michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think the -- a lot of the upside, I don't think comes from some big, strong market-driven rebound, where there's scarcity and prices get moved up. I wouldn't look for big movement there. I'd look for incremental improvements with technology. And as we start to offer more of the differentiated products like SRS and freedom and more survey work in the mix, I think those are the things that really drive margins up.
But it's not going to be wild swings, like when rigs were scarce and ROVs were scarce. I think you'd watch the technology improvements. I think that's what's delivering value for our customers and it's not just on the down manning and some of the other things that we see from those products or available vessel days. There's a -- there's a carbon here that's really important to think about with liberty and freedom, where we can offer our customers a solution that that really does reduce their carbon footprint.
And if you're if you're buying carbon credits to offset that that has a real financial value. So I think that's where I see the changes happening. That those are slow steady changes, they're not -- they're not some whipsaw market kind of thing that I'd be looking for.

    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 everyone. So just a few quick ones for me. Just the Friction aftermarket growth, 70%, I mean, it's my calculation, it seems like it drove most of the year-over-year growth in MT. I'm just curious like what happened this quarter? Why was it so strong on a year-over-year basis?

    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, I think we've said for each of the last eight, 10 years that we expect to hire four to eight new SMDs in our advisory business. And as we sit here today, we don't see any reason why this year would be different from prior years. I do think there is an industrywide phenomenon right now, which is hiring was relatively slow last year because we were all uncertain about the environment from early March on and that didn't really resolve itself until the fourth quarter. So, you have a pickup in M&A and underwriting and just about every other activity. And most firms are not up a lot in headcount versus last year or even flattish. So, the fight for talent is pretty intense right now, but we don't expect that that will prevent us from doing our normal hiring.

    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, Nick.

    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, this is Chris G. Our capital management strategy, the number one priority for us is to invest in the business and the goal of our repurchase program was to offset dilution from employee equity grants. And we have satisfied that during the third quarter, so as we look to what's the number one investment opportunity for us, we continue to believe that to deploy our capital and investing in the business and we'll revisit our repurchase program in connection with our 2022 budget. So no change in our capital management strategy.

    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. It's really -- it's too early to tell, but Mike -- this is Dave talking by the way. Too early to tell, but I will tell you, and you're aware of this, we develop our products in close proximity with our customers as we gather requirements, pilots and pre-prototype tests. So we're feeling very confident that T16 has a bright future. I would make the point that we have a very talented industrial sales force globally that is very excited to have a robotics offering in their arsenal as they go out and contact our customers. And there's certainly a lot of conversation among that customer base in those industrial verticals about the potential fit for AMR. So remains to be seen, but I would say there is a significant optimism about the fit for T16AMR in our overall AMR portfolio.

    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. So if you remember, at CAGNY, back in February, we talked about the size of the total addressable sugar reduction ingredient market was estimated at $5 billion by 2026, and the size of the global stevia market we estimated by 2028 to be $1.6 billion. So, we think there is a tremendous headroom for growth with these products and what we are particularly excited about is the fact that when it comes to a natural sweetener or a perceived natural sweetener, a high intensity natural sweetener, an alternative to artificial high intensity sweeteners, that our product offering is the broadest in the industry when you think about PureCircle's leaf extract stevia. The success that we're seeing and the investments we'll be making to expand capabilities in bioconverted Reb M which is taking a leaf and enzymatically converting it into a better tasting Reb M. And then the fermented Reb M, which has just tremendous benefits from both the costs and sustainability platform, and we couldn't be aligned with a better technology partner in Amyris, a leader in synthetic biology. So all three of those capabilities are coming together at the same time and different customers have different preferences when it comes to labeling, when it comes to the nuances of how to formulate a sugar reduction solution for a particular product, and so we just think this gives us a palette of capabilities to choose from to solve sugar reduction challenges and where we're seeing that right now and we're very excited about the prospects.

    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. Good morning guys, and congrats on the great quarter. Can you just touch briefly on the competitive environment across both channels and what drove the margin dynamics in your view?

