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
 
Well, Rocco, thank you very much for hosting us today. For those of you, who have questions for AIR, we thank you for your interest. If you still have further questions, please feel free to call Paul or me and we'll be happy to give you our best answers. Thank you so much.

    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
 
We think the affordable EDX degrees in those disciplines will be another substantial opportunity that we really haven't talked about at all. In terms of our degree business, we continue to believe strongly in the licensure programs. Our MBAs have done better than clearly others might be showing. We feel like our degree business, if you look at what it's going to deliver this calendar year we think it's pretty impressive at our size. So it's a credit to have [Indecipherable] and her team overall doing a great job managing that overall business for us and one that we're very excited about what it means for next year. We have a good read through. 21% growth on a really big base. There is certainly no one else in the Platform business that's close. So I would say we're leaning in on the degree side.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. So, commodities were 2.5% in Q3, and they would jump up to 4.5% in Q4.

    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, guys. Thank you for taking my question. I have a bit of a maybe a nitty-gritty question, but I hear you talk about your supply constraints. And at the same time, you beat your guide and you guide above expectations.
So if you have supply constraints that get you to beat expectations every quarter, I'd really love to have you being constrained for as long as possible.

    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 can. Just give me a minute here, my computer went to sleep on me for a bit. But I have it here for you for a second here; so let's see. So on D&A, we've got -- let's see.

    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. So the compassionate use program in Australia has the benefit that it allows for patients who are on the clinical study, and after finishing the study on the extension study, and after finishing the clinical extension study would basically be left up without any further treatment. And that allows them to continue the drug with the supervision of a physician and right now, we limit this pretty much to the existing patients which entered our study. And the advantage is that once the drug will get approved, they will be overly automatically becoming eligible then to be prescribed the drug once it's approved for market authorization.

    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, sure. So, obviously, I think we talked about this before, Chipotle has a tremendous value proposition. We always have known -- we have some pricing power. It's something we really would prefer to be the last thing we have to use. It made sense for us to take some action, specifically, in the delivery channel and then most recently across our menu. Consistent with the past, we saw very little resistance with the price increase in any of these channels. So, I would say, went as expected, and we'll continue to keep an eye on our value proposition going forward. And I would tell you the good news is I think our value proposition remains very strong. So that if we're faced with any headwinds that warrants the need for pricing, I think we can do it with confidence knowing that the brand is really strong and our value proposition is really strong.

    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 then I do have the answers, I think, to your questions. So $2 million was the interest income on PPP loans in the first quarter. We have about $840 million left at the end of the quarter, which is very similar to what we had with round one, once that -- once round one wrapped up last June or July. So basically, the new loans, $344 million, have kind of offset the December and first quarter runoff due to forgiveness of last year's loans. So we have, as I said, $344 million here at the end of the quarter that represents new originations, call it round three, round two, whichever -- whatever you want to call it, and then about $500 million left from last year. That's a total of $22 million left in fees and that's about 1/3 remaining from last year and 2/3 on the new originations. I hope that's been responsive.

    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 can comment on that, Gautam. I don't really see the acquisition of Meggitt by Parker change in anything in the competitive landscape. We have a few overlapping areas but it's minor. Parker is a strong company, so I'm sure they'll [Phonetic] help enhance Meggitt. But in terms of competitiveness, I don't think it will impact Woodward at all.

    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, I think we're acknowledging the 20% start we've had for August. It's the largest month of the quarter, usually represents a little over half of the quarter, historically looking at the last several pre-pandemic years, last year being an anomaly of course. As I just mentioned in response to one of Mitch's questions, we're also cognizant that now that we're going to be entering the post-peak of the back-to-school season, the rate of growth could moderate to some extent. And looking at the trend line of, again, Q1 comps to 2019, we're up 22%.
Q2 was at 2018. We had a nice 20% start in August. But as you think about the lower end of the guidance, that's us thinking about, well, if that trend line does cause some moderation in the start that we've had, we're giving a little bit of room for that. But really pleased with how things have started off, certainly has been a much more normal back-to-school season this year than what we experienced last year.
Consumer response to what we've been doing has been great. So we're hoping this can carry right on in through the rest of the back 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
 
Good morning, Owen.

    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, Ryan. So there is a healthy appetite and interest in those apps and now also with writing programs with our new capabilities. As I mentioned earlier, we don't expect to open the app store before the end of the year. We may introduce other apps through the years, not through the app stores.
However, we believe that the cohort of innovators will become a very important part of the value proposition of Amwell, whether it's external third parties or even our clients and partners in '22 and beyond.

    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. Thanks for taking my question. Could you comment on the dosing frequency you're evaluating the kind of real-world dosing? How does the dosing frequency compare with the first randomized 26-week portion? And also you mentioned that some patients elected to be switched to the subcu study -- Phase III subcu study, which obviously is a weekly dosing schedule, but a little more convenient with subcu. Could you talk about the kind of level of interest you saw in the switching? And what does that tell you with regard to whether IV and subcu is more preferred and the relative preference by patients. 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
 
I think...

    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. Thanks, Larry.

    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
 
We're not providing guidance on margins right now for '22.

