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, Matt, thanks so much for the question. So as far as new versus existing sales, we've definitely seen a trend toward more of our sales coming from existing customers. And that's exactly what we expect to see as the set of customers we're working continues to expand. A few years ago, I know that about 60% of our sales came from new logos and 40% came from existing clients.
We saw that basically invert in the first half of this year with 60% of our sales coming from existing clients and 40% of our sales coming from new logos. And obviously, we've seen that trend continue into Q3 with over two-thirds of our sales coming from existing clients. As far as the second question goes, we definitely are seeing a trend toward a broad-based embrace of outsourcing. I think this is being driven by the rapid rise of digital disruptors and also the COVID pandemic, which has forced us all to embrace new ways of working that are increasingly remote.
So at TaskUs, we're focused on identifying the next generation of digital disruptors and delivering the specialized services that they're going to need in order to scale. The one challenge of getting larger, I will say, is that it does become more difficult to deal with companies in the very, very early stages. We have a product called Launch by TaskUs, which enables us to work with companies who need as few as five full-time resources. It's sort of perfectly built for companies in the Series A stage, and we've had a lot of success with that product.

    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 mean, we have confidence in our guidance for the year. By the time we get our productivity plans start to come to fruition, pricing taking hold. And then as I said, we are very excited that we're off to a good start with our innovation. We're picking up new customers that we haven't had before in the Midwest as well as some other channels. And we have a big focus on foodservice this year and we expect those things to start to really pay off for us to see better profits and better top line growth in the second half of the year.

    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, good morning. I just wanted to get a little bit more color if you could on signing up new independent software vendors. How does the increase in i3's proprietary software play? Does that increase the attractiveness of integrating for some vendors? And conversely for some vendors, is it a negative point in that they view as partially competition?

    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 start and Raghu, you can add. First of all, we see tremendous interest in customers for our virtual desktop solution, and that's really the only category that we compete with Citrix. Our end user computing portfolio, first of all, is much broader than what Citrix offers. But oftentimes, customers who have had Citrix implementations and VMware's implementations for broader end user computing portfolio, not including virtual desktops. We are certainly seeing customers who, when they are looking at cloud-based desktop deployments, interest in standardizing on their broader workspace and end user computing portfolio with VMware. So we do see larger enterprises now looking at innovation from VMware and end user computing to be much stronger and more powerful. And we continue to see customers who have in the past used Citrix now looking at VMware Horizon solutions.

    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 BAW designs are doing great. You could see in the current lineup of phones today across multiple customers, our Sky5 solution is bringing in more and more bulk acoustic wave. There's also some bulk acoustic wave technologies in some of the Wi-Fi engines that we have.
And as we start to look out into the second half of the year, you should expect more content underpinned by our own organic BAW systems as we move forward. So we're feeling really good about it. We've also made the investments in our fab technology to deliver that -- deliver those solutions. So there's a lot of good work that's been done, and we're going to be able to reap the rewards of that as we go forward into the second half and beyond.

    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 see. There's really no change in our business or our web traffic as a company. We continue to monitor it, and we haven't seen any change on our end.

    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, thanks, Jim.

    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 for that, Whit. There's a lot of opportunity still on revenue cycle. I will say we do have a distributed system. But we actually do -- as we've evaluated it, we do quite a good job out at our facilities. When we have a decentralized operation, it tends to be reasonably efficient. That said, you hit on one of the places where we're focused on trying to drive data improvement, and that's contract management. And so we have various tools that we use across our ASCs, most of which are on one platform, HST. I mean we do use some of the tools that they provide to help us to understand under and over payments, which is really what contract management system is looking to do. And we are rolling out a new contract management platform. We've had great early success with that.
We've used it at a small handful of some of our surgical hospitals, and we'll be rolling it out to another wave in the coming months. And as we've gone through that, we've had a lot of lessons learned, but we've also seen a lot of additional opportunity at some of our higher performing facilities. And so rev cycle continues to be a place where I think, based on our history, we haven't standardized a lot of our operations, and there still remains a tremendous amount of opportunity there. And our teams are going after it on a weekly and monthly and yearly 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. Look, I think what we've said about that in particular is long term, we regard that as being highly relevant across the tiers and across SKUs. So that -- I think that latter device is likely to trend toward an attach rate of one. How that looks on the first run out when we ramp in the back half of this year, that remains to be seen.
And then on the closed-loop controller content, yes, I think we previously talked about taking an ASP of being roughly equivalent to an amplifier there as your general guideline based on -- that's a blended ASP based on a certain attach rates. Again, just given the nature of the devices that that shipped in, we'd expect to see that blended ASP trend up over time, as well.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it's -- this is Jay again. I think it's two different answers really. Because I think if we can solve that -- when you're comparing versus 2019, which is what we're all doing right now to see if you're back at pre-pandemic levels, I think we can get there just with capacity and just with hours of operation. Everything else is going to be incremental. It makes us go up. We do a great job with new menu items. We do a great job with innovation, great job with marketing. We are going to steal share. We're going to keep growing. That's all upside I think afterwards. I think we can get back to where we were and beyond just with the capacity in the hours.