    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
 
Outside China?

    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
 
Oh. Well, I mean when we developed the technology, the -- actually, when we see the capacity expansion on 14 a few years back, but we did not see the technology development on the 14 for the reason I mentioned earlier. Means the 14 and 28 is still at a high percentage of conversion ratio. And also, the 14 does provide some technology advancements in terms of power and the savings. So we believe that's the right technology to continue develop. So at this point, the 14 has been fully developed. However, we are aligning with our customer and -- to triggering the capex decision. Given the current market outlook, the 28 remains to be a strong node. So we still prioritize our resource on the 28 at this time. So the option is there, but it's still subject to our, like I said, the capex policies. So we'll continue guided by that at the right time, at the right place and the right volume, we'll make that decision. So the 14 is an option for us.

    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, Tony.

    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
 
The overall just uncertainty of the macro environment does have an impact on your business.

    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, Ruplu. The TI, we're kind of -- it's kind of in the rearview mirror at this point in time. Most regions have recovered, most, if not all. And we've got the help of the market there, for sure. But if you look at Asia, for example, we had a record quarter in Asia without Texas. Parts of our divisions in Europe had record quarters, all-time record quarters without those guys. So we're kind of moving on and off of that. As far as Maxim, we don't -- again, as I said, it's not going to have any effect, we don't believe, in the next several quarters to our earnings. And as we plan for fiscal '23, it will be just the net number that we planned for and bake it into the budget. So no rebudgeting on this end for Maxim.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So one thing we do when we launch disposables or in processing some of those, as we do -- we're careful in terms of the rollout to ensure that we can support the customers, and we have the inventory and we can build out that business. And so we're doing quite a bit of that, which is important. We're seeing pretty much across the board increases in PA sales.
So I mean, if you have any further thoughts about that split, but I think just across the board, we're seeing really strong growth in the business, both in PAs and then instruments and the licenses.

    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, Wendy. Thanks for the question. So regarding, the range, the 13.5% to 19.5% that is correct, the 6% range. It's actually not as wide as we have had in the past. We continue to narrow that range as we continue to get comfortable with the consistency that we've seen now three quarters post the onset of COVID-19. So we continue to narrow on a quarterly basis. It is still wider than sort of pre-COVID terms, but we continue to narrow, as we move forward here.
In terms of April results, I'm just going to comment on the first quarter. I don't want to get into April quite yet, and we'll be happy to give you an update on all of that, when we report our second quarter results.

    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
 
All right. Our next question comes from Laura Sutcliffe of UBS. Go ahead, Laura.

    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
 
Potentially, Ari, we're definitely seeing more and more circumstances where customers are anxious to get in as quickly as they can and to increase their load faster than early anticipation. So there's definitely some upside there. I'd say, nothing material that I suggest changes the modeling of the business right now. But we definitely see more opportunities and upside there than down.

    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 amanda.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, so I mean, the infrastructure piece as you know, I mean we've been doing infrastructure work for years and years, although we tend to get involved in sort of the failure analysis side of that. So that's not something that relates directly to the existing packages that are kind of moving their way through but if you think about over the longer term that kind of investment on the infrastructure side that will certainly create opportunities for disputes that arise and in fact we're seeing that in other global areas of the world where we've had some very large engagements related to construction disputes and sort of root cause assessment there engineering team is doing. So if you look over kind of a longer-term, again, we're not going to see that move the needle immediately but as the infrastructure place through, it's certainly creates more opportunity for work on that sort of that's dispute side of the business. So I do think there is an influence there.

