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
 
Thank you. I want to start with a games segment daily win per unit on the participation side was well ahead of where we're thinking. Can you maybe give a little more color at what's driving that growth? And then also as we think about the cadence of results throughout this year, are those levels sustainable? Just any thought from seasonality also would be helpful. Thanks.

    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
 
On GCI, [indecipherable] you mentioned, should we be looking at 4Q as pretty much normalized when it comes to RHC funding/pricing going forward? And secondly, on Trip, talking about discount that's rolling out recently the -- that's taking it up to high 30s or thereabout, are there any tools available to take advantage of that and possibly use this capital to buy back, etc? Thanks.

    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, we expect it to go -- it was low single digits. We expect closer to mid-single digits in 2021 and high single digits in three to four years -- three to five years, that time range.

    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. Thanks a lot for taking my question. Your 2-year compound annual growth for consumables grew 12% in the fourth quarter, 12% in the third and fourth quarter last year. It's still lagging in the first quarter the total only by 100 basis points. How much of that slowdown would you attribute to consumers going back out to eat and so they don't need to visit Dollar General as often for those fill-in [Phonetic] trips? Or how much is your expectation is some of that is due to consumers got $1,400 check at least. And so they might go into Walmart or Target or some other discretionary retailer and go buy a big ticket item. And while they are there purchasing other goods that's taking away the trip from Dollar General?

    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, you got to look at where it's been. It's been basically around that flat level for four months, I want to say in the -- and that, as urban has continued to recover. So we feel really good about that, right? You look at the suburban holding. And again, I think sometimes because so many of the companies that people on the call might follow, it might be tempting to compare us to them, you have to realize we have just 200 domestic company-operated Shacks, just 200. Everyone you might compare us to when you talk about suburbs is a totally different geographical footprint and probably more rated toward those regions that we showed in our regional that have -- that are up, that are coming back pretty strong. So we actually feel really good because it makes sense. And even in the suburbs, we have traffic-generating event-based special place locations. That COVID weighs on in a different way. And that's been the Shake Shack brand. And then you see it in the urban recovery and you see it -- how we expect to come back. But look, we still got a long way to go. COVID is still a real thing, and it has impacted us. But if you look at the basically straight line continued momentum that we've had since 15 months ago. That's the encouraging thing that we keep pushing for.

    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
 
[Foreign language]

    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
 
Good afternoon. My question is going to be regarding the Intel work environment. It's been 18 months. And what I would like to understand is from your point of view and your conversation with customers, how long do you think it will take for them to actually get back to normal, burn enough inventories or backlog of awards they have? And can any of the programs you are exposed to die or be obsolete by the time that we are able to award them?

    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, guys. Perhaps it's little noisy. Thanks for taking the follow-up. It's a question for Mark and Anna. This is probably a difficult question to answer. But there is still a lot of conversation on prior calls about the accelerated approval pathway to mirvetuximab. But given the current timing for the program, BLA submission in early 2022, and then top line for MIRASOL, I believe in this third quarter of 2022. Isn't it reasonable to assume that the FDA will be able to get a look at the top line data for MIRASOL, which could give them more confidence in the accelerated approval based on SORAYA? Thanks.

    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 thanks David.

    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
 
Okay. Well, thank you, Shlomo. Well, again, let me wrap-up the call. And I want to apologize for some sound glitches that happened along the way. I think we were able to get those fixed at some point. We're very pleased with our performance this quarter and our prospects for our strategic initiatives. We've talked about ESG, about China, about the merger with IHS Markit.
But I want to go back to where I started and one of the things that Ewout said, very importantly, our people. They continue to show an unparalleled commitment during very difficult times, especially as the third wave of the pandemic hits countries like India, where we have a large group of employees. So we want to thank all of our employees. And I also want to thank all of you who joined the call today for your support. Again, 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
 
Great. Thanks, Julio.

    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, Michael, I'd say you have 5.4. So put the 6% on that plus that the 8.5 or nine of rollover. So that gets directionally, that's sort of 6.2 number. And then everything else, you said, look, that math is -- I mean the math is accurate.
So yes, I think in reality, we hope we don't push margin expansion beyond where we are. The free cash flow conversion story that I know we hear us keep saying, it's real. I mean if you look, last year, free cash flow conversion as EBITDA was low 30s. This year, we're guiding to high 30s.
Next year, that math you just described, I think you're 40. And then later on, the continued M&A and the other sort of self-help Patrick was saying, you go north of that. So that's where the math is going to shake out. I think directionally, your sort of top line in the right sort of zip code.
But again, you can do your temporary model now, and I'll refine it for you in February.

    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, Steve. How are you doing? So I'll just start off and talk a little bit about our load factor build for next year. So one, we didn't point specifically to the third quarter, I think we pointed specifically to the summer. So we are kind of preparing our business to be -- to kind of maximize our revenues and profitability in this -- and obviously, in a very kind of lucrative peak summer season.
Our load factor ramp-up is somewhere about five to seven load factor points per month. Again, we're doing this in a measured way. I'll have Mike on in a second here to talk about the CSO, but that's not governing our load factor build. I think it's more of us just thoughtfully ramping up our business based on those three tenets of health and safety, guest experience and doing things in a financially prudent way.
So with that, I'll pass it over to Michael to talk a little bit about the things on the CSO side. 

