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
 
Yeah, Lance, I would talk about that one first and then I'll -- I'll start off, and again, I'll turn it over to Kieran. But I don't know if I would characterize it as conservative. I probably would suggest that it's more reflective of being a quarter end to the year. We are seeing good strength in bookings, ARR, CAPS cloud as we referenced. But I believe it takes into consideration and awareness of today's operating realities, and the fact that we want to be prudent. But that being said, obviously, we raised our guidance across the board. So we're certainly optimistic. We're also optimistic about the traction of our new products that are coming online, and our ability to not only to compete but to win and our capability and execution, which this company has done an absolutely phenomenal job and execution across the board for many years. And that's a real testimony to the employees we have at the company. I would end it by just suggesting that we do as we mentioned, we have a very strong pipeline and that's what gives us the confidence in our trajectory, and frankly that's why it gives us a confidence in our ability to raise our guidance for the year. But with that, let me turn it over to Kieran for few additional inputs.

    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 mean, I think there's maybe a little bit of built-in caution, as we look in some of the unpredictability, but we wouldn't necessarily disagree with some of the forecasts that are put out there. We see that trend developing and particularly, as you look at it on a year-over-year basis.

    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. So we're not going to give an update on the timeline. We really want to get Omnipod 5 to market and then we can start updating timelines for all the innovations that will follow around additional sensor integrations and additional phone platforms. But I have said multiple times in the last couple of calls that this work is under way. So we have teams of very talented people working on iOS phone control. We don't envision this will be a limiting factor for two reasons, one is we will provide every user a back-up PDM with SIM technology. This gives users constant connectivity to data and all the benefits of Omnipod 5.
And remember, you only need that PDM or your Samsung phone if you're using phone control to pair a Pod and to announce a meal, otherwise -- and for every three days when you prime a Pod. But otherwise, you can remain in automated mode in closed-loop because of the algorithm on the Pod without your phone or your PDM, and all of your data is able to be viewed via our apps on your iPhone. So you're still going to get all of that visibility and ease of use through our apps on your iPhone. So we think it's going to be a great user experience for Apple users and we're working very hard to get them full phone control as quickly as possible and we'll update once we get to market with Omnipod 5.

    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 I appreciate that. And if you kind of look at where we've been in the first half on the cumene supply obviously, we talked about this in the last earnings call that we were well positioned. We had anticipated a heavy turnaround situation in January to hit pre-bought that allowed us to navigate through the first part of the year here rather well. The industry is operating with two current cumene force majeures. Again, we think our agility, and our focus on our integrated supply chain and how we manage risk on an ongoing basis is going to allow us to navigate this, this well, but I think it is mindful that at least to two suppliers that current are in force majeures in the third 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
 
Yes. Thanks. I'll take that question. I guess, before I start it, Chaim, do you want to say anything?

    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, it pulled in and we talked about in Q3 as risk management happened. And then we said in Q4, both billings and contract duration pull back out basically in billings in the seven -- seven to eight in contract duration, nine, 10, around that. And it had to do with clients -- client preferences. And we continue to have that same sort of duration in Q1 that we had in Q4.
So it's very similar to the trend we talked about last time, which is more duration on contracts year over year. But between Q4 and Q1, there really wasn't much change in the way clients approach the contracting.

    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 question. Lisa, I guess you had indicated you believe -- I believe you said you thought you gained share in the server market. My back of the envelope calculation suggests you gained at least 2 points of share in service, which is an acceleration on my estimate of about 1% share gain a quarter over the previous four quarters.
So I guess can you tell me if my math is materially off? And if not, is this a new higher rate of share gains? And what would you chop this up to? Are you guys at a tipping point? Are your customers at a tipping point for embracing AMD as a supplier? Do they have increased comfort? Or is your ecosystem for support? Can you just maybe just give us a higher-level picture about where you think your customers are and really embracing and ramping up your server offerings at a higher rate. And I have a follow-up if I may.

