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
 
Sure. So I'll take your first question, there's a couple of questions within that. I'll take the first one first, revenue visibility. Our revenue visibility is really excellent because we know exactly how many seats we're able to sell in different areas. We understand our sponsorship numbers and we have a pretty good feel for wagering, although there may be some variability on that. Just because the circumstances are a little bit different this year, like they were last year. So generally as we go into the Derby, there is a fair amount of confidence and understanding of what we should be able to expect and we've largely telegraphed some of that in my earnings comments and other forms so that people know it primarily -- that we are not able to have the full contingent of fans that we normally would have because of COVID.
With respect to the puts and takes on wagering, the country is open back up for fans, there are limitations in different jurisdictions. So, as people return to brick-and-mortar facilities. That's one important place that people wager and while they couldn't do that as much last year, we weren't necessarily happy about that because not everybody is going to migrate to online. So, we're glad that the facilities are back open generally across the country even though there are restrictions within those facilities and of course channel migration to online has been a big theme for us over the last year. So, that's an important component for us and an important emphasis for us as well. So, we're optimistic about 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
 
Okay, great. Thank you.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I would say no, we're not seeing anything out of the ordinary. Typically, when a project comes out to bid, it's a bid process, will take somewhere between, say, four, five to eight weeks. We've actually provided a price or a proposal. Typically there is 60, 90 days to award to when we start that work. And that's pretty consistent. Some owners can turn projects from letting to actually performing the work a little bit quicker. But that hasn't really changed for us at all a whole lot.

    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.

    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
 
All right, John. Thank 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
 
Hey, good morning guys. Thanks for the question. Just sticking with some of the new initiatives, Chris, you highlighted muni markets, I was hoping to dig into that a little bit more, can you provide us, I guess maybe some specifics around what MarketAxess doing in order to enable greater pace of electronification in the muni market today, what are some of the biggest hurdles, obviously that feels like there's a lot of inertia in that space, I'm trying to think, how you guys trying to break through that and how much of the, of the muni market, do you think could ultimately become electronically traded?

    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
 
It's like a lot of things. It's optimistic in some sense. But at the same time, we definitely have a to-do list and it surrounds itself around capabilities whether it's asset management or asset gathering around the world. And so, we've thought through that. We need to digest what we've acquired in the IRT business. As I said, we feel very good about what we have acquired and on-boarding it with the successful completion by the end of the second quarter of the last migration. We still have some work then for the balance of the year on the Trust and Custody component, but we're clearly, consciously aware of the fact that this doesn't stay stagnant. There is going to be winners and losers in this space and we're going to continue to distinguish ourselves as a net winner. And we'll be very strategic in how we go about doing that. So, appreciate the questions.

    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, Craig.

    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, in percentages, yes.

    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
 
Bill, I'd start by saying, if we look at '21 which was also an inflationary year for us across commodities, labor and freight, we feel good about our ability to offset those higher costs both through a pricing agenda and through our net productivity or cost out agenda. You saw our gross margin was down only 20 bps, which in this inflationary environment feels pretty good to us. From next year, we actually expect the inflationary pressures in fiscal '22 to be even higher than fiscal '21 on the order magnitude of a couple of hundred million dollars all in across commodities, domestic and international transportation and labor costs. We do not believe on the fiscal year, our pricing agenda will fully offset that big number, but we do have a substantial pricing plan some of which has been realized and some is yet to come and we have a cost out plan again. So I would think overall kind of similar to last year, we probably won't be able to cover all of it, but we'll cover the majority of it.

    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, it's another tougher challenge for the BD team. Obviously, when they hit the revenues of nearly $31 million this quarter to increase the backlog, they've got to sign even more than that. So we keep raising the bar as it were, which is obviously what we're here to do.
Quarters -- business doesn't always jive perfectly well with the quarter, and so we can see some opportunities out there that we think we have a reasonable prospect of winning. And I think if we can execute on what we can see out there at this moment in time, we should hopefully see that the backlog will start to grow over the next few months. That's kind of where we feel it is.
It would have been nice if things would have just finished off right now. Something that you could sign at the end of July instead at the beginning of August might just change the needle a little bit sometimes. So it isn't perfectly jiving. So we can see some things that give us good reason to believe that's possible going forward.

    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. Thanks.

    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're not -- again, we don't believe that our competitors have that much excess capacity versus us. I think everyone is facing the same challenges of ramping up supply chain, et cetera. So again, there might be a bit of choppiness, but as Jose mentioned, our long-term plan is very solid. Our product lineup is also very solid and so our target of being a leader in the side-by-side industry as we are today and even growing is still very, very valid.

    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 Tore, I think since I've been the CEO over 15 years now, that's been -- that's clearly the lowest number of turns. I think the key thing to remember are, booking is extremely strong. Demand is extremely strong. What we are monitoring very closely is consumption. We want to make sure that whatever we ship has been consumed. And so it's really -- we don't need any more turns for sure, but we are monitoring our POS activity to make sure that everything we see from our customers and our distributors who are servicing those customers is being consumed, and that really is why we are being fairly conservative on the turns number -- on the guidance and the 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
 
Hi, good afternoon, and congrats for the good result. First question, you said, your first quarter capacity is loaded under 100% utilization. So is this 100% across the board for all -- not all. I think that my question specifically is about 28 and 40-nanometer. So compared to your average 100% utilization, how about the capacity on 28 and 40-nanometer doing in first quarter?

    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, Paul. You too.

