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
 
Yeah, Jim, that's directly correlated to the Sonesta contracts, the historical contracts and these contracts related to transition hotels are the same. So, full service hotels Sonesta earns a 3% management fee, for extended stay 5%. So, I mean, that's directly tied to revenues. So as revenue grow that fee will grow accordingly. So historical agreements, you might recall, under Marriott and IHG, those were junior expenses, meaning if there was sufficient cash flow to pay our returns than they could earn their profit fees, but in the Sonesta structure which is more in line with the market agreement, those fees are just part of operating costs.

    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. Hi, management. May I ask a question on the staff optimization, given the big change of our focus from the subject-based tutoring to the other area? How big would the staff optimization? And when would you think it would last? And what would be the cash impact to the -- over RMB 5.5 billion of cash we have on hand? 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
 
You bet. Thanks, Brent. So, just kind of starting off reiterate -- reiterating some of the numbers that we gave here. Yeah, 47% revenue growth last year, expected 45% growth in Q1.
What -- what's driving this? And that gives us the confidence looking forward. So, yeah, the product investments that we've made, along with direct salesforce, now channel partnerships, really fuels the distribution. And you can see this in the data. You know, 110% revenue growth in our U.S.
commercial market, 91% revenue growth in U.S. government, both last year. You know, revenues from new accounts as Dave mentioned in Q4 grew 375%. Our acquirer-phase customers grew over 200% in the second half of 2020 alone.
The expand-phase customers were 100%. So, is it -- that's showing a lot about the strength of our new account pipeline and how we land and expand? Our average revenue per customer was 41% to $7.9 million. And I think we -- we talked about this already but probably worth reiterating, you know, we did our 47% growth last year while increasing our margin. Eighty-four percent adjusted gross margin, 62% contribution margin, up from 33% last year that nearly doubling in one year.

    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, that's taking out the impact of OSW, Felix. So, obviously in our orders this year that includes the OSW numbers, but the rate that Jennifer quoted that costed out. So, that's really the organic growth rate.

    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. I'm not sure that those are the price differences between them, but what I would say is, that we're really excited about the growth of GoodRx Gold. We're able to offer consumers more value. We do receive higher lifetime value from those customers and it drives better revenue predictability for us.
We're nearing a million subscription plans. I think we haven't spoken before about sort of that these are – represent more than one people, more than one person because of that the family plans have multiple individuals. So that's almost 1.5 million members, so we -– together with our 5.7 sort of million MACs, we're serving approximately 7 million Americans with our prescription related offerings. And you know, we're excited to continue rolling out to those Gold members more and more services that make that an even more compelling offering, just like we've been doing over the last several quarters.
Really appreciate the 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
 
Hey, thanks. Good afternoon. Let me follow up on the gross margin. Looks like you're seeing continued healthy mix shift.
So, with all of the new engagement with Pet Health, I think in the past you've talked about Health running about 500 basis points to 800 basis points above your core business. When we think about like Practice Hub and compounding rolling in and presumably growing very quickly, does that gross margin lift change in any way for better, for worse?

    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, before he answers that Andrea. Could I just clarify, are you asking about Q4?

    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, 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
 
Thanks for the questions, Andrew.

    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
 
John, do you want to take that one, John Kuch?

    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'll start off with that, Matt, others may weigh in here. But in the near-term, I think that the strength that we're seeing is really attributable to our diversified consumer lending and retail businesses. When you see what we've been able to do in the mortgage portfolio, auto and education, I think those are areas that have been areas of strength in the past and will continue to be in the second quarter.
I also believe that when we get into the second quarter, you're going to start to see, although across the industry we see utilization levels come down a bit in the first quarter, I think we believe that that will start to moderate and stabilize and possibly start to head back up off of historic lows -- historic low level, so you can see commercial contributing as well in the second quarter.
And as you -- that will create the staging ground, if you will, for what we see in the second half where the continuing expectations for reopening economic activity accelerating. On the commercial side, inventories building, capex expenditures starting to recover and increase. So those are the forces that we see in terms of loan growth throughout the year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It's going to continue to be lumpy. I mean my -- as I said earlier, my feeling is it's kind of plus or minus 2 around this year, and that's not a scientific forecast, that's Rusty's gut. But you know, look, on one hand, we've definitely seen energy in recurring revenue. We've got clients that are very focused on going to a SaaS-based model, and we deliver that for them. But we are seeing some clients that in the core, are looking for license maintenance.
Now interestingly enough, when they acquire the Surround products, those still come in as recurring revenue. And so look, we're happy to take the high-margin short-term revenue as long as kind of the number stays pretty stable. It's when the number starts to change significantly year-over-year that the P&L optics get a little wonky. And so as we step back and look at it, that's kind of what our feeling is, is that actually the model is still declining a little bit, but our competitive intensity is offsetting that.

