationary pressures, which has impacted our Mechanical Services segment the biggest because they have the most products in terms of manufactured goods. So from that standpoint, raw materials has had the largest increase, I think, as Susan mentioned in her prepared remarks. The freight logistics and just overall movement of goods and people was the second largest. And then we've seen an increase in labor costs.
Those ones we expect to further increase as we go through the year as -- even though we do expect some of the lower skilled available labor to become more available over the short term as things change, especially in the U.S., we do see inflationary pressures tightening on the higher skilled labor as the market continues to tighten. So it's starting with raw materials, followed by a lot of the freight, transport, logistics and then labor cost increases. And Susan, maybe you want to touch on the gross margin?

    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
 
Hi. I'm not sure what you can provide here, but you mentioned your -- most of the price increases are going to go kind of when retailers reset toward the end of the year, except for those that were taken on some of the bird seed, milo, millet products. I guess, is there any way for us to get a sense for what type of cost of goods inflation you're estimating this year? I know you said there's some that's yet to come, but if you were just to put an estimate on 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
 
Yeah. I think, Simeon, again we have robust plans for Q4 of this year. We feel good about how we're executing on those but there's no doubt that the closing headwinds and the impact that -- that has had on foot traffic and overall consumer confidence that's something that we've had to factor into our plan. Hence, why we talked about the agility of our team through Q3 and now Q4 to respond to those challenges.
And so, we think we've met those in -- in, you know, what has been a turbulent time and we really look forward to lapping those next year in a very different way.

    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
 
Real quick, if you think about the projects that I talked about, the chemical and downstream projects, the Permian and Guyana, very, very good, strong returns, industry-leading returns in that portfolio. I feel as good about that portfolio as I've ever felt in terms of the project returns we have, Doug. So I think we're pursuing high returns. So --

    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
 
Got it. OK. Yeah, I think Q4 tends -- I guess you're asking a little bit insight into like what we're seeing now, which we're not reporting yet on Q1. But I will say just historically,that May time period tends to be a real strength in our business.
And as we get further into the summer months, we kind of internally think of it. And I think a lot of folks in our category is a bit of a summer slump. And we know consumers this year were back to vacationing again and being out more than they were a year ago. But in general, all good things like the revenue per active, etc.
But that tends to be a quieter period. And then the fall season tends to be a period of consumers really shopping again with change in season, back to school, back to work. And so I think consistent with that, this is typically kind of an uptick time period that we see in our business. I think Dan is back.
So Dan, feel free to add on if you have anything on top of that.

    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
 
Ok. Alexia, this is Mike Cody. It's interesting, you're right, there's a lot of companies that have gone public recently and I believe seven of the top 10 social casino companies are now public. From our perspective, actually, this is sort of a positive thing.
It has more people telling the same story that we're telling. They're reinforcing the message if I've ever been games. And so we don't see a downside to this. We've been competing against these companies for years, so from a competition standpoint, really no difference.
On the M&A front, certainly, we looked at Come2Play first as a casual game for us going forward. As we're looking further into casual, we focused on casual games as well as social casinos, we're looking at across the size spectrum in terms of small companies, even smaller than Come2Play. And we may look at acquihires to larger much more transformational acquisitions as well. One more question on IP, you clarify your question on IP, I want to sure I get the right answer to that one.

    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
 
This is hard to tell, because it depends on agreements with customers, and it's a question of week/one-or-two months. We do that very thoughtfully with our customers. So we're not a commodity-driven company. As you know, we are all driven by the value we create for our customers with whom we've had relationships for decades. So we are very careful in how we do that, really in order to make sure that a year from now, well they still believe that we did it the right way, that it was good for them, well, it was good for us as well. So it's all timing-dependent for Q3. That's why I'm directionally saying it's going to be a little bit pressured in Q3, and it's going to be better in Q4.

