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
 
Yeah, great question, Kyle. As we build that book of business, for us, the ideal biopharma partner is somebody who starts early, right? So if you start to think Phase 1, Phase 2 trials, they allow us to partner with them to provide critical insights on performance of the drug. What you see there as those contracts and sample sizes are usually a little bit smaller. And then, as you move through the development process, that's where you start to see deeper, broader contracts and inclusion larger samples.
And so, we don't see it as a bad thing to have one or two partners that are inordinately providing revenue opportunities and test samples for us. We actually see that as assigned to show that we've worked with them for a long period of time. We've shown utility and value, and they're including us in the development process. We think that also then builds confidence in some of the newer biopharmaceutical partners that we are engaging and also shows them a roadmap for how we can contribute and provide value for them.
So for us, it's a blend, right? The ideal opportunity would be a companion diagnostic. We know that everybody talks about that, but we also see great value in partnering biopharmaceutical companies to give them insights early. We think that's what makes us a trusted partner. And again, it really all comes back to the data.

    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 we didn't mention it in our conference call, which, I guess, is a good thing. There has been a couple of court cases in the last quarter, and they've been positive ones. We've kind of continued to say it's not 0 exposure, but it's a very manageable exposure. As a reminder, we have the requirement of direct physical loss. Plus, we have the virus exclusion on almost every policy that we write. So we continue to watch the court cases as they develop. But everything we've seen in the last quarter has been, for the most part, positive. And what we have seen in claims, if we had to pay all of them, would be very manageable. But so far, it looks like the courts are upholding that, that is not going to be a covered cause of loss.

    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 for taking my question. Congrats on the progress in '20. I just wanted to ask about capex and I guess, long-term growth. So you've guided to some increases here just given some of the recent announcements. Where do you see capex maybe in '23 and '24? Do you expect that to come down to maybe $1 million and what do you see as your long-term maintenance capex with all these new facilities?

    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 don't see any reason why that wouldn't be the target.

    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, just wanted to circle back on the labor in the second half. I think you said pretty consistent inflation. Quarter two 6.5% over quarter two 2019 in terms of labor per operating week. 6.5%, is that kind of fair for the second half in terms of growth over second half of 2019? Or could we see that pick up as the hours pick up?

    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 evening. Thanks a lot for taking my question, Richard. In the past, what you've said, is that Costco's profitability tends to draft off the profitability of the overall retail sector. In the last year and a half, the profitability of the overall retail sector has moved nicely higher.
Also, Costco's profitability, its margins have moved nicely higher. Do you view this as sustainable?

    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. Well, I am sure that everybody, Anthony, gets a chance to track what's going on with the various companies that are engaged in TAVR. In general, in Europe, there is a pretty full complement of competitors. It seems there was that the two leading companies probably account to close to 85% of the volume in Europe. So it gives you a bit of a sense, I don't know if that's exactly helpful for what you are looking for. Was there more, let's see, that's $7 billion opportunity, you are right. It has very little asymptomatic in it. We have a big early TAVR trial that's going on right now. And you also heard that we initiated a trial of patients with moderate AS. Those are not in that number. So, I tried to cover it in our general remarks.
The $7 billion in 2025, we don't see as sort of at the top of some curve. This has the potential to grow significantly more, particularly if we can demonstrate the value of TAVR for these patients that today have -- or not really indicated and we think these trials have the potential to do 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
 
No. It's actually trending down. So, we saw a surge in January and the first part of February, and it's been trending down since then, which is what we anticipated and it really follows the caseloads that are out there. And from the good side of things that for me humanity standpoint is we are seeing ourselves getting ahead of this pandemic at least here domestically.
And so, if we see a risen case load, I will imagine that business line will benefit from it and otherwise they will be replaced by hopefully resurgence of industrial-based activities.

    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, Paul, thank you for the question. We're excited about it and we sell it independently. No, we bought the source code to our company about a year ago and we created a product about a year and a half ago, we created a product and a service and it's now fully integrated to content services and it's now a stand-alone product, so we're -- we expected -- it is contributing and we're fully able to sell it as an independent module and it is an important part of modern work, part of workflow, part of collaboration, project management, and ultimately signatures. I'll highlight one customer, fully live, we're doing tens of thousands of signatures a month for the government of Ontario and who are fully live on our e-signature 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
 
Thanks, Jason.

    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
 
Correct. So it's a detractor for Q1 as we compare that to Q1 of 2020. Is the 93 units are in both. Unless we're talking about occupancy or something like that. But as far as results, it's still in that pool. We did get some of the business interruption insurance accrued for in the first quarter, but not all of it. And then we're still carrying all the costs of those properties.

    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 would say the market activity is just very robust throughout the entire footprint of the bank, and we've not seen any slowdown or seasonality to that so far. The pipeline looks just as strong as it has all year long. So we're feeling pretty confident about the increase -- continued activity within the mortgage market. And we're portfolio in about 90% of what we originate.

    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, the answer, Ben, is both, right. I mean, I think when we come back to you, we'll be talking about what the business is able to generate in terms of growth going forward. But then the second part of your question, it's really, really important just as we think about how do we fully utilize all of our facilities in our network to make sure that we're optimizing those opportunities for capacity expansion and so through this integration into our One Supply Chain network and you're going to see Hormel lines, perhaps a bacon line being what would traditionally have been a Jennie-O Turkey facility. So it's really leveraging the resources, leveraging the parent company to make sure that we are truly optimizing the assets that we have employed in our business.

    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. Well, first of all, I think we -- I said a lot about Lightning. I think you meant Thunderbolt.

