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
 
So I think, it's not a secret that there's no chips for the handsets and not only for the handsets, for the set-top boxes and for even cars, I read that there's some shortage in the chips for car. So there's a shortage in the chip of all around the world, and it's getting worse. I think all the operations, we have been having some problems getting the handsets that -- and the brands and in the segments that we need. And also, we have been having some shortage in the set of boxes and broadband boxes. So all around, we're having some problems, but I hope -- and I don't think it's going to get fixed immediately. But we have been placing orders for some time ago, and it's been helping us to have the amount of equipment that we need. So that's where we are. Carlos can talk a little bit about the revaluation.

    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
 
Brett, I don't think it'll surprise you if I tell you that, it's an active IPO. We're a top five shareholder and it just would not be appropriate for us to make any comment whatsoever in that regard.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So first of all, the feedback was that if we are -- we launched it in January and by the end of March, we have seven clients, and very, very large clients. We are under NDA. I cannot disclose the names. And the fact that we're able to close, what I consider as an enterprise, software, SaaS deal, which has, of course, a recurring element into it.
The highest possible degree of stickiness in a cycle month of two -- and two-month cycle time. And something which is new in the market. I'm very, very happy with the results, and this is continuing into the second quarter. I can -- already shared with you on our Investor Analyst Day that this concept was done together with Havas Media, a global agency that have -- that has 140 offices around the world that very much standardized all their entire social spend on this platform.
They were our design partner and work with us more than a year to have, in my opinion, a great product market fit because this is already being used with their customers as well. We are in the midst of rolling it out to more and more of their customer. This is -- the overall Havas spend on social advertising is hundreds of hundreds of millions of dollars.

    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
 
And then that combine medium and jumbo production was only 1% up, which is creating a good environment for pricing. But it's not only on the boneless what we are seeing the increase. Wings continue to set new highs as the foodservice demand is very well supported by the delivery and the takeout and retail remain strong. The tenders has also being very strong across all segments similar to wings, because of the delivery and takeout. And I think the -- very important too, we're seeing a very strong increase in the back half pricing, which is having dips from lower supply inventory of dark meat and a weaker U.S. dollar and with the strong oil pricing, it's making some of the oil-depending countries to come back and do some significant buying from the U.S.
So we're seeing strengthening in all meat types on the Commodity segment. Combined to that in the other segments, we not only have a portfolio of products, we also have a portfolio of contracts. So if some of our products are grain-related, some of our products are cost plus with grain and other inputs as well. And when we have the contract negotiations with our key customers, we will also discuss the increase in prices due to the increases in the feed.

    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
 
It's growing well. As you have seen our reorder sales increased by 12%, which means that the customers that we added during the pandemic are reordering, which is a good sign.

    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, good morning. I just wanted to clarify some of the moving parts on the outlook. It looks like the higher end of the 4% comps on the prior outlook is now the low end. But if you look at the EBIT margin on the 4% comp, down from 9.1% to 9%. I'm hoping you can walk through the change in flows through assumption here in a little bit more detail in terms of whether this is more the Pro mix and inflation factors you mentioned, or is there any offsetting SG&A component as well?

    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
 
What do you mean end markets?

    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. Couple of questions for both for you Ron and Eric. Firstly, Ron, you mentioned you have a wider -- you talked about the products and the asset management side. Where is active stand in equity stand in your mind, given that that has been stuck for the last four quarters, hasn't really moved despite the strong markets. Is that still something you want to be in? Do you exit? What's your thinking there? I know it's small. But given your comment about -- you've got a wide window.

    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
 
And then on the rest of -- just generally on between the lines for the quarter at 15.6%, that's low. And the main driver of that is around incentive comp. As you can imagine with the updated forecast, the incentive payments will be meaningfully lower. And in the third quarter, we not only step those down, but we also had basically an accrual adjustment true-up from the first half. So there was a sizable benefit on incentive comp reflected in the third quarter, and I will call out that we expect in the fourth quarter that the -- between the lines will step back up. And that's two things, we won't have the incentive comp true-up accrual, and seasonally our SG&A runs higher in the fourth quarter than in the rest of 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
 
Yeah. Thank you for the question. And, as you pointed out, we've had really strong cash generation through the first half of this year and we expect, again, another $100 million of cash generation in the back half of the year. So our focus has been on maintaining really strong liquidity positions going forward, we expect to do that. And we'll continue to prioritize in the way that we have been throughout this entire pandemic which is balancing investing in our strategic growth, as well as working to pay down debt to reduce leverage. So we are continuing to make great progress. We did again, subsequent to this quarter with the April paid down with the 5.5% notes. And then as things stabilized in the macro environment gets more predictable when we come out of the pandemic. We will evaluate optimal tax to return value to shareholders.

    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 we look at it at a plant by plant level because it's a balance between how much overtime can we afford to work to make up for -- productivity and efficiencies are really good and have been solid, but we do make up for a lack of labor with overtime. So -- and then we do -- but we are prepared to deal with the shortages because we just aren't seeing that many applicants in certain areas of the country, not that we're not trying to hire. But yeah, I think every month, every quarter, our guys are getting more and more productive and benefiting more from the digital galvanizing system, DGS.
So, we're hoping to retain some of that, the product would not retain it but continue to improve it. But we are going to need some of those bodies because some of this is just the labor of material handling and you just need folks to do it. We have automated some things and we should continue to benefit from that. So, yeah -- but it's a plant by plant decision that our leadership teams look at every -- basically every day.

    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, Neal.

    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
 
Okay, thanks, Lauren.

