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
 
Hey, good morning. Thanks for taking the question. So in terms of the acquisitions over the past few years, so G73 was one you called out in particular mentioning the quarterly profit. I was hoping maybe you can remind us on kind of the revenue model there or the economic model there. And then also when you think about First, it sounds like that one's still in investment mode, but the outlook is -- 2022 maybe that flips. So curious if you can just again hit on the G73 kind of the economic model there, how we should think about that.
And then for all of these ancillaries, I guess, is this flowing through, I believe, within the franchise sales and other? And there was some better growth there than at least I was modeling. So is that a reflection of some of these new businesses starting to ramp up there on the revenue side? And then I have a second question, I'll come back to you. 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
 
I think in part we didn't -- I'll be very transparent is, we made the -- we came out early with the earnings because of my announcement, and we came out with the guide. And then between that time -- and we were finalizing the price increase, the third price increase, but we had made a decision. We made a decision shortly after the announcement. We announced it and we're going to implement it September 1. And then I just thought it was a little cute to have a guide two weeks ago and then change it today. And so I just thought we'll just leave it where it's at. Being very transparent that it's out there and that we'll touch it up at the end of the third quarter.
The first part of your question is, just on the first two price increases, we had been guiding that we're going to get 90. Now we're guiding we're going to get 110. So I think that answers the question how it's being accepted. It's being accepted and we're able to pass it on, and it's sticking. And again, the fact that our competitors have announced third price increases across the board. And quite frankly, actually struggled in econ, which I shouldn't admit as a CEO. But the one thing I remember in the econ is, if demand is high and supply is down, I think price should go up, and that's what the industry is doing.

    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. We didn't give an official update in the script, but I would say that we're on track with kind of a normal Q1. So it's nothing extraordinary, but we're happy with the way and track for how we closed out January.

    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
 
Having the -- seeing the vaccination rates go up is obviously a big piece of solving part of this problem as well. And so I think that's another factor. As we look at the numbers, we see the utilization returning back to the health systems. They're all numbers and trends in our favor.

    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, Mitch, I still love you, too, just so I say that. I still love you, Mitch, and I --

    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
 
This will conclude the conference call today. If you have any further questions, please reach out at [email protected]. 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
 
It varies across industries. I mean they -- should say without question, but the vast majority of our clients talk about the need and desire to build inventory and do more capex, which is why some of the lines have been increasing. Their ability to execute on that is somewhat dependent on the supply chain and it depends on what industry you're in. If you're dependent on chips for your manufacturer, it's a struggle.
Other businesses are not and could build immediately and maybe we are already seeing the benefit of 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
 
Just another question sort of around the margins and the guidance. The implied guidance for the full year on EBITDA, the implied number in the fourth quarter is somewhere in that $9 million to $11 million range. That would be up another 400 basis points from an EBITDA margin perspective. What gives you confidence in keeping sort of that cost ramp improving, leverage on the cost side improving? And as you get to sort of the mid-teens, can you continue to go up from there over the next several quarters as the top line grows? 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
 
That's all I have. We appreciate everybody's time this morning on the call and questions. Any follow-up, give us a holler. And look forward to producing good results for our shareholders as we go forward.
Stay well. Have a great spring, and we'll talk to you soon. Thanks.

    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 I would answer that if you kind of look and I don't know what page it is in our deck. But if you look back, when we implemented CECL day one, we were at about 115 basis points and that was, as you might recall, under really good economic circumstances. We haven't kind of hit COVID. COVID was still only in Japan, we really -- or China, we hadn't really had any big impact here.
Then if you look at the next quarter, it was coming in. Yeah, it's on page --

    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, obviously, our 990 basis points reduction in SG&A to gross was excellent. I think about 460 basis points. So maybe call it 500 within personnel. As you know, we've taken out about 13% of our overall workforce. If you go back and look at the same time, I think, advertising is another component that we've been able to reduce. I think the mix, we're going more digital, obviously, more pointed. The traditional TV, radio, newspaper has been cut back. Some of the costs associated with that, which has given us a benefit. And then when you look at it just overall, less people, less T&E, less travel, less vehicle maintenance. With service down, we've had less loaner cars, which, certainly, some of that could come back in outside services. So those are all things which, I think, have been good. And we've got lower healthcare costs, we've got lower workmen's comp cost because we have less people, which is something you really don't think about that as you look at that.
Now we had some increase during the quarter due to some stock compensation we had to do. But I think overall, it was really -- it will stick. Obviously, the gross will be the big test from a standpoint, the gross profit on new. Aand higher gross has obviously helped us drive that big number. I think on a run rate, we're going to be in the 72% to 74%, if you look at it on a yearly basis when we get back to normal.

    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. Steve, I wouldn't read into it. Just kind of consistent with the overall backlog additions, I think you need a little bit broader than just a three-month period to get an indication of trends what we see is not a slowdown in storage at all. There's a lot of interest in new storage opportunities, not just with our customers, but even from a regulatory standpoint in certain jurisdictions where storage could be particularly helpful given certain dynamics in various markets so we're very excited about the storage opportunity and don't see a change in the overall dynamics of opportunities.

