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
 
I would say it's closer to its closer to lululemon and the assortments that they've got. It's more lifestyle apparel and you can wear to work, you can travel in. there is -- you can work out in it if you choose to. So it covers a broader range of activities than kind of the Nike, which is a little bit more athlete focused than our new brand that's coming out.

    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
 
I'm sorry, say that again, Dori?

    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. Good morning, everyone. Just wanted to ask about the electric bike business and you noted you'll establish a dedicated division for electric bikes with a focus on technology development. But can you discuss some of the specific goals in terms of timeline or number of models or price points for this division? I guess, I'm just trying to get a sense of what your vision is for the electric bike business over the next few years? And how much time do you think you need to begin delivering a relatively steady cadence of new products to the market? And also you mentioned having dashboards, performance dashboards. What are your dashboard metrics for progress on electric bikes? 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
 
No, I mean, electrification is a great story coming back. And China is one of the strong driving -- very, very strong driving force for the electrification business. So that developed a little bit better, both when it comes to the growth number, as well as the margin number, which is quicker. Which is quickly coming there.
So yes, I think they are on a good way toward the margin corridor, which they have committed to. We feel comfortable about that business.

    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. Thanks very much. So just a question regarding guidance. So your comps guide has obviously improved.
But when we look at the second half EBITDA dollars, they're kind of more or less in line with consensus. So I'm kind of wondering if you could give a little color there, meaning, you can obviously raise top line, but you didn't really change the second half EBITDA dollars. And then tying into that, you did say sales accelerated throughout the quarter, but the full-year ID guide implies the deceleration in the one and two-year ID. So some color on that? And then I had a bigger picture question.

    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, I think from simple math, we talked about the $246 million for this quarter in total for COVID-related. And of that, $60 million impacted margin. So $60 million over $246 million, whatever that percentage is, a little under 25%. And on an annual basis, we talked about the $1.060 billion and a little over half, so just take half of that.
And that's kind of the net improvement -- or pre-tax improvement in margin from that. But I'm sure if there's other outliers, we'll explain them to you as we go into each quarter. Some of the things -- that's the easy one because it's big, and we know what we're doing with it. The unknowns are how quickly will travel come back.
Travel is a very high-margin, low SG&A business. Food Courts it will improve dramatically once we get tables out there everywhere. And that's not going to happen tomorrow afternoon, but it's going to happen, God willing, over the next several months.

    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. There are some of those market factors that you just highlighted, and we're proactively investing in service and supply chain challenges have tempered expectations on gross margins, but we'll look, moving forward, at price increases to help mitigate as we turn the corner into 2022. But we're in the mid-50s from a gross margin today and expect that to kind of be maintained on a go-forward basis. Year to date, product, and service gross margins were 53%.
We did 54% within the quarter. So, we are looking to balance and make the right investments so that we can get ahead of any supply chain concern and, hopefully, mitigate material price increases as we move into the new 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
 
Yeah, I would say that some of our customers didn't get ahead of it. We were definitely building inventory for a few customers, especially in semiconductor capital equipment and as Pat talked about the deposits that some of our customers put, they're asking to get ahead of the financial forecast as they saw it coming. I would say some other industries, specifically like the elective procedures in Healthcare/Life Sciences, it's coming back a little bit quicker than what people thought. And so, there is a question about how quickly they should have brought in inventory in working with them. I can tell you that in our aerospace customers, we are having those conversations with some of our aerospace customers now by starting to procure inventory for the eventual return of that market. So it's a case-by-case situation and we are doing that and we are working effectively with customers in many cases -- other cases, it's really about a belief in terms of what their forecasts are going to be. So I think we got a good balance and we're able to do that.
In terms of inventories, the dollars numbers, from a dollar standpoint, it's up. Days were down as we look through the quarter here, so you will see inventories continue to build here for a little bit before we start to bully them off as the markets clear up a little bit.

