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. So my question is regarding -- basically the phasing of your guide. So when you -- when we look at how you -- like the new guidance for the third quarter, and like, well, not the new, but how the third quarter and the fourth quarter will shape? And then, the way you were saying about the timing of the price increases, how should we be thinking? Because I'm assuming like to get into a guide, you're still looking at a high single on the top line and then the fourth quarter is a much easier comparison. And to your point, that's where we're going to get all the benefits of the three price increases. So, I'm just surprised that the decline in guidance is actually also impacting the fourth quarter so much. And on that, like I was curious, because you did say the resins, your expectation that the resins will have peaked in July, is that what you're baking into guidance, or you were basically saying, that's what we expect, which we for -- just to be prudent, we are assuming spot prices for everything else for the remainder [Phonetic] 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
 
Yes, thank you for taking the question. I'm curious excluding the supply chain challenges which I imagine requires a number of assumptions on your part, do you believe you are in position to meet or exceed your prior guidance?

    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. My congrats on the strong results. I guess, George, a question for me is just with the sale of McAfee's enterprise business and the lack of innovation out there, and growing industry concerns for legacy solutions.
I was hoping you could maybe share your thoughts on what inning you think you're in, in regards to taking share from legacy vendors. And how all these recent ransomware attacks might be accelerating the transition from legacy solutions to yours.

    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 wanted to ask a little bit about the net retention rate. It was very strong this quarter. But you seem to be signaling that there may be some tension on the number. I was wondering if you could comment on how investors should be thinking about the net retention rate as we look out.
In particular, I did want to reference some of the information you provided at the Analyst Day where you talked about significant expansion on the annual price per user, both in the user protection category and the workload protection category, as well as just seat growth. So I'm just -- I'm a little bit surprised to hear you almost down -- I guess, downplay the 128 number. But if you could just talk a little bit about how investors should think about that over the next fiscal year. 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
 
Yes. So no, Michael, our guidance on delinquencies and charge-offs are basically unchanged. I did say in the fourth quarter, and I think I repeated today that we should -- delinquencies should rise above 3% potentially into the mid-3s and then crest lower from there. And we did stick with our charge-off guidance of the $260 million to $280 million. The fact of the matter is, look, defaults were much lower in '20 and the first quarter of '21 than we would have expected. We do have a backlog of defaults that we have reserved for. And it is a fact that as we move through 2021, we will use significantly less COVID-type forbearance, what we call disaster forbearance. In the past, we have continued to use that, although in a much lower rate to cure defaults and delinquency buckets. We will be dialing that back significantly over the coming months and quarters. And look, we do think that it is prudent to remain reserved for the potential default of that backlog of loans that we have in our pipeline.

    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 for taking the question and congrats. On the AppSec module, now that you've been selling that for a little bit, can you talk a little bit about the competitive environment? Are you seeing the likes of kind of the broad solution providers like Palo Alto, or is it more start-ups? And then secondly, you talked a little bit about sales and marketing up from the year-ago quarter in light of some return to the office. Can you talk a little bit about where you are in terms of your sales organization returning to a more normalized spending level?

    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 think if you talk to brokers out there, it's higher single-digit growth over the first year hear, something -- not too different be into next year and then dropping down into maybe a bit above 3% for the next year or two. We're not underwriting that aggressive rent growth in our acquisitions. We still would rather be pleasantly surprised as opposed to pricing to absolute perfection and how we buy our [Indecipherable].

    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 guys. Let me echo my congratulations on the quarter. Just a quick one for me. You alluded a little to it before. I was just kind of wondering how your MPS now service an e-commerce business -- did this quarter? And how that compares to last quarter, which I believe also had some pretty strong growth. Then just kind of looking a little further out as things start to open back up, do you think that business will take a pause?

    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, everyone, for joining us. We are delighted with the business performance and the trajectory of our business. We welcome you to join us this September, when we have our Analyst Day. We're going to give you more detail, a little bit more clarity on what we see a little bit longer term in our business. We'll give you up-close view of some exciting new products, some of which we've talked about today. And so I hope to see you in September. Thanks, everyone.

    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. Hey, Joe. It's John. So deleveraging is definitely our top priority for incremental retained cash flow, as we've demonstrated in the last few quarters. And we have every intention to continue to work that number down, down to our target of 3.0 to 3.5 times.
In terms of pace, the amount of the repayment each quarter is going to vary with capex, but if you take the last couple of years of our DCF as a proxy and you combine that with our capex and distribution guidance for 2021 we're probably not going to get to that leverage target this year. But once we do, we'll -- to your point, we'll be looking at repurchasing stock or increasing the distribution based on the circumstances in place at that time.

    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
 
Well, you know, we do that already, right? So I mean we're taking them where they come and we have in Wisconsin, upstate New York, North Carolina. So, I guess in a perfect world, you will move that fuel to the closer LCFS state rather than dragging it all the way to California because you do end up having some pathway cost in terms of hit-hit on the CI and therefore less -- less value. So you'll move it, you'll begin to move it to the closest best you can to work your portfolio, you'll move it to the closest LCFS state. But -- but I wouldn't say that we're going to start cherry picking locations. I mean we -- we're trying to bring it on anywhere we can get them.

    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, John.

    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. I was talking about ORGOVYX. I thought we're still on -- Sorry, I thought you were still asking about ORGOVYX. I don't have the numbers in front of me for relugolix combination tablet awareness, but we can certainly circle back with you and provide them.

