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
 
Yes. So as we look at -- my comments were really for the totality, the quantum of the rest of the year. From quarter-to-quarter, you'll have some fluctuation. But as I mentioned, just a number of different programs with respect to how category mix rebounds as we see more of a -- some of the investments that we've made in network optimization turning more positive for us in the back half to offset some of the other pressures that we're having with respect to sort of near-term fulfillment pressures around wage rates and freight rates.

    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. What we've communicated on CSL, that agreement, which dates back to 2006, has one more unilateral extension period. So, if CSL chose to extend the contract beyond the 30th of June in 2022, they could extend that for one additional year. They would need to notify us six months in advance of that of their intention to do so. What we communicated last April was that they had come to us and said they were not going to extend beyond the current period. And there's been no change in that to-date.

    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. Let me start and then Randy will give you some details on the material. So I would tell you that from an experience perspective, Q4 was the largest we've experienced in the marketplace. But given the long lead times we're experiencing right now, a lot of that actual dollar inflation was in inventory on the Q4 balance sheet and will actually hit the P&L in Q1, which is why we've said so often today that Q1 will be challenged. Opposite of last year, materials overall are the highest component of the inflation with ocean freight being second. Last year, as you'll recall, ocean freight was the highest with materials being second. So on the overall material breakdown, kind of give you some color on what hits us the most, I'll let Randy walk through 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
 
Yeah, Arun, we've been very deliberate about creating the portfolio that we have today. Many of the transactions that you reference, have been aimed at creating the advantages that we've already got in the company. And so, really our emphasis today is on delivering on the priorities that we've laid out, generating free cash flow and delivering quality returns. And you can see that in our actions today.

    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. And I'll take that one. We always look at capital allocation and as we've said in the script, our priority is around accelerating growth whether organically or through M&A having said that we will continue to look at share buyback and be opportunistic and provide value back to our shareholders where appropriate.

    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 Cosmos.

    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. Well, the range expands. That's exactly the right way to think about it. Look, we've been pretty consistent about this. You'll see this in our numbers in the 10-K. I mean that roughly, and I'm saying approximately $2 million number after our preopening cost is about right, and has been pretty static there for a while.
I think what you'll start to see though is this year, we're going to invest in some of those new formats. So there will be some Shacks where we are choosing to spend more. When we build some of these drive-thrus, some of them, not all. It really depends on the location of the deal.
But certainly now, we want to invest that we expect it to be a little bit elevated this coming year snd then at the same time, we'll balance that out with some of the less expensive one, some of the core format Shacks, some of the food court Shacks where we're able to spend less and still have some decent sales, but we do expect to invest in the learning that drive-thru should give us and as we mentioned, doing a handful of those in this next 12 to 18 months, it's going to be exciting and we're not going to hold back on spending the right amount of money to make it great. So stay tuned, and we'll see where it goes from there.

    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 Thanks, Keyur. So on Sandoz, there's, I think, a few considerations. One, historically, and we continue to believe in certain markets, there is commercial synergies in having a broad portfolio across generics and innovative medicines. We, of course, continue to challenge ourselves and evaluate that, but we do have those agreements in certain markets.
And that, yeah, depending on how healthcare systems evolve in the future, it could be an advantage to have one of the largest, if not the largest by volume generics company in the world. The other part of the story, of course, is biosimilars, where our manufacturing scale and know-how enables us, as well as our development expertise, enables us to -- enable Sandoz to build a leading biosimilars portfolio and then, of course, the company will benefit over time. And we're hopeful that the, you know, the Sandoz biosimilars portfolio can help us get Sandoz to that mid-single-digit growth up on the margin spectrum and then contribute to the growth of the overall -- overall company. Those, I think, are the two key considerations.
There is, of course, the broader software consideration that Sandoz serves hundreds of millions of patients and provides billions of doses to humanity, which is consistent with the overall purpose of the company to reimagine medicine. So on Zolgensma, Marie-France?

    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
 
Dell, do you want to?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. A couple of things I think we stayed consistent to the discipline that we outlined in capital markets, which is basically we would be very, very diligent on where we could add clinical value, where we had the right to scale where we had a talented management team and we thought from a compliance perspective, it was a place where we could operate safely. And then we had capital efficiency. The U.K. has been going from a government led program to a private and it is a very interesting market where where it is predictable and we understand it. And so we won a tender and we think that the returns will be good.

    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
 
Maybe, I'll start and then, James can, kind of, round out the answer. On the number of 10% customers, Karl, we tend not to do that during the quarters and give you the disclosure in the full year. But I will say, just like last quarter, we had a number of 10% customers and an additional customer that was very close. So I think I can say that we have -- for our space, a relatively broad customer set. On the business and constraints in Wi-Fi, in particular, IDP would be growing and it's Wi-Fi and programmable power management and some other areas, IDP will be growing sequentially, but we've got, I'd say, the supply constraints are in actually three areas. We've got some internal constraints.
As you know, we have in-house capacity for certain components, and we're tight there. We've got external and that can be either incoming material and/or outside service providers and there are some constraints there. And then finally, the third one, we do have some, what I would call, maybe kidding issues where a customer may not be able to get all their parts, so it impacts our demand, sort of, a derivative effect for us. But with that, James?

