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. Thank you for the question, Carlo, and it's well posed. Because there are a few dynamics going on here. One is certainly the -- just the higher levels of casino spend from our customers that we've been experiencing over the past 6 months.
And we're not simply just kind of taking this business. We are driving that demand through our marketing channels. And so, we've earned those revenue levels for sure. But they are elevated compared to what they've been in the past.
And that's what I referred to in our remarks, is some expectation that over time, as other avenues for spending are available in our properties, that perhaps that mix normalizes a bit. But at the same time, our hotel RevPAR is still below where it was back in '19 fairly materially, both by occupancy, as well as overall rates. And that presents tremendous upside. That's high-margin revenue for us.
We fully expect to be able to get back to those levels over the next year or so. And that will lead to -- that will be very profitable revenue growth for us. At the same time, much of that is, of course, going to come with the recovery of the group business. So there are the puts and takes, as you put it.
We're just -- we're doing the best we can to account in the future for the impact that some of our labor additions are expected to have, but there are clearly sources of upside in revenue and even margin performance, mostly around the hotel mix.

    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. 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
 
You bet. Thanks, everyone, for joining us this morning, and we look forward to catching up with you soon. And a special thank you to all of our employees. The 12% year-over-year AFFO growth is not done without a lot of hard work from a lot of folks and navigating through this pandemic and working in settings and in ways that were much different than our historical approach, our team has really done a terrific job. So I know many of them are listening this morning. I just wanted to say thank you as we close out. Thanks for all you've done and look forward to the balance of the year.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, I think it is just, I mean what we're seeing is the decline from a year earlier, is not as great as it was. And so while we clearly have a long way to go to kind of recover former volumes, the trend is in the right direction. So it's -- we're seeing early signs of life.

    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
 
So I want to be clear, we're not providing any kind of guidance that goes beyond the September quarter. We are clearly working on supply improvements. And today, all of our growth is constrained not by demand, but by supply. There are supply improvements we're making that are in our control, which is what runs through our manufacturing internally, what we are doing there to increase capacity in each of our fabs, our assembly, our test.
We're working with our supply chain partners who bring us materials and all of that. And we are working on capacity improvements with our partners that we do outside -- outsourced work through. So I think we'll give you the quarter-by-quarter growth as we get to the guidance for the December and March and June quarters and all that. But I think what we do see is enough capacity coming on in the subsequent quarters.
And the timing is a bit hard to call because we don't have a stable environment in which we know exactly what equipment will come on, when will it bring on the capacity, and all that. But we're confident enough in how we see capacity coming on that we do expect that each of the next four quarters will have growth in them.

    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, John. This is Greg. A couple of things. One, we're managing some theaters.
So obviously, we've had ramp-up through the summer and things are getting better as the box office has recovered. In St. Pete Beach, I think the biggest issue was the red tide hit Tampa Bay and it drove down a lot of our bookings. There was a recent storm that seems to have washed that out.
So we're hoping that that's behind us for now. And then, the [indiscernible] is just a situation where we're ramping up. It was closed for over a year, and we have a new manager in place. So we're pleased with the progress, but it's a ramp-up.

    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. So, on gross margins, those are clearly impacted by price and mix and other things like tariffs that can come into play. So, we do expect -- we've had sequential improvement. We expect continued sequential improvement as we talked about. And where you see it mostly showing up so far is in the operating margin and -- because we are driving greater expense efficiencies on the SG&A line, in particular, and you can expect that to continue.

    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 Sterling, it is a combination of both. We definitely saw good expansion in the enterprise. The enterprise segment now covers more than 50% of our revenues. And so we certainly saw good expansion, which shows up in the dollar-based net retention rate.
But we've also been pleased with the customer acquisition that we're seeing in the enterprise and the mid-market segment. So we've been bringing on, and much in our land-and-expand model that we've spoken about for a few years, we've been bringing on enterprises, and they're starting with us small in teams and then growing into those cohorts of the $100,000 and $500,000 and $1 million.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, let's not keep that hanging because the Q4 issue is about EUR200 million, estimated.

    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're hopeful we don't see $1.3 billion in deposit growth. I know that's not something CFOs like to talk about. But yes, I think we will see continued deposit growth, but I think it will be more like what maybe it was pre-pandemic.

    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
 
Good morning, 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
 
Because everybody is relaxing. This happens whatever. This happens every year the same way. We won't have 50 a week, but that week is the same every year.

    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
 
Absolutely. And actually, we're seeing different projects that we're winning are actually going straight into Malaysia production as the initial production site, which is, which is highly unusual with the new production site. So, I think the environment is so that new capacity coming on board right now is a very valuable commodity. So, we're seeing a great reception from our customers to move product either from their own factories or from other sources to our new Malaysian sites. So, we have pretty high expectations of our ability to use that, that new capacity coming online right, I would say, right in the nick of time.

    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 it would be, perhaps, actions we're taking with our suppliers. It's about helping to prioritize our critical supply chain partners toward the things that are most important to meeting output quarter by quarter. The actions we've taken ourselves kind of detail those out. If we look back six months ago or more, we were talking about physical capacity, needing to open factories, expand factories, and we've really taken care of a lot of our own actions. But in a very complex supply chain, we've got to do the same work with all of our partners. And they've been great through that, but there's still more work to be done, and we just anticipate that over the next several quarters we'll continue to make progress.

