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
 
Yeah, it is a very positive story. That 38% though represents the orders that we've written for the back half of the year so that's a pretty good number to hang on to. It could be as high as 40%. And we're growing that in a way that we are taking advantages of, you know, any design opportunities or better pricing.
A couple of aspects that I mentioned in the last call was the unforeseen benefit they were getting is that are some of our domestic vendors have really sharpened their price points. So you know, we've said all along that we would let this direct sourcing get up to about 50% of our purchases and then evaluate whether we want to go even higher. Right now, I would say that the agents in our countries that we're buying directly from are really hitting their stride. And for example, in this particular quarter, we're going to be landing our first upholstery from China, which is really exciting, we will make our stores look more like a real home furnishings retailer.
And the scale while a little bit smarter, the price points are super sharp, and the products look great. So the direct sourcing is really a smart way for us to balance out our risk. You know, as of last year, we were very dependent on China and this year we're balancing toward Vietnam, India, and other countries. And so you'll see our penetration in China going down and penetration in some of the other countries going up, which should give us better opportunities to not be so dependent on one port or one supply chain.

    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
 
Pete, their capex levels are lower than ours, we haven't provided specific guidance. But in terms of our maintenance capex of 3% to 4%, as you know we've been investing higher than that theirs were lower than those 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
 
Well, I'm not sure I can delineate how much is improved macro versus our enablement and focus on that. I think it's a combination, honestly, of the two. We do see some verticals and some aspects of SMB globally still volatile, to be honest with you. So I don't want to take one data point in North America and apply that everywhere.
However, I can tell you that there's a multitude of focused areas for us on that transactional business. One is really with respect to our product-led growth, or PLG motion. That's a separate business unit for us, and that's a separate product focus and separate go-to-market. Second is around how we enable different types of partners to supplement and support us.
That's an area where we're now leveraging some MSPs and MSSPs and MDRs in that segment that we're historically typically focused on the enterprise side, right, that help us with security and then also we can land and expand with observability. And then the third is just focused sales plays and training and enablement on everywhere from the SDR to the AEs and CS folks in that segment of our business.

    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, Oliver.

    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. Congrats on the strong margins this quarter. Just wanted to ask a question on the EBITDA guide. You raised it by about $10 million, but the 1Q EBITDA was so strong that it seems like that more than accounts for the raise. So I guess my question is, why not raise by more? I know you're under -- you're expecting expenses to ramp. But I guess are there some positive trends in the quarter that won't persist? Or are there extra investments that you're expecting to make now that you weren't expecting to be making last quarter? Thanks.

    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, Jess. Richard here. I'll start. Adam, if you want to clean up here. I think, first of all, I would say that our average participant per member has been stable, if not slightly higher through pandemic for those that are actually going to the gun, which stand some rationale to that right, that people that really want to go to gym are finding a way to do that to the pandemic. The virtual channel is showing even a higher propensity for frequency, which is a good thing. So I think it's the ease of the vehicle, easy to use our tools to be able to do the workout plus they're at home, right. So they don't have some of the barriers that may prevent them from hitting that frequency when they're going to a regular gym. So what I would say in terms of the behavior is that the average visit per participant is stable, it's not a little higher through the pandemic. We would expect that to come back to some other levels back to previous levels, but maybe a little bit better with our engagement platform coming online. And then the digital seems to be a higher-frequency channel, which I think is a positive thing for plans and for members. But Adam, anything you want to add there.

    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
 
The CAS expense, I think we forecasted in our next -- or in our presentation that next year, 2022, the recoverable CAS cost about $12 million. We do have some active plans, mainly hourly plans. So, there will always be some active costs inside of CAS that will carry out into the future, so...

    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, it's Krishnan. And Mark, you can augment this. Yes. Look, I think that our aspiration is to get back to about that $1.8 million level. I think that our expansion into some geographies and places where that's going to be a bit more challenging, we'll dampen that a bit. I think at least the ramp up of it. And it's put as people come on board to our platform and they begin to perform, we expect we can get back to those numbers.

