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
 
Good morning, Jackie. This is Jill. Yeah, I think, even as Mark suggested earlier, that will be the first thing we'll see as the economy rebounds and businesses return more to utilizing their resources. It will be to draw down their lines and then to come in and invest in further capital equipment expenditures, things like that. But we would expect line utilization to return more normal toward the end of 2021 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
 
Ed, I'll let Vivek take that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So the Q2 cohort is the first cohort that has anniversaried, right? That's the September cohort was the first one that has been through a full year. And so we've got that data set. And when we look at that data set versus what Q3 and Q4 are doing, for example, we're seeing in terms of overall consumption levels, I think Q3 and Q4 are running slightly ahead of Q2. Now remember, Q2, the initial cohort was up to start.
Back then, we were still emphasizing commitments and that our comp plan was at our field emphasizing commitments more so. So that cohort was up 15%. The subsequent cohorts were up a little less when they renewed onto our new model. So I think you have to really think about that.
But overall, we're seeing stronger results as we go through these cohorts. And I think that's driven by our product is getting better and better, obviously, but it's also more familiarity with the model, both on the part of our customers as well as our go-to-market organization. It was a big change, obviously, when we introduced last August or July, August. And then we changed our comp plan in April.
That was another big move -- and we're still relatively new at this. We've been doing it for a couple of quarters, and I think we're learning -- we've learned a lot and we're getting good at it, but I still think we have a lot we can learn and things we can improve.

    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'm optimistic of the go forward.

    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. So, that was a three-part question. I'll break it into three pieces. So, from a pricing standpoint and vis-a-vis our competitors, we've seen many of our competitors take price ahead of where we have made our recent moves.
But on average, if you look at our base express retail price point across our 360 stores, we're roughly $8 while many of our competitors are at 10. So, they've taken pricing earlier than we did. But, you know, our big moves just got us to eight. So, again, we think we've got more gas in the tank.
You did touch on something that is very sensitive to us, which is our Unlimited Wash Club pricing strategy, which we are electing not to touch. Again, as we've mentioned repeatedly, we're in member growth mode, and we want to continue down that path as we build our member base and get more folks into fold. I forgot the third question. Can you -- can somebody --

    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. No, you did hear correctly. And for those stations of ours that were not heavy in political, that's exactly what we saw, flattish. I think -- But we've seen strong growth in professional services quarter-over-quarter, and we've even seen strong growth quarter-over-quarter in auto. I mean, look, retail and restaurants are still really challenged, no doubt about it. There is a level of uncertainty there, but we are seeing continued sequential quarter-over-quarter improvement. So I mean, really, that's -- I think there's also a lot of frankly pent-up demand out there, right, for these businesses that would like to grow and need a way to do 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
 
Kevin as I said, everything is over two years number.

    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
 
Hey, good morning. Thank you. So maybe one follow-up on handling the growth and then just one on fuel economy. So Sameh, probably both for you. Can you give us a reminder, at least, where you are now maybe and where you exited the year in terms of fuel economy between the US and Mexico, and what assumptions you have baked into the guidance? So, do you believe there is at least some structural challenges in Mexico based on the grade? So the split between the two would help. And then just back on refined products. You've had tremendous demand even without really the overall market demand coming back. So it's clearly creating some challenges that you're working through. But how do you expect when the economy reopens, when the vaccines become more distributed, how do you expect you can handle an actual recovery in the broader market and not just the market share you've been enjoying so far? 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
 
Good morning, and thanks for fitting me in. So first, I'm just kind of -- as we look at 2021, there is obviously a lot of different puts and takes compared to 2020. We have higher grain prices, we also have a recovery of -- in foodservice. And just kind of at a high level, I'm just kind of wondering how margins in '21 are going to look compared to 2020. I believe you said that it should be higher directionally, I'm not sure if you're referring to each region or was that just the U.S.

    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. First of all, in terms of what point could inflation or pricing actions start to impact consumption, I think, is your question, Brian, right?

    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
 
A big chunk of that number will hit in 22? I would say that 90% of the income from those leases, will happen in the fourth quarter, and over the balance of 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
 
So, it's all about demand. Our backlog, as we entered the fourth quarter without any allowance for turns business, would ever sharp by approximately 20% and you would expect that turns business would layer on top of that a substantial incremental amount. So, the demand is there. We're still capacity-constrained and there are challenges with respect to, in particular, semiconductor components. As Jim articulated in his prepared remarks, those challenges have to do with both the backhand processing after completion of wafer fab and they had to do with wafer allocation.
So, what has improved considerably since Q3 is that the back-end bottlenecks, which were in part related in some parts of the world to COVID and other factors, those have been largely relieved. So, the components that did not show up in time because of back-end bottlenecks in Q3 have shown up or about to show up in time for our builds in Q4. And furthermore, we have recently been able to receive commitments with some more foundries that result in considerably greater allocation both within Q4 and more significantly into 2022.
So, we believe that in terms of the component gates that in effect either launch within the third quarter in terms of a compounding capacity constraints. As we all know, we're already there. We've made a great deal of progress. The capacity constraints are still there, but being able to start builds on schedule dates and not having to be as much hand-to-mouth with respect to availability of components will facilitate a substantial capacity increase this 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
 
Yeah, I think the last part is probably the headline, which is that each successive generation of the ASIC, in addition to creating more speed, more capacity, if you will more throughput. It also creates capacity to consolidate features of the bomb that were previously separate. Any successive generation has shown the benefit of that, and I think over the last year or two we've done a very good job of retaining that cost-benefit in terms of the structure. You can look back and see what's happened with the gross margins, on the product gross margin line.
Obviously, you do then also get the benefit in total when you add in the two-third of the business that are services, that are coming in at a much more attractive margins. So the combination of those two, I think are working very, very well for us as we exit 2020 and move into 2021.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I would tell you, certainly, in the Houston area right now, it's been a rough couple of days, and this is not nearly a part of the country that deals with this kind of stuff very well as evidenced by what's happening here. But I think outside of Houston, we don't have a real feel for what is going to -- how significant it's going to be going forward outside of really Texas.