    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, you're already seeing the Wellbore Technologies, right? So double-digit growth, three quarters in a row, 15.2% EBITDA margins in Q3, and that -- by the way, that's in spite of its own sort of COVID supply chain issues, too. So it's sort of overcoming those. But as you know, that's a little earlier cycle compared to Completion & Production Solutions and Rig technology, a little less capital equipment driven. And so it's on its way. And then with respect to the other two, I touched on this in my prepared remarks, prosperity rolls downhill through the oilfield and it starts with high commodity prices that help restore oil and gas producers balance sheets and gets them back to a little higher levels of activity, and then it shows up in the services segment.
And I think they're going to be quickly realizing high rates and margins, and then it will flow into higher demand for capital equipment. But big picture, we're on the heels of several years here of depleting the stocks of capital equipment that perform oil -- wellbore construction activities in the oilfield. And so there's been underinvestment and that equipment wears out. And as utilization rises, activity rises. I think there will be a call on some of the things that NOV makes.

    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. Good morning and congratulations on getting that Tasiast mill start-up, I guess, start-up getting it on track for start-up in Q4. Just two questions. I'd like to start with Paul T.
Just coming back on to that inflation question, both from capital and operating costs. Can we just go through in your cost structure, just you mentioned labor, that specifically labor in Brazil. Are you seeing labor inflation in the U.S. and/or Russia? And maybe some of the other consumables where you're seeing inflationary pressures, on your cost first and then coming back to your capital, I have some more questions on 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
 
Sure. I can take that if you want Jerry.

    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, thank you. Three questions from my side. So, the first one, on the assumptions you use for your roaming revenue forecast for this year, can you remind us what sort of outlook you have for roaming revenues by the quarters, if possible, in order to understand what sort of a potential upside we can have if travel restrictions are more or less lifted for the core geographies for travels of Russian tourists? That's the first question.
Second question is on your mobile retail network. I was a bit surprised to see the second quarter of growth of the number of the stores, which I think is a bit contradicting to what you've been saying before as basically the long-term target of mobile retail network optimization remains intact. So I'm just wondering what was driving that, whether it was sort of a timing effect of the opening of the new showrooms or do you feel that there might be some competitive situation which really prevents you to optimizing your network further?
And the third question is again on KION. Can you please indicate the scale of the content investments related to KION this year maybe and until '23, which you think is required to achieve your goals on the number of users and your top-three position on the market? And related to that, what do you think could be the key issues for KION to achieve these targets? Thank you.

    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, for sure. We had -- we're seeing it continue to build momentum. In the first quarter, we signed contracts with three existing customers to shift. They weren't some of the largest ones that we've done, but that just shows a continuing trend.
So, we're seeing more of those as we go forward. And in this particular quarter, those three were pure lift and shift. So, no new functionality added. So, that's another interesting trend where in the past quarters, we were seeing generally those projects were tied to adding some functionality, doing something new, and then moving to the cloud as part of it.
So, an interesting twist, when we look at the pipeline forward, we're seeing more and more of that coming into play. So, we'll see that to continue to accelerate, Zach.

    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 the cable. So it's not -- we're still obviously selling some of the handheld instruments, but it's significantly down, because DOCSIS 3.1 was deployed already for quite a while. And it's really more of a replacement and maybe some additional things we are providing. The next, I'd say, big wave will be with DOCSIS 4.0, but it's probably a couple of years out. But we're still selling quite a bit of equipment. But what's really driving cable for us, it's not really copper per se, it's fiber, OK? Because increasingly, Cable companies are no longer cable. They are fiber operators. And more and more what we are shifting toward is they're buying a lot of our fiber equipment, pretty much in line with the telcos and wireless carriers.
And what's even more interesting as they push fiber deeper and deeper into the network, they are losing visibility of all the different segments of their network, because before you had copper and you had these amplifiers and they provided feedback and visibility. Now as you replace it all with fiber and you have multiple node splits, you need to start to monitor fiber plant. So we're actually seeing cable companies becoming big buyers of our fiber monitoring equipment where you monitor hundreds of lines of fiber over a large area and you put these things all over their network to provide visibility and monitoring of their fiber performance.
So I think very quickly, the distinguishing factor between telcos, wireless carriers and cable are becoming more and more diminished and they are becoming predominantly fiber customers, but a different flavor of fiber cap, but the platform is very similar across all three.

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