    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. Good morning, guys. I wanted to follow up a little bit on the volume assumptions you're making. You're assuming a lower revenue per adjusted admission this year. 3% to 5% lower is your range. I just wanted to tie that back to how you're thinking about volumes. I assume there is lower acuity care and in your model coming back, but it doesn't seem like the pressure you're assuming for revenue per adjusted admission is commensurate with the volume, or slight volume increases you're seeing. Maybe just talk about those two variables and how you're thinking about both?

    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, Christine. We appreciate everybody's time on the call today and look forward to speaking with you again with our second quarter results and to the D.R. Horton team, an outstanding first quarter. We're set up to have an unbelievable year. Stay humble, stay hungry, and stay focused. Thank you.

    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
 
Hey, George. So I think that from our volume, what we expected and what we forecast for our business was spot on. So the inventories, remember, you have on floor, in transit. So a lot of that stuff was showing up through the month.
And as I said, the other pieces of the business where we could have shipped more, like our domestic market, we weren't able to ship more into that segment, which would have helped. And there was some price/mix a bit down but not really material. So our mix overall was very positive. And so I think you would have seen a bigger deficit in our price/mix, had we not shipped as much into the box segment, it's really about the overall being able to ship more volume, I think, into our domestic, and obviously, into the box system because we literally shift everything we could get on the floor to a corrugator and also to a domestic customer.
But from the standpoint of our business and what I expected, we did exactly what we expected in the 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
 
Jeff, do you want to take that please for the California market?

    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
 
Look, Michael, the guidance is 60 to 80 basis points. We are -- today, on the 25th of January, we have 11 months and more to go through a fairly turbulent time. So I think we are not going to now start speculating whether it's upper or lower. In terms of our overall plan, it is to drive growth from 2022 onwards. So whatever we need to invest to drive that growth we have planned for that. If things turn very positive, it doesn't mean that we will -- whatever extra margin we make, we are going to simply reinvest. So we have plans to make our growth for next year, and that's all well-funded within the 60 to 80 basis points profit improvement.

    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 for the question. I appreciate it. So in my prepared remarks, I tried to provide some quantification of how contract duration and its movement impacts revenue. So you should kind of rule of thumb at this scale, a movement of one-tenth of contract duration has about a $10 million effect on revenue.
So if you look at that relative to the commentary going from 2.0 to potentially sub-one and a half, we are seeing a meaningful impact on the forward guidance relative to duration. A secondary factor is certainly is attrition that we've talked about. However, we are certainly encouraged by this -- the second quarter of productivity improvements that we've seen. So I would point you to contract duration as being the primary driver.

    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
 
It's a bit hard to comment on the final terms for the Lampung facility, given that we're not at the point where we are ready to complete it, but we do see that it will be slightly more expensive. And we will have to get back with more details on that when it's completed.
As for the Neptune and Cape Ann, I think the interest expense for the two joint ventures are going to continue around the same level as today, a slight uptick in the margin. As the existing debt facilities were concluded [Indecipherable] the margin was very, very slim. But overall, I think interest expense will increase slightly on the back of that. But of course, the debt is being amortized, so it's coming down year by year.

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

    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, I think we've made some good investments. We have some great things happening right now. So I think the recovery in gross margins of $13.3 million that we're seeing will be around in the first quarter is good progress. And then I share with you that this is going be a really exciting year for PACCAR in terms of new product introductions. So in the coming months, both in the United States and Canada, as well as in Europe, with some big introductions that we think will be really helpful to our company growth.

    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 can quickly answer that question and on the contribution. So we expect -- so we had -- as we have said, we think it will have about $6 million to $8 million of ACV impact, the revenue impact this year, which will be offset by -- largely offset by currency. Next year, it's -- we're estimating an incremental approximately $20 million in organic impact.

    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, Harlan.

    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, Garik, they're mostly in line. And those are up in price as well. Commodities that go into metal roofing and in the spray foam are just as volatile as the flat roofing commodity. So we need to get price in those as well to keep up with our flat price cost.

    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 maybe I can give some insights, and then Yan will add extra comments. As Yan mentioned, actually even though we consider about the retail price increase in early 2022, we're still facing the higher raw material cost problem. And luckily there we have made the cost optimization. And those initiatives began to show positive effect, and that's why didn't see any -- the huge margin loss in this quarter. And those cost optimization initiatives will bring benefit in the future quarters. And with the strategy that we may increase the sale, the retail price was around 3% to 5%, which will not bring the -- active feedback from the customers. I think we can still remain the good gross margin. And Yan?

    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
 
Well, I think for us, the competitive situation, there's a question earlier about competition, is quite different in a signature than it is in anything else, right? We have such a dramatic market share lead and, quite frankly, product capability lead in eSignature that it's -- there's just -- the competition, I said, is paper. It's not that there aren't other strong companies that are in the market, but just by the sheer size advantage that we have. And you heard us talk about this before, we spend more money on R&D than we think those folks have in revenue. So from that standpoint, it's a very different dynamic, and we are one of the leaders in CLM, but there are other credible companies in the space.
So we do see a different competitive dynamic. You mentioned SAP and Ariba. Interestingly, SAP is much more of a partner really than a competitor. And increasingly, we're actually investing significantly in our integrations into Ariba.
To ensure that our CLM products will be industry-leading on the buy side, as well as they are on the sell-side today. But in general, I think your point is spot on. And it is a different competitive dynamic, and we're one of the leaders, but not the dramatic leader that we are in signature.

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