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
 
I don't really. If you look back to our experience with our last authorization, just using a standard buyback program we were buying back shares at about $50 million a quarter. And of course, you know there are lots of limitations that we hope apply here, as in you're not buying shares while the stock's moving up. There are other blackout rules, etc.
So if it's just the cadence of a normal buyback program, I think it would be fairly slow and consistent. Of course, if there are opportunities to buy back blocks of stock opportunistically at attractive prices, we'd certainly look at them. But beyond that, I couldn't really give you much in the way of timing guidance, Kevin.

    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, Scot.

    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. That wraps up the Q&A in today's call. A replay of this webcast will be available on our Investor Relations page at secureworks.com along with our Q3 web deck with additional financial titles. Thanks again for joining us today. Have a good day.

    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 good afternoon. Thanks for taking my question. I just wanted to start with question on inventory levels. If I'm not wrong, your inventory levels don't move up modestly quarter over quarter.
But any thoughts around how comfortable you are with those inventory levels or as you now think about the supply and demand situation? Would you rather increase from these levels? Or what inventory you have? And does that mean you go and buy components at higher prices and maybe increase all the headwinds going into next year on margins?

    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. The reason for our comment about the headwind is particularly as it moves so fast, our pricing mechanisms, most specifically in utility can't catch up fast enough. And so as inflation abates, even if it just plateaus, we will then see a pretty significant catch-up in margins. So if you think about how we go into 2022, we will have a catch-up in March. Long-term, we've always said we like inflation, it just when it moves this quickly, it does provide some drag on the business. But if inflation were more typical 3% to 5% that's very healthy for our business. So you're right, it could worry about demand destruction, but it's not something that we're worried about in the present time because markets are strong, it's just been the rate has been so dramatic that you're playing catch up with your pricing to catch that we've seen it in irrigation, which is why we didn't get it maybe a little more leverage in irrigation; it's utility, $8 million worth of steel costs that we could not pass-through in price. But as you get to a more normalized either growth of inflation or just even a plateau, we tend to catch up very fast. It does consume a lot of working capital too in the meantime, which is another consideration, but we've been well capitalized and we have the wherewithal to be able to handle.

    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
 
LTL, I mean, U.S. and Canada, I mean, the turnover is not -- absolutely not the same. I mean we have no issues whatsoever in Canada with our LTL or Package and Courier guys, finding drivers and replacing the ones that are retiring. In the U.S., I mean, we look at the statistics for LTL. I mean, it's not an issue. It's not an issue. I mean, it's Truckload, it's a big issue, but not LTL.

    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. Hi, Andre. Nice to meet you. It's Kate. So we will start in the start of the fiscal year, fiscal '22, with our rollout in the tri-state area. That'll be a soft launch. And I imagine we'll continue to iterate the product a bit. Our plan for fiscal '22 is to be able to roll out fully in three major markets. We next intend to move to the Texas region and then move to the West Coast in Northern California. And from there we believe that the adoption will be more rapid across the country. So we'll cover those three markets in fiscal '22 and then move to accelerate in fiscal '23 across the domestic market.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I didn't catch the comment on what -- where you see the rate of start forms but what I would say is we're interested in looking at the impact of how the summer months effect, both patients coming into the offices, patient -- consistency of patients staying on drug and of course, the activity of physicians prescribing the drug. And what I can tell you in the early start of the month, data through July, that's a little bit of color underneath those numbers we reported is that I would say there's consistency. And our -- but our back half of the year numbers obviously continue to show progressive growth in those numbers in order to achieve what we projected as a revenue range for the year.

    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
 
Hi. Good evening, guys and congratulations for your strong results. I just got one question for my modeling purpose. How much government subsidies do you expect to receive throughout the whole year? And how much longer would that sustain?

    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. I mean I think we are benefiting similarly to others as you see higher GOR go up. You have seen that help us out in the Permian and you've seen our gas performance be even a little bit better than our crude here, when you look at this quarter. So I think the higher GOR is a tailwind for us across multiple systems.

    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, two comments. In the UK and Europe more generally, as you would expect, Craig, you saw in December and now into January some significant declines in restaurants and other T&E. But what you continue to see stability in, though, is the non-T&E spending. So it's an interesting observation that as Europe has locked down more, it has the expected impact on restaurants and lodging, the people who were doing locally.
But it doesn't have an impact on non-T&E. And to go to Australia, Australia, like many of our non-US markets, was heavily, heavily -- or more heavily than the US driven by T&E. And of course, T&E, that country has completely shut itself off from the world in terms of cross-border travel, and there are also many restrictions on cross-state travel within Australia. So non-T&E spending in Australia, as it does around the world, looks good.
But the T&E spending, while restaurants are a little stronger there than you might see elsewhere in the world, that's not where the bigger dollars are. The bigger dollars is on -- are in other parts of travel, and that's going to be slower to come back and is going to await a lessening of the government lockdowns.

    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 the -- I would say five of our six ships have been chartered through 2022. And so I would expect over the near-term that the capacity that we have at the CLX+ service also attached to our core Jones Act CLX service. The capacity isn't going to change significantly over the near-term. And I would say to part of your earlier question about the fourth quarter and the volumes, I mean, effectively every slot was filled. We didn't lose a single container or load to, because we didn't lack container equipment and so that is a pretty good profile. There will be times when we have what we call extra loaders, which is a dry-dock -- a vessel being dry-docked that can be put into filled in the eastbound direction on its return to the domestic trades. There are times when there are also sort of one-off wages and those kinds of things. But I would say that the fourth quarter is a good proxy for what we're likely to see which was every slot that was available was filled.

