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. John, I'll start on the supply chain. I would tell you that we have a pretty robust process managing our supply chain. We have very detailed roadmaps we developed early on during the pandemic, and we continue to execute to those. So, I won't say it's easy because it's not. But I would tell you, our teams are doing a great job of managing through any kind of constraints to make sure that we have the proper component so that we could manufacture our products and meet our customers' demand. So, as far as the labor, I think it was your second one. Again, yes, it's tight, but we're managing through it and we have some great processes in place that allow us 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
 
Yes. I can take that. So our CTV business, just like any of the other ad formats that we transact in: Digital video, mobile web display, mobile app, display and video, etc., they're all really marketplace businesses built around an auction platform. So we have a sell side and we have a buy side.
And so key to our scaling up any of these formats is to build both in parallel. And so we're now monetizing CTV inventory from over TV publishers. as of the end of Q1, and we continue to grow the advertiser base. We shared the case study in the prepared remarks earlier as a demonstration of the power of the auction model and the auction approach.
So I think, unlike others, given we have an auction-based platform, we don't see the types of kind of temporary constraints that others might see. What will happen in our platform is that buyers would simply bid up the inventory if there was a short-term supply constraint. And because of our usage-based model, we would benefit from that just as the publisher would benefit in terms of greater revenue. And we've seen that in practice, I recall many years ago, when Michael Jackson passed, for instance, it was a record day for maybe two years on the PubMatic platform in terms of volume, that there was so much media consumption around that event.
And what it demonstrated is that an auction environment is really the right approach to maximizing the benefit for both the buyer and the seller. And that's why, as I said earlier, that's where we're focused because we think that's where the bigger opportunity lies long term.

    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 for the question, Ryan. Glad you're here. I'm going to hand that question over to our chief medical officer. Shantanu?

    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, Stephen.

    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, Vera -- and I can comment and maybe have Emily speak to the specific rollout plan. Yes, Vera is a very interesting tool for us, this personal invitation and recommendation tool that's out there. Very much in a beta form right now, but as Emily mentioned, very strong adoption interest from that product. And so, we will be rolling it out around the globe. But maybe Emily will give more detail.

    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
 
Great. Thanks, operator. Good afternoon, everyone. Thanks for taking our questions. I just want to start on leadership succession plans. And with that also, formally say, congratulations, Mike on being appointed Chairman of the Board. I think everyone on this call is truly relieved to see you staying deeply involved, even after you do hand the reins off here. But just start with first and foremost, 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
 
Yeah, nothing specific. We're still taking market share in the US. We've taken market share for the last year or so in Intermediary and Fixed Income, continuing to take market share, but obviously it was quite a changed quarter for bonds and the overall market growth in the US, particularly where everywhere was slower. We didn't have any substantial institutional wins in Fixed this quarter, rather. So nothing particular to write about with -- as you can see our performance in Fixed Income is exceptional and we look forward to continue to grow that 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
 
That's our expectation and it's included in our guidance.

    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 guys. Thanks for taking my questions here. I'm just going to go back to Dave's first question on '22. I know you're not going to give the guide, but -- you talk about growing at -- comfortable in the high single-digit growth. IQVIA is out there talking about a 2% to 3% COVID headwind, resulting in a soft landing. When you guys are talking about that high single digit, are you talking about that ex the COVID, sorry, COVID headwind? Or is that inclusive of it, implying a slightly 4% to 5% growth? Just any type of context and framework because this is the only question we're getting from investors 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
 
Thanks Paul.

    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 don't believe so.

    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, Sandy.

    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 think the reality is, if you look at the total production of tallow unused cooking oil, even corn oil, that volume as much is dwarfed compared to what is available via soybean oil, that's just the reality of the balance. Even that's the same thing worldwide. And I think you've seen some of the actions. I think Belgium was the first country to say they're going to outlaw use of soybean oil and renewable diesel, and they're going to outlaw palm oil. So those are -- if that went wide, that's obviously a big impact. But the magnitude of the numbers of availability of soybean oil compared to the other three is-they're dwarfed. They're just small. So that's just the reality of the situation. I firmly believe there's another molecule out there that's probably even better yet, and nobody really knows how to use it yet, but it's just biomass, which is wood, chips, grass cuttings, corn stover, stuff of that nature. That's -- if you look in the Midwest, that's where most of it is concentrated at, and that's right where we sit.
So I think we'll have some advantages on something like that. We'll also have advantage on tallow, to some degree too, because of our location. There's a lot of feed lots, Kansas and Oklahoma. And a lot of slaughterhouses in those areas too. So we'll have a transportation advantage if nothing else.

    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, it will increase. ImageSoft, we only had two months in the December quarter. We had November, December so we'll get three months of ImageSoft Q in the March quarter. BIS will get two months in the March quarter, but three months in the June quarter. They started February 1. So those are the two main things to tweak. Volumes tend to be weaker January, February, March than they do October, November, December. But retail restaurant where you see a lot of that is becoming a smaller part of our business. So the two adjustments, I would make if I were you are ImageSoft and BIS. And then from a margin perspective, I think it will be pretty similar to Q1, and then the second half will be noticeably better.

    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, Betsy.

    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 can take the question. So what we expect is that based on the data that's generated, including the safety data has recommendations for use of booster doses. Booster doses would come in different regions. So there are already recommendations, for example, in East to use booster doses also.
Germany recommended the use of booster doses in elderly. And this will happen. And this happens under emergency use. And what needs to be or what is going on is, on the one side, in parallel.
This is, of course, something that we can't directly influence is the primary vaccination of those who had not received a vaccine to really reduce the infection. And on the other side, if this is recommended to enable booster vaccination for those who have received and time boost vaccination five or six months ago to ensure increase of antibody titers. So that means these things will happen in parallel and country-wise or region-wise recommendations may support different policies.