    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
 
Performance and on -- from our customers and the most recent disclosures, they basically stayed in the national market is a stable market on the combustible side. So and that is better than expected.
And if you look at our uncommitted inventory level, it really tells a story there where we were before. We did got some additional order from customers. We confirm that and that is a role that we play in the industry. It is always good to have some level of uncommitted, OK. Now that the customers they really need additional volume, we are happy to have it and to occupy that space and sell it, yeah.
But looking forward, we continue seeing opportunities there to expand our services and delivering our raw material to the customers. We do -- we see Africa crop specially on the Burley increasing for next year and we also see opportunities to gain market share. So, yeah, we see a positive outlook there for us.

    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 mean, the Foot Locker banners in and of itself are, as I stated in my prepared remarks, it's a special organization. From a customer perspective, Foot Locker does -- it's phenomenal at engaging the customer, we create the customer experience that is a competitive advantage for us. People like to come into our stores, they like to touch and feel and see our product. So it's anchored in our DNA that our presentation in the market and our touch points for the customer -- when I say our touch point, I'm talking about across all of our touch points, whether it be our physical stores or our digital environment, is a key competitive advantage for us.
As we continue to think about our real estate portfolio, it's no doubt that the retail market is changing. It's no doubt that the customer preference and how they buy their decision point is happening a lot earlier in the process, which includes the digital environment.
So as we continue to see trends in the market, we will continue to flex our real estate portfolio to ensure that we are delighting the customer where they make their decision. And as Dick pointed out, sometimes that means flexing our real estate portfolio to ensure that we are meeting the customer where they make their decision.

    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
 
Sorry Orest, I wasn't [Indecipherable]. What we need to do, we need to have an agreement, not a decision, we need to have an agreement and we are working extremely hard to make it happen. That's what I wanted to say exactly.

    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. All right, Jeff.

    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 would say, right now, the underbuilt housing market is the main driver. You couple that with still some restrictions on travel and the increase in discretionary spending income that people have, that has continued to bode well, and I don't think that that's going to subside in the short term. So, those two factors are the main driver. And in terms of visibility, outside of the first two quarters or the next two quarters, it is limited.
But I would say depending on raw material availability and supply issues, the next two quarters look extremely strong and we're very confident of what we see over the next two quarters.

    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
 
Sure. So I would probably unpack it this way, Rishi. When we look at our operating margin, you have identified some of the elements correctly. There was a certain amount of savings that we got this past year related to COVID.
But then there were also some proactive measures we put in place as last year, in light of the macroeconomic uncertainty, where we slowed down certain parts of our activity, intentionally, from like things like hiring because while, we wanted to get a better understanding of what was happening in the environment. So now that we are seeing our execution operating so well, our view is that we can take a far more progressive view on investment into this next year. So what that means is, one, we'll have Rundeck, which will be with us for the full year, and we have significant investment in Rundeck through this next year. So that has an impact, which we spoke about at the time of the acquisition.
The second is, that we're planning to accelerate our investment in engineering because we believe that, from an innovation perspective, we've delivered a huge amount of value to our customer base within this last year, but it's not yet done. We have a number of initiatives such as the European data hosting, which is another initiative that is kind of additive to what we're doing. So when you add all of those together, our view is that this is the right time for us to continue to invest in the business, continue to invest in go-to-market because the demand is clearly there, and that's why we framed our thinking around operating margin in that 10% to 12% range -- or operating loss, 10% to 12%.

    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. So Saree, I think it really is talking to the quarterly variability that we see inside of our typical fiscal year. And that's one thing we highlight is we have variability in quarters, but on an annual basis, it generally becomes fairly steady, fairly repeatable, and we can absolutely be pretty confident in what we're giving around annuals. And that's one reason we don't give quarterly guidance. We give quarterly color.
The other thing I would say is, as you've seen the backlog in ISS shift and grow in the capital side, that is when you sometimes have variability. And it's not whether or not we're able to get the components and deliver, it's whether a customer site is ready for us to be on and to be able to install the capital system. So we're -- again, we're being balanced in the guidance we're giving and talking about what could happen with order conversion.

