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
 
Excellent. Thank you again, and very nice quarter. Frank, I wanted to continue that discussion on edges and the percentage of customers that are kind of adding the edges around from 10% to 15% and the amount of edges of 33% quarter on quarter. Is that something we should think about as is going to directly impact consumption? Does that -- have you seen that the more edges the customer have, the more data consumption is going on with -- within their data warehouse, or is this more of a construct about stickiness? Once you get ingrained with all these partners, you're never going to stop using the Snowflake solution.
How should we think about these like the financial impact of this growth in edges?

    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. Thanks for the questions. Congratulations on the results. I appreciate the comments on being bullish on the virtual primary care.
I'm curious how you're thinking about the competitive environment in this subsegment. You said you were selling all of the products on a stand-alone. And I'm curious whether you're bumping into the likes of Teladoc or any others and how these conversations are going with potential customers?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I mean, we got very focused on the enterprise, as you know, and I expect them deal counts to go up. But we don't really focus on it, put say, we focus on our -- our overall revenue and our mix and if I take the marketplace concept, that counted as one customer, but actually, there's 10,000 businesses that are now powered on our platform, but we count that as one. So we -- so I don't -- the way we look at the business is we look at it from what's the bookings and the revenue impact of that. And then we look at an overall mix. Obviously, we are still skewed toward high end mid-market and enterprise. That's our sweet spot. It's because that's where the volume is. But I think these marketplace concepts will really fire up. It'd be interesting if we turn to reporting on the individuals, business that are part of those marketplaces like Yell or will do something else. So we'll see. But I feel good about where the revenue mix.

    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, Eddie.

    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, Tariq. It's Ammar here. We will end up saving money when they come back. As I think we've expressed before, the additional cost -- we're still paying those employees 75% of their salaries. So that works out to about $1 million a month. There's a lot of work that's gone into transitioning them back, mostly about safety for the communities as well as the employees. But yes, there will be a savings of about $1 million amount as they come back into the workforce.

    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. Rod, it's Patrick. I'll take that. The -- that's something we've been dealing with in the quarter as well, just as everything is ramped back up and demand and those kind of things.
And I think Brittany hit it in her comments about the work by our operations and supply chain team. They've just done an incredible job. And one of the things we invested in is getting ahead to make sure that we have the components that we need as we think about the year and really, we've been investing aggressively to try and catch up to the demand. And so in our forward outlook, we've factored in what we can see and what the team is managing at this particular point in time.
As you well know, this is an ongoing thing that we deal with all the time around different components and different things. And so it's particularly acute, I know, for automakers right now. We think we're in good shape in terms of where we are at this particular point in time.

    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 really falls. It's -- we could disclose the breakout, but I believe we had two as our top -- as our 10 percenters.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, like, as you know...

    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 toshiya yeah, it was all part of the plan. We have been working on this for a little while. So the way to think about it is, look, we have an opportunity here that they will develop really over time, and it could touch a number of our systems. And once you now pare out PCB Tests out of the equation, we have a little over 23,000 systems in the field. It starts now with us selling what we're calling the foundation licenses, and these are perpetual licenses. And it's, at the moment, targeted at a couple or handlers that we have in the automotive space. These are -- we're talking about $5,000, $7,000 per license, right? And we have an adoption already at a Tier one automotive IDM. So we're starting that deployment. And the intention is that over the next three years that we're going to -- starting with next year, actually, that we're going to start selling subscription licenses to additional features on top of the foundation, for example, predictive maintenance capability and device tracking, some other things that will come on top of it. Think of it in the order of $1,000 per proceed of the foundation license of a subscription-based product. So we're not talking about a lot of dollars this year. And yes, it is for sure, embedded in our model. I don't know, Jeff, if you have anything to add on 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
 
So M&A, clearly, we have our funnel. I mean both -- we always like to look at the private company opportunities. I mean there's always obviously some public opportunities, we continue to explore. And clearly, that $400 million gives us tremendous flexibility to go do deals, especially from the carve-outs and private company acquisitions.

