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
 
Thanks, guys, for the question and thanks for hosting today. I guess, first of all, to get to the 2015 [Phonetic] your time frame, maybe you can talk about the linearity of growth. Are you expecting faster growth earlier that then moderates? Just maybe any assumptions there? And if you could -- what does capacity utilization look over this time period and then assumptions on the pricing environment as well? Thank you.

    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 for taking my questions. First, what do you think is driving the stronger improvement in leasing the capital market trends outside of the U.S. than within the U.S.? Is that mostly due to the different progressions with the pandemic? Or are there some other notable factors to consider?

    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. So Jason, we've been -- we've built a little bit of that into the numbers that we've laid out today. I think that, obviously, this is an area we're watching carefully. So more to come as the year progresses.

    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
 
So you're talking specifically Composite Fibers here just to make sure?

    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. In the fourth quarter, we reported 46%, and theaters were about 21% and nontheaters was about 71%. In January and February, that's moved significantly, theaters are up to -- in the 40s, 49% for January and the other was 84%. So we're seeing an increase in both categories, but particularly in the theater category.

    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. Well, thank you, Matt and good question. You're right in that we're seeing the greenfield space increase for us as this market expands and shifts from sort of a tool-layered market into an observability market. The dynamic cloud environments that our customers find themselves in now, they realize that old tooling isn't something that they can live with.
It actually fails -- they actually fail. And so there's a scramble for new tooling. Many of the customers start with just trying to cobble things together themselves. And when we show up, it's a pretty open opportunity for us to provide a platform approach that accelerates their ability to regain control over their environment, which gives them the kind of visibility they need to scale faster and at lower risk.
So we're seeing that greenfield actually open up for us from what we saw when we first IPO-ed a couple of years ago and it is accelerating growth in a number of areas.

    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. So, for us, the COVID tailwind, that one-time tailwind, Jackson, you should consider it basically Q3 of '20, Q4 of '20, and Q1 of '21. And as I said in the prepared remarks, the incremental revenue that we picked up 4 to 5 percentage points sequentially in those three quarters has started to abate starting in second quarter. But the residual quarter-on-quarter increases in Q2 and now in Q3 of 4% and 7%, respectively, are the high end of the pre-pandemic level. So we're keeping all of that. But the way to look at our business through Q1 of next year is to look at the sequential growth rate because that really is the true comparison until we lap those tough compares.

    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
 
Good to talk you to Tazeen. I'm just going to switch over to Sean Maduck, who you've all heard from before. Sean is our Chief Commercial Officer and runs all of our commercial business in Cushing's syndrome.

    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 don't expect to work down all of the backlog, but we expect to start chipping away at the backlog, Alex. I think that's how I would describe it. And then when we say double digits, I don't think -- the double digits is a pretty big range.
So I don't think we're thinking 10%. I think we're definitely thinking higher than that in terms of the back half of the year. Yes, I would say over 10% growth, yes.

    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. I would say, we consistently look to be more efficient on non-customer-facing items. We did get leverage in the quarter. I should say, we have reduced spending in the quarter, but much of it is volume driven and what our outlook is. And you're right, if we can't get product, doing more advertising, marketing and things of that nature you don't have.
I think just giving you a one-off on SG&A for 2022 would send a mixed message. I think we got to look at the totality of the group, how sales and margins progress. That really gives us a better idea how we're going to approach our SG&A spend for the 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, Bryce.

    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
 
Thanks, Tayo.

    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 all for your continued support and interest in Zscaler. We hope to see you at some of the investment conferences. Thank you again.

    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. Good afternoon. Question for Ben I guess. With respect to the gross profit contribution from your higher margin segments technology, e-commerce and proprietary products, looks like the margin there is about 35% roughly. Can you provide some specific commentary in terms of the relative contribution of the branded products portfolio and compounding businesses versus the tech and e-commerce? And then just thinking about the longer-term contribution from your new 503B compounding facility, I don't know if you've ever talked about sort of what you think the incremental revenue opportunity associated with that, but maybe just some commentary there with respect to capacity, technical capabilities and how that business once it's scale could impact the overall margin profile of your higher margin segments? Thanks.

    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 mean this is a great question. And the biggest appreciation and learning was, I think the community at large, even the scientific community, the immunologist and virologists, I don't think everybody really appreciated the role that the cellular immune system is playing in protection, whereas -- and part of this is probably just historical that we've had the ability to measure an antibody response and even a neutralizing antibody response for 50 years. And we didn't really have a way of measuring the T cell response at scale.
But now that we do and also now that we're in this situation where we're seeing these new variants from COVID that are really avoiding the neutralizing antibody response from the vaccines at high levels, we're seeing the importance of the T cell response to really give us the protection that we need to prevent severe disease. And so because of that, there's been an uptake in interest in looking at the T cell response. And what's on us, we have to prove that the T cell response really correlates with protection. If we can show that directly, then we really have the tool that people can use going forward in a whole variety of different vaccine efforts in different diseases to help them develop the right vaccine but also prove that their vaccine is working and provide the information that the regulatory bodies need as well.
So we're pretty excited about this evolution of this field. We're obviously a little frustrated. It was slower than we -- we had hoped that for people to start appreciating T cells, but it is happening and there's going to be, I don't know, the T cell revolution is coming.

    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
 
Terrific. Thank you, Vedula. Well, ladies and gentlemen, that concludes our conference call for today. Thanks so much for participating and for all your good questions. If you have any other questions, feel free to contact Beth Straka, she can be reached at 414-221-4639. Thanks, everybody. So long.

