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
 
Thanks, Raimo. That wraps up the Q&A portion of today's earnings call. Thank you for joining us today, and we look forward to speaking with all of you soon.

    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
 
Okay. Great. Thanks for that. Thanks for taking my question. I just want to get a better sense for the large deals that are pushing. I guess what does it take for those deals to get over the finish line at this point. Is there a push to try and convert those over to Metallic to make sure those get done? And I guess how much are you expecting for the deals that did kind of get delayed or pushed in the quarter? How much of that is starting to come back in kind of fiscal 3Q versus 4Q or 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
 
Yeah. So on the -- good morning. On the productivity side, as we've talked about in previous calls, we have a pretty steady stream of productivity that's a combination of automation in filling up trucks and redesigning products that are over-engineered and consolidating plants. So that's a pretty steady stream that's going to continue at a similar pace to what we have seen historically. So, I don't think you should expect much change there.
With regard to inflation, I don't expect the first quarter inflation or second quarter inflation is going to be materially different than what we saw in the fourth quarter other than we had a bunch of our commodity contracts roll off at the end of the fiscal year and have new contracts that go into effect in July. And those are inflationary, as you can imagine, because we locked them in well in advance. And as the year went on last year, cost went up. So we will see higher inflation in fiscal 2022 than we saw in the fourth quarter and that's been in our previous guidance and we've told you that it will be around mid-single-digit. But importantly, between the pricing that we've taken and the productivity that we're generating, we still expect that we will have robust margin expansion.

    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
 
Mitch, not really. I mean, it's -- overall the share trends have been good, obviously a little bit down over the quarter last year, just given the massive gains. But sequentially up from Q4 which is great to see. There's just been a lot of talk about geographic shifts and people moving out of the Northeast to Florida or out of California to Texas, wherever it might be. We've looked at that, but there's nothing specific to call out except for one region which is the Northeast. And that's the one that we've been focused on. We've been talking about that for the last few quarters, where we're kind of under-penetrated there and making some nice share gains as we focus on that important market. So that's just one that I would call out to 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
 
Well, Michael, we're still within -- this is Kevin. We're still within the range in both segments. I mean, clearly, as we see strengthening activity that you would see some -- there would definitely be some upside to those numbers. But the other dynamic that's going on is when you look at an annual average, you had a pretty tough first quarter with the winter storm as it related to volumes.
So I do think you're going to see a much stronger volume in the second half of the year than you did in the first half, but still tracking inside the guidance at this point.

    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. Good morning, and I'll add my congratulations on the performance this quarter. Joe, maybe following on the comment you just made about the fundamental belief being that technology is going to become a bigger part of the process. In the key priorities for this year, you mentioned M&A being increasingly a core component of the growth strategy. When we look at what you've done so far, it's been a mix of tucking in capabilities. And then with RevWorks, tucking in some market share. Is that how we should be thinking about M&A going forward as you kind of drive toward this kind of this idea that technology is going to be a bigger part of the service delivery, or is there something -- some place you intend to focus on a little bit more specifically? And then maybe size, should we expect it being more tuck-ins or are there some bigger deals or opportunities out there, so something more along the lines of potentially transformational?

    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'll take that first. Thanks for the question. I'll begin by saying that we have a level of activity presently in the Harborside properties that is encouraging, and it's been relatively busy Derek, given that we don't think that there is a lot going on the other side of the river. And we think that has a little bit to do with the desire for companies to remain close to the urban core, but perhaps to be at some standoff distance, but still be well served by mass transit and all the amenities that the Harborside campus brings.
So as we retool our messaging, revamp our marketing efforts and continue to reconnect with the brokerage community, we remain encouraged, and there is presently a level of activity of approximately 110,000 square feet of leasing, for which we are trading paper and that is encouraging, but of course we can't be assured that we will complete those transactions. And so we're going to be very modest and careful about predicting. And of course I'm not in a position to comment on the Conde Nast situation as we typically would not comment on any prospective tenants or leasing transactions prior to the lease is being signed.
Mack-Cali has the best assets in our location in Jersey City. So I think it's fair to assume that any tenant that's looking for office space in Jersey City would be speaking to us. Ed, why don't you comment about the -- if you'd like, Derek, I'll just let Ed, talk about the return to work mentality and what we're finding [Technical Issues] given that more in close touch with all of our current tenants.

    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. So, as you know, our tailings facility is reaching capacity. So without a permit for our mill, we're looking at our two neighboring mines to see if they have capacity and they indicated they have. So the San Ignacio mine is right next door to the [Inaudible] and trucking distance is very short.
On the other side of town, the El Cubo mine, the trucking distance is in the order of 15 kilometers. So it's something that we're doing right now. We're trucking our San Ignacio ore to the Cata plant. And it's been a bit -- it's an established process.
So we're pretty confident that San Ignacio has good grades and we can come to some agreements with our neighboring mines for a ore processing agreement.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think what we indicated before, with our existing equity around $6 billion is probably the total funded size. So we're kind of in that area sort of plus or minus. Obviously, we've got, as we've indicated, a decent amount of repayments that we're expecting. We think we're going to match up with those fairly well with our pipeline. But with the existing equity, we think about $6 billion.

    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
 
Alex, that's kind of a mixed question. We still have COVID sales -- COVID direct sales running in some cases in Eastern Europe. So there's kind of a mix performance. I think that in terms of industrial strength returning, the two places that we're looking to the most are China and the U.S.
and -- well, the U.S., China, and the U.S. are among the first countries in the world to kind of open back up and get back to normalized business. The first attempts at it in the U.S. were in Q2.
China was along the same line. So I think that's where we're actually seeing it. The U.S. start was a little more fit full than China.
So we've kind of seen a stop and start or a stutter but it appears to be on track at this point 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
 
And then you layer that in, so you'll have, you know, easier comps in the first quarter, second quarter, and third quarter of 2022. And then fourth quarter you get kind of your industry growth say for all the -- you know, any of the centers, additional centers we had during the period.

