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, thanks, very much, Steve. And let me go ahead and wrap up these two. With respect to the duration, the one-tenth and $10 million was for the annual period of this year. Obviously, depending on size and scale and the uniqueness of a particular quarter that it could be a little bit different, but I wanted to quantify for what we're seeing this year.
So that's for 2021. And then, finally, with respect to cash flow, as a reminder, our multiyear contracts are generally paid one year in advance, similar to an annual subscription. So the pull-in of duration should not have any impact on cash flow. 

    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. Chris, this is Chris. I think the initial business that we picked up was mildly accretive, as we had said on previous calls. As Harold mentioned in his notes, we're picking up new business, that's a little more complicated, I would say. And those margins are going to be, I guess, a little bit higher than the existing core business that we have today.
So some of these new pieces of business have more complex assemblies, more complex panels, and things like that. I wouldn't expect that these margins are going to go up tremendously, but they generally are accretive overall to our legacy business and the new wins are a little bit more accretive than the existing wins that we have.

    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 it does include the Japanese. It doesn't include the full amount of the Japanese revenue because that's owned by Torii. What you'll see is it will hit our royalty line, the portion that we take from Torii.
It does not include the royalty, that's below the line.

    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, we'll work out-the answer, Alex is that, you can kind of work on the pre tax income, and you can look at the federal tax rates and kind of do the math, what I would tell you is the deferred tax asset is very meaningful to us. And as the profitability is growing, and the present value, if you think about it in those terms is getting bigger, because we're shielding more taxes more quickly. So it's still incredibly meaningful, we need to protect it. It is incredibly valuable. And the values becoming more and more clear, given the profitability, we're generating the timing.

    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, good morning guys. Nice to see this level of recovery in the business despite some of these ongoing headwinds from the pandemic here. So just to talk more about the outlook here. So can you discuss some of the underlying assumptions embedded in the revised outlook for end-to-end volume growth this year? What are you assuming for same-store sales growth, end-to-end conversions, as well as new merchant wins? And also the expected contribution from recent M&A.

    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. If you go to the four pieces, warehouse and freight management, our target -- our goal is to double that business in three years. So on those two pieces. And today, I have to do the math, Paul, what's the?

    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. Thanks a lot, Aman.

    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, Ruplu.

    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. Thank you very much. Carol, I just wanted to talk a little bit about the labor issues. Fourth quarter and the peak, you guys handled exceedingly well and were able to demonstrate profitability.
How much of a headwind was managing through this period of absences, rescheduling, pilots calling out sick, that kind of stuff that normally doesn't happen during peak? If you actually had a normal environment where somebody just didn't call up and say, "I'm out for the next two weeks," at last minute, how much would that have helped?

    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
 
You bet. Thank you, Omar.

    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
 
If you look out -- despite the short-term challenges that we're having today, we believe the long-term outlook remains optimistic. You start looking at the overall direction of the economies, you have government policies which should remain supportive. The economy in spending should improve. Inflation is projected to moderate rate and the disruptions in supply and transportation are expected to decline.
In Europe, we have the temporary problem with this rapid increase in electricity inflation which will impact both our energy and material costs across the businesses. The forward prices are expected to drop into half once we get through the winter. With Ceramic Europe, which is most impacted due to its gas use and margins, we're expecting them to recover by the third quarter as the industry aligns over time. If we look next year, we think the sales will continue to expand with residential expected to remain strong. We see commercial continuing its improvement.
The margin expansion is really going to depend on what happens with the inflation intensity and how the competitive conditions change with it. We're doing everything we can to push price to keep up with it. And through the first three quarters of this year, we've been able to align them. As we look into next year, we expect to benefit from increasing production, improved material supply, higher inventories as well as new product innovations. But keep in mind, there's still some of the businesses that will remain constrained until the new investments we're putting in are operating. We expect to continue to generate significant cash which will support the greater investments and acquisitions we're trying to fund.

    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
 
The way you should think about it is very different than the past. We're moving to more personalized pricing.

    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. Listen, as we said in the call -- in the prepared remarks, we think the portfolio has recovered. And we're collecting 100 cents on the dollar. And while there is some recovery to go yet with the movie theaters and the child care operators and some of the gym operators, those guys are paying us the current and we expect that to continue into 2022. We bake in a normalized credit loss assumption into our model, which is baked upon very specific views of individual situations, but I would say that's more tenant specific and more normalized and not a recovery of COVID sort of analysis.
In terms of deferrals, essentially the vast majority of our deferrals are behind us from a recognition perspective. And we're probably halfway through the collection of those deferrals and we've been collecting substantially all of that's been due to 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
 
Okay. So we'll try to give as much color as we can. So basically, we're today producing flat out on train 1 and 2. But given that we have spare capacity and train 3 and 4 are there and kind of well functioning, from time to time, we are utilizing train 3 and 4 for certain overproduction. And we also switch between which trains we produce from to make sure that we maintain the ship at a very high sort of capability.
The primary reason for sort of the slow deployment of incremental capacity on Hilli is the need to tie in additional gas fields to produce the gas. What we assume will happen is partial utilization of increased capacity. So if you want to define it, according to your question, Omar, we're flat out on train 1, 2, and we're talking about partial utilization of train 3. But in real life, we're sort of shifting between all four trains to keep the vessel truly operational, but that's how we see it.

