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, much of our increase in gross margin is a function of the change in mix as our independent business continues to grow at a faster rate. We not only passed it on per case profit, but we did it in actual margin as well in spite of the heavy inflation. And I think that a lot of it is attributed to our salespeople and their ability to make sure that they've kind of got that ratio right with the customers to what value they're bringing versus what they charge. And then we've had great success at the higher end of our product line. So we've had increase in inflation because our business has grown faster in the higher case cost areas, which is even more significant when you consider that we were able to raise the margin as well. And then our chain business has just not been as robust.

    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, you can think of it this way. If you look at last year's home loan sales we did them and each quarter, not exactly the same amount, but we did some in each quarter. If you took that total, let's say and only put it in the, let's say, second and fourth quarters, right, you would have volatility between the first, and third, and second, and fourth.

    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
 
Hopefully this help clarify everything has been said on this in the last week. So thank you for the question, Jason. Next question.

    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. We haven't given any specific numbers there. But look, as we sit here today, we're really comfortable with the progress we're making on growing market share, when we take a look at the rates we're growing, the customer base and the size of our market, we remain really optimistic there. We've been growing, and we've always said that we saw opportunity to grow software ARPU at 10% a year or thereabouts.
And as we sit here today and think about the reception of our customers to incremental modules, our value prop of being a largely one-stop shop for the core offerings. We feel very good that we're going to continue to see that play out. We've mentioned that about half of our customers use at least one Lightspeed module and half don't. So there's lots of white space there for us to continue to grow that software ARPU in our view.
And then the rest of the ARPU comes from, of course, financial services, payments, Lightspeed capital, things of that nature. We're about 10% today. We see certainly the opportunity to get to 50% in the foreseeable future. And that all told, if we're successful doing that, we're going to see ARPU growth consistently at a healthy clip here, M&A notwithstanding

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, good morning Michael, it's Micah. Thanks for the question. It's a good one I think. As we think about inflation with respect to originations could be marginally positive things cost a little bit more than the cost in the past. I think you hit on the other -- the other big piece of this which is potentially rising rates. I'll remind you, less than 5% of our debt is floating. So we feel like we're in a pretty good position with respect to that. We have a long maturity structure, we've been really opportunistically replacing a lot of our higher cost debt that's in our stack with lower-cost debt from the very recent really strong markets and base rates have been great, but I think the strength of our programs and our credit spreads have also been a contributor. We issue anywhere from $3 to $4 billion a year which is not a huge portion of our close to $18 billion of debt. So to the extent there is rate increases we think it will be -- it will be sort of ratable over time but hopefully offset with our continued strong credit spreads. I think those are the two biggest basis.

    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, Bill.

    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, Tammi.

    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, Jeff.

    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. The TALGlobin is currently being manufactured, but once we finish manufacturing, we have to go through all the requirements with the GMP material to start preparing the IND package, and this is something that will start probably next year once the product will be released, and it is all done internally. So it's something that's quite exciting. And I'm not giving any guidance for the IND filing today, but it is definitely a problem that will go into clinic.

    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
 
Operator, next question?

    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. Hi. I was just wondering if you could talk a little about the international intermodal front with the issues that are out on the West Coast and some of the gating procedures in Chicago. Do you think that's -- is that or will that lead as we move toward peak season, retailers and others perhaps diverting more traffic to the ports on the East Coast and could that lead to additional opportunity for you, again, assuming your services could keep up. 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
 
Hi, thanks for taking my questions. First one is for Chip. Chip, we've clearly seen some really strong demand in terms of application trends on the grad segment and enrollment. I am just curious as you talked to your university partners, what ability do they have to be able to fully service that demand today for the spring cohorts? And are we seeing any of that demand start to bleed into fall cohorts as we think about the second half of the year?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Thank you. Great question. I mean, typically, surgeons are used to doing both cemented and cementless knees through their training. They've grown up to do both. Some have preferences for one or the other. Some have more an approach around patient conditions, patient anatomy and other factors.
So I think the training requirements typically will be limited. Certainly, physicians will be already familiar with the different features of both LEGION or JOURNEY, so they will be familiar with the implant, they will be familiar with the instrumentation. And so I would expect the training requirements to be very limited both because of the familiarity with the system, and familiarity with cementless surgery overall.

    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. Look, I think 2/3 of it will end up being maintenance driven and 1/3 of it will be project driven. Again, it's hard to know what's going to happen two years out, 1.5 years out. I think what we're seeing in the business today is an improving environment. There's no question that the financials of these companies have improved. They're doing -- the sentiment today is completely different than it was nine months ago, right? So does it mean that they're building projects today? No. Do I think they're talking about? Do I think they're looking at their capital plans and reassessing based on the strength of their financial condition? Absolutely, they are because we see it every day, right? So our hope over time is that the targets that we put out end up being really conservative, but I don't think we're ready to call that yet, right? And we're comfortable with the targets we put out. We're comfortable with our ability to continue to build on the maintenance side of the business that we have today. And we think that the levels that we're talking are very achievable.

    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
 
Hey, thanks for taking the question. Just wanted to go back to some of the supply chain commentary it's good to see your build cost have remained in line right now. Have you seen any changes in the labor market in terms of either labor availability or labor cost and maybe you could just talk through how you're managing those items to to build on time and on budget?

