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
 
Well, in the U.S. in particular, Frederic, or overall?

    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 I would say, you know, as we look at the healthy southeastern economies and the increased infrastructure spending, but also really just the chance to enter new markets and adjacent states, it is prudent for us to invest in our people and technology right now. It would, be negligent for us not to get ready for the growth that's coming. So we are investing in our staff in our infrastructure technology, and our ability to manage a higher level workforce-a bigger workforce. We are in the middle right now of investing an entire new ERP system. So, those type of things that's planting now for the harvest account, and it is an investment but we really don't look at this quarter-to-quarter, we're managing for the long term and we see that now is the time to get ready for that. And so it does show up in a higher SG&A cost right now but that's the prudent thing to do. I'll let Alan go over the numbers, but that's what we're really doing.

    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, Jason, we had a good -- we had a guided fall of reset season so far early returns right, we got to see consumption, but for the most part consumption then gives you visibility into PDP growth. So both brands growing PDPs in the high-single to low-double digits on a percentage basis. So we did pretty well.
Now you got to -- you know, it all comes down to how productive those items are and how incremental those items are to really understand the impact on consumption. So we need -- we need January, February and March to better understand. And as you know, November, December are low consumption months and so we don't want to read too much into early reads. But, for the most part, most of our new products, offtake has been pretty positive early.
We want to see a little bit more data before we -- before we feel good about 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
 
Yeah. Thanks, Carl. Yes, it's a great question. We don't have necessarily that level of detail handy, but what we can say, right, above the 88,000, about half of them are controlled.
And consistent with what we've been talking about in the last couple of quarters, the vast majority of those controlled lots are raw land deals. So piggybacking off of Eric's comment about '23 and 2024. So we're just not seeing a lot of finished lot deals in our pipeline. And so we're focused on buying raw land, putting that into our development pipeline, and getting those ready to deliver as communities in 2023 or 2024.

    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
 
So, Meyer, I would say, we're really excited about the potential to invest organically and inorganically in content and capabilities in areas like digital where we, you know we obviously acquired CoverWallet earlier in 2020, in areas like intellectual property, in areas like climate in areas -- so in lots of areas across our business.
And so, there are many priority areas, Meyer, I would say where they are higher revenue growth, higher margin, high return on capital businesses and we're really excited about investing in these areas to develop new solutions for clients to meet their unmet needs.

    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
 
Hey, Aaron.

    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, a couple of follow-ups for me, you've said it I think year-to-date, and I think every dealer that we talk to has echoed the notion that retail is very much being held back by a lack of inventory. So two questions, and I apologize if somebody else has asked it, I had to drop off for a minute there. But two questions here. I know January as shipments into the channel picked up with some of the model year 2021, did you see any improvement in retail in January versus the decline that we saw in the fourth quarter?
And then secondly, I guess from what I've heard, it doesn't look like you're looking to significantly build inventory over the course of the full year and so to the extent that retail would have been better in '20 with more inventory, are we still in that position in 2021 where a disproportionate number of the benefits will may be seen in the used channel, but we're not going to see the full brunt of the demand benefits in 2021 due to -- I guess that's assuming that inventories don't pick up meaningfully for the full year? How do I think about that?

    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, we can find people out there online who are interested in automating and improving their business either by paying Google nine Fortune, to get them one at a time, or we can provide some organic free tools that allow people to improve their business, that somebody is trying to find how to do better can find online and use. And so, we are sitting around and got teams of people sitting around thinking about every which way we can help small businesses and help them improve. And in the process of doing that, we're sort of capturing people who've raised their hand, who are interested in modernizing and improving their business.
And some, not all of them, come into our funnel and work their way through and become paying Thryv customers. Some are too small or too new. I think we've talked about our ICP or -- excuse me, our ideal client profile and how some businesses can be just too small, really, where they're kind of not ready, but -- and certainly these various organic tools are bringing a lot of additional folks into our funnel. And helping us keep our cost of acquisition in line.

    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 might, like if those mix change, where our residential mortgage loans become a higher percentage but more importantly if our substandard loans drop to fairly low levels in our non-accruals then we would view that as justification to use the model number. So model is going to continue to pull us down a little bit every quarter.

    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 for your time this morning. We remain incredibly positive about our long-term business outlook and look forward to talking with you again next quarter.

    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. Thank you, Rick. We are indeed excited about the products we're going to announce in the next several months. But if you don't mind, I prefer not to talk about our product pipeline.
We have competitors listening as well.

    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, Dave.

    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
 
This -- is your question about how we procured raw materials?

    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 mean, I'll just say it's really not having any [Inaudible] and that we are winning quite a lot [Inaudible] as you'll see, as we roll the year forward.

    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 the Unilever one has definitely adapted because they did have some products that are heavily into the PPE side. So the Unilever one is definitely something that we're believing in long term. We're not really focusing on Kraft Heinz.
We're focusing on Unilever's relationship. But regarding like anything that wasn't -- we had to look at it from a point of view of what we're focusing on to drive the biggest return to shareholders and our balance sheet. And so, we wanted to stay out of things that had too much of dynamic ups and downs and that we couldn't deliver profitably or had risks of agent versus principal revenue recognitions.

