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
 
Thanks, Roger.

    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
 
Operator, we'll take one more question, please. 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
 
Well, Mike, there's always a lot of variables in what you're trying to achieve, and we are certainly in favor of further debt reduction. Exactly the pace is depending on a lot of circumstances. But I think a shareholder will safely see further debt reduction as we go along. And we fully expect and hope to increase the dividend over time.
And certainly can't say what exactly when and where we'll increase it by how much, but it's something that, if prices remain steady, or operations results remain steady, all those different factors, we expect another increase in the dividend before too long. We want a reputation for raising the dividend from time to time as operations and results can justify.
So the first priority is debt reduction, and then, of course, the second one is to keep increasing the dividend. Not sure about the pace, but it's certainly that we'll study, going forward, at each of our Board meetings here on in. I think it comes up every time, and we look at it, and we want to be prudent. And again, I point out how much ME shares that our executive group own, and a dividend increase is important to all of us in the company because our shareholding in the company goes deep. We have 250 or so shareholders in the company now between that and our field staff. So you can be sure any thoughts of dividend increase get a lot of hard study here.

    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 Walt, they owe us $8 million of the hosting fee this year, they will pay that toward the end of this year. And so there is a minimum hosting payment that they have to make of $16 million in cash. So they are -- that's included in their fully funded plan. They are looking to refinance the debt that they have in place currently with cheaper debt and basically, what they will do is, they'll do a tack on to their new facility as their business grows and their leverage statistics enable them too. We think it's going to be late '22, 2023. The first installment will be, they'll pay us the balance of the hosting fee plus interest in late '22, early '23, then the $120 million will come thereafter and that is -- just think about that as they will do that as soon as the debt markets are cooperative based on their leverage statistics to do a tack on to the facility that they're kind of looking to put in place here in the first half of this year.

    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, Andrew, as I said, we would also keep in mind that having about 58% gross margins, it was also -- it reflected, of course, improvements in our sales efficiencies, but it also reflected a higher percentage of retail to total sales. So as we move forward, I think the gross margins reflect what our percentage of business is, the wholesale versus retail. So there we are having some impact. But that also doesn't necessarily mean that much of an impact on the operating margins because in the operating margins, if for instance, we have higher operating operating -- higher business overall from our, let's say, the contract business, its possible that our gross margin could be slightly lower, but operating margins will be higher. That's why I said you've got to keep in mind approximately close to 58% is a good goal.

    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, so a couple of things on that. It does -- we do need to get fair results or reasonable results in our commissions from our filings. But we also believe that we filed appropriate cases. We've got prudent capital we spent for our customers and our costs are prudent as we go to serve our customers. We're catching up on timing lag. So we believe that we'll be able to catch up incrementally in the next couple years not all at once. We think that'll take a couple of years. We did file a multi-year case in Idaho. We have a two-year case in Idaho right now.
And we would look -- as we go forward, we'll go through. We looked at it for Washington but felt with everything going on with the pandemic and certain large projects as Dennis mentioned, the AMI project, one of our largest projects in history is going into this case. We didn't feel a multi-year made sense. So we filed the single year. We can file multi-year in the future and that can get us to where we need to be. And that's really what our plan is, is to put forward an appropriate case reviewed by the staff and the parties. But we believe we can get back to earning our allowed return.

    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, Bob.

    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 it's a little bit of both, Chris. So one, we have more visibility on just rent commencement and/or more confidence. And the second to your point is probably a bunch of shops that we think we can get opened this year. And to David's point, signing $70, $80, $90 foot shops, they turn into kind of mini anchors, right, in terms of their contribution. So that's probably the two factors driving it. We can dig into that and come back to you, but that's my gut.

    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've been really -- I've been very pleased would be an understatement. I sat through one of the weekly demand gen calls last week and I know Tom sat through a couple of them too. And they're just doing a good job. They're really able to reach out to people effectively, they're doing their calls effectively, we're seeing good demand gen. We're -- I don't want to say I am pleasantly surprised because I am not surprised because we have a phenomenal organization, but they're doing this as expected. And we're very excited for the new group and the folks that we have on the team.

    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
 
OK. Are you asking like if the FSD tech rate is too expensive and that's why we're doing subscription? Or I'm not sure if I understand your question correctly.

    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, Seth. The first part of your question, to your point, the first quarter was a different mix. The rest of the year will be a shift. It will be more DCS, which is nicely going in sight to all of that like we said, Option 14 ended last year. Option 15 is in play. Now it goes into 2022 Option 16 that we're working on this year will take us into 2023 and that's just USG side FMS. And we still have a range of opportunities that we're working on for DCS. DCS again is, and I've said this before, it's a little bit different dynamic, still encouraging because those orders are lower volumes, the cycle time around those is shorter. We're trying to -- they try keeping around the congressional notification level, so plenty of folks in the pipeline, we talked about the administration that position on that. We anticipate that loosening up a little bit. So yes, you'll see that shift be favorable in the second half of the year.

    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've done that and that's awesome. And we've built a great string of pearls that is really showing success in the ambulatory market. And then the question is what next? And we don't know. What we do know, however, is that this is a great time both externally and in our lifecycle to look at different ways to accumulate more dry powder. But that doesn't necessarily mean that we have a use for that right now it's just simply means that we're at a good advantageous spot, we've created bandwidth for the senior team to look more broadly at the industry and at our business and that kind of -- although that begets an opportunistic posture showed [Phonetic] something interesting and potentially even larger come along.

    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, Daniel.

