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, good question. Thanks, Lucas. The outperformance doesn't have to do with our volumes. We expected to run full and we did. So whether it's our domestic customers, our export customers or our foundry customers, we're meeting the expectations we've set out for ourselves with regard to all three of those markets. So outperformance really comes on the cost side. Our teams did absolutely a wonderful job here in the first quarter and I very much appreciative of their hard work.
Also you can appreciate, in the first quarter, we don't have a lot of outage work. We choose not to do outages in the first quarter, because weather can really -- havoc on those outages. Sometimes new outage work necessary to reduce your production during that timeframe, reduce your electricity, your steam production during that timeframe and the work we do during the first quarter, albeit limited had no impact on our production. So the teams had a wide-open field from which to perform. And they took advantage of that opportunity. Certainly winter can present challenges for manufacturers like ourselves and this winter with the exception of a few weeks was relatively a mild one. So we had a little bit of wind at our back there too, but I don't want to take anything away from the performance of the teams. They all performed at very, very high levels and they exceeded our expectations for performance on the cost side.

    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, Alex. We have been making quite good progress on our content ecosystem development by following on our three step strategy. First, we have further enriched the content offerings on our platform. Our total content bookings in second quarter nearly doubled compared with the previous quarter. And the number of sites, KOLs also increased nearly 50% sequentially in the second quarter. And second, we are encouraged to see better user engagement through content platform. For example, in the second quarter, we are glad to see an average of 35% of our app unique visitors viewed content related channels with the peak value reached over 40% during the holiday. Meanwhile, our diverse content format as they may increase in traction from new users, and the search. Our content to transaction conversion was on the rise as we continue to improve infrastructure development.
We are happy to see that over 180 leading travel business have signed up Star Hub channel, which is our new travel marketing hub launched in April. Top Star Hub players have seen their conversion rates improving. As we are the leading travel transaction platform in China and many of our users have already got strong travel desire and when they come to our platform, our strong product development capabilities make content to transaction conversion more easier and frictionless. We have built a technology and product team for our content strategy, which were mainly leveraging our efforts in infrastructure, and we will carefully evaluate the future investment for this long-term opportunity. 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. I think I'll start with capacity, because I think if you go back to our analyst presentation from last August and then the subsequent earning calls, I think it's pretty clear. Our capacity increases associated with advanced probe cards, putting a new fab in place, gradually building out the capacity. But right now, we're basically footprint limited and continue to be footprint limited until that new building comes online in the second half here. So no real changes there. We continue to execute on the plan we've talked about in prior calls. On the technology piece, it's really about serving some of the accelerated requirements, especially in foundry and logic associated with advanced packaging and 5G. If you look at our customers' advanced packaging road maps, things like die stacking, modular die, heterogeneous integration, really drive up probe card complexity quite substantially. The pitches or the densities we have to contact are much, much higher. The pitches are -- mean the probes are much, much closer together. And we have to test at higher frequencies with higher currents and do all of this in a way that continues to scale with the basics of cost and quality.
And so, the vast majority of our technology investments are really targeted toward doing that, continuing to keep pace and even stay ahead of our key foundry and logic customers' requirements to enable their advanced packaging road maps. It's pretty clear that 7-nanometer or one customer, 5-plus or another going to have advanced packaging as a really central part of their technology road map. And our investments today are pointed at making sure we could properly enable those.

    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
 
Sure. I think right now in the Pacific Northwest, we're seeing strong realizations, and we're excited about the demand for exports. They've really ramped up over the last few months, really going into the beginning of this year due to the issues we talked about before. And so we've seen demand more than double for whitewood exports out the Northwest and pricing has been up over 30%.
So we're seeing strength there. And so we actually chose to harvest more whitewoods and sell more whitewood, pick up our stumpage program in Q1. And so that had a little bit of impact on our overall total composite pricing, but it was the right thing to do, they moved to higher percentage of whitewood into the market. So we see strength in there. So we see utilizations looking good for the remainder of the year right now, at least going into 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
 
Thanks, Hamed.

