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. Well, let me hit the second question first. The new business unit is fundamentally formed to help us better execute on cross-sells because we do see that platform deal structure happening more and more. the example you gave with Volvo, I could repeat a dozen more examples of that of customers who started with one product and pretty soon, they have two and then three and they're trying out the fourth one and so forth. And we think that our products, Creo, Windchill, ThingWorx, Vuforia Instruct, work beautifully together, like voices in acquire. They make beautiful music together. And rather than selling these things separately, yes, we can use them all as entry points, but let's pursue entry points that then can be upsold and cross-sold. And so I think Troy Richardson, was one of the first people to sort of ask, why don't you guys configure differently us guys now that he's here, but why don't we configure differently and go like pursue this harder, this cross-sell motion. So that's exactly what we're doing. And that's a little bit how the name Digital Thread came to be.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No. So that's a really interesting point. So certainly, for short term work, as you said, you're retaining optionality for an improving market but I have to say that when we compare the average duration of bids in Q1 last year and where we are in Q1 this year. They've potentially doubled.
So duration is up. We've got several out there that are now multiyear or multi rigs. So we're seeing a kind of a phenomenon here where the operators that are increasingly certain about their programs going forward, recognizing that they need multiple assets, but they need them for several years. They're really pushing to get some fixtures now because, of course, as things also rise on the short term market, locking in our best assets at low rate.
As you know, as we've said many times before, is just not our move. So we're seeing a lot of increased activity for longer-term fixtures. And so I really think that's primarily operate time to get ahead of moving the market that they already see.

    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, can hear you now.

    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 actually wrote those down to zero, predominantly because, at this point, it was part of wrap into an exchange of assets that we have in place with our note receivable with Panacea. And at this stage, we don't have the intention to exercise those warrants moving forward. And we still maintain on our books the value of our preferred stock, which we strongly believe is of that value, and marking it to -- we didn't have to take any provisions on that. But at this stage, we reflected on our books the value of the warrants that's well explained in our Form 10-K, reflecting the value of our Panacea investment, which would be post the intent that we have with our nonbinding letter of intent that we have in place right now.

    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
 
That's probably a good guess. But right now, that's just a guess on what roadblocks or hiccups come along the way. But I can tell you, from my perspective, the integration is going very well, and we don't see any -- we don't foresee any issues during integration. And we've already integrated our cab chassis with box trucks, various multiple box builders.
And we've had no real issues with those integrations. It's a little more complicated when you're moving around people and you've got more systems on board. And those are the things that we're getting all hammered out.

    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, sure. Thanks for the question. Our optimism is really centered on the broad support for comprehensive energy legislation that exists within the state. We've been talking for some time about the robust process that occurred in 2020 and under the Governor's Clean Energy Plan. So the administration, the environmental communities, solar developers, industrial customers, Duke Energy, others have been at the table, and there is broad support to move forward in 2021.
I think the other thing that's important to note, which I tried to emphasize in the remarks, is we're in the middle of the session. But that legislative process, which includes the opportunity to introduce bills, will continue and is expected to continue well into the summer.
So one thing I would just point out is, if we think back to 2017 when House Bill 589 was moving, it was actually introduced in June, which was well past crossover dates and then became law at the end of July. So the timing and approach to advance the bill is in the hands of legislative leadership, and we will remain patient as they work through their process. But as I said, we have optimism based on the broad support for this legislation.

    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. On the salaried side, when we went through the reductions we went through, they're obviously always extremely difficult to go through. And we will do our best to make sure that when we bring back, it will be at a relatively slow pace on the salaried side. We've rightsized, and we feel very good about that.
On the production side, in particular, in Kokomo, we have begun to bring back production and maintenance employees. We have seen great activity in our bookings both in February and March and, in fact, also in April. And so with that, we want to be prepared.
I believe one of the keys in this industry going forward is short lead times. Customers don't want excessive inventory. And so what we are doing is we're bringing back the people that we need, in particular, in our primary operations to ensure that we can maintain shorter lead times and maintain what we call our supermarket, which is our high-volume, high-moving intermediate stock of very popular grades.
So we don't have everyone back, but we have begun the process of bringing people back. My hope is that we get to the point we bring everyone back as our volume continues to 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
 
Thanks, Kash.

