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
 
Thanks. Good morning. So just clarified on the 60% run rate by the end of the year, I mean is this how we should think about Q4 or would you expect that to be more of a second half run rate and then if you could comment on your expectations for the Q1 OR as some of the other rails have been a bit cautious on both year-over-year improvement and also pointing to sequential deterioration that's a bit worse than normal. So is that a fair way to think about Q1 and then just if you could clarify on the run rate for the 60%?

    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. Thank you for taking my question. The first one, just following up on the last question. Could you just help, maybe -- obviously, you've said the pace of deliveries is different next year to what you anticipated. But is that because one of the 15 cars will be shipped later in the year than you had initially envisaged? Or is it because effectively, you're just going to ship fewer of them next year than you had initially envisaged due to demand or due to kind of pacing the business to maintain exclusivity?

    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, again, since that time I think what we have been seeing is a significant price erosion, which I think is a main reason of our revenue decline, why the volumes have been pretty strong in datacom space. So a number of factor [Phonetic] of that revenue was primarily driven by price erosion and lower ASPs. When we look out in the future, we really don't like to speculate beyond one quarter or so. At this point, I wouldn't make any comments whether or not it's going to return to that rate, but again 400G -- 200G and 400G is starting to ramp, which is obviously driving the higher ASP. So I would say that pricing a cyclical trend, it will be fair to say that it should continue as it has been in the last 18 months.

    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. I would say, Bob, as we think about that 8% to 10%, I mean, it's obviously all-encompassing of all of our businesses. And certainly, we have some that are growing faster than others. What I would say is, if you take where we landed in the first quarter and then what Kevin is saying about April and what we would expect kind of as we go through second quarter and into the rest of the year, certainly, we are expecting a return to more normalized levels. And as we just talk about the question with Larry around the backlog, I think we will see some elevated levels compared to kind of historical norms. And so, I think if you take all of those into account, in context of that 8% to 10%, you could get a sense of where we think hips and knees are going 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
 
Yes, you are exactly right. As mortgage revenues remain elevated, you will see elevated commission expense associated with that. But I'll also just point to the seasonal impact of normal personnel expenses in the first quarter that remained elevated. That was also a component of the first quarter.

    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, great. Sorry about that. So Rich, I just want to make sure that I heard right on one the...

    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, Casey, I'd be glad to. So first of all, as it relates to the PPP forgiveness aspect of things, I think what you can expect here is that from a timing perspective, the large majority of the impact to our earnings as well as, therefore, the margin are going to really be in this next quarter here in the second quarter of the year, with that kind of continuing into the third quarter and trailing off more toward the fourth quarter.
In the current quarter, the forgiveness aspect of what took place was probably worth about 4 basis points to the -- 4 basis points of benefit to the core margin in addition to what's going on with the ongoing fair value adjustments, which are beginning to decline, especially on the asset side.
So all-in-all, what I would suggest is on a core basis, underneath all of that throughout the remainder of the year, that margin is probably going to be in the mid-3.40% range, not terribly different than I think what we basically reported here, 3.40%, 3.45%, 3.46%, somewhere in that range. And again, that's with the assumption that there are no significant changes in the overall level of market rates other than whatever fluctuations could occur on the tenure.

    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, Jeff, this is Dave. I won't give you too much specifics there, but our pipeline is very robust, OK, with M&A. And by the way, we've had a great track record with the M&A that we've been able to deploy or actually acquired in the last several years, whether it be on the channel side or on the technology side. So our M&A pipeline is robust and we're hopeful, we can execute on some 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
 
Thanks, Dane. We're letting you back in again. I don't know if we ever did that [Phonetic].
Steve, do you want to answer that?

    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. Thanks for that, Ken. I mean I think we're looking at everything all the time. There's opportunities for us to look at things that perhaps we can automate that today we're doing manually within ECS.
We are looking at what we can do from a trucking point of view and from a freight point of view as we continue to grow and get more efficient there. And looking across P&L and G&A to make sure we're getting the best use out of every dollar that we spend.

