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
 
Yes, sure. So, just to be clear, Hilli has got four trains and we produce from all four trains today, we interchange which trains we produce from. Just think of it as buying a new car. Even if it's a new car, you don't let it sit still in your garage for four years and then go and try to start it. So, you want to make sure that it's kept up to speed and sort of works as it's supposed to do. So, we keep on interchanging which trains we produce from. But you're right, that we only produce 50% of our utilization. And if you want to equate that into trains, that's train 1 and 2. The incremental production is, for '22, an increase of 8% and potentially from '23 to '26 of 16%. All of that can be satisfied from train 3, even if we interchange between all the four trains and they need to declared up during the first six months of 2022 or before the end of the summer, we should know at the latest.

    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
 
Europe is less important to us, but it certainly deserves double digits, and we're prepared to reduce if we don't get it. I think more important than Europe is probably the attachment point. So if we get the same rate on a risk adjusted -- but on a risk-adjusted basis, have double-digit improvement in economics will be satisfied.

    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, Dara.

    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. Thanks for taking my question. Jeff, sorry to keep harping on the nat gas, it's just kind of an important point given how dynamic it is. When you talk about the headwinds in 4Q and then growing into 1Q, I mean, given the timing of the gas spike and the time to turn inventory, it actually seems like 1Q should be substantially north of the costs that you're seeing in 4Q, not just a little bit. I'm wondering if just directionally, your order of magnitude, you can give us some sense of that? I know it's still dynamic, but if things were to hold today, order of magnitude we're facing in 1Q?

    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 think if you look at it on a dollar basis, yes, we will continue to see expansion in the dollar level of term license contribution from an ARR expansion standpoint and a revenue standpoint. As Mark highlighted a minute ago when asked a question about where we are with the replacement cycle in the marketplace, as Mark said early innings, second or third, if you think about it, those very large customers today that our replacement opportunities for us are going to be a mix of term and SaaS going forward. And so we're going to see dollar growth. On a mix basis, I think it will continue to be the case, as you've seen in the trend line, that SaaS will be a greater and greater percentage of the totality of our business in the coming periods.

    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. Chris, this is Jasper. I would say, a good portion of it really is toward automation. There is a quite a bit of maintenance as we have every year. I would not say it's anything more than unusual. There is some upgrades to make lines go quicker, so I guess you could argue that would be going toward growth. But quite a bit of it really is finishing a big capex project from last year and continuing to invest in automation.

    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're going to have to see. Again, there is no doubt that there has been transactions that have occurred. But even to date, those have been more kind of Vegas-focused. But, Greg, maybe you 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
 
You bet.

    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, Brett.

    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 great question. What we've done is we've dedicated certain resources to be, what I would call, technical salespeople. So the way it sort of functions is the Dunn & Bradstreet sales team, which, quite frankly, is among the best of the world -- you're talking over 900 full-time sales people -- which have some of the deepest and most meaningful relationships with their large-scale enterprise clients, are acting as a relationship manager for us. What I've seen in these types of partnerships is, if you try to get a partner to sell your products, it becomes very convoluted.
So what they're doing is we've built a joint pipeline with them. Their people are bringing our people in, quite frankly, on the top 20 of their prospects. Steve Gerber and I paid those sales calls ourselves. So we really wanted to understand how the architecture of the sales motion would work there, and we got together and we sort of helped to write the sales motion there.
So we're seeing an incredibly strong pipeline there. We do expect to add meaningful logos this year through that partnership. And quite frankly, we're very excited at the prospect of working together with them. It's just such a great team, and we love partnering with them.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Jason or Gerardo?

    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. I just wanted to ask one question. Can you talk a little bit about the kind of investments you're going to be making in Asia, particularly around China? And what kind of results outcomes do you expect over 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
 
Yes, sure. Well, thank you for those observations, Carlos, on the visits, I'm presuming Texas or something like that. As you well know, as a longtime observer of Latin America, we certainly have been trying to fuse together what -- the best of what the US system does with some imported thinking from Latin America on RGM, on-the-ground, up-and-down-the-street execution. As we look forward into the US, clearly we're trying to bring the combination of more investment in the marketing of brands, more innovation targeted to the marketplace, backed with the increasing use of RGM to be more sophisticated in the price and the mix opportunity but also backed with ongoing improvements in the execution capability not just in the larger stores or with the larger away-from-home partners but also up and down the street with the smaller stores and really being within an arm's reach of desire.
Not just perhaps an arm's reach of job but within a click's reach of desire. And I think the system is continuing to back that as we go forward.

    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, thanks for taking my questions. Chris, I wanted to ask about your conversations with your customers in the plasma business about their kind of safety stock inventory levels? Do you expect them to in the long run try to get back to the levels they were at prior to COVID? And is there any potential that given kind of the shock experience of COVID that they might actually trying to run higher inventory levels in the longer run?

    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
 
UK is like the -- best markets in the UK and the continent is like the average markets in the US, minus 50 basis points. That's the way I think about it. I mean, that may not be price, but in terms of rental growth, I think the average of the continent is probably lower than the average of the US today. But the cost capital is lower in the -- in Europe, also compared to the US. Interest rates are lower. So I think they all make sense in the context of the cost of capital, but UK is more coastal US like and the continent is more like the rest of the US.
Okay. Jamie, I think you are the wrap. So really appreciate everybody being on the call. I think we had about 780 of you on the call today which is got to be a huge record. So, I really appreciate the interest in the company and look forward to talking to you in the next couple of months. Take care.