    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
 
The labor markets are tough everywhere. We have seen a little bit of an improvement in application flow and hiring over the last two months, as some of the states have changed their policies, but it's still a challenge. So, what I can tell you is that we have been able to mitigate some of that labor challenge by utilizing our partnerships with the aggregators. We have -- in markets where we've had a real tough time, particularly finding drivers, we've been able to offload some of our orders to our aggregator partners, which has really helped us to be able to deliver the kind of customer service that we needed in the areas where we just haven't been able to hire enough drivers. So that's been a really helpful part of our partnership with the aggregators.

    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, absolutely. We've got good demand for the space in Seattle. I think as many people have seen, Seattle has suffered from things other than the pandemic this year. And I think as businesses are opening up and the office buildings continue to increase their daytime occupancy, we expect that the Seattle market will come back very strong.

    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 Roni Al-Dor. Yes, what we shared at the beginning of the year is based on the COVID situation, definitely in India. Now the situation is much better, as you know. We start to see people start to come to the office also in India. So, I think all the challenges around the COVID and the resource in India, it's passed. The challenge that we have right now, as you see, the overall IT, there is huge demand for employee and we have challenges on the attrition area and also to hiring. So, -- but this is a general thing that we are facing.

    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. So it jumps up a lot primarily driven by theaters on both sides of that equation. And then there's just -- there's a couple of tenants that have deferrals through, and if not many through that go into Q4, and they'll fully normalize in next year. So in '22, we'll be at 100%.
It's just there's a small amount of tenants that aren't quite at the 100% revenue recognition at the end of Q4.

    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. Marco, as you noted, I mean, those challenges, I think, are in the industry, and that seems to be everywhere, right, both on the supply teen side as well as the labor side. Our team has just done a fantastic job of working through in each of our plants, getting people, getting them trained. It has been -- it has clearly been a challenge. Training, as you can imagine, has been probably the biggest challenge after finding people. We've used many creative ways to be able to have job fairs to incentivize people to interview with us and then further incentivize people to join our company.
And then our team has done a nice job of putting together the training programs because these jobs require that the folks come in, get the proper training, safety being our overall overriding priority, making sure that we can do things in a safe way. And so training is important and then getting those people started. So it has been a challenge, no question. But I think the team has done a very nice job as is demonstrated by think sales that we've had across the board and really in all of our markets. With regard to, I think, some of the cost impacts and things, I'll let Shelly maybe just comment on the cost side.

    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
 
Thanks, good morning. Maybe just going back on the $70 million of cash on the balance sheet I guess I'm just wondering, is that your mark for the development program or what do you think is the capacity for acquisitions on the balance sheet today?

    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. Katherine, maybe this one's for you. I appreciate the added disclosure on the GAAP and cash renewal rents. Maybe first, is this going to be a metric that you'll provide going forward? And then historically, what percentage of your leases renewing are actually considered, like-for-like. I know some of your peers blend together the new and renewal leases, so it's somewhat difficult to compare those metrics.

    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. The cap rates over the last eight quarters really range from 7.1% to 7.5%, I would say that there's really two factors going into that, one being the industry mix and two being the overall competitive environment. And really our industry mix, as we've said on the call, has been gravitating toward the more secure industries we invest in and away from some of the more risky industries, and that's impacted our cap rate down. And then I would add, it's awfully competitive out there right now. A lot of people have a lot of capital put to work in this space. I think coming through this pandemic, there is a greater appreciation of the durability of the assets in this space, specifically in the middle market tenants and so we're seeing a lot of competition.
And we fight to get every basis point we can on our transactions and generally my guidance there has been low to mid-7s. I would say, low 7s. Gregg and I have been investing in this space for 20 years and really it's rare that we had been investing below 7 and it's becoming more and more common and so there is a lot of competitive pressures on that. It's hard for me to see a scenario where an entire quarter is sub-7, but I wouldn't put it out of out of the realm of possibility, but certainly we're trying to get the best risk adjusted returns, and fortunately our cost of capital is supportive and to make those accretive even if we do dip down, but low 7s would still be the guidance.

    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. Yeah. I would bring it back to Page 17 in the presentation. On the right-hand side, we've dimensioned the percentage that each of the categories contribute to the $8 billion, Brian.
So I think that will probably give you a good sense of where the most impact is coming from. And really, the things that we're doing across the company in terms of really streamlining the structure and finding ways to optimize are the biggest single piece, but it impacts many of -- most groups across the company. And then, as you sort of look at the other categories, it's a -- they're somewhat comparable relative -- on a relative basis in terms of their contribution. So you can see what that looks like.

    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, appreciate it. We want to thank everybody for joining us on the call today and your interest in SkyWest. We're appreciative of the opportunity to which we have and we've got a lot of challenges in front of us over the next quarter and a lot of opportunity as well, but we're certainly proud of our airline and our teams and the great work they're doing in light of all the challenges and opportunities that we have and with that, we'll talk with you next quarter. 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
 
Thank you. During the quarter, the diamide partners' geographic shift reduced the U.S. sales. Did it benefit ex U.S. by an offsetting amount? And if so, could you give us the ex U.S. numbers, excluding the partners?

    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, Mark.

    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 for ECI, it was about one-third of the business prior to merging with Ribbon. So call it in the mix $125 million a range -- annual run rate range, something like that pre-COVID.

    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, Jeff, thanks for the question. We had an extraordinary quarter in sales, and that drove the operating margin. We continued to look at driving expenses down, but we're not giving specific guidance on margins. But I think it's important to note, this is a five-year high, this operating margin of 8.40%.
So I think it will moderate, but we're not going to give specifics at this time on that. We're continuing to look at reducing expenses. Some expenses will come back later in the year, we're estimating, like travel, like conventions and some other things. But we're still very pleased and we still think long term we have a significant opportunity to continue to expand operating margins annually.

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