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
 
Look, what did we start this year with? It was right around $3.25 billion, then we went up to $4.5 billion. And now, we are above $5 billion. And we want to come out with numbers that we are -- we have a very high level of certainty associated with it. And as we start to develop our pipeline and visibility, we expect that number to go up.
But we don't want to come out with a number that we feel like is overly aggressive coming out of the gate. So this has been something that has been very important to us to be able to deliver to the market what we say we will deliver. And as such, you should consider this to be our initial guidance. And the hope is we can do better than that.
And with time and as soon as we are in the next year, we hope to be able to get more precise around what the acquisition guidance will ultimately turn out to be.

    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'm glad you're seeing the momentum because we're excited about the momentum with Taegis. And so, as we're continuing this journey of the transformation, we can have quarters where it will be a bit stronger and the Taegis growth is strong and it's just reflective of our continued momentum in our transformation. And overall, you'll see some decline as I've mentioned in my comments as we look out into the future, but that's as we restructure and the proof points in that is the gross margin improvement. So, we see this all consistent with our plan.

    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 certainly the greenfield and brownfield capacity are a really big capacity for the region. We don't move product from one region to another region. So as we begin now to really, to accelerate our growth in any of the sides, our business today now is a lot bigger than it was three, four years ago, and that the growth rate that we would expect to plan for, is that we -- that we are really getting into this stage where, it is about having more of what we call the focus factory or a certain plant really dedicated to do certain type of products, so that we can have a more integrated network to serve our market a lot better.

    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
 
Correct.

    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
 
That is what we are currently doing. We're pushing things more toward street rate today, and part of that has to do with the fact that sometimes you've had rate caps in place or state of emergencies that have been in place that have hindered our ability to raise rates for the past 12 to 18 months depending on the location. And so we have brought them up more significantly as well as the fact that many of these customers moved in very steep discounts that were unprecedented also.

    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
 
NPS score is up about 24%. So we're continuing to see that our residents are embracing and this is what they want and happy to do business with 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
 
Yeah. That's a good question, Austin. And I think that is one way we can help satisfy the excess demand. We do have Funimation and Crunchyroll who we represent in the ad rep space.
Crunchyroll had a good couple of weeks. And it's funny, they're supposed to merge. I guess most of you know that they're under investigation by the Antitrust Department as to whether that's a good merger. I didn't know that anime was a protected category from a competitive point of view, but apparently, it could be.
So we do have a couple of good ones. We talked to a number others, but we need a certain size ad rep partner to make it worth the effort. And we don't -- the PlayStation Vue deal was a terrible deal from an economic point of view, and we just won't do one like that again with that kind of lower margin. So we have some pretty exacting requirements if we're going to have our sales force and our resellers go to work for somebody else.
It has to be a certain scale and scope, and we need to know that there's going to be some longevity to the relationship. So it's hard to find ones that actually fit that bill unless you just go buy them. So my view is that might be the better approach to filling the need to the extent we need to fill it in nonorganic ways.

    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 as we get through the year, we will evaluate how to look on a quarter-by-quarter basis. But right now, you're right, it's a binary event, but at the same time that, that event will occur closer to the end of the second quarter. So I think that we'll make sure that that people are well informed on our thinking at that juncture.

    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
 
Chris, I think we'd want to see reimbursement models develop because that's how change happens, right? I mean, it's both, the Hippocratic Oath and Adam Smith, if you like, that are required to move some areas of healthcare. We've seen that in digital health, where we had amazing solutions for over a decade in the field of liberating data to the cloud and driving up adherence, and so on. But it was when we started to see models in the U.S. and France and Japan and now Germany, where digital health started to be reimbursed because it is providing care that is of value and then reflecting that for the doctors and the providers and reimbursing in that.
So I think reimbursement is a very important part of developing the home care market for high-flow therapy. So obviously, our research and partnerships with payers, providers, and IDNs will be along those lines.

    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
 
Correct, but not necessarily.

    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
 
You know, it's episodic. That's a hard question to answer, candidly. We do expect there to be more M&A activity in this sector and a lot of it does have to do with what occurred early last year in terms of depletion of capital across firms. And so you get to a point where firms can really be inefficient because operating expenses relative to what type of returns can be generated are just -- they're just not of scale and so I would expect there to be more activity in 2021.
And again, to the extent it would work for Annaly, we would certainly look at it, but we're not out there chasing companies to buy. But yeah, you should expect more activity going forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, guys. It's Adam on for Matt. Thanks for taking the questions. I wanted to start with a question on the guidance, kind of following up on Margaret's line of questioning.
So, the guide implies a nice ramp in the back half of the year, so maybe just talk about your level of confidence in that guidance range? And then as you talked about rebounding to that average 3,000 sessions per day exiting Q2, if we pull that forward or extrapolate to the back half, it implies some pretty nice upside. So, how sustainable is that run-rate? How do we reconcile that with the guide? Are you expecting seasonality of vacations in Q3? And then I have a follow-up. Thanks.

    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 mark. Next question please.

