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 guess kind of two follow-ups here. One on the inflation front, I just want to double check which CPI index should we watch? Is it total CPI? Is it like a specialty index related to healthcare? And then also what's kind of the lag for when the increased inflation would flow through your financials or your leases?

    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. This is Hannah [Phonetic] on for Eric. Thanks for taking the question. Just a few from us. So, first, on GIVLAARI, your asset that you're developing or marketing in partnership with Alnylam. How much of a revenue generator do you think that asset could become for Ironwood? And does the exposure in hepatic disease in that treating community factor into your BD privatization number? And then I have a follow-up.

    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. I wouldn't characterize us as being immune, but we also find the value of what we do by aligning our spend primarily with one in the West and one in the East does give us some advantages over others. And our ability to be a really good partner to the rail, which is what we focus on a great deal, and that's how effective we are within the ramps and with on the street so that we're doing everything in our power to be effective for them, so they can be effective for us. And we certainly leverage what we do to try to get that type of arrangement with them. So we're feeling pretty good. We're not immune to some of the things that you mentioned there, but we're seeing some improvement. And we're still very bullish on the 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
 
That's in-store -- that's in-store, that's 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
 
The customers -- many of these customers share the same corporate values that we do with respect to ESG. And we're all about reducing our carbon footprint. So I'd say we're totally in sync with what our customers' long-term goals are in this area.

    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 as a starting point, the game's in good shape, facilities are busy, really maybe answering this through the U.S. lens. Rounds are up 8% over '20, and about 18% over 2019 year to date. Third quarter was down about 5% compared with last year, which I would say our year to date performance from a round standpoint, probably better than anybody anticipated at the start of the year. And full year rounds are on track to surpass last year is really aggressive pace. So a healthy outcome given COVID realities, and I'll add to that, the fact that weather was more favorable than last year. As to the composition, we, anecdotally, you continue to hear that it continues to come from three sources, right? The Avons playing more, the latents who came back to the game because of COVID and new entrance. Best we can provide, it's still probably about half of it, half of the incremental play coming from the Avons, 1/4 from the new and 1/4 from the latent. Again, we'll update that as we see more industry data come out at year's end, but I think that's the right way to think about it for now. Adam, Thanks. And thanks, everybody. We appreciate your time and efforts to understand this dynamic business environment, and we look forward to speaking again on the next call. Have a great day.

    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
 
A little lower.

    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. I think I'd reserve that question for Nick and his team at bluebird. They're obviously dealing with a situation. I can just tell you on a personal level, it's been painful for me because our goal has been for patients to have more options and for patients to get great outcomes.
So it's been sad to kind of watch some poor outcomes. But I know that bluebird and the FDA are still working through. And then hopefully, they'll get through this in a positive way.

    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, we've been very successful with the investments that we've done with the Vantage Group since the partnership was amended in 2015 to allow those kinds of investments. I think, we've got a very good pipeline now in terms of the deals that we've got underway. The 12 projects, we've seen strong leasing. We've seen good rent growth in the projects that are starting to lease up.
And so, I think, from that perspective, we continue to be pleased with the performance of the asset class and are looking to, from an asset allocation perspective, keep the percentage of the partnership's assets that we have invested in that strategy the same or even potentially grow it a little bit as opportunities present themselves. Some of the markets that we are looking at doing further activity in like the Loveland, Colorado market, where we made an investment earlier this year. There are higher land costs, there are higher utility costs and things like that that will factor into the capital deployment that we make there. But I think, by and large, it's a strategy and an asset class that I think our track record has shown that we can be successful with.
And so, we are gonna continue to look for opportunities to both work with the Vantage team and also evaluate the possibility of developing similar relationships with other sponsors that might give us a bit of a diversification effect in terms of their home territory and markets and their particular strategies. 

    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, there is the new facility that we -- that I mentioned earlier. And then on the campus here that's just about 43,000 of roughly 96,000 square foot, 97000 square foot facilities on the side. There's a number of buildings. But there is one big one and then there is a bunch of smaller and medium sized ones.

    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 did I answer your question?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Absolutely. 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
 
Hi. Good evening. Nice job on the quarter. Just really quick on the core golf business.
You mentioned all of the port and freight issues going on and does look like inventory is pretty lean. So I'm just curious how you feel about inventory in that segment, and do you feel like you missed, even though sales were obviously very strong, do you feel like you missed any sales in the quarter? Or should we see that more spread out throughout the year because of the freight and port issues?

    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. So within that projection, there is some expectation that the cash balances come down a little bit. And generally, it's the volatility in the cash balances as opposed to them going into higher-yielding securities or loan growth. And so I guess, embedded in that guide is still a relatively elevated cash position.
So to the extent that we find ways to deploy that into higher-yielding assets, which we're always on the lookout for. There's some upside to that. When you look at the income from the hedge portfolio, what we earned this quarter was very similar to what we earned last quarter in terms of NII. And what we should see in Q1 is also in line with that, and then it starts to decline, as we've talked about on prior calls over the course of 2021.
There's still some benefit in 2020 -- 2021 from the hedges, but it's declining as we go through the year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. The best way I can answer to that is we talked about last year, we had about $90 million in temporary costs that we removed from the P&L. Now we're -- fast forward to the end of Q2, so about a month ago, they came in during the quarter. But by the end of the quarter, they were pretty much all back end, except our travel expenses. So there was about $10 million or $15 million of travel expenses that are bleeding in slower than we anticipated earlier in the year, but largely all the expenses besides travel are back in the P&L.