    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 have -- actually, you may notice that our market share in United States, you can see increased. I think, this is one market, right now our market, like our market in Japan, and we believe that next one should be United States. And then for the Asia Pacific and also Europe, we also put more human resource sales in that region. We think that we will get more market share also in those regions.

    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 remember, too, Neil, that we're speaking about the second quarter, the second quarter is typically our strongest quarter. The third quarter is right alongside with it. Think about the changes relative to '19 we saw and experienced some seasonal impact last year. We have not had the large-scale corporate BT boost that we're hopeful for post Labor Day.
So that could be a tailwind, but there's some reasonable consideration that needs to be given to the fact that August is just slightly behind July normally. Labor Day impact September and then we pick back up in October. So continued improvement, that would be fantastic. It's not out of the realm of possibility.
But if you look at seasonality in our portfolio in 2019, that's part of where your continued improvement through the back half of the year. I have to hedge there. We don't know what's to come. But there was significant pent-up demand with leisure.
We're hopeful we'll see that significant pent-up demand with BT as well at some 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
 
Sure that if you look at the increase year over year, there was about $39 million. I would say 32-ish of that is really related to the prepaid card business that we've talked about before that's used to support various state government programs in this environment that at the same time, we saw that increase. We also saw a corresponding increase in our expenses of $32 million. And so near term, the benefit really is from those deposits that are being maintained there.
And so we would expect those programs to continue to wind down throughout the year. And so we will see that cards and payments-related revenue line item coming down for that, but also see a corresponding impact on the expense side as well. As we mentioned earlier, we were starting to see in the first quarter some nice trends as far as the year-over-year growth rates in all of our card programs, whether it was consumer credit card or debit card or whether it was the commercial card products that we have. And so we're excited about that core momentum and probably would expect to see growth there on a core basis, but might be a little cloudy to see that as we would expect to see some of that prepaid balance or activity flow throughout 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
 
Hi, Chris.

    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, Tien-Tsin

    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 going to take that, Jed, on question, and I'm going to hand it off to Paul. So Jed, the warrants on that, most of the warrants have not been exercised. Walmart and Amazon, both have significant interest in the success of Plug Power financially. It's, obviously, the -- I'm sure it wouldn't strike anybody surprisingly.
I'm quite pleased with what happened. They -- they are and I'll then I'll hand it off to Paul, but they are committed to -- both companies view that hydrogen is critical for long-term -- to meet their long-term climate goals and that they have a partner with Plug Power that goes well beyond financials. That has proven that we can deliver the product sets they need and they continue to help us, both of them, to find new opportunities for fuel cells in green hydrogen. I can tell you one of them actually introduced me to two of their other investments in the last three weeks to help us grow and propel this business, beyond just direct business with them.
On that note, Paul, I hand it off to 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
 
Hi, good morning, Cory. We are happy to do that. I mean, I think first and foremost, I think it's really exciting that our -- to see that our strategy is working. And getting the SAP program behind it in the U.S. in the middle of February was a really big, big deal in supporting our operating agility, which allows us to grow and hit those S22 commitments that we spoke of last year. Now I think what we've seen is some market share gains, and clearly, our advantaged distribution network has allowed us to do that through a very difficult time.
We have seen mix improvement. We've seen the products that we sell and continue to be in the higher margin portfolio, the more specialty portfolio which has driven some of the growth. And then, yes, there's been some chemical price inflation, we've seen that through the dislocation. And I think we addressed that in the prepared remarks that we think that will abate as we go into the second half of the year, but I think that's helped us a little bit in the first quarter.

    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
 
Hi, everyone. Following up on some of the comments on tracker and bifacial cases. As you mentioned bringing down the inverter loading due to clipping, how about adding DC-coupled storage to capture that clipping so you could still have a higher DC loading and not get so negatively affected by clipping while optimizing the overall generation of projects. Any thoughts there?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Absolutely happy to share that we have been accepted to present at the Chest Congress, which begins October 17th. It's a mix of a virtual and live meeting in Orlando, and then the ANA, the American Neurological Association. We've also been accepted to present and that meeting also begins October 17th, so both start a couple of days past our PDUFA.

    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's why we upheld our guidance. You know, we wanted to make sure that the market understands that we believe the mix will hold. And as a result, the margins would hold.

    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, guys.

    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
 
How are you? Thanks for taking my questions. David, I just had two quick questions for you. I'm kind of curious on the cybersecurity issue, dig in a little bit more. I mean I'm guessing you're much more of an expert today than you were a couple of months ago.
And I'm kind of curious, looking back, do you think the company could have did anything differently? For example, do you wish you invested more heavily in IT security? And how do investors get comfortable that something like this won't happen again and that it was just a one-time sort of issue where SDC had bad luck?

    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. I think we finalized that prioritization. Of course, we will continuously look at the pipeline and see based on data and on competition and opportunity if this is the right balance. But for now, we believe this the decision being taken. projects have been stopped, resources that we allocated and we take it from here.

    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, Jon. My question to you is on rate. So how much of the 35% -- rate decline that we saw in the fourth quarter, how much of that is the mix shift of corporate versus leisure? And then to tie that out to what the brand is set about holding corporate negotiate rate steady versus last year and the year before, how should we think about again that mix shift? How would that affect the timing of a rate recovery in this cycle?

    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 mean, I would say in terms of overall in the portfolio, we've seen them come off a little bit, but they do bleed in over time. So, as originations in Q4, they were, I'd say, the tightest we saw all year. But, in terms of the total portfolio, that's one quarter's worth of originations, and it will bleed into the portfolio and impact the entire of the book over time.

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