    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 was volume that came back for more. And I think we'll see more of that in the future and from others.

    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 would not postpone them. If we believe some was up in the past that will be moved to non-performing, if we believe somebody is not going to pay us, that we'll also take a charge.

    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, Adam, I think whenever you have a very unique situation where state stops bidding work for over 12 months and asphalt and contractors get little bit of work and they need to cover the fixed cost of their plants, as Alan alluded to, when they start back letting work, people are going to be aggressive in getting work on their books. I think with the North Carolina program, they've come out with a very strong program and we can see that continuing on. I think it won't take 12 months to normalize. I think people, once they get some work on the books to cover fixed costs, prices will get back to normal fairly quickly.

    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 trying to absorb your question. I don't -- if you make the comment when you compare it to our numbers, it's coming in not far from where we thought it would. So, I don't -- from our perspective, we see momentum continuing to carry forward into Q3, Q4 the way I described. When you look at it year-over-year, if you recall last year, COVID started to hit around mid-March is really what we saw in the North America business. And so, the comparisons get a bit easier in Q3 and then more so in Q4. And so, I don't think there's anything unusual I would point to, Ian, other than the items I described earlier. Eric, anything else you would add?

    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
 
Alright. Thank you, Jeff.

    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
 
Sure, Richard. This is John again. That is one of the things that we're taking a look at. It's something that our Board frankly has looked at probably annually for the past several years. And it certainly would be one way of accomplishing some of that financing. So that definitely is an option on the table that we're looking at.

    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 certainly, we believe so. I mean, although we're pleased on one hand with the growth of the -- of the models we rolled out to. It's -- we're still, as of the end of the third quarter, we were just below 4. So let's just assume that the total addressable market customers we've won is somewhere between 50 million and 60 million modems. I mean, that says, we're something on the order of 7 percentage -- of 7% of being rolled out across just those customers that have already started rolling out CableOS, not to mention customers who are still in our sales pipeline. So I think by any measure that says, we're really still very early innings or inning in terms of the -- the rollout potential in front of us.

    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 everything is moving really strong in the right direction. Of course, typically, most of our deals are sort of two years to four years on the books, three-year average. So we've still got some carryover from '16, '17 and '18. All of the '14 and '15 originations have paid off now and almost everything pre-'14 is paid off. Several more of those paid up in the most recent quarter, so we're down to just a handful of pre-'14 deals.
The '16, '17 and '18 stuff is all wrapped stuff to pay off over the next several quarters and we're getting into the point where that 2019 origination volume is going to start seeing some sizable paydowns. Next year, we'll be kind of hitting the three-year mark on that, and that's kind of the prime time for deals to be moving out. So we've got to grow origination volume to offset the payoffs.
And if you look at our total origination volume, we were doing that from '14 to '15 to '16 to '17. We're hopeful that when you see '22, '23 and '24, you'll see a nice upward trend in total annual originations, and that's what it's going to take to actually grow our outstanding balances is an increasing volume of originations plus contributions from a variety of other business units. And I'm pretty optimistic about how we're positioned to accomplish that at RESG and elsewhere.

    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, we won't be able to protect against raw material increases. We will have to pass them along through our indices and price increases that we have and the mechanisms. There is no way to protect yourself, unless you're willing to buffer with huge amounts of inventory, which, generally, we don't like to do. We also don't see the need to go really long on some of these ingredients.
We have a tendency to have a lot of specialty products that we source from our supply chains around our facilities. I don't see this as a huge issue of supply yet. It doesn't mean that it won't get to that point as people struggle with possibly relaboring their facilities. But right now, we're not in any danger position on raw material supply or supplies, in general.

    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 problem.

    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 think so. I mean, this year is a little bit unique in respect to lower commodity costs. As we return to normal, I think you can expect to see normal borrowing levels through Company there [Phonetic].

    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, thanks. Could you talk a little bit about what you've seen the impact of IDFA? I know you don't have a big ad business, but anything you can comment there? And then, more importantly, have you seen any impact on the user acquisition side? 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
 
Yeah. I think, Ray, it's a great question. Yeah. Why don't we have Wade talk about that and maybe I'll spend a moment or two giving some context because it is -- you know, for those who followed the company for a long time, there's been a big change to the portfolio, a strategically significant change in the portfolio and it's not just free cash flow generation, it's inventory, it's opportunity set, and it's a lot broader than just the economic wealth that is highlighted.
So Wade, do you want to maybe take us through some of 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. Around that.

    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. This is Vasu. I can help with that. A big part, when we quote international, we're quoting both our long-haul business and our short-haul international business.
Of note, the way we get to 80% is that we are envisioning a long-haul business, which will be, come our peak summer schedule in July, 40% of its 2019 size. But a short haul of international business, which will be north of that, something like 20% larger than what it was in 2019, with our long-haul Latin American network being something like 80% of 2019, right? But maybe even the more colorful way to say is that, for us, long-haul is going to be a very small part of our system this summer. Our total long-haul network, Transatlantic, Transpacific and long-haul Latin America will roughly -- will be about 3 to 5% of the seat capacity of the airline from the Peak July schedule. So a lot of what you see is, in our international numbers, is more capacity going into the short-haul network, which, for us, has proven to be the most resilient part of the whole system ever since the pandemic started.
No matter what the headlines have been, no matter how the market turns, we've always defined bookings rebounding fastest soonest and greatest in those markets. And you see that in our RASM results, replying the biggest schedule in short haul, international and producing the greatest comparative RASMs out there too.

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