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
 
I don't have that specific number. I would tell you, in general, less than a quarter of it is from price, and the balance will be mostly from organic growth, I would guess. We looked in this quarter and acquisition activity --

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, so the total interest income on PPP was up $5 million and around $2.5 million of that was from acceleration and forgiveness. If you remember, the legacy BNP PPP fees were recognized as part, of course, the accounting. So that's not in the interest income, that will be the part of the goodwill calculation. So around half and half in terms of income and forgiveness on the $5 million of income.

    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, good question. I think actually the most exciting stat on VelocityOne is the 21,000 people who've signed up to be notified for preordering and all that. The most preordered part is in there because we had a reasonable first shipment of supply. And all the supply got snapped up globally in an hour, and actually in the major markets in under 15 minutes.
So that's what made it one of the most preordered products where the preorder quantity was sold out the fastest. We've had -- I couldn't even tell you. Over the years, we've had multiple products that have had preorders. And it's not normal for preorders to sell out, period.
But we've had others that have sold out. Like the Dr Disrespect, those are limited quantity, limited edition, those -- a couple of those sold out quite quickly. I think on the flight sim, it's just a strong testament to how enthusiastic that community is about the product. And indeed that's the feedback we've gotten across the board from professional reviewers who have been looking at the product, as well as a number of ex-pilots that we have given sample products to and all of that.
I'm really excited about 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
 
Okay. So on the sales side, aftermarket was up approximately 40% plus in the quarter. Out of that, MRO up approximately 40% and RSPs were up 70%

    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
 
Morning, Mitch.

    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. Hey, David, good morning. It's Mark. You're right, 700-basis-point gross-margin decline in the quarter versus last year.
And I think, like you said, there's a little unpacking to do there. I think, first, the addition of the noncash stock-based comp expense accounts for 270 of the 700 basis points. Secondly, the actions that we took last year, David, probably account for about another 100 of that basis point year-over-year reduction, which leaves you with, let's call it, 330 basis points that I would call more operational, and that's really a combination of the inflation that we're seeing in our raw materials. As long -- as well as, I think, some of the manufacturing inefficiencies that are a result of these intermittent raw material shortages.
As I mentioned, we've taken significant price actions. But as we protect the backlog, it's going to take us a little bit longer to see the benefit of those flow through to the bottom line. But hopefully, that helps unpack it a little bit.

    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. Well, we always think we are, right. And that might just be because we're bold like that, but we always think we are and would like to think that I don't know if we have exact facts on that. But I will tell you our competitive nature would want us to think that we are and would want us to go out there and make sure that we are in the future.

    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 were making very good progress. Were seeing growing enthusiasm for buying maybe even a different way in order for end consumers to get greater access and even preferred access to these types of fuels. So, were not really ready to disclose exactly whats happening, but I can tell you that its pretty exciting, and part of what were doing with Manchester United is to get the word out more broadly because what were finding interestingly is its amazing how many potential customers are actually not aware of how much progress they can make simply by switching to bio-based diesel. So, the more we can get the word out, the more really interesting opportunities are starting to emerge. So, well keep our finger on that pulse for you and hopefully be able to share more openly as some of the commercial aspects of things come through.

    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
 
No, no. The International group is going to be below the consolidated group. North America will drive the largest portion of the growth rate in 2021. And I think what we're highlighting for you is initiatives that will hit in early 2022.

    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, Charles.

    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 let me just -- there's a permitting process that's presently going on right now to expand the throughput of that plant. It was designed to handle about 10% to 15% more throughput than what the original permit calls for. And so we're going to try to capture that because it should logically be that for very little increased incremental costs that the throughput, which there is demand for in that marketplace, could be pushed through with the permit increase without any other meaningful expenses associated with it. So that's in the process of working its way through that -- the legal requirements to expand that permit.

    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
 
Okay. Angela, in the supply chain, we share -- we are experiencing several challenges. One is in the lead time of equipment. In our new equipment, we saw over the last six to eight months, lead times actually doubling, but overall, we were able to install the capacity that we require for our ramp in the third quarter. So, although that lead times are extending, we don't see that as a bottleneck for the second half of this year. And we share already an anticipation of these lead times, we, in selective areas, ordering equipment for the following year.
Now, if you look to the lead time for our manufacturing process, these lead times are not changed. We don't see an extension there. We start our manufacturing process when we have all the materials available, and then our manufacturing lead time is unchanged, and that was both for assembly, as well as test.
Of course, besides equipment, we see more challenges in the supply chain for material specifically, where we see significant challenges for substrates and lead frames in different parts of the market. For the second and third quarter, we are able to work with our suppliers and customers to deliver on our forecast, however, we see a challenge to support further upsides.