    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 think that's a very complicated question, which goes to both law and ethics. And I think each company is going to have to -- I mean, basically, the extension of that is if you're not vaccinated, you're fired. Now that's a very interesting situation. I don't -- I really don't want to get into what our policy will be with respect to our important employees whom we cherish or what the market is going to do.
I don't think that's a question for me.

    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
 
Again, there s not a lot, we can say right now, except the strategic rationale is that we believe we can grow in all of our markets. And we certainly have the capital to grow in the U.S., Canada and UK and believe in all three of those private wealth markets. We ve been in the UK market at the Raymond James, RJIS for 20 years, and we ve had very good growth, but we are I d say undersized and our employee channel is really nascent.
Charles Stanley brings first culture identical to us. It s stewarded by the Howard family for generations. I think the fourth generations in the business has the very same value of client centric, advisors centric culture, and has multichannel. So the combination gives us at 40 billion and really gives us the mask to utilize a lot of the things they ve done well and to continue to grow that business and really give us the base to make a difference.
So it s not saying, we re not choosing it over the U.S., Canada or the UK. We believe in all three of those markets. And when we find these rare opportunities to acquire 200-year old firm as a great brand, name and matches our culture, we re going to act. So we believe very strongly in it, and I think it ll really help our business.

    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
 
Now 2021, the crystal ball is not that clear going out toward the second half of the year. In the quarter, we expect the trend that we saw in the fourth quarter to continue in the first. And so on average, I think we're expecting $15 to $20, maybe a little bit more than that on OCC. But it really will depend. It's such a fast reacting market to circumstances and conditions. So we'll have to see what happens as we're going from first into second quarter.

    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. Stan, I think you mentioned at the beginning of the call that you made five acquisitions during the quarter, assuming I heard that right. Can you just elaborate on what you bought? And thinking about the rest of the year, is your head more around kind of pushing into new geographies, adding scale in existing geographies or maybe going after new brands? Just maybe help us understand where your priorities are.

    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. No. Bill, we do have a restructuring charge that we took in Q4 of $2.6 million related to that closure.

    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. I can take that one, Simeon. It's a great question. I mean we've continued to see great demand, albeit not being a promotional player, and I think that just speaks to the strength and sort of the core model for us is meeting the need of getting the client the right product versus a highly discounted product that might not actually fit them.
And so I think that's always been a big strategic advantage for Stitch Fix. And I think there's a lot of pent-up demand right now to get the products you really want, which plays really well to our model overall as consumers are looking for things that they maybe haven't shopped for in a long time, which I think is also demonstrated by some of these big growth rates in categories of the assortment that probably were less addressed over the last year or so. So it probably does play well to our model. You know, we also do a really good job, I think, of offering a combination of lower price points, mid-price points, and high price points, and we have seen real strength in those lower price points over the course of last year as consumers in many situations have been economically constrained.
And so I think we pride ourselves on just really matching the client with the right product.

    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, it is small. At AIU, we have started that on a limited basis and we are excited to have that. And as of this point, Ashish, correct me if I am wrong, I know because we are getting close, but we haven't done that yet at CTU. But plans to move forward pretty soon on that 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
 
I think on the furlough side, the thought there and say that I mean, it's not really the availability of that tool, if we call it that, that is the problem here. It's really the volatility that makes it difficult for us to really decide to take out. Because if we normally are around 5% in terms of plus-minus from the original call-off from the customers we have today seen up to 50%. So we can't assume a 50% reduction in take-outs and take-out resources, because if that's not true, we would be short of staff and can't deliver. So we need to staff ourselves and have capacity to meet the regional call-off levels. And then if we see reduction there, we of course sitting there with our costs. So it's more a question of having the predictability of the volumes and adjust the capacity accordingly. That is the hindering point. If we just had that visibility, of course we could use in many cases the flexibility that we have, but it is that we don't have the visibility that is the 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
 
Well, there is very little for 1/1/22 because the season is essentially over. And so while we do have a few hundred thousand lives in the pipeline for 2022 that some of which could close and some of which have closed. It was -- we've been -- we are understaffed on our sales team. And we've just hired a new sales leader.
So we really -- while we're certainly responding to bids, we've really been focused on the health plans that are coming in for '23 and ramping up our sales team to get ready for the '23 sales cycle. So a lot of this just has to do with the fact that we haven't had the staff. And so we've been taking our teams and really focusing on operational efficiency for our clients, driving improved economics, which is really starting to pay off, as I mentioned in my comments, and getting our go-to-market strategy, solutions and analytics teams oriented toward with our consultants and sales teams oriented toward the employer and health plan sales cycle for '23.

    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. Thanks. Good morning. First question, so I just wanted to, just talk a little conceptually about the long-term margin target. It looks like you gave us a crosswalk back to that 4% level that you had in guiding for us the long-term view for the last couple of years. And just interested though -- and maybe taking the other side of that, just in terms of comfort with that, sort of longer-term, just when we think about the exchange margin profile, you have rebased that since your Investor Day a couple of years ago. You guys are doing more inorganic growth, acquiring lower margin businesses. So there is a sort of a consistent mix impact that will likely be from 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
 
Thanks. Happy holidays. Thanks, Simeon.

    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've also -- sorry, Hunter, I'd only add that during COVID, we've made sort of a strategic focus on making sure we're building out the Minneapolis network. So our market share in Minneapolis, we're really happy with how that's developed over the last 12 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
 
Yes, Patrick, that's a great question. We can add a little more color, for sure. I think in almost all cases, it's about quantity. So the whole entire supply chain for electronic components is constrained. And so there's a lot of allocation going on. And as Seth mentioned, price increases that we're working through. But it's really about quantity, Patrick, not that we can't get any of it.

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