    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, and congrats on the quarter, guys.

    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. On the PBM, RFP we've stated a number of times. We've got well over $30 billion in pharmacy spend across our products, and obviously that's grown as the business grows. And you're right to point out. And actually if you look at our slides from the conference in September it's certainly one of the value creation opportunities with sort of a stair-step benefit 11, '24 despite the fact that every year we push on pharmacy cost and do market checks to improve the performance of the business. So we'll have to wait and go through that process to see the value.

    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 afternoon, and congrats on a great quarter. Let's start with the ortho trauma results. You mentioned it was up 100%.
And then, kind of -- although it's going to improve sequentially and we'll be at that growth rate, could we just add a little more detail on kind of what's driving that growth? What are the strategies around the sales force expansion and kind of how we would expect that to play out throughout the rest of 2021 and into 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
 
That's a mouthful, but it's a great question. I think our best estimate and we saw some numbers the other day, it appears as if about 8 billion cans were imported into the U.S. in 2020. So if you took, I think the industry came in at what $1.03, $1.04 domestically produced plus 8 billion, that's $1.11, $1.12 and if you compare that against the 97 billion cans in 2019, that's pretty significant growth. Do we think we're going to grow at that clip every year, well, we'll see, but the first thing the industry needs to do domestically is install enough capacity to cover the 8 billion cans that were imported, because those markets from which cans were imported will rebound in 2021 from their own local domestic demand and need to be supplied locally. So there'll be less cans available to come into the U.S.
We brought on two lines in 2020, the third line in Nichols, the third line in Toronto. We have five other lines currently being in various stages of construction already in the United States and the other fellows in the in the industry are doing the same thing. So I think we're going to continue to see a very strong demand in North America.

    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
 
For Q4 that usually is a good strong quarter for us, I think you're catching a [Indecipherable] of guidance that we expect will happen on the absence of Chinese New Year. And we are expecting our Asia business to grow in that Q4. But I would say that we're probably still a little bit cautious to give you a lot more specifics than that. I do feel like we have very good things going on in all segments in all geographies. But I think we probably needed to stop and not give you too much more specifics for Q4 other than to remind you, which I know you know of is Q4 usually is a pretty strong quarter for Unifi.

    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. I think just overall, what I'd say on the loyalty program is we're really happy that we got it relaunched. We have a new head of marketing now who's taking a look at the program and how that fits in with customer acquisition. And we've always talked about Loyalty 2.0, which will be much more targeted at peers and would offer different things.
We're happy with the loyalty program. We've made some projects -- some progress in sign-ups. But I think the potential is really remaining as we dig further into that and how we can make it more targeted and more specific.

    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 you said it right. The combustion engine is not growing away right now. But many companies have made some very bold statements. GM's announcement that they won't make combustion engines beyond 2035. This trend has accelerated and we're prepared for it, it's a positive thing for us.
But having said that, you point out a very important point, there is continued content growth on combustion engines, because between now and 2035, there are mandates regarding fuel efficiency and other CO2 emissions, and other safety-related requirements that will drive content, will continue to drive content. So we're thinking about that in terms of our reallocation, we're thinking about that in terms of which opportunities we pursue, but we'll kind of support our customers in terms of their roadmaps and help them migrate along this curve from combustion engines to electrified platforms.
So, again, not just in auto, in HVOR, in industrial applications, we'll do the same thing. And they make up a big portion of the NBOs that we won, a $180 million of our $465 million relate to electrification, but the balance relate to other application safety and missions-related application. So it's been still a meaningful part of the business and we're going to focus on it, manage through this transition in a very thoughtful way along with our customers.

    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 we have been -- the three red lines came into effect, if I get the month right, August of '20, but some -- certainly sometime during the '20 third quarter. And we've been monitoring this closely and if we have clients who are not going to go to this cash payment, then we've stopped taking orders from them, to be candid. We're managing it effectively and, what we think is, prudently in a risk mitigation perspective, so that we don't get out ahead of their liquidity issues or become the holder of their liquidity issues. So they understand it. We've been very upfront with them. Again, we go account by account. That's why you have these relationships and we have these open discussions.

    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
 
Hi, Ashwin. The contract covers many activities. As you mentioned, actually [Indecipherable], managed services in Sprint, we have managed services in metro and of the T-Mobile and we have other managed services activities also on the Magenta brand, but the overall contract or agreement is comprised of transformation to the new Amdocs platform, both consumer and business. It also includes managed services in the new form of cloud operation and a lot of activities that should support the complex integration that T-Mobile and Sprint are going to execute.
So overall, I believe that you can see some pickup in activity during probably in the next couple of years and we believe that there was a lot of activities for us to support T-Mobile in many activities we do. So overall, we are very positive of this agreement and we believe definitely we can protect our activity and actually enhance of activity with strategic relationship that we formed which is translated to this new agreement.

    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. Thanks. I wanted to dig a little deeper on the visibility you have into the pace of activations for Brink as we think about the next few quarters. I know you expect them to pick up, but can you maybe just help frame expectations around what we should expect in terms of the activation cadence over the next few quarters, if you have visibility into 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
 
We're -- I mean, honestly, we're still going through our annual planning process, and that's why I didn't provide an OCF update now. We will definitely get you something next quarter. I did kind of point out the three levers of cloud mix, and that especially is important because the cloud growth and the mix of gross margin; and as well as the opex levers, which really -- the biggest piece in opex really is we have a very large go-to-market function that's having to both support an on-prem business as well as cloud business as well as all the migrations in between. And so we'll work through those details.
We'll provide those -- get to an update on those assumptions for next quarter.

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