    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
 
Absolutely. I think the delta when you look at kind of the actual decline is coming from the professional services. Like I said before, it's not a large component of the business. Its low single digit percentages out of total revenue. But we've still seen, as we plan, really, kind of the push to partners to perform many of those days. And also, the fact that the license that we come out with are geared toward automation, really allow us to do less of those professional service days compared to what we had to do in the past. So when you look at kind of the renewal rates overall, we're not getting any new maintenance revenue because of the move to subscription, and that happened so quickly. So there's really no fuel coming in. And the delta is really coming from the professional services.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well there's been some conversation on these calls whether or not tenants come to the sale-leaseback market or they go to the financing market. The 3% or 4% I'll call it a junk market for lack of a better term. So, there can be opportunities for our tenants today which they may not have in the past. And when Paul went through his conversation he talked about the tenants that we had that used to be private equity and now public. So there's been a lot of capital available out there. But even with that we're going to see more sale leasebacks.
And it could be with some newer tenants, but we're going to be careful about underwriting for a newer tenant and credit. I mean that would be a real concern for us because any sale-leaseback has to be underwritten properly. There'll be plenty of room for sale-leasebacks and various forms of financing for our tenants and we absolutely plan to be part of the sale leaseback market.

    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, that's fair. That's across our top 50 markets is where the majority of that is. It's not our biggest. Biggest is not like the top five, it's not concentrated like that. It's more the top 50 or so markets.

    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 of that is certainly true. And we also want to do more clinical work with the combination product that we've talked about of the POC with the TAV technology and really showing the differences between that product and a traditional POC. So that will be another leg to this clinical evidence approach.

    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, Rod, it's Paul. You know, I think the challenge with the volumes is that as we've said repeatedly, this is a really fluid situation. I mean, it quite literally changes day to day. So, you know, I think the commentary that we've given that, no doubt, this situation has somewhat worsened in the short term since the first quarter.
You know, we're constantly flexing. So some days it gets a little better, some days it gets a little bit worse. And what we're trying to do is just kind of reorient everybody around this. The semiconductor challenge was baked into our full-year expectations.
Certainly, the timing is somewhat fluid, and you see that. The fact that, you know, the first quarter is blown out expectations and 2Q is under consensus. But if you actually look at the first half, when you add for Q1 and Q2 together, it's actually exceeding where Street consensus was for the first half of the year. So, you know, I think we're pleased with the way that we're managing through this, and we want to try to keep it to the big picture because we can really get lost in the details on how fluid the situation is.

    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, this is Josh on for Scott. So just digging in on the ERP trigger question. When you say you're seeing more activity from Cloud based ERP driving business in the quarter or is there also a lot of activity from the legacy SAP and Oracle ecosystems driving opportunities as well? And is that creating the source of competitive takeaways from on premise competitors? Thanks, guys.

    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, Tal. I think we are ready for the next question.

    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, and thanks for taking my question. Just try to deliver to the point on pharma, which is maybe a different way of looking at it. As you think about kind of destocking here that, that continues into the fourth quarter, would you say -- would you characterize, I guess, customer levels of inventory as getting closer to normal? Or are they looking to run leaner than they had historically?

    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, Doug, it's Dash. I can take that. Thanks for the question, and Chris can weigh in as well with some thoughts. Firstly, what I want to do is applaud the team for a great effort and great results in the quarter. The Q1 margins reflected, as I mentioned, both strong securitization execution, but also, as you know, some outperformance overall with mortgages versus what a benchmark rates did during the quarter. A lot of the normalization that we talked about, we have begun to see in April. Some of that is a function of just overall supply in the market. Obviously, as you know, benchmark rates have rallied since quarter-end. But we are seeing a heightened level of competing supply in the market, which obviously will ebb and flow as we go through. So a lot of what we're seeing on what Collin talked about, we're currently navigating and working through. We still feel very good about the earnings power of the business vis-a-vis the forecast that we laid out last quarter. And from a margin perspective, that normalization, just to put a slightly finer point on it, we see as margins more consistent with where they were in Q3 and Q4 of last year, sort of pricing out some of the things that drove significant outperformance in 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
 
Yeah, this is one most financial metric [Indecipherable], but if you want to look at this over the long-term, right. Any one quarter or even any one year, they could be a little choppy. You mentioned a couple of years when 2019 and even 2020 where that trajectory does not represent the longer term. And arguably the same thing for 2021 or the trailing 12 months number that you just quoted, right. So if you want to look at this over the long-term, and that's how we look at it, and that's what's going to ultimately drive value for the owners of the company right.

    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 thanks everybody for joining us today. For analysts that have follow-up questions Andy Larkin and myself will be available to take them. And for the media Michael Mullen will be available for your calls. So again, thanks everybody for joining us today and have a great 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
 
Right. And so if you think about this as country specific, if there are large sponsors -- and there are large sponsors that will pay us to go into certain countries where we get a good margin to enter it, we will continue to enter it and then sell to other large tech companies.
So if in one of those situations, we will not go into a market internationally, unless we believe the margin will be accretive to the Company. The days of us going in without that consensus are well behind us. It's more of a strategic point of view as satisfying the large U.S. based tech companies on what they want and doing it profitably in partnership with them.

    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, Angie.

    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
 
No, look, I'm 100% confident. I talk with Jamie every day that this network is going to get better and better and we're going to enter next year, able to service our customers. And we're having those discussions of how we bring on more volume. And what we're asking our customers to do is tell us what that volume looks like. So we can resource and prepare from a headcount perspective all the crews.
We certainly have the locomotives. We have the assets out there to go and service that business. So we want to get ahead of that. It's been incredibly hard markets to predict what volumes are going to do and we've all been surprised about the shape of the recovery. But what we're trying to do is get out in front, so we know how much we need to hire and get way out ahead of it, to make sure that we're there for the customer going forward.

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