    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. For off-premise in total. So for Q2, our off-premise WSA was 24,000.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So the trends, when you try to dissect them, we're seeing similar trends to what we have seen historically on the on-board spend side but it is, as you say, it's very, very difficult because -- and I'm talking about people who are not booking the bundled packages. When you talk to the various brands around the globe, they are still pushing as they always have on-board other on-board packages and things associated with the cruise and no significant changes in that front.

    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 hard to look at it that far. At this point right this is a new experience coming off a pandemic like this. This is still honestly over. But I'm a little hesitant on the normal seasonality at this point, especially Q4 will be a tougher compare for sure after the strength we saw coming out of the end of 2020. I'm just encouraged by the starting point to 2021.

    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
 
Since we're on the topic of Los Filos, I'm going to ask an online question. When do you think Las Filos costs are going to come back in line with previous cost 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
 
Yeah, so let me start with the latter half. And I'll ask, Simeon, if you want to talk about specific rate increases. I'm not sure we want to get into that. You know, generally speaking, Justin, we priced you what we believe a competitive position is.
We're focused on affordability. We're obviously pricing, as we've said before, to our underlying cost and capability. And so, a relative measure of price increase. You know, there's a nuance by market, by product that I'm not sure is easy to simplify.
But if you just look at Texas as an example, as I said, we're building 22 clinics at least, expect to open in Houston and Dallas. And the greater proportion of our membership today is expected to be in those clinics. Plus, we are partnering with fully aligned, you know, groups that -- you know, where we can integrate, as I said, from a clinical, financial, and technological perspective. And so of the bulk of our membership will be either in our centers or with a fully aligned, you know, partner.
And we think that's going to advantage us. And that's really how we, you know, priced our business. Simeon, do you want to talk about our, you know, at least high-level strategy?

    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'm sorry, Ashwin, do you mind just maybe getting closer to microphone you're a little bit jumbled. I can't hear you clearly.

    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. Okay. This is Joe. What I will say about the first quarter is as November and December was just as challenging as they appear to be after the second wave. What we have seen is that our business still is really centering in on leisure customers, traveling like on weekends or leisure periods, and mostly in the off-airport versus the airport. That doesn't mean that we haven't seen improvements in those. I will say this, what we saw around the peak holidays, now MLK is traditionally a very big travel holiday especially this year. But we did see increased activity, and what I could tell you the velocity of reservations that we see closer in are --have improved compared to what we saw in the third quarter, especially around this President's Day holiday.
As far as commercial goes, I will say this, our commercial business has been transacting better than what you see us in the TSA stats that are generally published. So we do see that, we see growth in some of the account types that you would imagine, defense contracting, logistics and distribution, aerospace, even some healthcare in that regard and what we've seen is that our commercial clients are keeping the cars a whole lot longer. If you look at our fourth quarter, our commercial customers kept the car at full almost 80% longer than they did in the previous 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
 
Thanks, Juan.

    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 would, believe -- and I believe Jerry and John would believe the same that we will have an opportunity to expand in 2021. We have invested, as we talked in Q2 and Q3, on our inventory of protective equipment for our employees, our customer-facing employees.
Our hopes would be as we move through 2021 that that would subside and that that would be somewhat of a support for us. We continue to have good, positive momentum as we talked about a couple of times, having to do with our routing and scheduling and we'll continue to see and reap the benefits of that.
And I think to your point of the density, as commercial were to continue to incrementally get better as we're all hoping as we move through 2021, that density will improve and make those improvements potentially even better. So we believe, we have a few different areas that would be supportive of it in addition to what we would normally do as far as our incremental improvement on a year-over-year 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
 
I had one follow-up on the imaging question there. So assuming you do have a Q3 launch, I think in your earlier comments, you mentioned there were a number of surgeons who were interested in acquiring the technology. Do you have orders kind of penciled in already? Could that be a quick ramp? Or should we expect it to proceed more slowly after you do get to the launch phase?