    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. Scotty, can you go over the acquired and organic percentages again? And just a clarity that was total revenue that you gave it for?

    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, Ryan. Thank you for the question. There is no question we went through a comprehensive, strategic review. First, we had to understand and we brought in accounting and professional consultant to really dissect the business and pull it apart,. it's always been our intention to give greater transparency to our investors so that they could understand VCP, the Vonage Communication Platform and the consumer business. It was definitely robust on approaching 70 strategic and financial sponsor. There is no question, we went through two rounds of discussion and we had quite a number of interest, but at the end of the day. Ryan, it really comes down to. This is a very efficient access of capital for us. We can run it efficiently without distraction and this gives us real flexibility as we continue the strategic pivot of Vonage from its traditional heritage to this leader in the global communication platform space. There is no question we will continue to invest in VCP to drive faster growth as I mentioned in the progression of the Rule of 40 over the next three years, and that's something we'll dig into at the Analyst Day on March 5, but I believe that this is clearly the right decision and clearly we've closed the book on this one. End of discussion.

    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. No. Thank you. I mean, we've talked a lot about sort of mechanizing our sales machine if you will and the whole sales motion I think has upgraded sales and marketing motion in Altair and I think we're benefiting from that. I think we're benefiting from a lot more training and structure of the sales team. And in general, the sales team is selling the entire portfolio as opposed to maybe a tendency earlier to sell specific products or solutions and I think that's really a key differentiator now for us.

    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, on the resin side, roughly, we had about $6 million across all segments kind of negative impact on EBITDA. The majority of that was going to be inside beauty and home. And then the majority of that relates to resin, resin increases. But there's also other substrate increases that we've seen like aluminum metal as well that are contributing there. We're actually anticipating approximately the same impact in Q2.
So if you think about it, we'll be passing on the price increases, as Stephan mentioned, but essentially we'll be catching up for Q1. While we believe that the input costs are going to continue to increase in Q2. So it'll be the second half of the year before we catch on Q2 increases, again, assuming some stability in input costs for the second half of the year.
On the tax rate. So, this is sort of a couple items. The most significant was the additional benefit we get from stock-based compensation, which really is the delta between the in the money, exercise price for legacy options versus book expense. So those are virtually impossible to forecast. But you can see with the share price having the run up that it's had, you do tend to get additional option exercises. And then in Q1 we had our two blessings as well. So it's the benefit of the increase in the share price that's triggering outside tax deductions, but that's a good thing. That's a real cash seen.

    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 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
 
Hey, guys. This is Hau Chen [Phonetic] calling in for Kerith Chen. Thanks for taking my question. So maybe just a follow-up. It could be early, but what percentage of patients having ARID1A mutations or maybe BAP1 mutations across indications based on your study?

    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
 
Let me circle back to you. I think it was about -- yes, you missed a lot. I was ready to talk about Q4, and I was ready to talk about full year last year. I didn't have Q1 right in front of me.
It was a good bit less of an impact last year and quarter to last. I know that the pattern last year was a headwind in the first part of the year and then a tailwind at the end of the year. I want to say Q4 was a tailwind of about 1%. And for the full year, it was about 0.
So maybe that gives you a little bit of some kind of shape, I assume.

    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, thanks for taking my question. I know it's hard to -- in terms of -- I know you're not giving same-store guidance, for example. But maybe if you could, I mean, you've lost almost $150 million of NOI from '19 levels. Maybe if you can talk about the path and the timing of getting back to that kind of profitability and occupancy as well? Maybe, obviously, it's not going to happen this year.
You mentioned this is sort of a stabilizing year. Should we see a greater ramp in, in NOI growth next year and in '23? Or maybe talk a little bit more about the future for what you see for Macerich?

    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. Yes. No, demand is really starting to build back as we're looking through '21 here. We did have Urban and Anthro that did open in March, and they exceeded their plan on the opening, which was excellent. And we do have the hotel operators, the two Marriott flags that will be opening summer of this year.
And then we're continuing to see active construction on a handful of new tenants as well. [Indecipherable] is targeting to open this fall and take advantage of the blockbusters that are scheduled to be distributed into theaters for the holiday season this year, and we anticipate that to be a big draw. And then on the new lease activity, it's really started to ramp. So that's encouraging. We did sign American Eagle Outfitters to take one of the other anchor spaces along Main Street, and that will be a great complement and add to what Urban and Anthro answer are currently doing.

    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 very much and congrats. Rick, not to make you sound old, but you've been in this industry for a while. Given that you've seen previous cycles in how they've acted in terms of these kind of burst volumes where you've had to accelerate capacity. Bren, just mentioned that he's not particularly worried about meeting customer demand, but as we get into the secular change in terms of the industry where we may have sustained and elevated spending, how do you look at, I guess, meeting the challenges of supply, as well as, meeting customer demand, particularly, for both for new tools, for their needs.
How do you manage potentially an extended period of spending at very elevated levels?

    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. Just to add on to Dan's point, the processing line item on a year-to-date basis is like $284 million. So of that, there is about a $50 million subset that is tied to our third-party processes. I just want to reiterate that.

    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, four and change for 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
 
Good morning

    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
 
Your 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
 
Sure. Pat, do you want to take that?

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