    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, thanks for the question. Yeah, we've -- we've been -- it depends by products, of course, but we've been in pretty good shape with adding capacity and throughput as we talked about earlier through our JEM initiatives. We've been very focused on operations, being able to meet demand. There have been certain constraints here and there along the way. We're not immune to all of those. But, in general, we have been offering lead times that are industry-leading where we're probably slightly better on the door side, we're extremely better on the window side. What we've been seeing with all the improvements that we put in windows, in particular, we've actually been seeing industry-leading lead times out of JELD-WEN. And that's been returning into the share gains and builders are actually moving their business toward us. So that's been very favorable.
On the door side, we've certainly been able to keep up and I kind of think the bigger constraints in the industry have been other material and builders' availability of labor to complete those starts. And certainly that will affect us some but right now we're seeing share gain in our products pretty much across the board. And like I said, the lead times due to the JEM initiatives that we've been at for several years are paying off.

    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, Chase.

    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, Alex.

    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. Those are the numbers we're talking about. This is Pete. Thanks, Michael.
Those are numbers we're talking about looking at the sort of captive addressable market and how much of that we could capture and then, what the incremental pricing would be on some of those assets as they move into these new initiatives like tax overlay, so on an average, that's where we come up with the 10 basis points. I'll let Bill to talk about the pricing.

    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
 
No, obviously, I mean, everybody talks about normalized EBITDA. But then again, it's difficult to say what normalized EBITDA means, not necessarily 2019 numbers. And so yes, it's probably going to be somewhere around the 2019 numbers and based on that, reasonably marketable. So yeah. But difficult to say at this stage.
I mean Poland has a unique situation, and it's extremely difficult for outsiders to enter the market. So it's a great place for the incumbents, and that means every license that you have there has a pretty high value on the one hand. On the other hand, the license has a life of six years. So it's -- yeah, it's a difficult question how to put the value on it because our Company, Casinos Poland, has had its licenses for the last 30 years, also always has been relicensed. Interesting discussions with the potential buyers, and we probably should know more about -- in about four to six weeks.

    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, Rebecca. The first is, as you mentioned, we have been focused a few years ago on fewer bigger. And I think what we did have a couple of stumbles there. Our 1850 brand notably is still in the market and is sort of steady.
And so our 1850 brand, which was a relatively big launch in coffee as an extension of Folgers, has done decent and remains in market. What we learned through that process is that you have to have a combination of smaller and larger bets and if you get the mix right, it works. I would highlight that even when we have had stumbles, we -- our growth from new products has been consistent with our algorithm over time. And so even in the years where we feel like some of our larger bets may not have been as successful as we hoped, we still delivered against our growth algorithm on new products.
And we really feel like right now, we've got the mix right. I've already mentioned several times about some of the Milk-Bone and some of the other innovation that we've been seeing and just getting that mix right. Jif Squeeze is another really good example of just taking peanut butter and putting in a different, more convenient packaging has been very successful as well. So it's just -- at the end of the day, it comes down to knowing your consumer and getting the balance right.

    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, C.J.

    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 need to demonstrate -- no, you do not need to demonstrate your modeling and simulation in the application, but that is all supported by the data that we've collected over all of these years. So that's why we feel comfortable with this. Okay. Okay.

    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're very optimistic about our Energy Solutions business. Our Energy Solutions business, as you know, are various coatings that go on electric motors and other electronic applications and that business today, which of course goes on electric motors if any of 100 to 200 electric motors in any given vehicle as well as electric cars themselves and we're teamed up with a number of really critical key players in that market, but we have an opportunity to grow that business to be much larger than what it is today currently, and that is a keen area of focus of our Industrial team. So I think you should look to hear more about that business. And I think you'll also see us invest more in that business given how strongly positioned we are there and what some of the market trends are 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
 
Thanks, Cosmos.