    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. And I'll give you my explanation. I'm going to pass it to Raul, who is going to tell you about what we're doing. But I think, let's get some context, right, 50% our labor spend is with unionized labor where they have clear outlined collective bargaining agreements. So we know what those labor rate increases are. And you're starting from a baseline where wages are generally accelerated compared to market and they're getting benefits. So we don't see a lot of turnover. And it's not as hard for us to get unionized labor. So that's half of it, right.
And then the other half is the non-union labor, which is definitely more challenging. But on the other hand, this is something we're really good at, right. And if you think back to 2018 and 2019, I mean I don't think a day went by where the headline wasn't talking about labor challenge, historic labor shortages. So we've been through this before, but we're not resting on our laurels, right. Part of Elevate and part of the investments we're making is to be able to do rapid recruiting. And Raul, why don't you give us some insight on the things that you're working 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
 
Yes. Yes. So I'll start, and then I'll ask Blake to kind of fill in his perspective because, obviously, when it comes to spend management, we've kind of got the guru in the room, so I kind of want him to have a chance to talk to you guys about that. So really, what we see is that our customers have been asking for spend managed solutions. They've been asking for expense management solutions. They've been asking for these things because they like doing everything in one place. This is the one-stop shop concept that we've talked about. It's super important that customer is going to be able to do it in one place. And so we see customers making a lot of spend on corporate cards through the Bill.com platform. We believe that there is, like I said, we've got 70% to 75% of the spend and there's another 25% to 30%. And we see a lot of that go through as a card transaction, but we don't have all the individual transactions. So that's why we believe there's a significant opportunity to cross-sell into our base, but I think -- let me let Blake add a few words because I know he sees this all the time from his business.

    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 we're going to see something similar in Q3 that Dusty highlighted. I think relative to Q1 here, certainly, we had a strong quarter with just the core product line that the Company has been selling now for some time, but as I mentioned, we introduced the high capacity rate freezer which has a very high ASP nearing $0.5 million and that's certainly you don't want to sell many of those to have that positive impact on the revenue line.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure, Ben. That's a really good question. And things have changed pretty dramatically over the last year, as you guys have been following along with us as the market rally, led by primarily exports to China, have inverted the markets in corn, wheat, and beans, caused a tightness of spreads which has eliminated carry and storage income for the industry, which also incents you to push that grain out. So where loadings have been high, elevations have been high, and that's a good part of the business where you're creating margin opportunities and earning elevations, loading out grain domestically or for export.
The challenge is that, that wheat storage income, we used to rely on year-on-year over the previous years, has been gone. And so we don't have that, as we've highlighted in previous calls. But the opportunities to merchandise and trade well, as you've seen in this last quarter, by a broad array of product lines, has really contributed to the strong earnings, and we think that will continue.

    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
 
We may see some of that. Again, we're just kind of beginning to build up and kind of try to see what's out there, but it's -- these -- again, I think you clearly have seen the reverse of that in the theater space, but that's not an area that we're looking to deploy capital into. I think you've seen some degree of discussion of gaming assets. But I think overall, that range is still pretty solid.

    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
 
Andy?

    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'd say overall we have seen total loss frequency increase during the pandemic and as we anniversary the pandemic we haven't seen a dramatic shift either. It's more a continuation of the many-decade long trend that I think you're well aware of, Ali, as well. If we were in 1980, a total loss frequency of 4%, today north of 20%, total loss frequency over 40 years has grown five-fold.
I'd say over the course of the past year, we've seen a continuation of that trend. not a dramatic shift. The reason for that is that of course the used car price environment has been strong as well. And as you know, the higher -- the higher the value of the intact car before the accident the more prone the carriers are to repair it. So we have had the offsetting effect of very strong salvage returns, which would otherwise, all else equal, drive more volume to total loss. We've also had increase in used car values themselves, which all else equal would drive more cars to repair. The net effect of that I think is a gradual continuation of the favorable trend we've seen for 40 years.

    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
 
I think it's a good point. I think we and the rest of the world is experiencing these supply chain disruptions. And I don't think there's an industry that's immune to it, our product, that is. So -- We know that the costs are going to be higher. We're still working through exactly how much higher, but it could be in the 10% to 15% range on the total project, maybe even slightly higher. But I think a lot of that we will understand as we move more into the end of this year and probably into Q3. So it's not only understanding better the impact of that supply chain disruption on cost, but also on timing. We are, of course -- pre-pandemic, we're paced to open April of 2021.
Now everything has kind of been thrown into a turmoil in that regard. So it's those two issues, both cost and timing that we're working through. But as I mentioned before, we know we're going to be over -- we were at $500 million. The carrying cost, if you will, throughout the pandemic took us to like $510 million and now just working through the order of magnitude above $510 million, but we know it's going to be call it, in the 10%, maybe even 15% range and could be slightly higher. But it's just too early to give any degree of specificity on what that number will eventually 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
 
Yeah. The material availability is less of an issue, especially as it relates to foam. Because the foam situation here, domestically, has a lot to do with the storms that hit Texas, Louisiana back in February. Now that said, I mean, material availability over in Asia is being simply constrained by the imbalance of strong demand and supply.
Where our factories over there are challenged is really from a labor perspective. But cut-and-sow operation typically is the bottleneck. It's a labor-intensive piece of their overall process. And so finding the labor, training the labor has been probably their bottleneck in terms of the ramp-up.

    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, Ric.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, Adrienne. 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
 
Yes, that's exactly the case, Matt, nothing to do with accounting, just the ramp-up of the product. And I'm sure that when we are fully ramped up and have many more customers and prospects, we may have less of that effect because most people will be involved directly with customers.

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