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, relative [Phonetic]. New products are core -- it's a core I want to -- of our business model, customer back innovation we have been -- there has been no change in terms of the central nature of that as our strategy. We're banging out a couple of thousand patents a year. Year in, year out, that certainly continued on in 2020 as it always has. So I don't know that there has been any inflection or change in terms of our posture there. It is, in my view, it's the only way we outgrow our markets over the long haul.
We're going to get some penetration from our service capabilities from our ability to attract new customers, but in the end, innovation, new products, new technologies at tax stores, existing products is the key and core driver ultimately of our, I believe they outgrow our markets consistently over time. That's not a new concept here.

    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
 
Jim, a couple of things -- a couple things there. We haven't wrapped up our full analysis of our kind of 2020 cohort. What we have communicated in the past is that as we tested it throughout the year, we saw pretty good consistency in the consumer between the age groups, household income so largely -- largely consistent, we picked up a little bit on the lower -- the younger age demographic. But I would say meaningfully we've stayed pretty consistent. What I think is most interesting is that as you look across our regions of growth. Across all of our regions, all of our regions showed significant growth in 2020, growth was led by the markets where we historically been the least penetrated but even in our longest standing what we've referred to in the past our heritage markets continued to grow strongly through 2020. So we like the -- both the penetration we are continuing to get in our most established markets and the reach with newer consumers or consumers that are newer to the brands and we have talked about penetration in the coastal communities and we are really seeing the effect of that, but with opportunities still in front of us.

    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
 
Appreciate that. 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
 
Yeah, this is Dan Berce speaking. So we're guiding to earnings of -- for 2021 of -- of about $2.5 billion, which is comparable to what we made this year of $2.7 billion EBT. We do expect good gains on residuals again in 2021. We guided to residuals being down low single digits but we're comping to what was a record year in 2020.
We're starting the year quite well from an auction standpoint, beating last year's numbers. But the tough comps from a residual standpoint will really be the second half of the year. Even if prices are down a couple of points in 2021, they will still be comparable to where they were in 2019. So leases we made in 2018, 2019, there's -- we expect really good favorability when they come off-lease.

    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
 
That's not even been put on the table. Obviously we just -- Exxon replaced the electrostatic precipitators after the explosion, and we're in compliance. There are no issues. This has not been contemplated in the South Coast.
The Bay Area has been working on -- we've been working for -- how long with this in the Bay Area?

    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
 
Travis, let me ask you to comment on that, if you would, 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
 
Yes. TJ, great question. We -- good news. We look at the overall fleet and from a kind of capacity, a way to think about it is highest utilization that we've experienced in the past has been right around that 90% level, 89% to 91%. The remaining amount of the fleet is then -- units that are coming off application being made ready and going back to work. So we typically think about capping out utilization on a fleet as large and as diverse as ours at that 90% range. And we're at about 82% now, and that gives you a proxy for 80% -- 8% of the units that would be basically good to go back to work. That's one perspective. A second perspective is that for the 1,300 horsepower and below range, we have lots of idle capacity, lots of idle units that are well equipped to go back to work within that 8% range. And we're working to put those back to work now. We do expect the bulk of our start activity in 2021 to be from that idle fleet and not require a significant investment in new horsepower units. At the 1,500 horsepower and larger range, however, the market remains pretty tight and very stable. And demand in that category is going to require us to start reinvestment. And we do think that that's likely starting in the back half of the year and moving through 2022.

    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 think as you think about the rollout of the Stardust product in Pennsylvania New Jersey it's baked into the $20-plus million estimate we've provided on kind of the online EBITDAR for the year. So all of that is baked into that. So it's already kind of included if you will in what we've talked about.

    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 ERM, it's what our power supply cost is. So if the cost of natural gas and our loads and our hydro changes, that would change, but we're in the 90-10 right now. So that's where -- if it gets worse, we only have a 10% impact. It does impact the customers that 90%.