    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, Pete, it's Ron. I'm not sure that we're accelerating further the recovery year. I think we're doing two things, one, we're trying to invest in and projects that drive growth. So we've got the capital plan kind of up a bit, $15 million, $20 million, Chuck, I think over the prior year. And then second, we made a decision, Pete, a pour and more money into what we call IT transformation or modernization whatever the word is. So we're pretty hard on the trail of consolidating some of the apps updating obviously some of the hardware and software and stuff.
And so we're pouring money into simplifying kind of our technology footprint, while we're obviously still making investments in digital, in things like Roger, new analytics packages, new mobile interfaces. So we're spending money on things that we should be, but also on the transformation side.

    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, I'll give you a few data points. And as you know, we don't typically dive too deep into to gross profit and SG&A for guidance, but I will give you some color. So from just the overall gross profit dollars, obviously, you're going to see Q4 slightly lower even if rates were to stay the same, just because if you do the math, the revenues are a little bit lower in Q4 than in Q3. But we do have a couple of things that are unique to Q4. One, shipping is always higher. It's holiday gift giving time period. So you're going to have a few million dollars of shipping both for the US and in Canada, and at vc.com, that wasn't as dramatic in Q3.
And then also, as we've mentioned a couple of times in the calls, we are making strategic investments to establish our authority in that post holiday athletic very similar to as we did in back-to-school, especially in the leading part -- the early part of back-to-school. So I think you're going to see about $20 million or so pivoted toward that with some SG&A as well to support that, because it was very successful for us in back-to-school.
And then lastly, there is a little less than $10 million baked in for expedited shipping or freight, because we see product that if we can get access to it, we want to get it in and into the cycle or into the channel as soon as possible. So we've got that built in there as well.

    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, thanks. So you're right. So, and so at the Capital Markets Day we had included a EUR1.3 billion target for 2023 that did not by the way include any impact from the 15 basis points reduction that we would now anticipate not happening in 2023 which would actually add another about EUR100 million of operating capital generation. But there -- we always remind people that there are some headwinds here. We do have still continued low interest rates, credit impairments are likely to step up here. We're not changing the guidance at this moment in time. But in general, we're getting the benefit from headwinds and you can see it coming through in our operating cap-gen guidance for 2022 [Phonetic].

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

    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 for having me. I'm Kamala Allison, owner of Fybr in Santa Cruz, California. We use a number of Square products to help run our brick-and-mortar and online shops. And my question is, as a small mom-and-pop retailer, my business has benefited greatly from a variety of Square solutions, including Square Register and Square Online.
And as Square continues to position itself as a champion for small businesses, I'm wondering what the company's vision is for helping businesses like mine move up market and compete against larger retailers.

    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 afternoon. Two questions for me as well. First, on the men's business, that has been weak for a couple of quarters now. Can you just talk about what you attribute that to? And then secondly, what's the right way to think about marketing spend here in the second quarter and then as you move back into the second half of the year? Thank you so much. 

    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. Hey, Richard, yeah. No, you're -- you're right. So if you look at it, we only had one in four well actually in 2020, which was the -- the Tornado injector.
Yeah. And of course, that that through time actually starts to build the reservoir pressure, which leads to an increase in production. So there was natural decline which was -- which is -- which is why we're seeing the current rate. And therefore, with the -- the additional -- with the Kodiak well, which we're completing at the moment, the same Kodiak well.
And then the Tornado-5 well plan for the middle of the year, that will help us sort of bring production up. The only fact when you look at it on a quarterly basis. OK. The first quarter has been weak.
We had an unplanned downtown issue on the Kodiak number one well, which came off-stream around December. And we're -- we're finishing that repair, and the well will be back on by the end of the month. So that affected the Quarter 1 sort of uniquely. Yeah.
So I think if you look at the numbers overall and you look at on a yearly basis, the -- the lowering of 2021 versus the sort of underlying rate in -- in '20 is simply around the -- the decline rate. If you look at specifically at Quarter 1, the -- the -- the -- the unplanned downtime on the Kodiak-1 well has -- has had a differential impact.

    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, Casey.

    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, Randy.

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