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. You got it right there. I mean at this point, we said supply is still going to be limited for SMB. So we're expecting very modest uptick from what you saw in Q2.
And we still reiterate that we will deliver the full $140 million of service provider revenue for the full year. So it's down to CHP. And as Patrick just kind of walked through the logic of why the channel needs to be optimized from an inventory standpoint in Q3, we think that's a Q3 phenomenon. And as I said earlier, it's going to certainly put some top-line leverage pressure on the Q3 result.
With that being corrected in the Q3 period, moving on to Q4, we expect that we will regain some of that top-line leverage. So that's why we believe that we will hit that full year 9% to 10% operating margin guidance.

    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 as I look at capital deployment, the first thing we look for is to see if there are hospital laboratories, local or regional laboratories that we can acquire. And those make a lot of sense. They are accretive in the first year, typically, you return your cost of capital in about two years, and we know how to integrate those. We are seeing more opportunities for those. We're spending a lot more time in discussions with various hospitals and local laboratories.
And I can tell you, even as a senior management team, we're spending a lot more time in those discussions ourselves. So I feel good that there will be multiple opportunities as we go through this year. The second thing I look for is strategic acquisitions. So if there's something in one of the pillars of our strategy, for example, oncology, that we need to acquire in order to be successful, we would look to do something like that.
And those would be kind of smaller tuck-in type of acquisitions versus large-scale megadeals. And then the third thing we look at is the share buybacks. If you ask me about large-scale acquisitions, so for example, another large CRO, I don't think we need to do that. I think we have what we need to be successful. So we're mostly interested in laboratories, hospital laboratories, local regional laboratories and strategic oppositions -- acquisitions helping us in the pillars.

    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, Patrick. I'll take a shot. So, I guess, certainly into the third quarter and for the balance of the year, we see maintaining profit margins with a continued recovery. And we think that margins, we've just gone through -- let's talk about why margins are good and why they may currently be better on prior peak. The labor model is the most -- for the industry, the labor model has fundamental changed. We've never had to go through something like this where we zero based every single hotel and we've gotten rid of positions, we permanently changed positions, FTE counts as an industry. So, that benefits us, technology is benefiting us. Mobile key, less people at the front desk, other sophisticated tools to monitor productivity, above property charges from the brands at the branded hotels have been reduced. So all of those are helping margins.
I think what's going to be unique to us and what is already helping us is the conversion in the comp to the brand managed hotels, the six of which we had last year. So, given the example of one change at Salt Lake City, we've been able to reduce the managers from 18 to 11 and we think we can maintain it roughly at that level. So, that's 39% less managers at that hotel. So, you can imagine how that runs through in profitability and margins not only now, but as we kind of return to prior peak too.
So, we're relatively optimistic on the margin front. There clearly is a nationwide shortage of labor and we are dealing with that, like everyone else. But I think there's a lot of reasons to be optimistic on the flow through and maintaining margins.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So we don't have a person dedicated to strategic development. It is definitely a position we've talked about with the Board's council. But today, it's a mix between the management team and some committees that we put together of the up and coming generation within Powell. And they are doing a great job and helping us kind of 360 some ideas. And so that's the process we've had to-date, but centralizing that in the future is definitely something we're considering.

    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
 
You know, let me start. You got to remember that, you know, two-thirds of our business is on high retentions. And so, you know, the fluctuation of frequency, and, you know, wage inflation, and loss cost inflation is largely retained by our clients. I mean, so, you know, we've seen some fluctuations just because of a high attaching points in which we have in the workers' comp book.
And so, you know, Dave has been working really hard on our large account business and well -- as well as workers' compensation in terms of the positioning in that. And I think the attachment points, the positioning of the book is really important. Dave, do you want to just talk a little bit about what you're seeing in the marketplace and how we are reacting to 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
 
So yes, we can say that this is not something that we have on the public. What we can say is that if we're looking on pro forma basis, it will be above 20% growth.

    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, Ryan.

    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, guys. Thanks for squeezing me in. Tim, I recognize that you may not want to comment directly on one of your competitors. I was just hoping to get a sense of a big picture here. Some investors fear the bidding more could create a bigger competitor that could be much more aggressive attack in the industrial markets, being price aggressive scaled of R&D. Maybe you can help us understand the competitive landscape in laser technology a little bit more, how IPG positions itself to maintain that leadership. And does this type of bidding war, even if it's not direct to IPG does it validate some of the megatrends that are accelerating with automation, EV, dual supply chains? Do you see more consolidation going forward around laser technology and automation markets? Just curious on your thoughts on that one.

    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 don't know what to...

    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 short form of the answer, Gavin is, yes, to both. So I can stop there. I can give you a little more. The -- honestly, I am very proud of what the team has done and even during the pandemic here, we continued to invest. We're always up in front. It's an exciting time to be at Booz Allen. We're having discussions with clients and live discussions we've ever had before about, not just some of these technologies, but how they really can transform mission and we're doing this not just at the working level but at the very senior level in these agencies. And because we're having these discussions, because we are confident that we understand what our clients need to do, we continue to invest in the next-generation of technologies not just the current generation. So, while we're scaling cloud, we're working on Low Code. While we're working on cyber, we're thinking about 5G and quantum and the impact on cyber. We are already, as you know, a leader on AI and we continue to, if anything, extend that gap. So, there is no birthright here. You have to show up every day and make it happen for your clients, for your people, the contracts, for our investors, and we're very focused on that. But I am very optimistic.

    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. Thank you, Chris.