    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. Well, I mean, as you've seen, the frequency opportunities continue to expand. If you look at the C-band auction, for example, that opened up a tremendous amount of technology, three to six gig, where we can capitalize immediately. I think the appetite -- if we go high level, the appetite for this technology is really strong, right? The mobile technology that we see every year gets more complex, more challenging, whether it's in China, whether it's in the US, and we love that because we're a company that focuses on the high end, we focus on technology, we focus on excellence in our products and we see that opportunity be rewarded with our customers.
So we can hit all of those nodes, whether it's a China play, whether it's the high end of the US, and we've grown the technology along with it. So that's how we go to market. There's nothing new about the news around Huawei or anything like that, all that stuff is completely understood. Millimeter wave, you mentioned.
Millimeter wave is an interesting technology. It works in certain areas. It has some drawbacks as well that are well known. And we listen to our customers, and we have great engagement with all the players that we need to work with.
And together, we resolve the complexity and work on the end market solution. So we have investments across that entire spectrum. We know what we need to do to win. We also know what we need to do to allow our customers to win.
And that's the recipe that's been working.

    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, good morning and thank you for taking the question. Maybe Udi, if you can dig in a little bit, I think there was some commentary about the federal -- favorable competitive landscape, what is driving that favorable shift, and I think in your prepared remarks you noted a nice win against the DevOps peer. Maybe if you could dig into that a little bit as well, and give us a better insight into what was the approach of the peer, what does that competitive environment look like and what drove the win 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
 
It is. So in broad strokes, what will happen is VICI and MGP will merge, and MGM's OP units or the vast majority of them will be redeemed for cash, and that -- $4.4 billion in cash, and that will be tax deferred. And in keeping the 1% interest in the combined company, what will happen is on those remaining units, those -- the basis of those units will be reduced by the amount of the gain that we will have on the 4.4 billion. And this will be subject to a 15-year tax protection agreement with VICI, which protects us against that gain being triggered through any sales of the assets.
So it's a 15-year tax-deferred receipt of $4.4 billion, and the remaining interest is critical to that tax analysis.

    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. I think, Dan, for Q4, we've got a mix of earnings, U.S. and internationally. We are catching a bit of a higher rate because of more tax on the GILTI high tax here in this nine month period that we just completed. We're also expecting that in June as well. We're not able to use as much foreign tax credits as we have in the past periods as well, so that's driving a bit of a higher rate. Going forward, we think that will normalize a little bit. Really, the key for that is as we continue to improve the profitability in the U.S., that has an overall balancing or blending impact that's favorable to Unifi, and that will push down the rate a little bit more in the long term. So as we look out longer term, it will be a more reasonable rate than that kind of large rate that we're expecting for Q4.

    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
 
Hey, thanks. Just sticking on the unit growth and the plans for expansion, the roughly 1,000 or I think you said 950 to 1,200. Can you talk about where those are going to be? I know those are in your existing markets, but maybe how you're attacking that first. Is that -- are large chunk of it is going to be in California? Are they going to be in kind of states in the West side of the country? Are they going to be in some of these Midwestern or Texas or other areas? And just what you're going after first? Thanks. Appreciate.

    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. Hey, Mike. We talked about this on the third quarter earnings call is, one, we are extremely, extremely pleased with organic in the fourth quarter. Definitely, overall, our expectations. We're able to see National Programs post another 12%, 14%, 15% every quarter in 2021. We don't know if that is realistic. So, we wouldn't want you to set your expectation in the double digits. That will be great if it happens, but there is a lot of different dynamics in the marketplace. So just want to mission kind of moderate to how you think about the growth. And then we're very, very excited about our capabilities in that space and how we can deliver.

    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
 
No, no. It's both new and existing. So what I was highlighting is there's really -- like there's both a new renewal and upsell bookings that we see across the board, but nothing notable in terms of our competitive advantage or positioning across different regions or territories. It has more to do with the fact that EMEA and APAC -- I would say compared to Americas like U.S., it's still a pretty emerging countries or territories that we haven't really fully penetrated at this point. And there is a law of smaller numbers 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
 
Maybe one more important point on that one is that so by reducing the LAC-DT effectively you're increasing the SCR and over time that's a stock and flow type issue. So, we'll get the capital generation.

    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. They were flat to last year. About $2.8 million in each of those first quarter of 2020 and first quarter '21. That was above what we had forecasted.

    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
 
Welcome.

    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'll kick it off and then I'll turn it over to Todd, who's been closer to it. The first thing I would say is our challenges on chips and peanut butter cups are because the consumer response far exceeded our expectations on both. So, we did not go into the marketplace believing we're going to have a supply challenge. So, this is not about a supplier falling short on what they provided -- we said they were going to provide us. This is about us not seeing the consumer response that would have been two really great products.
And so, as we -- on chips last year, as we move through the year, every time we got more supply, we absorbed it with demand. And so, we were not able to build inventory. We weren't able to keep up with service. So, we -- knowing that changes in capacity takes some time, we slowed demand down to build inventory so we could service the business at what is an appropriate level.
And I'll turn it over to Todd. He can talk to you about the moves that we're making to add capacity on chips as we speak.

    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, maybe we'll team up on...

    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, good morning David, I wanted to revisit NBSK markets in Europe. It looks like you got about half the proposed June price hike. And I'm trying to gauge your thoughts on the ability to hold prices through the summer as things have corrected in China and, to a lesser extent, North America. Do you think the industry will have an ability to tread water through the summer in Europe as other regions weaken?

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