    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, Matt, thanks. Following our pre-release, I think, how we would characterize this is that Q1, which is typically a slower quarter of the 4, will likely be at the lower end of that guidance range. And that we'll see steady growth from here. Clearly, the acute COVID impact will occur, we hope in the first half of the year before it resolves. And with that, I think you've characterized it right in the back half of the year, we would expect it to be -- to the higher end of the range on a quarterly basis. So I think you're thinking about it correctly.

    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. Ryan, this is Robert. I'll take the first part of that, and John and Rob can jump in, if they'd like. So definitely, from that perspective, tough comp, if you think about coming out of Q2 last year, we have an abundance of material as things were a little slow in Q2 as COVID hit. And so we came out really all guns blazing in Q3 with really executing well on our strategy that we laid out with Service Partners. I think you remember last year to your question, it was a really good question, new customers that we were going after smaller contractors and stuff. So the team did a job with that. I think about now, you're right, tough comp, some material constraints. But no, that team has done a really good job while material has been constrained.
I'd say that team at Service Partners has done a great job of really up in the service levels for the customers. If you think about kind of some just-in-time things that are happening from a material perspective, that Service Partners have done a great job of communicating with the customer, balancing those loads with different customers based on their immediate needs that they have as well across fiberglass, if you think about spray foam and how big of a battle that's been, they've done a really nice job of it dealing in the spray foam side as well. So no -- I'd say, no customer fallout. I'd say, if anything, Service Partners is gaining some longer-term customers just given the absolute great service that they've been able to provide.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. We still see opportunity there. I mean, candidly, it's not moving as quickly as we would like to see it move. We like the third parties in terms of it certainly brought a lot of people into the brand.
That's how a lot of people have been introduced to Noodles & Company, particularly in some of our less penetrated markets. But we still have a lot of movement that can be done in terms of bringing the percentage of delivery that's through our major channels. It still is just in that kind of 12%, 13% range. It's gone up modestly, seeing some benefit as we did Tortelloni, because we did create some exclusivity with rewards program, we brought more people into our own channels.
We are starting to see some movement here in the last couple of months. But Jake to your point, we consider that a good upside opportunity as we continue to engage that guest in a little bit better way to get them to move toward our anchor channels.

    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 appreciate the candor, Chris. And obviously, we're focused on what we can control. We feel like we're executing well. I mean we have grown faster than the segments we participate in. If you look at EM, our growth was almost 15% year-over-year. We've grown three consecutive record revenue quarters. And so we feel like we're in the areas that we can control, one of which is not share price. We have continued to grow our participation, continue to introduce new innovative products in both segments. And so from that standpoint, we think we're executing well.
Obviously, Scott has talked at length about the cost challenges and what we plan to do from a mitigation standpoint, and we feel confident there. And then finally, from a portfolio perspective, you can be confident that the entire Board, including myself, is always looking at all options about what is the best way to utilize our capital and what is the best portfolio for us to provide and where are we the best owner. So we're looking at -- we always look at all those options, and we continue to do so.

    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
 
-- there are certainly areas that -- and then Joe Heel, you can provide some extra color. I'll just highlight one market, I think that we can see that is starting to kick in, and that will be hospitality. Hospitality was largely shut down for most part of COVID and that's coming back. And we do see a number of pipeline for opportunities within the hospitality segment is recovering nicely. And then Joe, you have some other ideas.

    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 very much.

    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 certainly, I think we kind of directionally was saying that we're going to see we're shifting high single-digit growth for the year. We would anticipate being able to grow sequentially from Q3 to Q4 which I think is not always something that we've seen to your point. So I think we do have some strength in the back half.
And as we've talked about the Compute sector with some of the high-performance computing projects, did move from the first half to second half and that helps us. But certainly, Semi-Cap. We got some temporary constraints there that are limiting us some of the sub-tier suppliers and disruptions in Malaysia that were not in our own house. So, we look to clear some of that and that should help in the fourth quarter as well. So, we've got pretty good momentum going into the fourth quarter. So, we'll see how it plays out. But directionally, I don't think your thinking is off.