    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
 
Just to be clear, the new platform, they are on the new platform, the new platform is API driven, they have only chosen to take a few of the API's for their initial deployment of the experience. And those API's are almost exclusively focused on education. So from that perspective is very different. You will see anything like that in the other banks in terms of these education modules.
But in terms of the actual ultra content right now, and the different types of content that we hope to display overtime, they're going to look very, very similar. I think we've discussed this before but U.S Bank, ultimately, it's going to be somewhere in the neighborhood of 4 million to 6 million MAUs. It's not enough to truly get the scale of significantly different types of offer contracts and offer properties, if you will. So, we're really focused on educating the consumer we're focused on there's some richer imagery and so from that perspective, it looks very different than the other banks.
But the real meaningful change as they search incorporates different types of offer constructs and offer experiences. That's going to be multiple quarters. And as I discussed, we've got other large banks committing to the deployment of this new ad server in the back half of this year, which means, they'll be doing the same type of thing going into Q1 and Q2 of next year, and that's when we'll start to have the scale to really be able to drive a different kinds of experiences in advertising content into the channel. Does that helps?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I mean we generally talk about it is about 70% variable. So most of that cost moves with the increasing and decreasing volumes. It's a bit less than that when we talk about the commodity influence component of growth, but certainly, the bulk of what we do is moved by the volumes.

    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 morning. Nice quarter. I guess, Eric, you noted how great the order book is. I'm just wondering how much of your order book today is for 2022? And assuming you have orders for 2022, how do you approach pricing just given the challenging dynamics related to material cost rate, supply chain type stuff? 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
 
I wouldn't use that logic. Turnovers are all determined by wind systems clear to major tests. So we have about 50 left. I wouldn't think about them as, oh, well, you do x per month that they really are determined by here, the presence of HFT. We had to pass a lot of systems to get the HFT. We have 50 more to go, less than 10% of those are what I would call safety related. The rest are support, etc, as I've described.
So don't think about it on per month. Think about it on time to systems and what remains. And we feel that we can do this before fuel load. I mean we've given you the schedule. If you try to, I'm afraid, I'm afraid from your question. If you're trying to say, oh, well, you've done 4.5 per month and you got 50 left that says another 10 months. That's not the right logic. If that was your question, it's not ratable analysis.

    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. Just to underscore that though, yes, we really are aware of how successful the business has shown -- the run has been. We're continuing evaluating where we would like to put the cash we don't need for our clinical programs. Obviously that's the first priority. So, it is an active topic really at all points. And should we have updates, you'll be right on the list to know. So, thank you, Arthur. Thanks for the question.

    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. Clearly, the competition has increased and I think the latest evidence of that was the New York RFP that I mentioned in my comments, and we continue to stay disciplined. I think people are bidding into this for multiple reasons very small returns, but maybe some branding uplifts I think has appealed to some of the players in the business now. So as I mentioned, we'll continue to participate in the RFPs. We will get creative about our cost structure going forward. More and more that the supply chain moves over to the U.S. from Europe, I think there are cost advantages there. So we'll be continuing to be disciplined. 2% to 3% IRR is not something that we want to win, frankly, in an RFP. We're still targeting that mid-teens ROEs for our investors.

    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
 
Oh, thank you. Thank you very much. We're very proud. I think that Paul and the team has done an incredible job with [Speech Overlap].

    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
 
There's -- that's been actually debated quite a bit recently, whether it's going to be higher or lower or the same. So it's going to be one of those. I tend to believe it's probably going to be closer to what we've seen in the last year or two.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, the EDCBD benefit in Q3 is $12 million. Now, moving forward, as you said, without 18% duty, it will help. The exception of 18% duty for the bifacial will help our US customer also helped us. And moving forward, I think we'll see more of this benefit next year rather than in Q4, because as you know the shipping and logistic time is pretty long these days. So, the stock we are shipping today will probably only be able to clear customer in Q1.

    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
 
Great, thank you. Good morning. So nice to see the 69% pre-leased space. How are you thinking about your focus on making sure you have enough space in some of the hotter markets like Northern Virginia and Phoenix. Is there any plans? How high will you let that run before you start planning the next phases?

    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, the strap gap, if you will, for us very simply stated is the difference in a hot-rolled coil band of steel versus what a ton of scrap is worth. And that gap has historically been in a range. And when steel prices run really, really par, really fast, that gap gets larger. And there are some lags, there are some things that happened pricing wise. But in our Steel Processing business, around 10% of those tons end up as scrap in some way, shape or form that's predominantly in our blanking businesses and in our coil rolled or our strip businesses. We're always going to have a little bit of head and tail scraps at the beginning, at the end of a given coil. And so, as that gap widens, there obviously is a bit of a headwind for us it's created relative to what the normalized or historical average is to that gap.

    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
 
Great. Thanks for taking my call. On the development side, when you think about your approach, how are you thinking in terms of new versus existing? Are you thinking about anything in terms of with your capital allocation maybe buying in franchisees to drive some consolidation? And how are you thinking about company ownership?

    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 very much and good evening. Two questions for you. First, on Apex Legends, I'm curious, I think it was a year or so ago, you were starting to talk a little bit more about localization for the game. I wonder if you could give us a little update there and how that's impacted engagement or bookings or whatever.
And then secondly, I think it's been a couple of quarters since you've heard much about the Sims franchise. I wonder if you could talk a little bit about what's happening with that franchise? Is it still on a growth trajectory? And where are you seeing innovation there.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey guys, thanks for taking my question, and looking forward to the next month. I guess I just wanted to talk a little bit about on the growth hormone side, kind of some of the socioeconomic -- kind of economic claims and kind of benefits to having your product versus others and how you think about balancing that as you think the price of the drug. Thanks.

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