    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 for the questions.

    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
 
Those are things that we're working on. And there are trade offs that we'll have to make, because of course, you want us to continue to invest in growth. But you know, again, they it takes us take GRP. For example, if Europe is anywhere near as big as we think it isn't, that it seems to be that as that blends into the business model, there's going to be a pretty dramatic impact up into the right hand margin, we probably will be at that point, we'll probably have to expand margin beyond just the operating leverage effects. So but but those are the things that I expect to have the biggest impact on margin in the foreseeable future do not see any effects from the other things you mentioned.

    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, certainly, the volume ramp here has given us a great deal of volume leverage. And we also, of course, see through the increased consumption of our consumables, a skew in the mix toward the positive. So the margins are very strong. And as we look forward and the comps change and we continue to invest in our businesses as well as we expect some costs to come back as we get to a more normalized travel situation, I would expect those margins to moderate a little bit.

    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, you are 100% right. We expect our pace will be stronger in Q2 this year than Q2 last year, but very unlikely we'll let that yes, high enough that it will offset what we know the reduction in community count is, which is why we won't probably match last year's total orders and absolutely we are being very careful at the community level about releases, not because we're so much trying to manage the community count, we're trying to maximize the value of every asset, and given the scarcity of homes in our markets, selling a little bit slower and the pricing power that is associated with that to us in this environment makes a lot of sense. So that is the thought process. You can appreciate that every community in each market has a slightly different set of issues. But the macro approach that we are taking is definitely slowing the sales pace with price, which is having the effect of dampening that pace a little bit.
In terms of when the inflection point is going to occur, we found, at least I found in my experience here that making projections about community count a couple of quarters out is really foolish, because of the vagaries of land development. We know that we will trough in the 120s mid-to-late this year and we know that next year we will have a higher community count, but trying to be precise enough to tell you what day, at what week that's going to happen, I'm sorry. Alex, I just can't do that.

    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. So good question. I think we've consistently said that we are trying to balance mitigating inflation with a long-term view of the market and making sure we get new people into the marketplace, which we've been very successful at and keep people in boating. So I think what you've seen is take a very -- is modulate our pricing to make sure we don't get too far ahead of inflation. It would have been easy to take a large chunk of pricing in the middle of this year and try and get ahead of everything. But of course, that risk is either losing share or losing buyers in the market as a whole. So we've reached agreements with our channel partners around how we will approach price increases. And we will be making sure that we continue to balance maintaining affordability with covering inflation.

    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, I hope you can hear me. Congratulations on the 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
 
Yeah. It's the -- all the numbers are existing franchisees because our first priority in the process was to -- and we still have other existing franchisees interested in developing it. We're only about six months into this program and we gave a kind of a window of first opportunity to our existing base, so the numbers we've reported are only our existing franchisees and we're not finished yet with their level of interest. We're still working through market by market, territory by territory. We've mapped every market in the country. We put data around it so franchisees can go out and explore with our real estate team where they would like to grow. And so, we're only through a small portion of the process with existing franchisees. As I mentioned, we've launched our marketing for new. We have a good pipeline and we're in process of kind of working through what existing franchisees want first and then we'll start to sign up new franchisees.

    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. Sure. Matt, so, I'll let Spero jump in on the second part of the question and going toward the data but when it comes to Empower, and even the ophthalmology side of things. I think with Empower, the one thing that we've always done as a company when we started off with a minimally invasive technology, we got it in the right hands.
We'd like to make sure that it's obviously a tried proven technology. So, we've established that, which I'll let Spero jump in on but right now, as we launch it, we're not going to just rush to that. Thankfully we're in a position where we don't necessarily need another product to keep growing but it's always great to have, which is why we're constantly innovating and introducing new technologies. However, with the women's health and wellness market, it's kind of been a market that has been -- it hasn't been touched in quite some time and there's not been much focus on it.
So, we see a huge window. When it comes to training and getting people kick-started, it'll be the same as all of our other technology. So that's going to be a super smooth transition. We do have some really, really good thought-leaders that are already working with the technology and are very happy with what they're seeing so far.
So, again, we -- we're not going to rush into this thing and just go gangbusters right off the bat, but I do think it'll help add to the numbers for our Q3 and Q4, obviously. Spero, did you want to chime in on the data question?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So, John, that's a great question. And as we've kind of shown, 3% overall pricing comes through -- you'd know that a large part of the pricing comes through the merchant and package business and very little about really comes through the on-site line. So, therefore, you can do the math and you'll get to a number that says mid-single digits on average, on pricing across those different segments, particularly from merchant and package. Now, our team has done a fabulous job of making sure that we remain ahead of the curve as far as inflation is concerned. We've been telling you this for about two quarters now, and I expect that team to continue to do that as we move forward. So, for us making sure that we are working that pricing. We were having those conversations with our customers. As we see those inflationary trends continue to come through, it remains right on top of mind for us.

    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, Marco.

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