    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, thank you and good morning and congrats to both Gene and Rick. A couple of questions on my end. I think you guys mentioned longer lead times to open units, really getting some of the equipment in there. Can you give us a little bit more color on that, are we talking weeks or months? And do you see any end to that? Is that something that you think persist for a while or is that kind of more short term in nature?

    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, it's right on track with the numbers that we laid out last year when we acquired the business. They're doing very, very well.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Suraj. Let me touch on the first part of your question. Regarding those alternative business models, I would say a couple of things. Number one, we've had some success.
I don't wanna overstate that. We've had a couple of freestanding centers take advantage of models that we have worked with them. And it has kept some conversations going during the pandemic, while capital budgets have been pressured. We have not, I don't believe, cracked the code on what ultimately the model will be.
I think we're some time away from really solving for that, Suraj. But I do think we have a portfolio of different opportunities for customers to acquire MRIdian. And actually did another one with a for-profit chain here recently that was pretty creative as well. So I don't think we have a big enough N to define what ultimately our model might be, but we are being appropriately flexible because we really do believe in this therapy in terms of what it means for cancer patients and also the return strategically and economically for our customers.
And to your point, I'll let Zach touch on the second component.

    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 did that, but we can. So first time entry level was up 2% year-over-year, move up was up 4%. We had mentioned in the prepared remarks active adult was up 6%. It's interesting because there's a lot of movement under the hood on that, right, in terms of geographic closings so mix matters. What I would tell you is the pricing environment is pretty strong. And yeah, so underneath that where the closings came from the size of the product is important. So -- but the headline numbers are 2%, 4% and 6% for entry level move up and active adult.

    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. Ryan was -- then your second part of that was relative to services, but maybe you could repeat the question, so I make sure Jeff gets it. Ryan, are you still there? Okay. Very good. Maybe we got Ryan's question answered. Back to you, operator. Oh, here comes, Ryan.

    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, well, first and foremost, it's only our first year of really operating under a full delivery platform. So I think there is confidence we can grow that platform much larger than what it is today. We've always felt that way. If anything we might be a year or two ahead of where we thought the goal would be for the brand.
But I think -- I don't have a number, Jeff, to give you as to what I think it ultimately could mix that, but I do think you're starting to see Wingstop emerge as more like some of the large pizza players in terms of our mix of digital and our mix of delivery sales overall. And so, if you use that as a benchmark for potential then we've got a quite a ways to go.

    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, thank you very much. Two quick ones, actually. The first one just on the first quarter as we now seemingly exit hopefully the pandemic, I think you said June, your month-to-date comps were up 2.5%. I think that's actually identical to what you said for May. I'm just wondering how does that compared to expectation, whether you would have expected further acceleration with additional markets like you said having recently reopened or any kind of thoughts you can give us having given us full-year guidance, just wondering, want to make sure with this being the first quarter of lapping full COVID. Any thoughts on those sales or whether there's any parameters around the earnings that you want us to think about? And then, one follow-up.

    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 would say by year-end or at that time, for sure.

    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. As long as we are still exporting crude, that really kind of sets the Brent TIR, and we're a long ways from getting to a point where we're not in the ag markets.

    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.

    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. And to clarify, you know, we went from 27.4% Q4 to 28.6% in Q1, and then to 29.7% in Q2. So, to Alan's point, yes, we have been able to increase cost sufficient to cover the rising ocean freight and the higher material cost, and then, you know, contribute to the additional margin expansion sequentially over the past few quarters.

    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 Fernando. Next question please.

    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
 
Chris, can you handle that 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
 
Sure. Our street light business, while a smaller portion of our total portfolio, continues to grow very nicely. We're -- I don't know that I have the number off the top of my head, but well over 3 million street light endpoints managed. We've seen good growth in methane detection sensing. We've seen good growth in other types of sensing applications with things like gunshot detection or air quality monitoring, parking applications are things that we were -- we continue to be very excited about in the smart city space that we have.
Certainly the city budget is a strained entity at the moment in a generic sense, and it's one that we definitely see opportunities to grow but will also be thoughtful about how to make sure that the business model is good for the city and accrues benefits to that community but also to our business as well.

    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
 
All right. Thanks for taking me in here. Congratulations on the great results. So yes, maybe focusing in on ARR.
So if I look at Q1, your net new ARR of $144 million, that's up 68% year over year in Q1 versus a 65% comp last year, which is just a really impressive number. Of your net new growth, how much of that is coming from sort of the core endpoints or EDR space versus new product areas, whether that's Humio, Preempt, vulnerability management, IT operations, or other stuff?

    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, Manny.

    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
 
[Speech Overlap] I'm just going to say one or two sentences, and then, Dave, you take over. I'd just say our plans are always flexible. And we think that has to be one of our strengths, that when circumstances change, we'll change. And it's not that, once we set a course, we're never going to alter it or amend it or tweak it or whatever. We think about that all the time, what knobs can we change to make the value go up more. So we're a value proposition rather than this is the way it is, and we're not going to change.
And I'm excited about the opportunities and choices we have. David?

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