    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 fair assumption to make. That is a very fair assumption to make. But I would say that Ray REE frees up capital for us as well. And you may ask why? So, the reason for that is because with Ray REE, we get into more ALM friendly jurisdiction. So, our C3 capital on our non-MVA business, which is a high risk C3 capital charge, would be lower in a jurisdiction where you got the benefit for ALM. So, from a capital release point of view, we have many alternates in place than Varde, and that was a real benefit of Varde. I'm focused with this leadership team to creating sustainable recurring revenue streams, so that we can shift toward ROE. Varde-Agam were not core to that. They release capital. But it didn't create a revenue stream like Brookfield did, it doesn't create a revenue stream like alternative assets do, and that's what we want to do. Hopefully, that gives you the right color.

    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
 
We don't have an update currently, but our plan is still to hold an LCD day, a rivet in the first quarter of next year. By then, a lot of what we're working on right now, we hope to be able to talk about publicly.

    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 saw some real change in the last month -- last six weeks of the quarter. Clearly, the month of March was very different than January and February. And I think that's -- you can see that in-flight activity, in interest, in people traveling, to websites, I mean, there are so many trackers that all of you out there follow that I religiously read every day that show sometime in the March time frame, there was an uptick in activity, and that translated to an uptick in activity for us as well.

    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, guys. Congrats on the quarter, and thank you for taking my questions.

    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, so the timing of it is it fits right into the pages of where we look at transforming the business. For us, it was sequential. We wanted to make sure that Phase I in our transformation was in great shape, and it is. Phase II would need to be well under way before we want to take something like this on. And I think, based on our performance over the last few quarters versus our competitors, it's pretty clear that Phase II is working quite well, and now it's time. It's time for active portfolio management. And in a time when we don't have as much capital to work with, this is clearly one of the most significant ways that we can impact and influence the portfolio in a positive way for both companies.
I truly do believe that. So that's the why now. And we're excited about it. We truly are. We're excited about it for our organization, for NewCo, and we're excited about it for NewCo. And we'll be in it together for the next year, year-and-a-half, and even post that. So that's the margins; the why now. And we've looked at multiple ways to drive value with these businesses. Just know that this isn't the only option that we've looked at. And just given the number of options on the table, we felt that this was the most significant way we could drive value for our shareholders, our businesses and our team members. So that's the reason for the spin.

    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 for taking my question. Maybe I can just ask on the 2022, the six-plus percent organic number you provided. You do highlight some of your markets have lagged in the recovery.
I guess we're sitting in one of them. Does that organic number assume that, that volume spread between markets that have recovered more fully, that's closed? Or are you assuming that there's still kind of a lag into 2022? And if we were to see -- and if that is the assumption, if we were to assume there is a convergence, any sense of what that upside to volume could be if all your markets kind of go back to normal next 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
 
Hey great. Good morning, Jim and Mark, maybe just a little clarification -- great outlook on the 400 basis points to 440 basis points of margin improvement. Can you clarify, did you say before Jim that you're going to stay at the 58 through the rest of the year. I thought you mentioned something about holding these levels. And then, just kind of wrapping up with what you've just talked about in the last couple of answers, you're kind of fighting the tide with higher fuel surcharge, which is 100% OR, you've got the bump now from the real estate gains incentive comp challenges. So, are you looking for a step up in any of the segments in order to get further gains from -- to these levels or I'm just trying to understand if we're looking for any additional gains or if there are real estate gains that are coming or any -- or is it just the benefits, maybe from the higher revenues?