    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. So about the core. The good thing is that if you consider fixed and mobile, the core represents almost 90% of our revenues, OK? So that's the first point. Then if you go to the core fixed revenue, as you asked, there is a slight change, OK? That's a lot driven by B2B. That was the previous question. B2B has very seasonal revenue. Sometimes, we have a very big deal being closed in one quarter. There's a lot of equipment sales also related to this deal. It could change a little bit the evolution. The good thing I think here is to highlight is that data and ICT that is a B2B business is growing, is growing double-digit. When you see IPTV, IPTV is growing, is growing almost 30%. And if you focus in FTTH, that is the driver of the core fixed revenues, it's growing almost 50%.
So when we see our revenues, considering that in a quarter, more than BRL1 billion of our revenue is already FTTH. If I add that to IPTV, we're talking almost BRL1.4 billion in FTTH plus IPTV. That's very unique and if you annualize this number, it puts us in a very strong position as the leading player in FTTH in the country and in Latin America.
So just a small change. And of course now, we're going to have growth from a very important base of revenues already coming from fixed core revenues, what give us a positive trend for the future in the evolution of the total revenues of the fixed 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
 
Thanks, Ken.

    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
 
We're just not -- we're not privy to it, haven't really heard the criteria. Ourselves, we're -- right now, we are roughly -- our construction company is fully working. A lot of the clerical people are still working from home. Our accounting group is working from home. Our development group is working in the office. I mean, there is a lot of -- basically what we've done is a model that a lot of people are doing, which is basically giving you the option of working from home and following the rules when you're here in the office. And, of course, we -- our expectation is people are following the rules everywhere. But in terms of the social distancing, the masking, no gatherings, no big meetings and all that sort of thing, that still has to be prevalent. And so far, knock on wood, things that worked out pretty 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
 
Next question.

    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
 
Thank you. I was wondering on the cadence of continued paid promotional subscriber losses. Granted you said that you'd be on the path to maybe losing 1.5 million this year. But is there a path to that going to zero at some point? Or is that always going to be part of your range of the OEM relationships? And then secondly, related to the OEM payment impact that were lower in the first quarter, how much of that was timing and how much was related to the change in these contracts?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No. No. We have a different geographic split in 2019 than the one we have now. And we have different countries growing at different rates.
What I'm saying is that our current tax rate and the one we are guiding, it's very closely related to the weighted average tax rate from the countries in which we operate and we should pay taxes locally. So we are giving this guidance for this year, but we're not giving any guidance so far further out.

    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. So if we look at the last two quarters of the year, I would kind of think that system revenue should be relatively similar between the third quarter and fourth quarter and getting us to that $11 million guidance. And procedure disposable revenue, it is tough to estimate how that's going to go. Overall, we see the rebound, the gradual rebound back toward normality that you described.
We have heard incrementally some pressure, particularly in a few southern states over the last few weeks with the rebounding delta. Generally, it seems like hospitals are well prepared and that, that shouldn't have a big disruptive impact. But there's definitely a little bit of disruption out there in the world. It probably shouldn't have a big impact on our overall recurring revenue.
But it's very hard kind of to estimate exactly what to see. And so generally, I would kind of think of numbers that are similar to what we've reported just now as kind of fair for 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
 
Thanks, Kimberly.

    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 will talk qualitatively about that, number one, certainly, are encouraged by the credit quality trends, which will bode well for where the credit mark may be compared to where it was in October. That's as of today, things could change between now and closing. So that movement is generally positive. From an EPS perspective, I know that we came out with EPS guidance in October of last year. I really don't see much movement there, based on just what we know as of today either. So I think the financial dynamics behind this, obviously, with a lower credit mark, we would come into it with higher capital. But I think that the financial dynamics are even more compelling than they were in October. So we expect good news there, but we shall see upon legal close where those things shake out.

    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. First, let's just step back and take a look at the market and the opportunity that we see. As we talked about, we're adding capacity. We're in a great position to start to drive new volume growth.
And we're in a terrific position to be able to get after new growth opportunities. Relative to the modeling specifically, Pete can get into that specifically. We're gonna be lapping some additional pricing. So I think, the way to think of the guide roughly is about half price and we -- I think we've indicated high single digits moving forward.
But fundamentally, the growth opportunity that we see is at or above our long-term guidance, which has historically been 8% to 10%.

    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. Thank you very much for the question. You made reference to a decision by CMS as far as the payment reimbursements for 2022 being quite imminent. Can you clarify if you're expecting any particular changes that would have an impact on how you would execute your commercial strategy? In particular, just in reviewing some of the proposals on, particularly for Medicare programs, I think within psychiatry and mental health, there is a subdivision between audio-only services versus ones that combine video, the point there being that obviously video would appear to be very important for INGREZZA. Can you just comment about what the scenarios that you're expecting are in the impact? 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
 
On the ESG front, you're saying about the cost of ESG?

    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 difficult to hypothesize here, Jeff. We -- the terms -- the actual terms of these agreements are confidential. But we also have commercial arrangements with these folks that are outside of the existing maybe terms of our ownership.
So it's hard to hypothesize, particularly in a market that's this early stage and, frankly, this kind of exciting. But having said that, I understand that -- I think we all agree on the dynamic, that we're seeing a lot of activity in this space. And ultimately, we like our optionality, and we like our position being in these assets.

    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 sorry --

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