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, Bryan. Not really. From the sales side, we have not. We think we're well prepared to kind of our selling season that picks up here over the next month or so and toward the end of the year.
But we think we're very well prepared. We think -- we haven't really seen anything. It's been pretty consistent through the quarter. We really -- again, I'll mention mid-market was strong.
Digital -- any digital sales were strong. And we also have seen very good results on our HR Outsourcing, both PEO and ASO. So it's not like it started strong, and in the beginning of the summer went down. It actually has been pretty consistent.
And we actually think there's some opportunity from a sales perspective this month and over the next few months across the board, including retirement, and retirement has been very strong as well.

    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
 
Thank you. There is a shift in the market, taking place where Fintech like Buy Now Pay Later providers are becoming the channel or becoming the final for customer acquisition and you just mentioned this chance to co-brand with some of your customers, I was wondering if this market is heading toward maybe what if you visit at the website of a firm or a quad play where the literally profile all the merchants that you can use their financing with and they link them from the financing option first back to the retail. I think it's your thoughts on where that might be in your plate will go over the long run.

    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
 
Hi, good morning everyone. This is Adam [Phonetic] on for Joe. Thanks for providing detail in a cadence of results throughout the second quarter. That was a particularly helpful. You alluded to a stimulus boost in January and then another one in March, while acknowledging obviously that it's tough to quantify the impact. I was just curious, have you seen the impact of stimulus wearing off at this point or maybe I'm overstating the impact just a little more detail that would be helpful.

    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 very much. Can you talk about the impact from acquisitions you highlighted on your last call? I believe it was like $338 million. And how did that impact your results this quarter? And what do you expect the impact to be going forward? And then my sort of follow-up question is sort of a follow-up on your commentary -- your answer to Michael's question. I think he asked about the emerging growth platforms for gaming and fitness and stuff and how you will do there when the economies reopen.
I guess my follow-up on that is a little bit different in the sense that if we do see a pullback in gaming, and we do see a pullback in fitness, in terms of engagement, is your penetration level so early days that regardless of maybe a pullback engagement in the broader population, you still can see kind of robust growth on those platforms because you've so much more to kind of grow within the existing platform?

    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's Chris Neamonitis on for Steph. Thanks for the question, and congrats on a great quarter. It sounds like you guys are having a pretty good traction with potential enterprise clients on the One Medical side of the house. Can you give us any color on how those conversations are really evolving? I'm thinking really about the expanded menu of offerings alongside Iora, that an additional market expansion. So does that change anything in the way your sales teams go to market to better resonate. And then on top of that, if I might, how are activity levels in those conversations trending versus prior year and prior expectations? And I know you talked about a few different industries. So I'm wondering, are you seeing any changes in terms of customer size?

    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.

    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
 
Thank you very much and Congrats as well on the nice quarter and outlook. Bill, maybe just to follow-up on the advanced packaging comments you just provided. Can you give a little bit of color on whether you're seeing a broadening of applications? Or is it primarily still for, quote, like fan-out applications for mobility? Or are you seeing greater, quote, adoption in areas like heterogeneous integration and other types of processes. Can you just give a little bit of color on 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
 
Thank you, Jim.

    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
 
There are no additional steps required prior to the initiation of Tranquility 2. Tranquility 2 is identical to Tranquility 1. At this point, the initiation of Tranquility 2 is a matter of sequencing. We do wish to have a slight stagger between the two trials so that we can adjust analysis plans and so forth if need be; however, I do not expect us to do so based on the strength of the run-in cohort of Tranquility where we saw statistical significance in the primary endpoint, after only 23 patients.
The primary endpoint for Tranquility and Tranquility 2 is also supported by the redness readout from Invigorate as you know.

    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, terrific. Thanks, Stan.