    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. Well, it's a much more robust tool that we think will enable our customers to be more successful in the marketplace. Some of the features that we mentioned, device help alerts, so that they can get a sense for how their devices throughout their customer platforms are working, improved easy -- easier over-the-air updates that they can do much faster than they ever had before, dashboards providing real-time insights for their customers, a new UI/UX and enhanced edge capability. All of our customers are quite interested in not just in the cloud, but in the edge capability. And so, the CTC DM where we've spent a lot of resources to, I think it's going to be a very good thing for our customers. And as Kurt said, it allows us to really convert our traditional hardware customers into more of a blended hardware, software customer.

    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
 
Good morning. Thanks for taking my 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
 
Well, with the caveat that as a public Company, every asset is for sale every day, there is some confusion. There were two offers in the VT agreements at the clubs. We have never said we expect to sell a second property, nor do we expect to, at this point. We'd expect to sell a single property and be done, but we'll assess where we are in the market, what our Balance Sheet looks like afterward, and how we feel about our future prospects. But I think it will be limited to one asset. And also just to go back to when I talk about deploying Capital in '22, I think it's going to be well in excess of $5 billion, not $5 billion on the nose.

    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. So, yes, Jed. This -- They are our numbers today. 4 75 is rock solid, and we're continuously looking at -- we're, in the 750, feel great about.
I think we're spending a -- I think when we have the -- we'll have our Plug Power Symposium in September, and I hope you can attend. And I will give you not only -- we'll give you a much broader outlook not only what we expect for 2024 and 2023, but also kind of what the geographical and product mix will be.

    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. Thank you. Can you comment on the mix within Engage of the higher growth, higher margin businesses like the Hypergrowth, the customer acquisition and fraud detection services versus the traditional base work? Just curious where the share stands now between those groups. And then also, how that looks in your pipeline for Engage?

    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 I think I've made these comments before that maybe more than most, we make a distinction between leverage and liquidity. So clearly, we are very liquid. We are also somewhat leveraged. The solution to being a tad higher leverage and historical is not so much to change our capital allocation, but to change our recovery and not to change our recovery but deliver upon our recovery because the reason the debt has crept up is, well, the debt has not crept up, the leverage has crept up is because of the weakness in Foodservice year-over-year.
So once we cycle through that and start to show EBITDA growth year-over-year, that will organically come down. We're confident enough in that outcome that it does not cause a great concern for us right now, but it's obviously something we very aggressively manage and monitor.

    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, Jeremy.

    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. So thank you for the question, Joseph. So we are progressing well. Our fulfillment, our supply chain are really showing tremendous resilience and being able to again, since the pandemic, to really be very responsive and not only in Natura and Avon but also I would say The Body Shop and Aesop with the surge and the growth. Again, our e-commerce and our social channels are three times, four times, higher than the pre-pandemic. And that to your point, it is changing our fulfillment in the way we are serving both our reps and also our customers directly. So we feel good about that. We are also investing on that, but it is something that at this point, we don't envision any major disruption.
JP, you want to add something, please.

    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, guys. Great. Good afternoon. I was hoping to start with a question around direct lending market. Mike, thought your comments were interesting with more sponsors looking to partner with Ares, I guess, on the back of some of the challenges they face with syndicated markets amid the pandemic last year. I guess as you think about the market opportunity here, what do you see as direct lending's share of sort of sponsor-backed loan market today? What do you think that could go realistically? And kind of how does Ares' market share within that market is evolving?

    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 Michael for the questions. I will definitely hand over for the second question to Tah on PDL1x4-1BB he can speak a bit more about the expansion cohorts. Let me focus on the arbitration case. There's very little we can say. And as I already said publicly, Michael, the timing is inherently uncertain, but you summed it up quite well. Yes, it could be concluded in '21, but it could also potentially move into 2022. And it's very, very difficult to predict actually what the timing is in these arbitration cases. It's the very first. I can assure you and I hope this will be our last arbitration case, but I think we cannot give you any further color at this time, because this is inherently uncertain. Let me ask Tah to give you a bit more color, more precisely on the expansion cohorts and the next steps there. Tah?

