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
 
Hi. Good afternoon. Thank you for taking my question. Just a couple for me.
So you guys have obviously had a very successful 2020, 2021 in terms of new program starts, programs under contract, and all the other key metrics. Can you talk a little bit about the vision for 2022 and what we should expect to see the same run rate in key metric growth or maybe a little like tapering as we move forward? And just a quick one. If you could provide some more context on what kind of ramp-up we can see you guys do upon the completion of the CMC and GMP manufacturing facilities.

    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've been purchasing kind of what we've have been in the past, which were mortgage-backed securities. We did purchase some corporates. Those are kind of the two major categories, but more biased toward the mortgage-backs. And the average rate that we got in the second quarter was about 1.5%. And then with the drop in the long-term rates, obviously, the current rates are lower. So we're trying to be a little bit more measured in terms of how we are investing the money this quarter, but we're still deploying a lot of the liquidity that we do have on the -- excuse me, on the balance sheet.

    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, yes. So if the question that Shaun Kelley asked about the vision for the Rockies, and you were to ask the same question about the vision for the Texan, remember, the Texan has evolved into the most -- the dominant group house in the state of Texas. There's not a hotel that operates at the same level of profitability in the markets of Austin, San Antonio. It is the best group hotel in Texas. We do have land there. We have the ability to expand, and it will be done purely as demand builds. Remember, the Texan -- I remember, Chris, someone asked me a question, an analyst asked me a question, and it was back in 2005 to 2006. It was about 1.5 years -- a year after we opened the hotel, and we were generating about $45 million a month in -- $45 million in EBITDA. And the view was, where does this go? We said we thought this hotel has tremendous potential. And we've done many expansion projects there, building the glass cactus area. We've expanded the pool complex two or three times. We built the room expansion, and that hotel was on a run rate in 2020 to accomplish about $110 million of EBITDA. So we believe that hotel has the DNA that we can continue to expand it over time as demand grows into that market. That's how I think about that project.

    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, hi, good morning, everyone.

    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
 
It's a little of both. I mean, we're celebrating and spreading out to additional plants. But we're also seeing savings come in even higher than we originally estimated. It is a ramp up and we do have third parties in place this year helping us implement so that is offsetting some of the benefits falling directly to the bottom line. And we continue to implement this across our facilities and we have consultants and other folks that are supporting us exit will see even greater improvements in the out years from operating systems and 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
 
Yes, Mike, a great question. Again, as you said, we are not typically a backlog business. But the order intake is very strong. And despite all the headwinds that we have seen in Q3 associated with the weak auto production and the headwinds that we have seen in China, our book-to-bill is very, very solid way north of 1 times. And frankly, we are just struggling to be able to keep up with the needs of our customers, taking into account how strong their performance is. And so our backlog has grown. We've talked about building backlog on the Q2 call. The backlog continues to grow through Q3. And we feel that the demand is very solid in the marketplace. And when you combine that with the initiatives that we have been executing on, the issue really for us is not the strength of the end market, it's our ability, frankly, to secure enough raw materials to be able to keep up with the demand that we see.

    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
 
We are developing this in a collaboration with Qualcomm, and we will focus to work with the Qualcomm here. So it's a little bit of a mute question for the time being. We are starting off this collaboration and working very hard to make our software run on the Snapdragon platform and focusing all our efforts to get that up and running. We are doing that because we think this is a very, very competitive offer. It's a very compelling financially, cost-wise, performance-wise, scale-wise offer in this industry, and that gives superior value to customers and that's why we're focusing on Qualcomm.

    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
 
Lloyd, in response to Seth, you mentioned cyber budgets or funding Obviously, those are growing, but it seems like there have been some pretty big numbers proposed, whether it is part of COVID relief or the latest TMF request, but it feels like those numbers have come in a lot lower. Why is that, is there a will but not a way to fund.