    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. It's an evolving picture, isn't it? F35 is a pretty important program for us. We have shifts that content, off the top of my head, somewhere in the neighborhood of $80,000 or so on that airplane. And it's an important program for us.
I guess rates are expected to drop a little bit next year, but there are other things in terms of upgrades and changes that we think might compensate. So, we don't think that's going to be a serious headwind for us next 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. Thank you. We have received DOD funding on some of our device, 3PSP development, but IP belongs to Inovio, so we don't believe there is any overlap, but that's the thing that we -- as we work with various governments, including the U.S. government, we want to be very careful with.

    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. We do feel that, people working at home, offices not really being open is a bit of a constraint on net new logo growth. Despite that, of course we were pleased with the 10% growth we saw year-over-year, but in past years, of course, we saw more. We believe that as things opened up more, obviously that's been delayed a bit because of the Delta variant, but as things opened up more late this year, early next, we expect that to actually just improve our net new logo gains. But, in the meantime, our continuation to penetrate deeper and deeper into existing accounts, to penetrate deeper and deeper into the enterprise, and I might point out as well that our net new logo gains in enterprise was actually quite a bit strong. So as you might imagine, the commercial logo gains swamp because there were so many more commercial accounts. In terms of net new logos, net new logos tend to be dominated by commercial, but actually our gain of enterprise net new logos this past quarter was actually quite healthy.

    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. All right. What I would say is in the chip business as well as the peanut butter cup business, our sales have approached what we would have considered best case scenario. So supply in this category, it takes time to kind of -- to build out. So we're in a period of transitory having to manage demand to supply until the new supply comes on board. I -- we have pretty talented sales organization. They really like to sell stuff, but they've got experience in kind of tamping down demand, managing programs and -- as well as promotions, because we've had this situation before happen on Atkins. So we know what we need to do. We will do it as we move into fiscal '22. Our supply chain is working hard to bring on more capacity, and we'll manage that well over the next few quarters.

    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 this is -- it's always a balance between volume and value, right, and what the market is offering. And I mean you have seen that we have created huge customer additions, right? For customer additions compared to Q1 '20 are up 18%. So most of the growth is coming out of acquisition. And so that is always a balancing act. And I think it would -- simply would be serious to now predict what will happen until the end of this 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. At ECS, so it's kind of a secondary impact for us on our spring components, right? We have plenty of capacity and can immediately respond in our foam production and our finished mattress production through ECS. There are -- we are constrained by the foam there. So we're basically making and selling everything we can 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
 
Yes. Good. So as you pointed out, we've had a number of smaller bolt-ons around that technology. And it has all been pulled together over the past year. That was the effort last year. It's now -- the banner is in TeleFlow. And where the success has really been is -- more immediately is through something called Vision, which is a technology that is an analytical tool that we work through our solutions team with our institutional clients. The next area where we are looking to expand outside of the U.K. is in direct to the financial advisor channel. That again is where we're turning our attention beginning this year to expand that. So we did take a year to pull the rest of the platform together, and it will, frankly, be focused on the RIA channel, in particular.

    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 don't really have any large recompetes. We don't even have any programs that are greater than say 5% of our revenue. We did see a number of recompete kind of slip out of 2020 into 2021, so we are seeing a little bit of a bunch up in kind of the second half of the year from recompetes but nothing crazy. So overall, about 80% of our midpoint of our guidance is coming from existing backlog and the balance kind of split between new and recompetes.

    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 the contracts that we have ono a forward basis there they're good for a year. So when we look at that we'll be funding our development as we go along. So the first trench will be coming due this August, in a few weeks, so we'll be bringing those shares in at that point. But the lion share of it is good until to May of 2022. And when you think about it, when you're borrowing on the line, our line right now as one month LIBOR at 90 basis points, which is really attractive financing right now for us if you're bringing in the share count into our earnings, diluting earning. It's about that really.

    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 believe it is an opportunity for not only existing customers but maybe even more for new customers that would like to use some of ClearPoint's technology, especially when our laser is available and our MER system is available, but simply can't do that today because we're still waiting for that solution. But I do think it's something that applies broadly. I don't think it's specific to a hospital, and I think it becomes more specific to the timing to an indication.
So what I mean by that is if you're doing a laser ablation procedure, using the Array system makes a lot of sense because it's faster, it's simpler, it's a little bit easier to make adjustments. And if you're doing multiple trajectories in the same patients, which is very common for tumors, it makes that workflow a little bit simpler. So I think the adoption of Array into laser procedures will be sooner. If you wanted to use the Array for a procedure like a deep brain stimulation case, this is really required to use something like microelectric recording or MER in the operating room.
So what I mean by that is the timing of Array adoption for deep brain stimulation might have to wait until our MER system is available closer to 2023. So it really depends on what it is the site is looking to use our technology for.

    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
 
Sure. We haven't guided it, and we're still -- it's still in our -- we're in a bit of a moving target. We mentioned these Medicaid contracts. We're just getting them under our belt.
And then going forward to project gross to net, we have to say how much of our business is going to go from Medicaid. So until we get all the base book contracts up and running, we haven't been able to guide it, Oren. So we're still trying to get our arms around it because it really does depend on the mix of patients. We know what we pay for commercialized.
We know what we pay for Medicaid lives. But until we see how much of our business runs through each channel, we're not in a really great position to do much with gross to net. But all in all, we like the contracts. We like the access.
Our primary goal is access at a decent price, and I think we've achieved that.

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