    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. Everyone is dealing with the cost of expediting some components have gone up in price given the tightness of supply. So we're definitely seeing it. We're in hand-to-hand combat trying to keep costs down at the same time trying to get precious supply. As you can imagine, we work really close with our customers to make those decisions. And in many cases, we are asking customers to help us with that just given the nature of the relationship and the way our contracts are structured.
But it's a difficult time. No question. Everyone is a bit frustrated. Wish there was more we could do. But at the same time, we're also talking to customers about making sure they have their forecast out and it's certainly not too soon to work on 2022 and those are the discussions we're having.

    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
 
Well, I mean, it's a -- Jeff?

    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, guys. 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
 
Sorry, I'll take a shot at that one. Thanks for your question. So, the total number of subscribers, I think we talked about how we have recaptured in some cases of that. Then to RBC, it is a piece of that or a big piece of that, but overall user accounts were up, subscribers were up in both wealth and corporate. So that is -- and corporate, while they are a smaller number in terms of each firm, there's been quite a few of them. So both of them are driving the increase on the subscriber 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
 
Morning. Tom, I am curious to hear your view on what's happening in the East Coast currently. At this point, summer driving season is in full force and facilities in that area have rationalized capacity, including capacity at one of your own plants. Though the quarter was noisy due to colonial being shut down for six days and imports and such, looking past all of that, can you talk about what is happening on a capture front or your expectations going forward on a normalized basis since there has been capacity rationalized and demand has rebounded and yes, we are in the midst of working through the volatility of imports from Europe elsewhere and that seems to have subsided at this point with the maintenance issues going on there.
But just looking forward, what are your expectations for the East Coast?

    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, first we have stablecoin dollars deposits, we have $5.2 billion that are on reserve. And then we have also another $1 billion that are for stablecoin clients, but are not in the reserves, they're in the operating accounts. So it's strict interest-bearing reserves, it's $5.2 billion and the total digital deposits are 22.0 -- call it, $23 billion, $23 billion in total deposits in digital, of which stablecoin is $5.2 billion.

    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. Thanks, Faiza. There's a number of things that have benefited gross margin. The first is we really set out a couple of years ago to improve product cost. And so our supply chain, our value stream team, as we call them, has really worked on improving product costs, particularly in our devices and in our new product launches and what device is now making up nearly 30% of our business. Those products, which were historically, potentially challenging the gross margin, are now accretive to gross margin. So the big driver is cost improvement; product mix; and then lastly, supply chain efficiencies. We were able to put more product on the ocean, which meant we spent less extra cost in air freighting product to our customers.

    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, Julio. I think you broke up a little bit on the question, I think the question was about second quarter gross margin and our expectation. When we talked about in the script, lumber and timing on lumber price increases in September and October, and the way that would impact margins. In terms of having a year-over-year increase we still got good pricing in the market. We had the price in the market. And given the visibility we have from our backlog, we're pretty comfortable in terms of the price and cost match that we can get margin increases in second quarter.

    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. In terms of kind of customer demographics, we have seen a bit of a change as we moved through the pandemic. We are seeing a little bit more one-way traffic. I don't think that is, frankly, all that surprising. I'd suspect it's quite true across most geographies, frankly, as customers are mixing and matching itineraries among different carriers with probably different levels of frequency and service across a variety of markets. And so I don't have the exact number in front of me, Hunter, but we have seen a modest uptick, I would say, kind of mid-single digits to high-single digits uptick in terms of the volume of 1.8 [Phonetic] tickets that we're selling.
But I think that's really more indicative of roundtrip customers who are just mixing and matching itineraries or their booking and outbound and then waiting just because flights, frankly, aren't as full for us and our competitors. And so they've gotten more options as to when they book their return. So I don't think it's anything -- any structural migration to or from the islands. I think it's just really a change in customer buying behavior when you couple that with the fact that in general customers are staying longer on their vacations as well. We've seen a modest uptick in people staying more than a week or two weeks relative to their previous patterns.

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