    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, Aaron, there's about a dozen states that we think are close and actually we were in the process before the pandemic started. So we would expect as the legislators across the country get back to work, this will be one of the first things they deal with. I'll just remind you, as Curt said, the legislation is really following the demand and not necessarily leading it, but, so we're happy to see it, we welcome it. We think eventually all states will have some rules around keeping workers safe that seems logical, but it's not something that we're holding our breath for or are counting on here at CONMED. We know that the market's going to grow, and this is going to become the standard of care and we're just trying to make sure we can service to customers and get as much of that market share as we can.

    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
 
I think Bryan that your two hypotheses are valid. I think there is a lapping effect. So, especially, AMESA last year suffered a lot given its geographies. So India, Pakistan, Middle East and Africa, clearly they were challenged last year, they're coming back -- is a very beverage focused business, clearly it was more impacted by the COVID mobility restrictions. So we're seeing -- we're seeing those business coming back. And we have high scale and we have high share in many of those markets and our advertising and marketing is doing very well. So part of that is lapping.
Your second question on scale. Yes, scale is getting -- obviously, every year you see the growth level on the topline. We're getting to scale levels that are pretty good in many of the critical markets in that region and that's giving us obviously the opportunity to do better in the marketplace and the flow-through is also stronger. So I think the two are relevant. If you think about the business going forward, those are very strategic markets for us going forward. And we continue to invest in everything from technologies so we can expand the portfolio, talent. Obviously, there is a war for talent in that part of the world. I think we're a scale company that does a good job with developing talent in that part of the world and then obviously our go-to-market being very strong. We have very good markets [Phonetic] and wherever we have our own operations, especially in the food business, we are also investing in digitalization and everything that goes with being more precise and more agile. So hopefully I'm answering both the short-term, but also more especially for me the long-term of how we see that part of the world.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So we definitely -- taxes are a bit of a roll of the dice this year. I mean, on balance, it could be actually bigger than last year just because some of the folks who are eligible for stimulus can now file this through tax refunds. So a lot is in motion for this year, but we did assume that we would have a tax refund season, not dissimilar from last year.
And in terms of do we have enough of the right inventory too, I think that, as I just described, the slowdown in the supply chain. And over the last several weeks, we've gotten some replenishment of the Journeys' inventory. So I really think it's going to be that what we expected three or four weeks ago, and that we get now and so on and so on until we get further on along in 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
 
Thank you for taking my question, guys, and congratulations on a very strong quarter. We've seen a pretty meaningful uptick in funding for health tech companies that compete with the Vault needed products. So I love your early take on how you're thinking about these players. Should we think of them as more pure-play competitors that are just subscale? Or is there a potential partnership and integration that maybe increase the value of Vault as a platform?

    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. Like I said, we've had -- I mean we had some issues around materials for additive, that applies to powders and things as well, things you never even hear about or think about. But I would say in a major way, we make 35% to 40% of our own CO.
We start very far up in the value chain, and we go very far to the end. So again, I think what we're seeing now in raw material, I mean while it certainly has impacted us, I think we've also had more ability to deal with that because we have more choices in the chain where we can make decisions that ultimately help maintain or even in some cases, improve our margins relative to others.

    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, Jon.

    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 think we're in good shape for growth next year. We're not giving a growth expectation on Medicare at this stage. But you're absolutely right, we launched some traditional Medicare Advantage products in some of our DSNP footprint to capture folks who had incomes that didn't allow them to be eligible for DSNP, but were low income, using the same network, the same facilities and access to the same type of brokers who operate in those various areas.
So we're really optimistic about our growth prospects as we launched our MAPD products to low-income individuals, and our expanded DSNP footprint and additional penetration in our existing footprint. We still do not have the market share that we think we can ultimately obtain in our DSNP footprint. So we're really bullish on the prospects during AEP this year, bearing in mind that we do get to enroll certain people throughout the year as well.

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