    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, first and foremost, were going to continue to take advantage of what were seeing out there. And as you can see, weve been driving 48% plus, I think it was 75%, even in the second quarter. And thats again why weve done those acquisitions. We see just a tremendous opportunity there. So I think going forward, sort of notionally, Id like to see offshore and nearshore at kind of get to what I think is a tipping point of maybe 50% in terms of revenue, right. So we already mentioned that were already there in terms of consultants. And Id like to see us get there in terms of revenue, where well really begin to see, I think, that strong margin from those other regions really, really driving some margin expansion for the company. When does that come about? Its tough to say if we can continue to drive the growth that we are now, and I believe we will. I dont see any reason we cant in terms of the offshore. Then I think its about three years out where we could be approaching that level.

    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 again, you know, when we look at guidance, we're also looking at the potential risk relative to the sportsbook. And we just closed on the Coolbet acquisition on January 1. So it's something we're continuing to monitor.
When we're in the midst of it and we're looking at it sort of on a week-over-week basis, we understand that there can be a good bit of volatility there. And of course, for the first quarter, it ended in our favor. But we're going into the equivalent March Madness event with Copa in the June time frame. And so we're going to be looking at that, the trends associated with that, and how that is managed to really gain more comfort around the volatility that could exist in the sportsbook.
So that's just, again, a little bit of a hedge there, and we look at it right now from a base case scenario. With respect to Ainsworth and some of the other items that you mentioned, you know, Ainsworth is the deal that we've been working on for a long time. So it was included again in our original projection. I won't go into all the ins and outs of what's in our projection.
But of course, we assume new business when we originally put out the guidance of $100 million to $105 million on the first quarter. So again, we're continuing to monitor it, and we'll update the market on the next call.

    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. Let me give you a couple of data points, Anthony, just to start out with. So if I look at our G&A rate as a percentage of revenue from Q4 last year to Q4 this year, I think it's up 110 basis points. That increase is a function of two components. Component number one, which accounts for about 50 basis points to 55 basis points is simply the software netted, right. We've got a lower revenue base. So if you strip that out, our actual G&A rate is up about 60 basis points on the year. And that is based entirely due to these one-time costs, which were roughly -- I'd say, most of them were one-time cost. Let's say, it's $2.8 million of ERP, $800,000 of ERP legal stuff and $500,000 for -- $800,000 for the commercial legal dispute and $500,000 of kind of other lingering things. That kind of quantifies what the increase is. Now, next quarter, not all of that ERP stuff is going to go away, the $2.7 million I mentioned. It's probably going to be sub $1.3 million, would be my guess -- is my current forecast. So hopefully, I've given you a little bit more specificity than usual just because there is a little bit -- a lot of few moving parts here.

    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. So what I would say about the SMB segment, in particular, is that it was broad-based. It was across geographies, industries, and so that was not industry specific. Overall, industry performance was in line with the expectations we had coming into the quarter. And any volatility in any given industry in a quarter is usually due to the timing of large deals or the timing of renewals. And so that could vary. So overall, the performance of the business in its entirety in the quarter was really in line with our expectations around large customers. And as we had mentioned, what really exceeded our expectations and what was encouraging was just the broad kind of level of improvement that we saw in SMB overall.

    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 continue -- when we talk about capacity adds, we highlight specifically some of the decking adds and the percentages associated with that. But along the way, the capacity adds that we've highlighted really include the entirety of the residential portfolio. So we've been adding capacity in our exteriors business and capacity in our rail business.
And specifically in exteriors, we -- we're in a really good position right now where we're able to service the market in a very differentiated way because we've been able to really deliver high service to our customers. So we're actually seeing the benefits of being able to supply our customers at a very high level.

