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
 
Yes. Thank you, everyone, for joining us today. And as we look forward, we're absolute as to the continued growth of Accel. Obviously, from a personal and as well as for everyone, we're concerned about the delta variant and how it's going to affect the economy. And we have gone to continue to take precautions to make sure our employees are in best of health, and we hope that everyone does their best to make sure that the economy continues to move forward. So thank you again.

    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 a good question, Jack. But if you look at where our where our strength and testing has been, we've probably been a bit stronger throughout the pandemic in Europe than we have in the U.S. And clearly, there's a different level of infection rate in Europe. It's been persisting there, which we do see continuing. I think we've been pretty consistent in suggesting maybe even compared to a lot of data points that were out there, in that we would anticipate a bit of a falloff in the second half of the year. And that's still continues to be modeled into our -- into outlook here. But Q1 probably held up a bit stronger than what we had anticipated, and we're a month into the second quarter, and we see continued strength. We do see durability to testing that publicly occurs beyond this year. If you look at just the U.S. and the funding that's going to be available to support testing for K-12 schools and employers testing plans and getting associates back to work, just to name a couple of examples, we do think testing is going to be sustainable for foreseeable future, albeit perhaps at a more modest level than what we've seen here at the height of the pandemic.

    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, Michael. Hope you're doing well. No. Well, we have ongoing discussions with our retailers across Europe for resets between January and May.
But what you can see, I mean, all these performance data is available for everybody to see. And we're driving significant growth from disproportionate less shelf space in all our key markets in Europe, for instance. And definitely, you're going to see some changes there on the shelf in the beginning of next year. So it's an ongoing discussion.
It's in nobody's favor that we have less shelf space than what we deserve, given how much growth we are driving across these regions.

    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
 
Hi, Asaf. Obviously, the Lioli deal is opening new addressable market for us. And it is important to know that we are planning to take most of the volume from Lioli -- the Lioli plant in India to serve our content of markets. And this is not during the current stage of the Company. So at the moment, most of this revenue is devoted to flowing and clouding, but as we -- as all our go-to-market if you like the right to win for us, is around the countertop application and where the higher margins are, we intend to take most of the volume to this application.
Obviously, 2021 is a transitional year when you see both of those revenues. But in terms of the Lioli plant, we have one-lined them and this is pretty much the revenue that we're expecting to get from the plant itself.

    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, Rowland.

    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 think the best place to look, unfortunately, my printout doesn't have slide numbers, but the best place to look is on slide 12 where we do lay out how we expect to see the various line items moving Q2 versus Q3. And then on the next slide, I guess it's on 13, we have laid out the incremental dry docks that we see. So we've got 97 off hire days in the second quarter and 131. So pretty close into the third quarter. So I'd say a combination of slide 12 and 13 are the best places to look at.

    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 would say yes because having tailwinds is a lot easier than having headwinds. And again after eight years of headwinds, it's not like we just jump up and down and say this is going to rise in next three years. But having been through a lot of cycles over the years, things are lined up pretty well particularly coming out of this pandemic, it looks good to me.

    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 bet. 

    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 think it makes more sense to do it over time. It -- we've been working toward it, a lot of the metrics have improved over time, the rating agencies really like our portfolio, they like the strength of our properties and our tenants. So, there are a few other things that we need to accomplish. But they will be accomplished over time.

    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, let me clarify that. I would say Pursuit is not back to normal, but they have the three new attractions. So that puts Pursuit in a better position. And then so Pursuit and GES will still be ramping up, but GES a little bit slower than Pursuit.

    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 pace may pick up, Matt. Some of the challenges weve had is more logistical about kind of the rules about when you can buy and how much you can buy in blackout periods. And we may try and be a little more proactive on that. So I think given the authorization thats out and our level of earnings, we have the capacity to do between 0.5 million and one million shares a quarter. And at the current values, we think its a good move for our shareholders.

    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, Jeff.

    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 would say, look, I'll just give you a general comment, maybe Anne can give you a little bit more detail. Look, I think it's still a little early to the back half order book. We're certainly booking into Q3, but there's a long way to go with the strength of back-to-school and holidays.
So we feel great about where it is. We feel really great about our lineup and the feedback that we're getting on that lineup in terms of what we're bringing to market, but it's early.

    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, it's a good question, Phil, and it's a good catch. My expectation on the call for our third quarter was that that expenses would uptick in the fourth quarter, but they would still be negative on a year-over-year basis, and actually, they're positive on a year-over-year basis. Our expenses grew 1.5% to 2% in the fourth quarter. And so, it was a bit of a surprise through the two factors underneath that. One, we didn't expect Oliver Wyman to grow in the fourth quarter and Oliver Wyman grew. And as I've mentioned before, they have the most variable compensation model. And so, when they're growing, that's when we build in more on in terms of variable comp. So, that was something that we didn't.
And the hiring that we did in the fourth quarter on the strategic recruitment side was higher than what we expected. We see a lot of opportunities out there. And as I mentioned, we're up nearly 500 headcount on a net basis in the fourth quarter. So, that helped a little bit more. So, those are the two factors that contributed to us having expenses. It important to point out neither of those factors in and of themselves are run rate. I mean certainly with the strategic recruitment we expect revenue over time as a result of building out our head count, as we've done for many years in a row. And so, and the variable comp increase in OW, to me, is a good news story because it's attached to growth. And so, I would love for that to continue, because it would signify that we're growing the top line in Oliver Wyman.