    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, let's take those one at a time. We have had interactions with the agency where they have recommended language changes to our packaging. In terms of the main label, it's probably too early for us to expect to engage in those. I think we would start looking for those conversations to be three, four weeks out from the PDUFA date, but they are paying attention.
They did give us language changes on our packaging, both on each individual strip and on the box that it will be -- that they'll come in. In terms of the market, look, for the last 12 months, more patients have chosen to continue to use the rectal gel than they have the nasal spray. And about 90% of the potential patient population is still not accessing an appropriate rescue medication, either nasal or rectal. That doesn't change the fact it will be the third product to the market.
However, we believe that the product we're bringing to the market in an oral form that can be carried and used the way the film can is going to give people a much better opportunity to have what they need, where they need it, and when they need it and in a form they like interacting with. So, we feel good about the competitive valuation -- the competitive value proposition our product brings to these patients. But we are third to the market, and we'll have to deal with that.

    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, I think so. I mean it's -- I think what you would look at the parking business as a whole is, there's not a lot of assets like T2 that are sort of hub-size and scale with the level of cash flow and profitability that they have; it's a unique market; there's some real big players and then there's a lot of tiny small players. So, certainly, there could be some other opportunity there. I think our -- the real strategic imperative here is, I think everyone in the category of smart transportation would say that curbside management is going to be a big challenge for municipalities going forward, and we want to be a part of that future, and we think it's going to be important to our customers as well as other customers. So, T2 serves as a great platform for us to do that while at the same time diversifying some of our revenue into an adjacent market.

    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 don't want to really take a position about what our customers are doing, I know Micron has been very public about their EUV adoption. And I think there is others that have -- are adopting EUV. And that can be read out in the shipments from ASML going from shipping 30 systems last year to booking 44 in the first half of this year. So a lot of business coming ASML's way. They have a high productivity tool that they're going to start shipping, that's obviously a positive for Veeco. And I would say at this point, what we're seeing is about one of our assistance for every 10 to 15 ASML scanners, which puts us at about two to four systems per year through kind of a bit lumpy, but I think if you were to average that out, that's about where we should be sizing it. Obviously as they take a leg up to say 50 plus system shipments and I believe '22 they are targeting and if that continues onward, that would put an upward bias toward our EUV Mask Blank tool shipments, but I don't -- we're not quite ready to take that up yet.

    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 going forward, you mean about like how we sort of --

    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, Dan, Bruce. Good morning, 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
 
Sure. The Boulevard [Indecipherable] to ShopRite open. They opened in, I believe, October of 2020. They had an incredible opening. It was actually the biggest in their fleet history. So, that was a great first sign of what we see as the long-term success of the Boulevard. The balance of the junior box tenants are scheduled to open in the second half of this year, going in summer and then into the fall of '21. And then that will be complemented by the small shops on the first floor that will go through '21 into '22 as well. So, that's what was planned and we're currently on track for that.
And as it relates to the demand between new projects and existing, obviously, for us, the focus is on our existing portfolio, the core portfolio. We've been very encouraged by the activity we've seen both at Dania and the Boulevard through -- as we're coming through the pandemic and leasing starts to accelerate. And when you look at the quality of real estate and the quality of the projects, fortunately they speak for themselves and drive the demand there.

    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 your math sounds about right. That's, of course, pro forma numbers. Doesn't mean that they are -- if you do your numbers going forward, you'll see that -- and you make actual projections, you will see probably that, as I said in my prepared remarks, that the numbers might be slightly lower, but still a very material increase to our -- what we expect a very material increase compared to our existing free cash flow. With regard to how much we will increase the distribution, if we do so, I think I will leave this to the Board. But to your point, the new free cash flow per unit that the combined fleet allows is definitely substantial. As I said also in my prepared remarks, we have to balance this together with unit repurchases because this continues to be a very nice way of returning capital and deploying our equity in an accretive way. And finally, also continuing to grow the partnership. I think it has been a very good choice to have the liquidity that we have today. We have managed to transform the partnership. We have managed to give -- with the new additions and the lowering of the average fleet aids, effectively, we have replenished the fleet substantially. And we have increased the terminal value of the company. So I think growth has been definitely the right choice. And together, we're returning some capital unitholders through both distributions and unit buybacks. We expect to follow the same path in the future.

    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. Well, the -- the reality is that because of COVID that made a lot of deployments worldwide is actually -- they've actually been slowed down. I mean, that doesn't mean that the trend is in -- any different than before. Still a -- a -- an important megatrend for us.
I think we've seen a -- we've seen a channel ads being the -- the -- the dominant need for -- for the end customers rather than new deployments. So, that's a -- that's a dynamic there. For example, I think we're seeing more, you know, more client systems being added and line systems being added, and so forth. So, the -- those are -- those are the dynamics in terms of the demand.
I -- I want to emphasize the -- the -- the growth that we've seen in the datacom a little bit stronger than telecom. And then remind the -- this important point I made on the 800 G -- first 800 G shipments that we made, it was really successful. So far though, really exciting to add it to our portfolio. And it's all -- all in all, I think we -- we are going back to a really nice growth with the -- with this team which, you know, for over a year, a lot of customers were probably on the sideline waiting for the integration to happen.
Now, they feel more confident as the numbers demonstrate that we are doing a pretty good job integrating the two companies. So, that -- that's -- that has been very key.

    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, the vast majority of our third and fourth quarter are in backlog. So the vast majority, this is not a book and burn situation. These are in backlog on funded contracts, it's execution. That's what this is. And the key parts of the execution are, I think we have approximately 300 open wrecks right now or something like that. And we have some strategies, including taking advantage of other companies that are having some programmatic issues, we're hiring their people, and we're so far so good on that hire side. The wild cards that I see are supply chain, OK. We have done the best we can to order in advance the safety stock amounts, but the safety stock ordering now is pushing out, I think we're at like six to 12 weeks and now some things are like 24 to 30 weeks. Deanna is nodding, but that's correct.

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