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 that -- I don't know if it's 100 a month. It's probably less than that, but it's going to be -- I think if you look at kind of some of the quarterly build over last year and model it out that way, it probably gets you the ballpark.

    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
 
Michael, it's Walter. We think that the acquisition of MediaDonuts adds even greater scale to our digital business, particularly our international rep business. It's a region where you've got some of the fastest-growing economies and populations in the world. All of these territories and economies border China.
We certainly know and understand the strength and the power of China as an economic force. So we believe that there's a possibility or there's a strong possibility we'll be able to expand our current relationships with partners in the region. We already have a strong relationship with TikTok and with Twitter and with Spotify, and we think there's opportunity to even increase that or expand the number of partnerships that the company currently enjoys. Additionally, we've got a great management team in Southeast Asia based in Singapore.
We're very pleased with this team. We think they're going to be able to manage the business efficiently and, with our support, grow it beyond what our expectations 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
 
Yes. It was relatively small, above our run rate. I was just talking about how 98% of our revenue comes from relatively recognized sources. It ticked up in the quarter about $0.5 million more than our typical run rate. I think it's particularly -- I just felt it was worth calling out because that year-over-year comparison of last year was perhaps a particularly low quarter on those type of fees. So the careful observers of the quarter-by-quarter growth rate would pick up that, it stood out. So nothing huge but I thought it was worth noting.

    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, Joe.

    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
 
And -- but $85 million has already been prepaid right in connection with the bond issuance. And when it comes to the share repurchase, we still have, as approved by the Board, up to $25 million of an allowance to complete our share buyback program. But we have no further plans or no intentions to do it in the near-term.

    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. Thanks, Chris. We're really pleased with how Penasquito has not only ramped up out of care and maintenance but is performing and the upside opportunity. And Rob do you want to provide a little color to that for Chris?

    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. We are expecting to see an increase in marketing spend on a sequential basis from Q2 to Q3. Not quite where it was in Q1, but certainly higher than Q2.

    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. Thanks for the question, Arjun. This is Ryan. Most of it actually feels very similar. So we're running a lot of the same places. If I think about the marketing approach and are focusing on content marketing and driving people to our site into our trial. A lot of those plays look the same. We certainly increased the throughput on content and we're having great conversations with those customers, but the approach has been very similar. The -- what I will say -- and you can see it in the ACV increase of 19%. We're landing these customers much bigger, and we're having more growth opportunities with the current customer base.
So I think the major takeaways are, we've seen an evolution of the customers coming in. Justyn mentioned it a little bit before, there's a different sophistication for these customers. There's more use cases, which means typically more users and oftentimes more of the add ons. And I think that's one of the big things.
The other thing and Joe mentioned a few minutes ago is just the opportunity to grow these customers into longer-term contracts as well. So generally, just feel really great about the cohort that we've been seeing this full year and especially in Q3 and 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
 
Yep, 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
 
Sure, James. Yeah, you're right. We put -- the target we put out was 60% to 65%, and we are now kind of in the midpoint of that range. That range is still our near and mid-term range. We haven't made any change, but we still certainly have flexibility to change that. But right now, that is still our rate.

    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 guess it doesn't necessarily trigger any new activity in the Company because we've obviously had line of sights to this for a long period of time. And that activity has been talking to our clients to figure out how it's going to impact them and helping them understand how they can take advantage of it. So that dialogue and that planning has been going on for a while. Obviously, as we've been getting closer to something getting signed, that activity has been accelerating.
And so, once it is signed, it's just a continuing ongoing discussion with our clients about helping them think through their plans and think through how they're going to take advantage of this. But more importantly, as they take advantage of it, how are they going to do it? Again, you've got clients or agencies whose capex could be increasing by 10 times or more than that. And so that's why we say, having a program management team to help them through that is so important, and that's the investment we've been making. And so we're not doing anything all of a sudden as of this afternoon. We've been thinking about this more with our clients over a long period of time.

    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, this is Perry on for Justin. Steve, I was wondering if you could give us a little bit more color on your thoughts around 2022. It seems like high single digits isn't totally unreasonable. I was wondering if you can sort of break down what that growth will look like between behavior and acute? Thanks.

    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
 
We believe that there is a lot of scale still out there in the apparel space, a little bit in footwear. There's still lot of room for growth.

    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
 
Jim, it's a very timely question, thank you. As you know, we made an announcement earlier this actually, late last week regarding gaming. And we have been experimenting with a variety of gaming initiatives, both from a spectator standpoint and also from a participatory standpoint. We are going to double down on that. We're going to create a unique department. We're going to put a senior level executive in charge of that department to help set up strategic partnerships, content, licensing agreements. We've done some very interesting tests. One of the more recent ones that we talked about was, we did a 25 city tests with critical role and Dungeons & Dragons to outstanding results. I mean there was a tremendous fan base that wanted to go and visit our theaters. We literally sold that out. We've also done testing with League of Legends, with competitions, with the game awards. From a participatory standpoint, we've had private gaming parties in our theaters now for months. We participated with Super League Gaming, which effectively puts one city against another city, and kids can play against each other in a gaming environment in our theaters. We've done a deal with Mission Control. We are clearly looking at esports and sporting events. This is on top of what we're doing with other alternative content suppliers like Fathom. It's not in exchange of, it's on top of. But we think there's tremendous opportunity to leverage our brick-and-mortar assets with both alternative content and gaming and esports.