    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. Well, the digital advertising is the fastest growing segment of our advertising. It's included in the advertising numbers. Our strategy, just to back up, is to be on really all of the major AVOD platforms. So we feel -- in doing that, we have visibility over a large part of the market by virtue on being all the platforms. And we program our own FAST channels with a library of content, so we're able to adjust relatively quickly based upon the number of impressions. So, that continues to grow for us. It's growing at the fastest rate. The impressions continue to grow at a steady pace, and it is included in the total ad sales number.

    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 mean, as you know, we only give the share, so to speak, once a year when we close the year. What we're indicating here is the order intake was in line with last year's in dollar terms.

    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
 
It's still hard to say on seasonality. We do see a little bit of seasonality, but nothing definitive. One thing I'll point to is the -- we've updated the presentation on our corporate website, so you can see that the Primatene uptrend there has been very strong right now. So I advise you all to take a look at that.

    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. Nothing that we're aware of, Jon. I -- you know, it's a -- that's a pretty proven engine, so it's a little bit of a blip from our perspective. And it's apparently not a common engine on the 777.
So, in a worst-case scenario, it's not going to affect the fleet that much. And I guess from an industry perspective, if it has to happen, now's not a bad time for it to happen because there's a lot of extra 777s floating around to inspect. So, I don't expect it would affect the 777X at all and I -- I don't think it's going to affect international travel at all either at this point.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. So you're absolutely right. Malaysia has had movement control orders because of COVID. And that, what I would say, has had an impact.
But because we're in the process of transitioning, I would really say that that's had more of an impact on how quickly we can transition into Malaysia. As you know, we've continued to push out the timing for when we will be fully up and running in Malaysia. We're hoping that that happens at some point in fiscal-year '22 at this point for the very reasons you mentioned. But we have been able to do our best to offset those challenges by continuing to manufacture in China.
And so the shortness of supply is really less about the challenges in Malaysia and more about the shortage of components and the component cost, really the component shortage issues that we're seeing.

    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. I'll take that one. We're seeing continued growth in leasing, we're seeing the pipelines build in capital markets and a lot of the sectors that we discussed. We continue to win management services business and our servicing book, which is now over $70 billion continues to grow as we continue to originate debt. So in short, we're seeing growth across the board in many of our businesses and in many of the geographies.

    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
 
Thank you, guys, for taking my questions. Congrats on the quarter. I was hoping you could give us some broader directional views on your digital trial suite, especially in light of the Delta variant. Could the macro backdrop result in a faster pace of adoption? And does that impact your investment speed or priorities in light of that?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. We think about it in terms of the specific projects that we have been, I guess -- I don't know what the right term is, awarded but not yet booked and then walk it from there around how we build up our opportunity set. And I think what we're seeing and how I'd answer the question is, yes, there's eight to 10 global projects that have gotten to the point where we think they're going to move ahead over the coming few years. And that is a much smaller number than what you had pre-COVID because you had a lot of projects at various different stages and trying to grab pieces and parts of that, whatever your MTPA forecast is. So that's been a good thing for the industry because I think it's really honed in on those who are going to move to construction.
Of those eight to 10, we would have content on about 70% of those projects but at varied -- varying different dollar content levels. We choose to talk about these three US Gulf Coast projects, and I would actually say, I'd call it four because I think Plaquemines Phase II, the other 10 million tonnes per annum is not that far behind. But we choose to talk about those because we have much better line of sight to the activity around them as well as to the dollar amount of our content -- our anticipated content. So that's really why. But there is certainly additional potential Chart content beyond what we talk -- what we specifically called out on those, if that's helpful.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. So, a couple of those pieces. On the e-commerce shipping, you're right, it has in the past two quarters have been about 190-basis-point drag. I think part of that is, as e-commerce grows, that will continue to be a drag on gross profit but as our mix of fulfilled in-store improves with store traffic hopefully in the second half of this year, it should -- the percentage drag should decline.
On the store occupancy cost, 100 to 150 basis points is a safe number to use in 2021 on top of the gains that we had in 2020. And then, on the DC cost in Q3, we had a -- a negative timing impact of 150 basis points because our inventory levels dropped. And I expected that to slip at the time in Q4 because I thought we'd be back on inventory plan and made a little bit of progress but the majority of that will flip back positively in the first half of 2021 just as inventory levels get back to -- to our plan.

    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
 
Alright. Thanks, Rob.

    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. Those are really the biggest drivers. So what we were trying to illustrate is the fact that, and maybe it didn't come across as well as I had hoped on fourth quarter, but we do expect top line recoveries to increase sequentially, which means that the constant commodity sales are actually going to be coming down slightly. In this environment the contribution margin loss on decreased sales is pretty high. Our ability to flex cost in this environment is pretty challenging due to labor shortage and other issues. We just continue to carry those. So in this environment with the normal number of workdays, we think of that as largely seasonality sequentially, and then obviously we tried to call out the impact of the component of the labor agreement that's going to be a period cost which is the other driver. But those are really the largest and most significant ones from Q3 to Q4.

    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
 
Sounds like, yes, sounds like we're all set here. So thank you, operator. Thank you, everybody, for joining us again today. We look forward to talking to you once again in about three months when we release our fiscal 2021 third quarter results. Until then, thank you, and have a great day.

    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, so we're doing -- we have more capacity than last quarter and much less than next quarter. So we're still investing heavily. We're growing those teams. And we're also investing not only in the hiring of the retention, but also in all of the enablement and training and the career pathing so we can make the most of our go-to-market team.
So there's no -- again, no big change there from previous quarters where we keep investing.

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