    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
 
Again, we'll continue to assess with input from investors and our Board how we allocate cash going forward. And probably we'll say a little bit more about that as we go into next year with the Mining Solutions divestiture behind 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
 
And I guess, the last point -- Matt, the last point Id make there, sorry, just having been around this stuff for a long time. Infusion moves pretty slowly. Right? It takes a long time to have market share changes or new entrants come into new products. Its great that theres innovation. I think its great for patients, great for our providers, but things dont move that fast.

    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. So that is -- it's kind of an ancillary product that we bought several years ago. We're funding to a third-party, and we getting out of that line of business. And so we have gotten bids on that. And so it's held for sale. We anticipate that potentially sell it in the first quarter. And that was an intentional decision for us to sell 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
 
Hi, Terry. Terry?

    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. Two parts. First, in terms of the transitory benefit from metal, that was largely in the SPR -- SRP rather, segment and the benefit there's a couple of ways to look at it. Bob highlighted in his script, the benefit relative to our guidance, amounted to about $0.08 for the overall business. And then as you translate that to EBITDA for SRP, it was actually about $8 million. So the majority of the metal benefit was in the SRP business. And the majority of that related to nickel price movements. In terms of STAL contribution, we mentioned that it hit an all-time high in terms of its revenue.
Also, from an EBITDA standpoint, extremely good performance. EBITDA margins, I will share with you, even though we don't specifically share the EBITDA generated by the SBUs. I would say that the margins have -- are very, very strong in STAL. They've been in the double-digit range. And we expect that we're going to continue to see strong performance, largely because the end markets that it serves continue to be very, very strong in China in regard to electronic demand and consumer electronics as well as automotive.

    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
 
Venkat may be muted, sorry. We've got --

    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
 
Savi, we -- the vaccine deployment still is very early and we haven't really seen -- seen much in the -- in the form of changed behaviors. We hear a lot anecdotally, but, you know, it's also one of the weakest travel periods of the year in the -- in the current month that we're in. We've not seen the booking curve start to expand. We -- we certainly hope to see that as we -- we get through the quarter and vaccines continue to become more prevalent.

    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
 
Many thanks for taking the question. I wanted to follow-up on your last point there, which I think you both had mentioned around the backlog doubling. So maybe just help us double-click there. If you were to look at maybe the verticals where you're seeing the momentum or the geographies, any other really standouts underneath that backlog strength?

    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
 
How are 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
 
Good. I hope you're well.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Are you asking specifically just the Robotics [Speech Overlap]

    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
 
Paul, we'd think about this is that-we expected a certain reduction in intensity between hot functional test and fuel load and we'll just have to maintain intensity for a little bit longer to make sure we meet fuel load on a timely 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
 
Okay. Thank you, Ebrahim. Let me just add to the last comment -- the first comment you made that we are very cognizant of underinvesting. So we're not looking to drive that efficiency ratio below 40%. We could if we wanted to, but investing for the long term and having long-term growth aspirations as we do, it's important that we keep investing, which leads us right into your question about my confidence level. So I feel very strong about growing between $1.5 billion to $2 billion. If you kind of look backwards, you can see that our old guidance of $1 billion to $1.5 billion, we easily passed that or exceeded that. But right now, as I look forward, we have strong demand for subscription and capital call lines. There is demand in lot banking, hotel and residential construction. We believe there will be some new AmeriHome products that we will bring online jumbo loans, non-QM loans that will be able to feed our balance sheet as well. We see a great deal of activity in the CRE income-producing space, especially with distribution centers. We've done a few spec centers. And before the shell is even lifted, those spec centers have been already preleased. So we see strong demand there. And there are several new businesses that we hope to bring online probably toward the back end of 2022, which will give us confidence as we go through the year in 2022, looking forward to 2023 in terms of our growth momentum. So yes, I guess the short answer is, I'm feeling good.

    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
 
Smart video, the smart video market, I'm sorry, I misinterpreted. Smart video right in the HDD market. We see -- that market has been pretty stable. I think we see some improvement in it.
But I mean, I don't think there's anything that's particularly noteworthy, except that it's a good market for us and continue to move forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you Sia. Thank you all for your interest in Willscot Mobile Mini. If you have additional questions after today's call please contact me. 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
 
Hey, guys. This is Alex Bolton calling in for Greg Peters. Sorry, I'm going to ask one more question on LTVs. Maybe just between the factors, could you talk about your expected persistence of each one of these factors? It sounds like new agents is more short term, but I guess how much time does it take for them to improve new carriers.
It sounds like you can get better commissions over time. Can you kind of talk through how long that might last?

    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 mean, you do see a little bit of mix shift associated with individual transactions. We've said that many times when you reopen the restaurants. However, the impact of reopening has been minimal, if anything, may be slightly accretive to the comp. But overall, it's been pretty much a wash as we've seen these restaurants reopen. And as of today, there's still only a couple of hundred restaurants that have actually reopened out of the 1,400 in the U.S.

    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 mean, Bowen, you can speak to the asset side, and I can go through liabilities.

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