    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 was kind of looking at -- if you just took the middle of our range for Q1 and then did our normal -- the middle of the range of our normal sequential pattern, that's like an 8% growth. But we said we're going to be higher than that. And if you just use Q1, typically, we're down Q4 to Q1 about 10% on average and midpoint of our guidance would be somewhere around 7%. So you can pick up, you're 300 basis points better there. So your 11% sort of high single digits, low double digits, I think, is kind of right in the right ballpark. And again, if the supply constraints turn out to be not as bad and all those kind of things, then that just helps to push it up, if you will.

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

    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. And many of those camps are tied to university athletic programs. In many cases, they ran by the coaches, and so they tend to go hand-in-hand with the campus activities that take place around sports, band, cheerleading, all those type of things. And so with the return this fall of all those campus activities, we're seeing a ramp-up in plans for those camps and conferences to come back.

    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
 
That's exactly right.

    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. Look, we will never comment on a competitor. We have a tremendous amount of respect for our competition. And I think we all go through various challenges during different times. So I think that we're all experiencing various challenges. I think our operations team has gone a great length to support our customers. And I think that because we did prestock some inventory anticipating the ramp, I think that's helped us.
I know our team has been working around the clock to support operationally. We've tried to be very strategic with our supply chain and our own operations to have some level of redundancy. So if there is an issue in one place, we can ramp up somewhere else. So we're not, by any means, flawless. We have our challenges, but I do think the operational performance has helped us pick up a bit of share along the way.

    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, Zane.

    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
 
No.

    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'm not sure I heard the first question, Barry. Look, we're always willing to sell one or the other at the right price. But I would say, we believe that these two segments are continuing to operate very well together. They're complementary. They really feed off of one another. So I think a lot of our success recently has been part of that. So we will entertain anything that is at the right price. But I think right now, we're focused on operating the company as it stands.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, thanks for the question. Gene and Rick, you talked a little bit about the technology initiatives and some of the success you're having with the tabletop tablets. And I think, last quarter, you talked also about how this is maybe attracting a younger consumer to some of the brands. I just wanted to know if you had any update there on what you're seeing on a consumer side related to some of this technology? And maybe if you think the next kind of several years out, what are some of the consumer-facing technologies do you think you'll see or we'll see enter the restaurant space in the in-dining room part of the business? 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
 
We want to run 16% of R&D and -- 16% of revenue for R&D and 7% for SG&A. In actual fact, the increase in dollars from Q4 to Q1 is essentially -- in fact, it's nearly all non-exec variable comp. So, it's just incentive. So, we're keeping a tight hand on opex. We won't spend ahead of revenue really. But we would like to run 16% of R&D and 7% of SG&A. And in the very short-term for Q1, the increases all -- increases in compensation -- in variable comp accruals.

    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, Kevin, and we're running late here on the call. So I just wanted to remind everyone that a replay of the call will be available either via our website or by dialing one (855) 859-2056 and using the passcode 6169566. As well, a podcast of this call will be available for download within a few hours. If you have any questions, you can direct them to me at (514) 415-3651. Thank you, George and Francois, and thank you, everyone, for participating in today's call. Hope to see you again soon.

    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
 
No. I think the unit amount is solid at that level. I mean we were kind of within rounding errors higher than that. So nothing overly substantive that I would call out. I point you to the $490 million is that's the number we're looking to achieve and we've got.

    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, Kody. It's Justin, again. When we first experience the price bag, I mean, one of the first things we did was evaluated kind of what the anticipated impact was going to be and looked at whether we needed to make any kind of incremental filing to extend the time period on which those are going to be recovered because of that sensitivity. And as John mentioned during the call, we have a big focus on making sure that our bills are affordable and competitive. Based on our analysis and looking where gas costs have been as recently as the last three to five years, what we're going to experience as a result of the spike is not going to exceed those amounts that customers were experiencing just a few years ago.
So we don't anticipate any issues with respect to the gas cost recovery as it stand today and we anticipate currently that our mechanisms will allow to recover those costs over the time periods by which the mechanisms are designed. And I think that kind of goes hand-in-hand with the tracker, I mean it's -- when you look at the tracker dollars, this is something where the Commission had in place the annual surcharges, they wanted to take a closer look at some of the things based on some accusations of some interveners they made in the surcharge filings. We went through that process. There were no findings of any wrongdoing whatsoever. And so from our perspective, we'll work with them on a cadence of what time period to recover these to make sure that, again, there is not any kind of unconscionable bill impact to customers because that's something we're sensitive too.

    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, good morning. Just had a question on the Group business, if you can talk about what you're seeing in terms of claims utilization both frequency and severity in your dental book?

    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, we had some great discussions with our Board and the senior management team as we've gone through over the last several weeks. And again, we really prefer the share buyback program, but we know there's limitations, especially when you have to put the buyback program in place during an open window. So, I look for the special dividend to be a tool in the toolbox that we can use to top off or to make sure we achieve goals that we set out there for years to come.
But our main delivery is going to be the base dividend, number one, which we anticipate being able to grow over the next several years and currently with where our shares are priced and our multiples. We think the share buyback will be the main delivery tool for returning capital to shareholders. But we'll always have this other special dividend tool as well that we can use if needed if we're having troubles getting their to our share buyback, which would most likely be caused by share price performance in a positive way.

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