    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
 
Great. Thank you. Maybe one for Ben and one for Todd. Ben, in the U.S.
market and more mature European markets, how do you think about driving user growth over the next two years? Is it things like shopping that could attract a little bit different audience or categories like travel or autos that you think could really take off? Any signs there that encourage you? And then, Todd, could you revisit the expense guidance? I'm assuming it excludes the charitable contribution. Does that include cost of goods sold? Could you just revisit the quarter-over-quarter expense 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
 
You know Chris, this is Steve. Yes, there may be incidences where we've got pricing announced, the retailer may have put it on the shelf before it actually goes into effect. Our contracts have a variety of lead times in them, and those lead times are all in effect. The most exciting part for me is the fact that this is so different than what we've done on pricing in the past, right? If you remember when I arrived, there was a big pricing exercise on top of poor service and it started to tumble our business, right? We had a couple of years in a row of business losses. What's intriguing to me is we're actually gaining business during this period, right? We won pieces of business with large strategic retailers in some of the most hard-hit categories like salad dressings and pasta. So I think it's a tough time. The category -- the total private label category volumes are down, but we've actually gained share through this pricing exercise. So whenever this ends, we're going to come out with a stronger business. [Technical Issues]

    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
 
Hi everyone. Good morning. Happy to be on the call, Ed, first off, I'm not sure you meant by that comment about the logistics facility in Cleveland. Cleveland is probably the best city in the United States. So we're talking about...

    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, Elizabeth. Thanks for the question. Yes, what we're seeing for T&E going into the fourth quarter is along the lines of what we said in our prepared remarks, which is, we have great momentum. There is great demand for Primescan, great demand for Axeos and imaging in general. The timing of sales relative to DS World, most of those sales actually happened in the fourth quarter. We -- there was a lot of great excitement. And so in our guidance for the fourth quarter, we are including pretty substantial growth for CAD/CAM, for imaging in general. So the performance in that business -- that part of the business continues to be strong.

    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. So, no specific incentives and really the demands, and I think just desire to get on to some of these and adopting these more advanced capabilities faster. And suites would really call out as the main catalyst of those early renewals, where you'd have a customer who had -- would have ordinarily renewed in the second quarter, but given just kind of combination of, kind of being sold on the value of some of the products and capabilities they didn't yet have, and then a couple of cases, just really strong fee growth within those companies that they were an overage is what drove those customers to ultimately renew and upsize those contracts earlier in Q1, which is what drove that $5 million of movement from expected Q2 billings into 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
 
Hi. Good morning people. I just wanted to start off and maybe give us a little more color. You're saying, obviously, very positive things about how the quarter began, how October -- month of October went. I just wanted to make sure I understood a little more carefully the drivers there. I mean one seems to be on the gross margin side, Michael, if I understood you, lower transport costs and fewer manufacturing inefficiencies on the gross margin side. But on the sales side, I wasn't as clear about what's happening. Is it just mix? Is it the rollout of the next-gen COOLIEF? Just help us understand the moving pieces there.

    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
 
So we chose not to take a fair amount of business in the fourth quarter. We saw a fair amount of low priced selling of components, more so than systems. It's probably best illustrated by -- we have one competitor that was up over 60% in their Energetics and close to 30% in their systems. But their revenues for the quarter were only up 18%. And so our thoughts on that is that was clearly a selling through inventory and are trying to regain share at low prices. And what we felt were unacceptable profit margins. They don't serve our customers or the industry or ourselves well in those situations, particularly within the elastic demand.
And so we saw a fair amount of discounting in the fourth quarter from already low prices, I mean DynaEnergetics which we're talking about here, the average selling price per gun is down significantly in 2020 from where it was in 2019. But we don't need practice making guns and so there is a limit to how far we will go to pursue business and we do not earn our business on price, we earn it on technology and we will support our partner customers so that they're competitive in difficult markets. And so it's kind of a long answer but we saw a fair amount of inventory coming out of the system in the fourth quarter, and we'd expect some of it in the first quarter of this year, but the majority of it should be out and our price increase is targeting the second quarter of 2021 when we're hoping that our -- the activity is stronger for our customer partners in the industry.