    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, yes. Sure, yes, the activity level on Exensio remains continues to increase and this past quarter, there were a mix of fabless companies primarily using the cloud some on-premise, customers that use Exensio process control on that we're doing relatively large renewals in all the cases the process control only a couple of them that were relatively big step-ups in their annual recurring run rate as this new capability on process control that they wanted to include in their license. Adnan talked about that in his prepared remarks.
As we look at the second quarter and beyond, we have a number of activities with customers, a lot of continuation on the same theme, a lot of customers that have been historically with Exensio on-premise, moving to Exensio on the cloud to get that extra productivity. We're releasing some new capabilities for Exensio cloud that helped customers manage their data, particularly for quality sensitive markets like automotive and things like that. That are -- we're piloting with customers now we anticipate seeing incremental upticks. I've been told that the way I describe this is confusing, but I call it expand the landed [Phonetic]. When you look at PDF, we have a lot of most semiconductor companies, no PDF or buy something from PDF today. So we don't need to go and kind of knock on doors where folks don't think PDF means Acrobat.
The customers that we sell to know that what PDF means and they already are using some part of Exensio and we are mostly doing a lot of expansion. So a lot of it is, there are some new names, but I would say the vast majority of it is extending inside existing accounts.

    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
 
Andrew, good morning. With respect to your question, we are increasing our full year net sales guidance by approximately $160 million or 2% at the midpoint. It really relates to half associated with overdelivery in our second quarter or $80 million. Of that $80 million, what we really saw was underlying business momentum against our brand and growth imperatives along with better-than-anticipated elasticities from our initial round of pricing actions over the summer and early fall.
As we think about the back half of the fiscal year, we are anticipating incremental growth of $80 million against our prior expectations. The predominance of that is coming from continued momentum of volume mix and those better than -- elasticities. However, in our fourth quarter, we do have significant pricing actions, particularly in coffee and to a lesser extent, in pets associated with cost inflation as a result of that additional round of pricing that will take place in the fourth quarter. We have factored in elasticities against that pricing wave or action.
And so therefore, that is all factored into 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
 
Good morning and thank you for taking my question. I appreciate all the color around NAV and strategic capital platform. Thank you for that. My question is around these two new project awards that you talked about, Emory and University of Texas. Could you perhaps give some color on us understanding scale as we think about modeling them? I mean are we looking at, say, a Princeton as a benchmark, $6 million? Or are we looking at Concordia as $1.3 million? I mean, how should we think about what the size of beds ultimately could be broad strokes?

    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
 
Thank you, John.

    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
 
It's about, I don't have the exact number in front of me, but it's like $15 million to $20 million in Q4, just the Q4 amount. And there was about $20 million -- and then the rest was related to Wilton.

    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. 

    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 mean, that's a strategic question. It's one we're thinking through right now, and we'll certainly have a better perspective and deeper perspective over the course of the year. But I think, generally speaking, our perspective is, over time, we're going to have both internal production capacity and external CMO production capacity.
We believe that having that redundancy is going to be critical. It will also help us serve multiple geographies. So that's the basic overall strategy with respect to the sequencing and timing of the capacity and when it comes on, we are working through that right now. The good news is we've made really good progress on the process development side.
We feel very confident at this point that we have a platform that would enable us to serve large markets. As I noted in our prepared remarks, one of our key priorities is essentially achieving proof of principle around this. We've already made great strides. I expect we'll share some additional information with you all about that in the next couple of quarters.
But I would ask for your patience as we finalize our strategy with respect to commercial manufacturing capacity, and we share more of that information over time with you all.

    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 so much for taking the questions and the details you provide us a far. So maybe one around the around vaccine. Just in terms of the EIR [Phonetic], can you give any clarity around that specifically was it sort of specified as a voluntary action indicated or official action indicator or anything sort of more in terms of what you saw there and then maybe just a couple of quick kind of clarifications from I guess for Toby just as you sort of thinking about your cash position and in some of the changes you're making. Can you just talk about how that impacts the Viatris collaboration in terms of spend there. And then just in terms of sort of SG&A, R&D, sort of, I don't know if you can provide any sort of run rate that we should think about for fourth quarter or maybe for the first couple of quarters of next year. As we have to our model is just in terms of and how that might be impacted by these efforts you're making. Thank you.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Absolutely. We -- our number one focus is to grow shareholder value and investing in growth. That's the number one priority.

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