    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. There's not really one recipe for M&A. Parallel to what I talk about the strategy for the company, I do have a M&A strategy very specifically that matches up to that. And what do I mean? Some deals are strategic deals where they may not be accretive right in the first year or when we do it or at the synergy, but they're strategic to give us a position in the market that we would like, a leadership position. We're going to be looking at those, for example. There are some that are financial deals where you do a deal because it strengthen your current markets or a capability that you are growing organically or you can give it adrenaline shot in the arm and accelerate the attainment versus doing it organically.
So, I look at M&A and you've seen it the way we've done it at Cyprus, in order to fit a certain purpose. And that's the thesis that I formed prior to going into the M&A, because if I can't explain it to all of our employees, I sure as heck cannot explain it to all of you out there. So focusing on why we are doing it is key. But we're not going to do a bad deal, just to do a bad deal. We do have the scale. We have the growth. We have a lot of opportunity for us to create value. So you're not going to see us rushing, doing something just for the sake of doing something. We're going to be very disciplined. But when we do something, you can expect that it's going to be to achieve a very specific thesis that is very well aligned with our strategy.

    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, Vince, this is Steve. I think it's no secret, Southern California, Northern New Jersey, Northern California are performing exceptionally well. I think I saw a report recently that CB said Northern New Jersey was north of 30% year-over-year. So we're seeing it in our own portfolio. I think with the numbers we put up on a national basis, we're best in our sector. And if you broke it out by submarket, it tracks certainly with those three that I just outlined to you for being on the top of the class.

    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. And just -- sorry, again for going back on Asia. I mean, it is an important topic. So that's why coming back on that. I mean, if I think about what you are saying is, you have raised the guidance by about EUR50 million for Asia and at the same time the underlying earnings are impacted EUR40 million by higher interest rates, lowering interest rate impact. So it feels like the increase in the guidance on an underlying basis is about EUR90 million. Is it possible to break that in terms of how much that increase is underlying and how much would that be capital gains driven? So that would be the question. And just as a follow-up, I mean, I think in past, you have guided for about EUR100 million capital gains in Asia, if I remember correctly. Can you just confirm that if possible? 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
 
Yeah. I mean demand is very strong right now and so therefore utilization rates are pretty high right now in the high 80s close to 90% in the most recent quarter and with demand outlook continuing to be favorable, I would not expect those to move in any material way particularly in the more mature markets of the Americas, Europe and even North Asia. And the markets that can move around a little bit are China and in Asia, South. But on balance across our network the whole circuit of plants is running in that sort of high 80s close to 90% and I don't see any material change there absence some big demand surprise that we don't see at this point.

    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
 
Thanks so much, Alexia. We're not seeing any slowdown at all at this point because of COVID. In the aggregate, by the way, as a company, we're now about flat to where we were in 2019, which is a big deal. So when we say we're up this percent or up that percent versus last year, just vers 2019 in terms of level setting, we're about flat or just about flat to 2019, which is a good starting point for us now to strive and drive to accelerate off of that. The AdLite product as -- is extremely strong, but I don't think that we're breaking out how our growth is in the US in terms of AdLite versus subscription. JB, are we breaking that out 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
 
Good morning, Nathan.

    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
 
And David, obviously, as you said, 2020 has been a remarkably abnormal year. But you've been in a really interesting position whereby you've been able to buy some retailers and negotiate retailers -- with retailers. Could you maybe just walk through some of the biggest lessons learned about who you want to be your tenants, how you negotiate with them, how they negotiate with you? I just think it's important as we think about how to model cash flows in the out-years.