    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, guys. Appreciate you guys taking the question, and congrats on the solid results and good start to the year. Yoav, just a follow-up to Shannon's question, could you provide any additional context on what the growth trajectory as we move into the second half of the year could look like? I know it's a long ways away. But any context that would help us frame how you guys are thinking about it would be helpful. And then I have a follow-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
 
Hey. Good morning.

    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. My question is regarding the 5G incremental revenue. I know we discussed that quite a few times in the conference call. But just could you provide an update on developments on B2B clients that reach you regarding projects or specific industry verticals are looking forward to implement 5G. Has it got additional attention on that matter has our overall. Overall, can you provide a color on 5G incremental revenue? 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
 
Yes. First of all, thank you for the question. I think unfortunately any time there are incidents, particularly when we're seeing kind of the announcements that happened back to back to back over the last couple of months, it increases and validates the risk that exists out there. And I think it's created a heightened desire from the board level down because we are having a lot of conversations with boards to figure out and ensure that processes and controls they can put in place and that they can work with their management teams to ensure that they're getting the appropriate prevention, detection, response and prediction, if you will, of where the hackers are going.
So we did see an uptick and did do some incremental IR engagements, which are continuing quite frankly at this point. And we -- it did create opportunities for us to open the door and have some increased conversations and show people what we're doing from a Qualys -- from a Taegis perspective on our platform and where we're trying to go in driving things.
I guess, the other thing I'd sort of touch on from that perspective is that I think it's highlighted, and what we've seen is an interest from our customers' perspective and a lot of conversations in not just trusting a single point product. And there has been an uplift in looking at how do they have checks and balances throughout their whole system. Some are even looking at putting in multiple layers of defense, either at the network or at the endpoint layer or ensuring that they've got the full environment covered, but in a duplicative manner or controls and checking manner.

    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. Mike and Fred, congratulations on your new roles there. Sounds great.

    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 very much operator and hi, everybody. Thank you very much for the time. Probably a long dated question. But as you think about and this maybe was sort of asked in a different ways, if you think about capital allocation, how do you think about, I think in the short term, you can't necessarily restart the share repurchase program, but how do you think about getting back to returning capital to shareholders and say 2022 second half, or even 2023?

    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
 
Again, I don't know. I just -- from my own personal observations and what we see around us, I would have to believe that even post pandemic, there will be some new lower demand efficiency that businesses and schools and individuals are learning to function with and that will just continue to play out. So we're in a position that we have the optionality on how we utilize assets. And we're just going to play that optionality out. Again, it's hard for me to start giving you numbers if there's nothing I can base them on.

    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, guys. Congrats on the good quarter. It's certainly been the focus of the call. But on Detour, can you just give us an idea of like where you're seeing -- what's the bottleneck currently? Is it more the mine is hungrier or it's more on the mining side? Is it mine or mill that you're kind of focused on near term in terms of unlocking the next step of throughput upside?

    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've bought two.

    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.

    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
 
Could you repeat that? I lost the last half of your question.

    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, Wamsi, just try and keep it simple, we laid out what the impact which absorbed would be for the year. It was about a 1%. And it's mostly around logistics effect today. Its supply chain and it's compressed; so expedite inbound and outbound to serve our customers. When you look at the margin profile for the year, first half and second half were pretty flat. And if you look at year-over-year, when you start on fuel there and you look at the conversion of [indecipherable] incremental revenue year-on-year, you adjust for the acquisitions, currency and chip shortage, we're running an incremental margins in the mid-40. So I think it's very strong performance. I think it's good for activity, good operating leverage, good cost management in the midst of a very disruptive semiconductor supply chain shortfall.

    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. So Steve, I'll take the first part of it. So we got about 100 projects, we're starting this year. So it's really broad-based. And I wouldn't say that the increases are targeted to certain areas, because frankly we have so much demand in all the markets. We're pulling forward projects that we can, number one and number two, a lot of this increase is build-to-suit activity. And maybe Mike can comment on 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
 
Yeah, sure. So, the update on the factory is the same as nothing has changed as far as our expectation. The new factory is being built. We expect it to be completed in 2022, so next year. In fact, we should have some form -- some level of output in the second half of next year. So that's all going as per plan. When it's fully equipped, it has the potential for revenue of about $5 billion per year.
On your question on the incentives, a lot of that remains to be seen. There are two legislations, one that was approved, but was not funded, another one hasn't been approved, the chips, I think, is the one that hasn't been approved. But the one that was approved has not yet been funded. So -- and there is a lot of uncertainties on that depending on how that comes out. So when that comes out, we'll look at it and we'll decide if it makes sense for us. But at the biggest -- the highest level, we think semiconductor is a foundational technology and anything that the government can do to strengthen that and to keep us at a level-playing field, companies in the United States versus other countries, that would be a good thing.

    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 think that, that third bin, the professional services mix in helping our customers migrate their networks is going to be an opportunity for us going forward in the future. And we think that we have an opportunity to grow that.

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