    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 think we have seen that piece of it get a little bit better. Obviously, the shortage of containers was a big challenge, and we're starting to see that lessen a little bit or get better, I should say.

    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, just for clarity purposes, I said that there is about, in Q3, we had about $3 million lost opportunities. In Q4, we had about $5 million in lost opportunities. So that run rate that you were talking about in the-I think you said $5 million, I can't remember, in that range is actually a little higher on the consumer side.

    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
 
Good morning Bryan

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

    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
 
Where we sit today, I'd rather not give specifics around that, but as we -- from where we sit, I would anticipate to see retail partnerships grow a little bit more than the DTC channel this year, correct.

    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, Reuben. Our input costs include materials, wages, freight, your classic input costs. It doesn't include any kind of disruption to productivity related to supply chain disruptions and things like that. Yeah, I think as you look to next year, the two big levers is what I explained to Greg is the recovery of price cost and then the leverage off volume growth as we expand capacity and also use the capacity that typically isn't used in the first half. And there's -- we're not going to see a lot of seasonality next year in Workplace Furnishings just due to the pent-up demand and the backlogs we have.

    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, Lorraine, this is Frank and I would say, while we can still drive improved markdown rate in the third quarter versus fiscal '20, we're not planning for the rate of improvement we saw in Q2. Both UO and Anthropologie brands posted Q2 record low markdown rates for their respective brand and Free People delivered over 400 basis points of merch markdown rate improvement. This is not to say that the brands are not performing exceptionally well right now because they are, and that it's not to say that more improvement is not possible. But we just didn't want to plan for to hit records quarter after quarter. So hopefully, there is some opportunity in there, but as we're planning the business right now that's the biggest delta from Q2 to Q3. It's in the magnitude of markdown rate savings.
As it relates to the fourth quarter, I think in similar fashion we still think that the markdown rate savings will translate to gross profit savings and you just see the opportunity will be the magnitude of what level of markdown rate cadence we can drive.

    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, in the pass-through what we do is we share a percentage of those transactions with the bank. In the case of this one in China, you're right, 80,000 ATMs is an impressive number, and as you can fully understand, the travel lockdowns to China are in place just like all the other countries. So we have to see kind of how they emerge back out of that, but it's a huge estate of ATMs.
I would tell you that the lion's share of the economics of that go to the bank as opposed to us. So in the analogy of building a building, this isn't another wall in the building, it's another brick in the wall. So we think it would be a nice piece of business as they come out of the pandemic and start traveling. But again, it's another addition -- another layer into the story.

    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, your comments are spot on we do have a negative lag and toward negative price cost in 2 of our businesses, EM and CPNA year-over-year. CPI was relatively neutral, as the inflation has not quite been a significant outside of the U.S. as well as we've benefited from some year-over-year cost synergies there. And really, the favorability has been driven in our HH&S business. We have pretty efficient pass-throughs there. And then the mix, as you pointed out, and we have in our prepared comments, continues to benefit that segment. And as we rolled the year forward, we continue to see that lag in pass-through of inflation.
And as we mentioned, we've got that mix benefit for the June quarter. And then both of those things kind of flip in the September quarter, we would expect that inflation recovery to improve in the September quarter, as pass-through start to kick in on our contracts. And our assumption relative to our guidance is that those mixed benefits start to back off in the September quarter. Obviously, we don't have a lot of great transparency to that as we sit here today. But that's a conservative outlook relative to 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
 
Yes. So Chris, an example would be Eddy Street Commons. We'll be opening up the Trader Joe's this month. And we have a nice sequence of deals that we signed in '21. The two in the first quarter of '21, the three in the second quarter. And I think you'll see quite a bit of progress in the third quarter as we take on boxes. But it's a pretty consistent run as you get through the quarters. But we'll see, obviously, the majority of this occurring in 2022.

    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, you know, we can never predict what the weather is going to do from quarter-to-quarter and usually that fourth quarter you can really make a great year for us or think an average year and we had great weather, we will be able to work longer in the -- in November and December in some of our areas, so that definitely helps. We've seen it happen before we saw somewhat of the same thing in 2019. So yes, weather definitely helps early and late, Chris, and we can get out early, and weather, you know, cooperates, when we get out early and we can work little later and we have the work -- to work on and then later months that helps.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. Emilie, do you want to talk about what we're seeing within our retail store channel?

    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's not an oversight Matthew. It's purposeful and some of the foundry as we're now repositioning CMT, we expect to be serving different customers, different markets over different time periods, different circumstances. So to discuss in any level of detail, the profitability of CMT again, given the competitive situation down there in the Gulf, might disadvantage us in the commercial markets where we have to compete every day.

    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. So Dr. Dayno, do you want to take the next question?

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