    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 appreciate the question there. I think it's a great opportunity for the firm. As I mentioned on the more prepared remarks is that we've all seen China grow and you've seen, I think, more allocators look at the asset allocation. There's a growing talent pool that's focused on this space, but I think very limited from an institutional orientation. The strategy design is to capture the degrees of freedom that have been growing in the marketplace and staying ahead of the curve. So it is a crossover fund that does use private companies. I think our non-U.S. distribution has broadened out both in Europe, Australia, Middle East and this will give us a nice view into Asia, specifically China, as we broaden that out.
And our operations are quite ready to take on the crossover funds. So, we feel very well poised to expand in many, many forms, not just with this team or this strategy, but across the organization. I think most people as we said -- I said earlier, it's not new, but most people just jump when China is growing and they create product and it's led by distribution. We look for the balance of all these pieces that come together and we think it's the time for us to move forward with the Post Venture Fund that we're putting in place. Hopefully, that gives you a little bit more background on it.

    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
 
No. I'd say -- Jim, thank you for the question and glad to hear you back covering our account again. Thank you. I'd say that it's really more the completion of the product and delivery is what's making us most cautious so the lead time is causing the conservative aspect in our guidance. I should say, I don't want our investors to oversteer too much on this conservatism that we're placing on our forecast. To put a number around it, it's about $150 million to $200 million that we reduced from what would be our normal forecast for the higher or elevated challenges in the supply chain that we're experiencing right now.
As I responded to Vince a few seconds ago, supply chain challenges have been going on for a good year and a half plus. But it's just an elevation in the tightness, if you will, of SLAs and everything it takes to get products to our customers we decided to be a little more conservative this quarter to the tune of about $150 million to $200 million.

    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.

    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. So the easiest way to do that in your model is to look at the rates. The rate for us will be approximately 10 bps, so just take that 10 bps times your average liabilities for the quarter, and that comes out as Damian mentioned to about $1 million a year, I'm sorry, $1 million a 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
 
Well, the combined target for this year, I think, this includes the Siding growth, though. The combined target is $75 million of improvement for this year and we certainly have plans to extend that beyond this year. I want you to know, we still have in OSB and Siding, this is from memory a little bit, but 2 to 3 points of percentage points improvements in OEE out there just to get us into the -- across the board into the 90% OEE, which is our original target for both businesses. And then we're also always working on sourcing savings.
So I want to be clear that we're reporting that we achieved the year three target in year two, but that enviable kind of pace that we're on, as far as improvement, we are extending fully into the future and we'll continue to discuss that on these calls. But -- and when we talk about OSB -- sorry, Siding growth, Structural Solutions growth, improvements in OEE and sourcing savings. So those are the four key areas, there's a little bit of SG&A management in there as well. But those are the four key drivers that have got us where we are today and we continue to focus as we move into 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
 
We look at ones where we believe we can make a substantial difference and have a level of differentiation. And so, you know, we've put a lot of energy in the silicon space because we have felt that we could design and develop products that we could not if we were in the -- just buying what's available in the commercial market. And as you can see more recently, we made that call on the Mac as well and have shifted to our own chips there. And so, it really depends on whether we see a way to do something that's differentiated or not.
And I wouldn't want to rule anything out. It's more of whether or not we see our way clear to doing something that is materially better. We feel like we've done very 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
 
Hi. Good morning. This is Dan Rizzo on for Laurence. How are you?

    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, not reallocated shelf space, no.

    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
 
Courtney, it's Landry. So first off, on the revenue, Q3 of this year, we had $23 million included in our guidance for Q4, we've included $14 million, So we have a very robust pipeline, as you can imagine, of potential labor disruption event. There's a lot of negotiations that are taking place out in the market. Primarily, we focus that to support our MSP customers. So a lot of our prioritization that we think internally has to do with making sure that they're taking care of, but it doesn't mean that we don't have contracts to support other potential disruptions that are out in the marketplace with some other clients that we do business with. But that just kind of gives you an idea of that profile. There are some labor events that are actually active today that we are not supporting that are out in the marketplace that have been going on for quite some time, but we are helping our clients today help prepare for some potential labor events that could happen.