    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
 
Look, I think some of the things that I mentioned will persist for a while but not at this level, Keith. I think as we look around demand patterns, there's a couple of anomalies that stand out for us. On the negative side, we've had soft healthcare volumes across the business. On the positive side, we've had strong beverage volumes. Both of those have to be influenced to some extent by at-home consumption and other COVID-related factors. So it's very difficult to predict that aspect of it. But I think some of the underlying trends around new product launches, multipack sales, some of our particular customers gaining share, those things, we would expect to continue. But all of that is incorporated into our overall guidance for the full fiscal 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, look, I'll give you a little bit about that and actually our core provider Fiserv would be upset if we didn't mention that it was an FYS, but they are also working with dig as well. Yeah, what we're really trying to accomplish is getting the first series of products to market and we had talked about our digital delivery expansion and really providing what we would consider modern day mobile app or what we would consider a consolidated wallet for our customers to have a 360 view of their entire financial relationship as part of that is giving them the ability to have execution with Bitcoin to be able to execute with NYDIG and we will be the reporting NAD level provide that through our traditional bank channel. That's really where our core focus is on delivering. There is probably a dozen of other great opportunities of product delivery through Fiserv and NYDIG as far as potentially down the road, additional currencies, as well as rewards programs. But first things first. We got to get the first product delivery done, make sure our regulators are obviously very comfortable with our products and delivery. And then I think you'll see once that settles in, probably a more accelerated launch of products down the road.

    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, Scott, this is Matt. It's a good question. I think the wells that we drilled in Q3 that are in that really low number, some of these longer laterals we're able to be very efficient and we're going to continue to do that. But we do have the 10% baked in there for inflation, and we're drilling wells in different areas. So, some of the costs maybe higher in different areas than they were down on the Boros and--.So, it's a little bit of both. But I think the 730 number is a pretty good number. And certainly where we started a couple of years ago, it's a very good number. And I will say that just from capital efficiency. One thing I think is interesting that in the last couple of years by gaining these efficiencies and drilling these longer laterals, so the lateral footage that we're drilling for a rig year has almost doubled. And so, you're drilling a lot of this footage and you're completing more of the footage that you're drilling.

    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. Sure, I'll be happy to talk a little bit more about how we are going into the, what we're calling now, in the North Howard area. So as Jason mentioned, we're showing the well results. The most recent of our Davis package, which is based on the 12-well per section in both the Spraberry and the Wolfcamp A formation.
As we start looking at the development plan in the North Howard area, looking at the well results of Vince Everett for comparison, again that, as we move forward, will be based on the 12 wells per DSU. So really overall the same overall development plan from a total well count. As you move to the North and Northwest into the new acreage position, we really see much stronger Sprayberry well results. And as we move in that direction, really want to focus the transition, the development plan with those well results.
So right now looking at within the 12-well having a 6-well Sprayberry and a 6-well Wolfcamp A development. So we'll continue to kind of work on that development plan, the transition. Overall, we do think that the wider spacing at the 12-well per DSU is really the right base plan for the development plan right now and continue to kind of watch and see how the Vince Everett, which was based on the additional Sprayberry wells and the Davis County kind of produce out past where we are right now in the early time production.

    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. It's what we've already done. We don't forecast future acquisitions.

    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. I guess two questions, one sort of short term, one sort of longer term. First, Derrick, can you help us understand the industrial business or stronghold business, what is implied for the revenue and sort of EBIT, if any, contribution in your 2021 guidance and just the opportunity for that business to be more accretive to margins and earnings as we look to 2022? And then my second question, Duke, just longer term, is as we think about the long-term secular trends, you have Blattner infrastructure, etc. Could you sort of help us reframe how you're thinking about sort of the electric power margins over the longer term? And is there sort of more of an upward bias versus how you thought about margins historically?

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