    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
 
Oh, OK, good. So thank you for that clarification. So going back to the package that we put together for our [Inaudible] into our installed base, not our partner's installed base, the direct portion of our installed base. We've been marketing a package to them that moves them to what we think is the best offer, which is the Office 365 productivity suite plus advanced threat plus archive and encryption if they're compliance-oriented buyer.
So we're stacking together at least -- on that cloud backup. So stacking together at least three services with that migration offer. And we've done more on hosted exchange or on-prem exchange to Office 365 migrations, probably than any company in North America. We're over 19,000 migrations.
We're really good experts at that. And so that's a real strong capability that we have that these customers in migration value.

    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, Drew. The growth that we saw in Q2 came from both more centers implanting the device, as well as from utilization. We had provided guidance that we're expecting to increase the number of implanting centers to 148 in 2021. We continue to be on track to that, so making increase in the number of those centers that are implanting the device.
With that said, the bulk of our growth is coming from, and we expect will continue to come from greater utilization within the centers that are implanting the NeuroPace system. And that's a combination of more physicians within those centers implanting and then also, over time, increasing the amount of utilization from each center, but overall, driving utilization growth within those centers. And that's the trend that we saw in Q2. So we did see an increase in the number of centers, but the bulk of the growth coming from utilization within the centers.
And again, that's a trend that we expect to continue.

    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
 
Those are all things that we're working through on the integration activities. There are some things that, obviously, we'll be looking at whether that's supply chain or other such agreements. As we're working through our positions for the future here we'll be addressing all of those and seeing, which makes sense for us, and which don't. And as we're working through the synergies for example as we make decisions over make-buy and that impacts those types of agreements we'll look at those as they come up Carter.

    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
 
You ask about decentralized, right?

    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, guys. Do you have any sense of the 145 million Teams users out there? What percentage have begun to bundle voice with Teams? And kind of where do you expect it to go?

    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, most of it flows into the P&L. There may be some minor reinvesting, but most of it all flows and probably two-thirds of that is in operating expense and the rest is in COGS, with some of our services and things like that. But, vast majority though will flow through.

    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. Hi, Danielle, it's Rod. It's a good question. I think I'd answer that in two ways. One, we're probably modeling a slightly quicker recovery, U.S. versus international as we're looking out over the remainder of the year. But then secondly, what I'd say is our mix between U.S. and international while it might change a little bit from month-to-month or quarter-to-quarter, I think, in general, we're going to be at a similar sort of mix throughout the remainder of the year as what we've seen over the last couple of quarters.

    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 -- so if we think about the Q3 and Q4 growth, so normally, the Q4 growth comes from the investment in Q3 because we need to take the repeat purchase rate into consideration. So normally, the new user we acquired in Q3 will come back during the Singles' Day promotion. So for Q3, the investments on our flagship brand like Perfect Diary and also the skincare brands will still be high. But somehow we see the trend, because of the optimized ROI and the lower sales and marketing percentage of revenue, so the bottom line improvement will continue.

    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. Alex, we can hear 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'm not sure there's an easy rule of thumb and have rather we have touch later to walk you through various scenarios. But to take up through EBITDA you have, I think, you're right in highlighting capex of close to $60 million, our cash interest is going to be a little bit below that $36 million to $38 million that I mentioned. And then you need to put in a number for cash taxes. We're going to be a cash tax payer this year, but to a small amount next year to a larger amount. And then it's whatever assumption you want to put in for working capital where you see higher inflation of net working capital becomes a little bit of a drag. And I think that's what we're seeing here in 2021.

    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, good morning guys. First question, Dave, I really appreciate your comments earlier about, over time, lumber being no less important component of BFS' story as the value-add piece of the business grows. But for the -- I think for the time being, it's still a relatively important piece of the story. So my first question is on lumber. And just given the strength of demand that we've seen from homebuilders as you're writing fixed-price contracts with the builders, are you noticing the length of time, that you're fixing lumber prices compressing in the fourth quarter and so far in '21?

    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 mean as far as labor constraints in our own four walls, it's really -- we have seen some early in Q3. It subsided a bit as we moved through the quarter. We're planning for it. It's just a matter of how your training mechanism and hiring of new people. So that's happening. On a job site basis, we have seen jobs push out, to your point, because of job site labor constraints. It's not anything that I would spike out and say it's super alarming, but it's certainly there. And it's not just in North America. It's really on a global 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
 
So, we're very fortunate that we do have visibility into our pipeline, especially with the domestic manufacturers, where those cars are spoken for up to 90 days to 120 days in advance, so that pipeline is full.
In terms of the transition from a new vehicle to a used vehicle, or used vehicle to a new vehicle, again, as Chris said, that's an individual decision by individual consumer. When we look at it in Driveway, we do have those discussions with consumers, because obviously, a new vehicle has more margin in it, typically, which you can see from our -- GPUs. That does help you deal with finance-ability on a consumer. And ultimately, as Driveway reaches national scale by end of next year, and that type of framework, we will be converting consumers from used to new. But at the current time, our technology isn't able to do that but should be able to, by end of year or as early next year, as we've disclosed in the past.

    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, Mike. So the last guidance we gave was 71 million shares and the current guidance is 75.5 million shares. And again that's really -- the increase is really due to the result of the treatment of restricted shares as well as the issuance of some additional restricted share grants.

    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
 
Alright, thank 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
 
Thanks, Chris.

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