    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 would say it becomes more magnified with the size of the deal just because the amount of the moving parts that are going on there, right? So it definitely becomes more complicated. But I would say overall, as far as the scale pipeline is concerned in our overall pipeline, we have confidence in where it sits today and the opportunities that it presents for us going forward. Some of these larger deals do take more time and have more components, as I mentioned. And if you think about the deal that we announced in this earnings call, that had a lot of moving parts to it that we had to work very closely with the customer in order to get it across the line. But I think the important factor to stay focused on is our main goal, which is maintaining and achieving mid- to high single-digit FFO growth, which is not just driven from top line revenue but more by pricing, interconnection and power margins that we remain focused on. So that's the main thing I think to say focused around.

    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. Great, Tore. Great question, and thank you for the congrats on the progress. I mean, clearly, our focus is and has been, expanding our footprint of customers for XBAR and XBAR related technologies.
As you recall, we have an exclusivity in the field of mobile until March of next year, well within the design cycles of what most of the major OEMs are looking at today. So the focus we have on Wi-Fi engagements for the non-mobile applications just become more and more important. As we look at it and look at what we're seeing from other companies trying to get out with some of the early products that meet this kind of initial deployment application requirements. We're seeing that, you know, we're just further seeing further validation that the XBAR technology with its wide bandwidth and high-frequency performance, with a single acoustic device is just going to, you know, provide tremendous advantage for OEMs when they're designing networks.
So we're focused on, you know, probably the top six or seven, you know, Tier 1 IDMs in the space. Obviously, we have a partnership with the largest. So we're focused in the other areas. And we expect that we – you know, with the engagements we have right now, that we will see very good activity and should be in a position to talk about kind of those next customers here in the next six months.
Dylan, do you want to talk about, just a few minutes, to kind of augment my story on Wi-Fi 6E and what we're seeing from a performance advantage perspective of the XBAR based technologies versus standard aluminum nitride solutions?

    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
 
Philippe, we cannot hear you. Maybe you are muted.

    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. Hi. It's Jon. So that decision has been delayed by the government until May 14 or 15.
But yes, we have submitted, and we were asked to submit as one of the finalists. But the answer is we won't know anything until May -- it looks like May 14 or 15. They've delayed all decisions until then.

    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, I'd say like everybody in the manufacturing universe in the United States. labor's tough to come by. We do have openings. Like many, we -- our people are doing a phenomenal job, our production workers. They're working probably a little more over time than they were, certainly last year. So, we do have openings. We're in a good spot. Our labor is not affecting our ability to service our customers. So, we're still doing that flawlessly. But it's certainly on the radar. It's why we've talked about things like, as we continue to look and invest in new equipment, how we can add automation to that equipment. So, as we continue to grow, we think that will alleviate some of the pressure in terms of labor. But I think we're in the same boat as everybody, but the good news is it's -- labor is not today, constraining our ability to service our customers.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, everyone. This is Rosemary Rivero on Ron Kamdem's line. I had a question in terms of, can you just elaborate a little bit more on the early terminations driving down your AFFO growth? If you can please elaborate on that, that would be great. 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
 
I'll take the second one, first, we did not give $1 amount we said we expect land spending to go up in 2022. But that we don't have a hard and fast dollar amount associated with that. Turning to the first question, it's sort of interesting that what we struggled a little bit with 2021 was in the first, second and third quarters deals seem to slip a little bit. And it's amazing deadlines, create activity, and we were able to, to realize a lot of what had slipped for a week or a month or a quarter during the course of the year. So that the bulking up of that spend was really just video or idiosyncratic results of individual transaction details. So there wasn't some fourth quarter we're going to go spend a quarter of a billion dollars, it was really related individual deals, and it really was a good mix across both deals, option take downs. So there really is nothing unusual in the mix. It just clearly the dollar amount was quite significant.

    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. Listen, the vast majority of our incremental investment activity is with tenants opening, buying or emerging into new stores. And as we've said, it's a heightened level activity and there is a lot of capital feeding that and we have not seen any reluctance for our tenants to continue to grow.

    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 look at the data from Cohort three. We mentioned Cohort four, but it's not required within the study. If we think we have the right dose to go forward based on the first three doses. We can do that. But we also do have the flexibility to go to either an intermediate dose that's higher or lower than that one milligram per kilogram. So we'll be looking at all the data that comes in from the third cohort and then decide what to do after 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
 
You bet, Joel.

    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
 
Spero, can you answer 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
 
So, first of all, the efforts on the advertising has definitely increased the client base that we have. We are definitely looking on two parameters here. One is very much the retention revenue. And we definitely report that we are very close to 100% of retention revenue in this quarter.
And the other key KPI for us is expanding and then adding more clients that has to do with new products and -- that we are launching to the market. We are, I think really encouraging by our latest release, which has to do with the CTV suite of product that we launched that allow us to get more clients that are kind of looking on the CTV offering, more specifically on the interactive, the iCTV solution. And the fact that we are able to combine cross-screen in this campaign, that generate quite traction in the market that allows us to add substantial new clients.

    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. Good morning, everyone. Tim, I guess you talked about China bookings being very strong in the first quarter and so far in the second quarter. But if I look at the guidance, I'm assuming seasonal North America and Europe, I think China growth is decelerating substantially from -- it's eventually mid-teens. And I think last year, comp was still favorable, down 11%. Can you maybe talk about what are you assuming for China? And do you see sequential growth besides the second quarter for the rest of the year in China?

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