    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'll comment on and I'll let David comment on the run rate side. But for me, PrecisionLender that has really had a strong '21 and they even had some enterprise deals that we were working that pushed into Q4 that we're working now, but the pipeline looks good, the activity looks good. You see the partnership announcement that we have with BCG around them building a product around PrecisionLender. I feel very good about the pipeline where it is. And I think that they are going to meet, if not exceed the expectations that we had when we acquired the business. It's been -- they had a rough go in '20, but because of the decision making at the enterprise level with these banks. But right now, it's coming out, and I feel really good about the pipe for Q4 as well as for '22.

    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
 
Great question, Joe. Good to hear from you. I think Carl will start and Cathryn will finish.

    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
 
Let me just add a little bit to what Michael said, Michael Franco said. I mean, look there has to be accretion in anything that we would buy. Right now, the math is topsy turvy. So our stock filled in the marketplace, I don't know what it is, probably close to an 8% cap rate. Assets in our, in Manhattan, office buildings that we would even consider, all sell at sub five. So you can't, that math is topsy turvy. It makes no sense to buy an asset for 5%. And by the way, when you take the capital that's required for these asset services, that's year over year, maybe the cash on cash is 4%, when our stock is selling for 7%. So anything that we would do there would be dilutive to shareholder will. And obviously, we're not going to do that. If we saw an empty building, by the way, that we could buy, where we thought we could create a great deal of value, we might do that. So generally speaking, it's very difficult to, for us to transact and grow right now. And so what we do have, on the other side of that, is we do have liquidity. We do have a very, very, very dry powder balance sheet, and we still have great opportunities to accretively spend that capital that's on our balance sheet in the Penn District. So that's our main focus right now. It was in the Penn District. So I'm just sort of doubling down with what Michael said.

    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 won't. So I think that the issue for most patients who have an inadequate response to C5 inhibitors is extravascular analysis and LDH is really biomarkers, intravesical analysis. So we measure all the biomarkers, but it's not a key secondary endpoint in REDEEM-1.

    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, really, the biggest difference in Q4 for us was we invested much more significantly in R&D. So, we had a higher R&D expense compared to the prior year, a little bit more on the SG&A, but is mostly on the R&D, as we're investing in the new product platforms that Deepak was alluding to both on the patient monitoring as well as on our cardiology products. So, we think that was -- maybe perhaps a little bit of an anomaly in the quarter for that, but we're going to continue to invest some substantial resources in R&D throughout fiscal '22 for the Healthcare business.

    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 everyone. Thank you for taking my questions. Our first -- I'd like to know if you can make forward comments about the good performance of Univision, which royalties increased 20% this quarter. And second, if you could be more specific about the timing to launch the new streaming platform at Univision. And how you plan to do it. If you're planning to launch several platforms at once AVOD and SVOD, or if you plan to do gradually, or maybe you plan to launch it in the U.S. and Mexico simultaneously in the rest of the world later on?
And I'm sorry, if I may, I was wondering if your content margins will improve once you launch these streaming platforms in some -- and standard you're already spending in producing content for these new streaming platforms that you will be launching next year, and you're still not generating revenues out of it. So I was wondering if margins should improve once you launch the series? 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
 
Thanks. Sure. Ann, happy to happy to take a swing at that for you. You understand the market really well and we have excellent demand, as we said, we're sold out through the year in all our markets. So with this great demand, great market, need for trucks around the world really, customers are looking for trucks as quickly as they can get them. And we're building this as quick as we can get them. And so, we had a good second quarter in our deliveries at 40,000. Obviously, you can do the math, there's several thousand sitting there that are waiting a component. And as we get the components, which is unclear in the semiconductor front we complete the trucks and get them to our customers. So wish we could give you more clarity on how that semiconductor supply is going to proceed through the third and fourth quarter, but we just don't have any more than that right now.

    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 Josh.

    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
 
Hey, Joseph. This is Jeff Krantz here. So I would say from a macro perspective, not really. Right. So for sure there is some pushes and probably a bit more than what we see typically seasonally, but overall we're not seeing this massive change in the amount of projects that are slipping.

    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 Sathish, I'm not sure that our strategy has necessarily changed because of recent announcements from competitors. I would say that. And we're very focused on high-margin organic investments where we can be differentiated through value add or supply chain or both, a solution. And so that's what the four coating lines provide from the flat roll side of the business. From an acquisition perspective, we're still very focused and we believe there is a lot of options available now and likely into next year as it relates to both mainly high-end manufacturing businesses that help us with our pull-through volume for our steel mills, as well as there might possibly be some tuck-in scrap acquisitions as it relates to building out areas around our steel mills from a strategic perspective and a geographic supply of scrap, as well as potentially there are steel assets as well. But we're very busy from a growth perspective. Mark, do you have anything to add?

    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. In the fourth quarter the submissions were up for the quarter as well. But -- and there is still the shutdowns that we're seeing in the larger states that we do business in such as California, Illinois, New York, in particular. And so the decline in bound policies occurred in the fourth quarter because of the shutdowns that we're seeing we saw that continuing into January as well. It's too early to forecast what may happen now although a lot of those states that I referenced are starting to reopen and we're optimistic about those reopenings and their impact on 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
 
Hi, Hassan.

    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 love that question, man, because you're basically talking to a very conservative guy. In terms of those, I worry about everything going forward all the time. In this case the thing that gives me confidence, and it's a lot of confidence, is I am sure that what we own and where it is, is really valuable. And so, it's like the office side, we may be over office in this country now. We talked about being over retail wherever, we may be over office.
But Federal Realty is it, because where we have that office and what is being built in terms of that office, if there's any office at all. It's going to be -- That demand is going to be at places like this that we own. I feel the same way on the retail. And so, where you hear confidence from me, you don't hear confidence that everything is great in the world is going to stay great in the world. I just know on a relative basis, whatever is happening, we've got the right products. And that's where my -- that's where my confidence comes from.

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