    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
 
That describes how we look at it, yes.

    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. First question, can you comment on the proposed changes to the economic scenario generator on the VA framework? How do you think this plays out? Is it a potential real risk here? Or do you think it's going to be manageable?

    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. I appreciate the questions. First one, why don't I tee it up to Mike to address that one, then I'll pick up the second one and the third.
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
 
Hi. Thanks, guys. And I appreciate the fact that you didn't really update your outlook in your press release or talk to it too much. But I guess, let me ask this.
It seems, and correct me if I'm wrong, you're probably ahead of where you thought you would be at this point. So is there any update to that idea of -- that trends continue -- will be -- I think it was, what, flat to up slightly in margins, at or above 14%? Can you update that comment that you gave in the first quarter? And I guess related to that, is the right way to think about comps for the quarter and, I guess, the year somewhere in that 30% two-year stacked rate? Would that be a fair sort of assumption to model for the rest of the year?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Micah, took you through our framework, and we stayed very disciplined to our framework, it's one we laid out two-years ago, which is first we're going to make loans that meet our risk return hurdles, two is we're going to invest in the business, whether it's technology products, people, analytics, data, we're going to make sure we're world-class and innovative in our business.
As far as M&A, we'll be opportunistic. So if we see something that we think is accretion to the business, and adds either a capability or a product, or a platform, we'll consider it, we've got a team who's active. But we're disciplined about that. Our bias would be to do something smaller, and we need to make sure that A, strategically, it makes sense, B, financially it makes sense, C, that it can be executed. And also that it, we've got a regulatory overlay to make sure anything we do makes a lot of sense. And then we'll return capital to our shareholders. And so I'd say we view it as opportunistic, the framework remain what it is.
The reality is, a lot of things that could be additive are very pricey right now, but again, never say never, but it's -- that's our framework. And that's how we're going to deploy capital.

    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 great questions. And, of course, I can't speak for the sponsor itself, but it did go through a broad recapitalization last year, where the outstanding membership units of the Enviva Holdings entity, which had at the time been held within the Riverstone/Carlyle Renewable and Alternative Energy Fund II. All of those outstanding membership interests were acquired by a group of investors, as we noted in the press release last year, led by Goldman Sachs, Mubadala, and BTG Pactual. And that, of course, is now a single purpose, fund-continuation vehicle.
And so we're -- that was done explicitly to continue to fund the long-term growth and realize and help the company ultimately invest in all of the new infrastructure plant and terminal infrastructure that are required to meet the growing base of demand that we spend a bit of time, again, talking about on our call today. And so the growth profile is quite remarkable. The part -- the sponsor, of course, also added the green term loan earlier in this year, further reducing its cost of capital and enabling long-term investments into those assets. As you may recall, that initial recapitalization last year with the fund continuation vehicle also included about $300 million in standby equity that remains on call.
So the sponsor continues to be very, very focused and very tightly aligned with creating, obviously, fully contracted assets that are ultimately made available to the partnership for highly accretive acquisitions and drop-down transactions like we've been successful in undertaking for the six years since our IPO. And we don't expect that trend to, in any way, ameliorate.

    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
 
Rev beat, I think, is your question. I think beating the guidance that we provided was multi-faceted. Some of that was related to stronger membership growth. So you can make a point that we had a level of conservatism that fortunately showed up better even than we had in our model.
So there are elements there where we outperformed in terms of just membership reminder that we have a very diversified customer base across industry. So where we do see some industries under pressure like the airlines, those were well made up for from customers in retail and technology and financial services. So there were certainly some of the beat there. Other parts of the outperformance came from new offerings like COVID Response Care that Raj spoke about and Accolade Boost and some trusted supplier upsells in period revenues.
And then finally, just continued strong performance on the PGs and the operational performance guarantees, as we just talked about on a question or two ago.