    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
 
Well, I -- I don't think they'll completely stop arresting and deporting. There -- there could be a change in -- in -- in the volume that you speak of, but that will have to be repriced if -- if -- if it comes to pass or if it's necessary. But if you have a building that can hold a certain amount of people and it holds slightly less, that re -- that will require slightly less staff and slightly less cost. So we have the flexibility to reprice according to the government's needs.
But they -- they have been thoughtful in -- in -- in prior years that there are fluctuations in the population, that better seasonal. And there -- the summer months are the most active months. The winter and force -- fourth quarter are -- are the lowest active months. And so you go -- go through these fluctuations and it's difficult to adjust those fluctuations on a staffing basis because it takes so long to recruit and retain staff that are background screened.
So the -- the staffing has generally stayed fairly stable. But if there is a step down in the staffing for long-term objectives in -- in lower capacity. Under the Trump administration, the capacity or the -- the number of residents in ICE facilities rose to 50,000 as compared to at the end of the Obama administration is 35,000. Today, it's 16,000, primarily because of COVID.
So where it goes from where it is today, I'm -- I'm not sure anybody knows because of so many factors that come into play. But we -- we have -- we have been good partners with ICE for three decades and we hope that relationship will continue in the 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
 
Hi everyone. A couple of things. Just on those three considerations, you mentioned, Drew, that one of them was the growth opportunity. I assume this is on -- as you talked about on the industrial as they look to cleanup and electrify more. Just when you talk about that as a growth opportunity, are you referring you to more as a kind of rate base capex or as a sales and cash flow?

    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, there's a lot there, and I'll probably ask you to follow up with Dave afterwards on some of the details. But let me just talk about a couple of the JV. So first of all, our Saudi JVs, remember that the cracker is in ethane cracker. That's a big driver. And as oil price rises and as prices go up globally on polyethylene, that JV tends to do very well. That's a big contributor to the increase in earnings from the existing JVs. And then the Sasol JV has done extremely well with the merchant ethylene that we sell from that and the ethane to polyethylene cash margins being where they are today. Between operating cash flow and the expected tax refund on that investment, we expect to recover or get back half of our investment in 2021. So that's been a big driver. And then incrementally, all the other JVs have contributed to the improvement. But I would say the Saudi JV and the Sasol JV, we're probably the largest contributor in the increase and the Sasol JV being brand new that was not in our P&L for most of last 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
 
Definitely, it continues to be a shift of provider saying, I want to reinvigorate my insurance company, I already have one or I want to start an insurance company. That is clearly one area. But we're actually also now seeing demand for just really co-admin systems and slicing kind of into our service there. And that can actually either be as a business process as a service or it can even be as a software as a service offering, where we can actually do both there.
And so it's -- that's really -- it's a pretty equal split at the moment between these three different ways of going about this. And so yeah, when we have a deal to announce there, we'll be excited to do that.

    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 it's, we're in all the aircraft and I would say that the main by-the-say what has been a main driver for us in the past has been, for example, something like the Sub 37 Max, that's been a big, big part of -- if I look at the 2019 sales and that type of production that they had. And we're seeing the same thing that they are beginning to produce more certainly it was essentially down and nothing last year and now it's coming up and it's probably a little better this year than maybe we had expected, but still nowhere near where it was in 2019. But we would expect based on what Boeing said for that to come back over time. So again, I think that will be -- it's relatively small piece of our overall business maybe 4% points of our sales or something like that, But it is, we do see that going to be above market growth probably for us over the next couple of 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
 
Yeah. I think, Mike, we want to continue the steady growth. Obviously, we're keeping an eye on the Delta variant and how it's going to impact the business. And as Chris mentioned, supply chain is an issue.
I think our team has been doing a very good job dealing with it, so we didn't see any impact in Q2. But behind the scenes, there's a significant amount of work that's being done, just getting parts, and making sure we're able to meet and deliver. And things are not getting any better. They're actually getting worse out there.
So those are the two issues that we're trying to manage. But from where we sit today, the business is looking strong, as you can see, and we want to continue the steady growth into the back half of next year -- of this year.

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