    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, Russ will answer the first part of your question, and I'll try to answer the second.

    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. I don't -- I mean we generally have thought about our capex plan for this year around $175 million and really kept that back-end loaded than front-end loaded. Q1 capex was I think like $35 million. And so, I think that we will back-end load our capex and we will spend it as long as we continue to get comfortable with kind of the -- kind of the roll through of the pandemic if you will. We don't expect to be spending any more than that based on what we know today. And I think that's consistent with what we said at the end of last year also.

    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, Damian and Nik. I've got two questions, please. The first one, I was wondering if you could talk about your business, and have you seen any impact from The Coca-Cola Company's decision last year to change its business structure, particularly things like separating your trademark Coca-Cola from the flavors? And then also, have you seen any benefits from platform services, or if that's still to come? And then, the second one, your Coca-Cola, the DTC business here in GB looks to be going great guns. So, I was just wondering if you had any thoughts about potentially expanding that into any of your other markets. Thank you.

    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. Thanks so much for the question. I was just wondering if you could talk a little bit about the potential impact from the growth in iGaming on social casino industry growth? And then separately, I was just wondering if you could talk about how your VIP programs may have evolved because of COVID. Are there any in-person events that are now kind of shifting more toward digital? Any color there would be helpful.
Thank you.

    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
 
Seen a ramp-up stage, still in the early stage of ramp-up compared to last quarter, probably like down about 15%. This quarter, grew about 25%. So starting ramp up, like I mentioned, they are kind of building infrastructure, whether for the 5G, SD-WAN or SASE, which we have a different strategy.
Our SASE strategy actually quite a different probably very differentiated from other player. So we have a dual strategy. We are probably the only one working with service provider to building their SASE. And at the same time, like the service revenue, we kind of lower the margin it be there also investing some on infrastructure if some customers don't have a service provider or want to work with that directly, we also have a kind of SASE solution there, which also integrate with the DOS. Inside for the DOS, they have a building SASE trust network access and some other parts, it's also kind of a different the competitor.
And eventually, we also hope we can use an ASIC or a salary to add additional computing power to our kind of on-site solution there. So that's where we feel it's a long-term investment. But once we have it, we have a huge advantage compared to other competitors.

    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's an excellent question. [Technical Issues] optimistic obviously because there is going to be more activity. That's a good thing. The conservative valuations and we talked about the herd mentality now of everybody is getting on this kind of it's in the mindset that things are going to be going very well in the future, not just with aerospace, let's say, the economy generally then maybe there is some of that irrational exuberance that creeps into people's thinking. We certainly felt we saw that in the past where valuation that didn't really make sense for us. So we'll have to see. We intend to be active. We have the cash. We intend to be active. But for Park, we always want to keep our head on [Indecipherable] and not get caught up in the mob mentality or herd mentality where everyone else is doing it. So we don't see the value, but everybody else seems do. So we need to get on board, the swing must be listening something. We're very reluctant to kind of buy into that thought process.

    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, Craig. Yeah, this is Eric. The design activity is really, really broad, is very good that we completed the Sevenhugs acquisition and we brought the entire software stack, which really enables us to work across a very broad array of applications. So engaged with multiple mobile handset providers, of course, to leverage that channel. But then also the -- all the things that talk to the mobile phone, like the consumer IoT devices, of course, and also automotive and then just a bunch of industrial IoT applications around robotics and AR/VR, and navigation indoors and those applications.
So really broad, but the team's done a great job of doing all of these with a unified hardware and a unified software stack for the most part with very few variations. So tremendous productivity coming out of that organization to cover such a broad number of verticals.
And in terms of the outlook for it, we said before, we believe we can get it to a couple of hundred million dollar revenue business within a few years. Nothing has changed there by any means, and we're super excited about the opportunities it's bringing.

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