    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, guys. Thanks for taking my question. Nice to see continued strong momentum in the business. Wanted to maybe go back first to the impressive CDMS traction that you're seeing.
I was wondering if you could give us a little bit more color, especially on the CRO traction that you're seeing. Is this -- are these mostly displacing other solutions? Is it greenfield and then going after kind of a bunch of different point solutions that are stitched together? Any color you can give on where you're seeing that traction and what those customers are using in the first place would be helpful? And then I've got a follow-up.

    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
 
Sure. Well, I just would like to say thank you very much for everybody's time this evening. Thank you for your support. And I wish everybody a nice evening.
So, 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
 
Absolutely. Thanks, Moshe. Jatin, you want to take this one?

    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, Reuben. Are you getting any sleep? Congratulations.

    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. You got it.

    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 the question around batterie Jed and I think around the long-term reliability, that actually -- when you think about what we do in terms of our products to improve reliability and lifetime, I don't see -- I think it should help us. I don't see any disruption. I think the technology is sound with [Indecipherable]. I think they're working through issues. But in general the kind of challenges, the industry is facing other type of challenges that were -- we solve those problems. So I wouldn't view -- all in, I would view it as a net positive for us as a company and that we saw those kinds of problems with our products.

    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, we don't give a breakout between contract and spot. A lot of times we've had customers that were on contract that have come off but they're still having very consistent volumes with them. So even though they maybe typically spot today, they're still from historical contractual relationships and management. So we don't really split it up in terms of giving out the difference between spot and contract. And also when we say spot, I think a lot of times people think of spot just being one kind of individual sale. A lot of our spot transactions today, where we may be supporting a customer for three to six months while they have a certain plan for delivering sand to that market. So saying spot isn't that it's just individual sales, it may be, just not on longer-term contracts for versus kind of shorter term pricing arrangement contracts to meet a need for a specific development plan and an area over three, six months, etc.

    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, Marie. Thanks for the question. I'll take that. And yeah, so again, we're not able to give a specifics on quarterly cadence, but as we said earlier, we think it's going to be a roll out of the remaining revenue out of the $150 million we talked about over the course of the next 18 to 24 months.
Now that Josh just mentioned that we shipped $18 million of Type A, which was part of the $21 million we talked about. And so, what I could probably say is, is it going to be big fluctuation from a quarter-to-quarter in the next few quarters? We're not seeing that necessarily, but again, we do expect the amount or the revenue number of units shipped from quarter-to-quarter vary. So I'll just leave it at that, Marie.

    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
 
This spot we don't want to be in, to be honest is, cut a bunch of costs this quarter and find out next quarter or two quarters from now that a recovery is underway, and we just add a bunch of that costs rack. So we estimate that we're probably holding $20 million to $30 million of excess cost right now, as a result of where we are right now in the cycle.

    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 question. Thanks, Ryan. No, I think, the EV space, just to answer your last question first, we're getting a lot of interest on the EV side with ClimateSense. That's the most interest thing. I mean, the value proposition of range extension and extreme temperatures is really compelling. So that's the number one driver. Certainly our system has an increase in thermal comfort. So, passenger satisfaction and driver satisfaction is better with this than even with our traditional CCS products. So that's kind of in a two-for-one benefit there.
On talking about GM, it's a great relationship we have. We're very focused on delivering value proposition for them. And we're in all of their EVs going forward with our -- that are coming to launch with our CCS products and other steering wheel and heat products. And as we talked about, we're -- the work with GM on the ClimateSense project is pretty advanced. We've been doing this for a couple of years now and we're on Phase 3. And obviously it's something that they're taking very seriously to be that far along. So, we continue to put a lot of resources into GM, pretty excited.

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