    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 mean the difference is -- I think you already answered sort of implied. It's just timing. I mean conversions just happen faster, most but not always in the year for the year, but typically, between signing and getting them in the system and paying fees. It happens very rapidly, usually within six to 12 months. And signing of new builds, depending on where in the world you are, takes anywhere from 12 to 48 months. And so conversions produce faster. I'd say in terms of ramps and underlying economics, I mean, I'm looking at Kevin, he runs the development. Not a material difference as I think about it. I don't have the data in front of me, but anecdotally, we're involved with that. Yes, and we're involved in all these deals. I don't think there's any real difference in terms of -- I think it just comes faster. I think the basic fee structures are quite similar.

    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 that facility is the only one that produces the eSorba material, the polyurethane foam material. So what we're doing is looking at multiple approaches, looking at equipment that's available, looking at working on maybe some other lines that we have in other places to see if we can convert them quickly, and so I would say again it's still early days and we're working closely with customers as well to see if there is any alternatives that we can help them with but overall our assessment is probably a six-month recovery here so into the late Q3, Q4 time frame. But that's-Again we are still we're very committed to again our business in South Korea.

    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
 
Hey, Courtney, it's Jess. Yeah, I mean, we think the margin potential can really for the whole business, but for Specialty included would be that it could get better over time, right, as the business grows and we continue to have better opportunities to absorb fixed costs. And to continue specifically for Specialty to grow that business into the white space that we know, we're filling with the kind of cold start activity that we do every year. And so we're encouraged and very pleased with not only the growth that they've had, but what we see continuing going forward. And that includes General Finance as well. I mean, obviously that business from a margin perspective is going to be dilutive to the base. But great, great business from a return perspective and again the growth opportunity there is really, really great for us.

    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 we are. I mean, look, like everything else, as I said to the last question, it is somewhat relative. If you remember when we were all chatting back in 2015, when I took over as CEO, we had two products that we could talk -- three products we've talked about. We talk about OPUS, talk about ATF and we're talking about Protein A ligands and growth factors.
We clearly have a much broader, deeper portfolio now. You can start to connect the dots between unit operations, which makes it really good for us. We've been able to attract a lot more talent into the company because we have this broader portfolio. And I think the outcome of COVID kind of validates that the technologies that we've invested in, either through our own R&D or through M&A, has resulted in our ability to jump on to waves of opportunities that come through.
And I would say that gene therapy which I think it's been a nice win for Repligen with the products that we have and definitely COVID. I mean we've picked up 27% of our revenue is coming from COVID. So I think it shows that people value what we do. We have differentiated technology. And therefore, we can jump on to new opportunities in the market and win our fair share.

    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
 
Hey. Good morning, and thanks for taking the questions. I was hoping can you just remind us what doses you're studying in the NAFLD study? How many patients are in that one as well as how many patients are in the DDI study?

    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. Thank you. This month marks an important milestone for CBIZ as we celebrate our 25th anniversary. Over the last 25 years, CBIZ has become one of the leading providers of financial, insurance and advisory services to our clients and other businesses across the country. We're now a team of over 5,000 professionals with a network of over 100 offices in 31 states. For those of you who joined us during our Investor -- Virtual Investor Day presentation last month, we featured a brief video to highlight the history of how the company was founded and how we've evolved over time. If you haven't had an opportunity to view this presentation, you'll find it in the Investor Relations section of our website, cbiz.com, and I encourage you to take a moment to learn more about how we got here and our plans for the future.
I want to close today, as we always do by thanking our analysts and our investors for your continued support. And finally, our performance this year and the results that we continue to achieve are only possible because of our exceptional team. When I reflect on the past 18 months from the start of the pandemic and the changes that we've all adapted to, I'm inspired by how our team members continue to rise to the challenge. The growth that we've outlined today is a product of their tireless dedication and commitment to our clients and to each other. I'm extremely proud of what we've accomplished together, and I want to express our gratitude to our team. Thank you, and enjoy your 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
 
Now, there so, you know, a little bit of flow-through from Gulfport inside of -- of well completion. If you strip that activity out, we're -- we're still EBITDA positive. But we are getting some pickup inside of the segment relative to -- to Gulfport floater.

    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. It's about 10 points, 10%.

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