    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, no, thanks for the question. No, I don't think we would limit ourselves in any way and we're not. What's important for us on a digital transformation is to be part of all elements of it. What we don't want to do is only do the legacy or quite frankly only do some of the smaller new and miss out on the modernization required.
So we really want to play on both sides and that's certainly what we consult to our clients and where possible, urge them to think about this in the biggest way. That's what will help them be successful fastest and certainly is where we're the best partner to them. So I would never say we wouldn't play on one side or the other, but not exclusively because that's where you get pigeonholed within a client.

    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, Kevin. So yes, we ended the quarter at 13.3% attrition, a little bit of color. We were favorable in loss to competition in nonpay. Relocation cancels like last quarter were a little worse year over year. We think some of that is the COVID effect of delaying relocations. We also experienced the expected headwinds from the absence of the Defenders chargeback on a T12 basis, that's about 35 to 40 bps. So some of that was offset by our safe efforts. And then to your point, there's some really good lead indicators in terms of the shift in product mix there should be a tailwind to retention. So for example, we know that customers with cameras and video services have better retention characteristics and sales of Command and video are at their highest level ever in 2021. And then not unimportantly, credit score correlates pretty heavily to attrition and customers acquired in the first half of 2021 had the highest mix of credit scores in the past five years. So we felt pretty good about the quarter. And as you know, long term, we feel bullish on retention.

    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, certainly, we will target -- delay rate cases as long as we possibly can. We think that that's a benefit to our customers, and we'll continue to look for creative ways to do that. We are exploring ways to do that right now with the commission staff. So we'll report more on that as the year progresses, and that's related to our electric rate case. Right now, we're targeting a May filing, but we're looking at creative ways perhaps to delay that even further. So more to come on that, but always working on ways to reduce the impact of our investments on our customers.

    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 team. Two questions. The first is maybe a little bit more detail on the hydrogen station strategy if we look at the TA announcement. You answered a little bit of the question with Jeff, but I just wanted to dive in.
High level, just over the next two years, how much of sort of your needs are covered by the two stations with TA, plus the central hub? Is it 30%, 50%, something much more? Just to understand how many more of these separate agreements may be coming.

    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 can now. Yes.

    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
 
Anytime.

    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, no again, it's a good question. Their issue is more to do with their -- ironically, they've got a very, very large backlog, probably the largest we've ever seen. Their customer base are by and large general contractors going to multi-family construction, and now some industrial-commercial. And so it's related to shortage in the sense that some of those buildings if you will, have been pushed back a bit.
And that slowed down for the first part of this year, but now is picking back up again. So indirectly impacting, but more because of a pushback on activity and didn't lose any business. So we now have a pretty significant -- if you might imagine backlog, which we'll have to work through the company, again, which is a positive thing going forward. So it puts some strings on working capital on companies like that but by and large itself is not necessarily had any shortages.

    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. As a follow-up to the ARR question and more specifically the net revenue retention rate of 143% for the platform, can you talk about the sales process and how that works for the client in terms of what the client initially buys and kind of what the upsell is and how the timing of the upsell works?

    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, Tim, this is Jasper. From a capacity standpoint, we're well prepared to be able to handle the increased demand. Some of those product lines like food service, for example, have dedicated equipment. So if we get back to normal levels, the equipment that we have will be sufficient to meet that demand. And we've always been continually investing on our retail side, either through rigid packaging like PET jars, cans or stand-up bag. So I think we'll be -- we're in good shape on capacity.

    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, we don't comment on --

    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. Well, I think from reacceleration in fiscal 2022, what we had intended to say or what we had expected to really message was a lot of design wins happening now for different industries, whether that be automotive, security, biometrics and access control and things like that are happening now, that should accelerate through fiscal '23. We're still hopeful that Android comes online in fiscal '23. But I think our outlook is really more around added customers, added markets.
And as far as next generation of devices for our lead customers, we're working on many, many different things. And until they get close to deciding what's the plan of record, we're working on many, many different things without knowing what is actually going to be the plan of record for fiscal '23.
And so we're just making sure we're the design source for them, and we will lead them, whether that's a continuation of existing designs or new designs when they choose to put them in.

    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
 
So George, I understand the question. I guess I'd probably -- I'd answer it a little bit differently than you're asking it, though. I mean, you can see where we are on an EBITDA basis first half, right? First half, we're at $136 million already. So we performed -- I guess it's fair to say we've overperformed where relative to our initial guidance. And we've done that really on the cost side of the equation. So we've made more progress even faster than I'd imagine when -- or faster than I built into our plan when we provided our initial guidance. So with what we've posted so far and best crystal ball we have on what's ahead, it was appropriate to lift the bar for our guidance.
And so that's really what's behind it. Can I piece it out the way you're piecing it out? That's pretty tough to do, George. I wouldn't say that. I would say though that, again, if you start at the top of the P&L, gross profit is where it all begins. Our margins are up nicely year-over-year. We continued building off of what was a very strong fourth quarter or we kind of kept -- we held in line with what was a very strong fourth quarter. And so we made good progress on our labor efficiency. I mean most of our cost of sales is labor-related costs, and we've done a nice job on our cost efficiency there. That's why you see those services margins jumping. And that, combined with just maniacal focus on keeping our SG&A costs in line, is what has led to the EBITDA performance and the guidance outlook.

    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 can you talk about becoming a tax -- I'm sorry, Scott, I was just asking when you become cash tax payer in 2023, what kind of the percent of the cash tax represent your total tax going to look like?

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