    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, sure, Leo. Good question. With the addition of the Bakken assets, those assets come with a much different cost structure than our traditional Permian assets. So on the LOE and the GP&T side, a little pick up there from contribution on the Bakken -- from the Bakken, excuse me. I will say Permian LOE still remained in that $4-ish range, so you can get a feel for what the Bakken contribution was in the quarter. I would expect that to continue in Q3. On the G&A side, we did have a transition period for a good amount of the QEP employees. That transition period kind of wanes off in the back half of the year. So I think generally G&A ticks down slightly in the back half 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
 
Yes, this is Mackie again. Yes, absolutely. As I mentioned, we believe that service, our transportation service, and, more importantly, our storage capacity, has been undervalued for many years. So we have had many questions.
There are some RFPs that have come out, requesting more. We have some existing customers that have asked to double their storage capacity. They're asking for more withdrawal capability, and we're certainly working with those and would love to contract up the majority of our storage at what we believe are fair market prices. And so we're pretty high on the value of those assets and look forward to some much-improved margins around those.

    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, most of our contracts that -- when they renew -- so we're talking about contracts that are within the full contract term. When they renew, those -- those pricing mechanisms are already set. On our federal contract, the step-ups in price are built into the contract. And on our state contracts, we may go through an appropriations process to get an incremental increase for an adjustment inflation.
But the other terms of the contract do not change. Those are -- those are already established when we enter into the initial base period of the contract.

    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 is the 40%, 50% you are alluding to.

    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'm going to deflect that to Scott, do I need I could think -- I could give you a very good answer.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. Jeet, this is Sandy. I'll take the question on the patient enrollment number. So overall, in ARTISTRY-6, we expect to enroll approximately 110 patients. Of that, approximately 40 will be in the cutaneous melanoma arm using the subcu and 70 will be in the mucosal arm. Rich, do you want to comment on the response?

    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, Mike.

    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, again, I think it's very hard to answer the question because, as you know, we don't know the timing of the asset cap, just as we don't know the timing of any changes, which could potentially happen on SLR or the way other banks will deal with that. So there are a whole series of unknowns that go into the question that I'm not sure that we're in a position to answer just quite frankly.

    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
 
Of course.

    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, Steve. Happy to provide a little bit more color. So the soft launch, as we mentioned, is somewhere between sort of 18 and low 20 around 2,000 and type customers. most of whom have either already funded their accounts or on the or have opened their accounts and in process of funding and beginning sort of payments testing and transactions. Over a period of time, we'll continue to share more information on the composition once we have a more stabilized ecosystem. The way that the ecosystem was programmed today was to create three to five nodes of important counterparties with each other. And many of those nodes also connect through at least one counterparty, so that we're starting to create the beginning of a web and a network. And over time we'll be able to share more information on the number of customers, the average balance size, and potentially even payments volume once that ramps 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
 
You want to be sure, as I was mentioning the anhydrous today is already equivalent to $0.22 per pound. So, it's been more than sugar right now and the hydrous is about the same. So, we think that we are going to be maximizing ethanol in the end part of the season. And also, you have to consider that the sugar cane is -- when the harvest progress, the sugarcane gets with lower TRS. So, it's always easier to produce ethanol. So, we think that we'll be producing the ethanol and benefiting of higher price, especially in markets where we sell.

    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 Matt.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Scott, this is Darren. I'll take the margin question. We just don't -- we've given you a long-term target. And so to say we expect anything, we expect to land inside that target and that's certainly our goal and that's what we come into work every day and focus on.

    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 really think the fee revenues, excuse me -- will stay down at this level. I really think the trading activity with our clients will show up more in -- at least in this -- like this quarter in NII. But what we do in the brokerage and trading is, look at the entire revenue stream together. We don't really care if the transaction recorded as net interest income or fees. And in this particular quarter, it shifted more to the NII side and that may be what occurs I would suspect at least the first part of the year, maybe on into 2021. We just follow kind of how it settles with our clients and how we report it, in which bucket.

    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
 
Bill, that's a really good question. I think, the impact of that obviously, there was a lot of competitive trialing. And as people were looking to find a replacement for the Xtra Flex catheter, I think -- we think and our commentary supports this, with the new RED series, both the really great success we're seeing right out of the box with RED 62 but also with RED 68 coming in the subsequent RED catheter coming sort of later in the quarter. I think we look at the back half, particularly in the fourth quarter as an opportunity to really reestablish ourselves in the stroke field and we're looking forward to it. So, there is a real need for continued innovation in this field. That's obvious talking to customers.
We just had a really successful SNIS meeting. It's the first in-person medical meeting I've been to in a long time since the pandemic. And the support we heard from physicians, the excitement around the fact that we are continually innovating, notwithstanding the recall and everything, it was as strong as I've heard it, in a long, long time. And it gave me a huge amount of confidence that we're doing the right thing, we're on the right track, and we're getting a lot of encouragement from our physician customers. So, I'm pretty excited about how our stroke business will unfold over the next sort of two to three to four quarters.

    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
 
Ok. Thanks. Hey guys. Good afternoon.
So it looks like Jackpot Party represented more than 50% of your revenue last year. Can you talk about what your expectations are for that game this year? And then separately, any trends, learnings you're willing to share what you've seen during testing of Solitaire Pets as you move closer to that ramp for that launch rather? 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
 
We don't comment specifically on customer contracts, Sean, but I would say that that was primarily meant to address the acute situation of the pandemic and to keep the changes in the contract, tried to keep that inside the fiscal year. So otherwise, those relationships continue to be strong, and those contracts are the way that they're originally structured.

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