    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
 
Laurent, good morning. So we did note that on a two-year stock basis, looking at FY '22 guidance at the midpoint versus FY '20, we'd anticipate the total company to kind of be on 3% to 4% compounded annual growth. And when we think about that, what we're seeing here is, and again without decomposing every component, is one is the benefits of higher net pricing that are coming through this fiscal year primarily to offset increased input commodity costs. We're also seeing a continued benefit of the momentum across the various elements of our business that I've spoken to whether it be Uncrustables or advancing Dunkin' and Cafe Bustelo or the advancement of cat food.
And then as Mark spoke on the inventory front, we will continue to work to get to the right inventory levels both within our infrastructure and also within our customers. And we will continue to do that over time. But I think the first half of the fiscal year, inventory levels will still be pretty lean just as we work through supply chains that continue to remain a bit tight but yet are still working supply chain. So that's kind of how we're thinking about that growth on a two-year stock basis.
I might just share that we are seeing performance coming through on that two-year stock basis across the predominance of our U.S. retail businesses, all three, along with a return to growth and the away-from-home business. But again, it won't be 100% pre-pandemic levels by the end of this year and continued momentum in the international business as well.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So anything that we're interested in potentially divesting is largely undeveloped sections that you've had largely a private owner or a private company interested in acquiring. And so it's really, I think, interesting opportunity for us to divest, as I mentioned, low production tracks in different areas for tracks with much higher components of DUCs and permits that are going to be immediately contributory to production and cash flow. So I think real interestingly for us, probably we are going to focus on here in the near term, what I referred to previously is the acceleration opportunities with operators. So opportunities wherein we have tracks, there's an operator that we know has been acquiring minerals. They can increase their net revenue interest in these wells by acquiring minerals and make the utilization of their drilling rigs and frac crews that much more efficient.
And so I think there's ample opportunity here as we go throughout the remainder of 2021 into 2022 to undertake some of these additional opportunities. And so I challenged the team to pretty regularly try to bring one of those deals per quarter to -- in the fold, so we can further enhance the retained cash flow and fund a pretty significant portion of our capex budget internally and thereby reduce the reliance on the capital markets for funding of our capex budgets. And so it's something that we're acutely focused on, want to continue to generate and create shareholder value. So it's something that we're going to be managing and looking forward to executing upon for the next five quarters, if not longer.

    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
 
OK. First, we opened up the -- the trading today in the opening ceremony. So, it's a milestone, let's say, this morning. We -- we -- we started being traded only last Tuesday.
So, you know, it's too early but -- but the rationale is -- is very -- very understood. We have quite a significant investors basically hearing this lots of institutional -- primary institutional investors and hedge funds. And they're, you know, hear and there are kinds of requests of making the -- the trading for them easier regarding the hours and the -- and locations. So, we are attentive and -- and we do hope that it will be for the benefit of the company and them as well.
You know, we in Israel, we are immediately included in the Tel Aviv 90 which is the second -- second-highest index. And there is going to be or already is a demand for -- for our shares because we are going to be included not only in vetting but -- but also in technology and some others probably five, six, seven different indexes. It will increase trading, it will include RADA in -- in -- in a lot of portfolios of institutional investors. So, you know, all in all, it's another -- another vehicle that should -- should support the company and also the 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
 
Great, thank you. Tony, you mentioned the cost of retenanting office space. And clearly, over the past few years, you spent a lot of time and capital modernizing your portfolio with a focus on ESG. Is it your sense that some of these older or lower-quality buildings in New York, potentially facing and pending vacancies, no longer remain office buildings? I know there's been some chatter of office-to-residential conversions.
So I just wanted to get your sense on that and if that's something Empire State would be interested in.

    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, if you look at both the transactions, I think you're referring to, those were multi-market, multi-state acquisitions, where given who the acquirers were, there were natural overlaps across a handful of states, right? And so the level of review was protracted. And obviously, COVID on top of that and changes now with the DOJ with changed administration, things just got dragged out in those cases. And so our bread and butter are doing -- primarily doing, again, $20 million to $40 million revenue transactions episodically, companies that are north of $100 million. But if you step back, those are companies that are primarily in singular markets and singular geographies. And so -- and in those cases, we've not overlapped in those geographies, right? And so it's -- from a DOJ getting through the deals, it would have controlled their timing of how quickly they'll pick up a call and review it. But hopefully, the process to get through the DOJ is not as cumbersome as what I would call these multi-state -- larger multi-state transactions that our few larger peers did.

    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 only thing I would say on departure is that they've really been growing year over year over year, our departures continue to grow. We typically well from an operational standpoint, we look at all of it but I typically focus a bit more on the hours that we operate or the Charter flights that we operate. That's how we can bill our customers.

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