    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, I mean -- and so there's, I think, so kind of a U.S. versus Europe story, right? And co-product prices, as you know, have come down quite a bit recently. And so with lower co-product prices and with that staying kind of in the high-30s, it is the most economical feed as we sit here today for our U.S. assets. And so therefore, we're running -- we're running mostly ethane in the U.S. And then as we look forward, we think that butane, which has had quite a run, and propane will get more affordable kind of later in the year and as we move into the new year.
And then in Europe, where historically we've maximized running a good bit of LPG and our European portfolio can run about 40% LPG, but LPGs have gotten very, very expensive. And so on a -- we're now running essentially all naphtha in Europe as we sit here today.

    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
 
We've always said, Geoff, when we think it's the proper time, we will seek special dividend approval. We think you're correct in assuming that we get the first Puerto Rico deal done as of year-end and then funded through January. Obviously, we didn't deal with the new bonds that we get within that settlement period. I think that puts us in very good shape to be able to go to the states and ask for special dividends. So I think we're just following the course of our strategy that we think espoused long ago. But as you clear up these conditions of what are uncertainties and make them certain, I think it allows us that opportunity and we're obviously if we want to keep our current pace of share repurchase, we would need a special dividend, as you all know. So our thinking is, let's get the PSA done for the general obligations and then let's move forward from 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
 
Yes, great question. And its something that we toy with. I mean were in pretty competitive markets as it is. So our ability to go in and raise prices is challenged. Now its not to say that, in certain cases, we have been able to do that, passing on some of the very significant cost increases weve seen to our customers. But as Dean said, I think what has -- if theres any benefit in the supply crunch, its been this idea of prioritizing our most strategic customers and those that are giving us the highest value. So from a mix perspective, a mix within the mix, when we look at what we have available to ship, were obviously prioritizing the products and the customers that deliver the highest gross margin.

    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 and good morning everyone. Melissa, I wanted to ask about market share. If you could just give us some context. Obviously, I think a big question has been, how much of the share gains Hershey has had over the last 12 to 18 months and how much of that will stick it looks like quite a bit of sticking. So can you just talk about where you see the most stickiness where things have retrenched and then obviously discussions are taking place now about 2022 shelf allocation, just wanted to get some of your early thoughts on how you think your progress there.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So the work that we've done with our clients, I would not expect a significant cost creep. I think we kept it out of more of a kind of a litigation type discussion, and we're working with our clients to get to the right resolution around change in law in force majeure and mitigation strategies.
So I would expect that any type of gap that we have relative to positions between the two parties will be relatively minimal.

    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. Take care, Barry.

    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. Jailendra, this is Tim. I'll make a quick comment and turn it over to Bob. I think Bill hit on the biggest thing with respect to the hiring and the ramp into production, I think on the operational front, we feel very well-positioned with some enhancements we've made to our process enrollment, notably, as well as other things that I think will drive a lot of quality and efficiency throughout AEP and OEP.
Bob, do you want to comment just in general around plan design, general market environment as you see it?

    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
 
Hey, George. It's Ken Porpora here. I'll take that one if it's all right. As the guys mentioned, we're up 7% year-over-year in RMR growth. Again, last year with COVID impact, I actually look at it versus 2019 as well. Versus 2019, we're up about 17%. So good growth in the topline RMR added. What you are seeing there is yes, some of the payback you see at 2.1 times to 2 times to 2.3 times, lot of it is our dealer mix. Dealers are having a killer year and a killer quarter. Direct is up as well. But dealers, that mix is a little more expensive for us, but if you think about the economic returns, these are healthy returns and we're happy with all of that additional RMR added that we're getting that pushed the 2.2 times up to 2.3 times. This -- the average customer life extends over eight years, so good economic pieces.
If you think about the future and where we can bring some of the efficiency and kind of where you're going with it, the revenue payback over time, especially with some of the bundling of products, the Google innovation that we have going, as well as thinking forward now with solar, it brings opportunities, just bring greater efficiencies and greater upsells from a revenue standpoint, as well as cost efficiencies. So again, we like where we're at right now, good, strong economic returns, but still have some legroom to improve as time passes.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think I'll take a stab at this. This is Rich and maybe Rob can answer as well. Certainly was we talked to our customers, the two things that we do hear are concerns about the supply chain and labor. So as we think about next year, providing those do not get worse, we still feel real optimistic. And so we haven't seen a lot of impact. But I'll let Rob talk about that.

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