    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 Brad, we don't guide to it so I can't exactly answer how you want it. I think my intention is to provide some kind of revision to the definition so that it's including SST, and so it gives you guys a little bit better information. In the past, we've always said, think about it as 110 plus or minus, right? And I still believe in that but that was without the realization of this divergence from this issue. So I still -- ultimately, if you just want to think long term, we've launched a bunch of new products. We bought some new businesses. And there's a lot of outcomes from that. But one of those outcomes is being able to more fully monetize the end-to-end compliance journey of our customers. And I think that sets us up for a lot in the bag to go upsell our customers. So the metric isn't working for you right now. That's on me and I've got to correct it for you. But my expectation and our internal focus is to really drive more through the channel, through to our customers and drive that thing upwards over time. But I can't give you specifics for 2021.

    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. I just wanted to pursue the increase in backlog. So, I think you guys reported in your K, you had a backlog at the end of February of around $180 million, so this is a big increase. And I'm just wondering, if you could maybe talk a little bit about which areas, which segments -- I mean, you alluded to the demand, I think, in e-mobility, but I wonder if you could talk a little bit more broadly about where you're seeing the business recover so strongly and how does this compare with some other cycles?

    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. Ken, this is typically a time of the year when we build inventory, OK? And that has started. As you know, we have a seasonal business that's a big third quarter and fourth quarter business. And so we recognize what's going to go in inventory and what will be generated and then the cash conversion cycle and what we'll have at the end of the year. So we feel very comfortable in where our cash position is today, where our cash position is versus our plan and where we'll be at the end of the year.
We understand what our bank covenants are, which are a little different. There's add-backs in our bank covenants which take us well below the levels that you mentioned. So we've got plenty of capacity for debt. And the assets that we're looking at bring EBITDA with them, right? And so when you add those things together, we see financing capability to keep us well within our targeted leverage ratios and give us the firepower to buy the things to impact our business. And there'll probably be some portfolio adjustment as well that may bring some additional cash.

    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
 
Okay. Mehdi how you doing? It's Eric. So, yeah, so software as I've said, it's a very strategic part of the business. We view it as building on an existing strength and we do expect that to be a higher percentage of mix over the next several years. We've laid out a pretty long-term goal of sort of five-year trajectory to 30% of revenue and that's of course also assuming the top line is growing overall. It is influenced certainly by OptimalPlus, it's not only OptimalPlus. We have a number of different organic investments as well of building out new offerings. In our software capability we see those gaining traction and have expectations that that will be a, yeah, higher percentage over time.

    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. Greg, first, if you go back to January of 2021, we project the net organic growth of about 5.5%, 5.6%. In April, things were started improving with projected organic growth of about 6%. And in this earnings, we've moved that up to 6.6%. That's overall what I would say, legacy Teledyne, excluding the FLIR acquisition. If you break that down into its components, instruments, we anticipate with some risks in there, about 6%, 6.2%. Digital Imaging, 11.8%, almost 12% for the year. That's our fastest moving business. We think in Aerospace and Defense, especially now, we're seeing a little more recovery in our aerospace businesses. We think that will be about 4.4%, 4.5%. We see a slight decrease in Engineered Systems, something of the order of 1.5%, primarily because, as Al said, we don't have the turbine engines for the rest of the year. You roll all of that up, you end up with 6.5%, 6.6%. Now if the economy continues to improve at a pace that it's going, especially in our Instrumentation and Digital Imaging businesses, we could improve on that somewhat. But right now, to the best of our ability to project, we're projecting revenue for the year of about -- without FLIR, about $3.290 billion and with FLIR about $4.582 billion.

    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. Appreciated your joining.

    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 think the direct air capture is going to be a huge part of our future to do this. We're going to continue the other partnerships that we consider, the services agreements with others to help them have a place to send their carbon from their facilities, from their plants or industry. But I'm most excited about the direct air capture because of where we can put it, and the maritime industry, the airline industry, the tech industry.
We're having conversations with companies from all of those industries. And the thing that we really need to have in place and what we're working on, too, is to ensure that there is a way and a certified process to track the CO2 molecule from the reservoir to its end use. And as that matures, then we're going to be able to ensure that as we build these partnerships that the partners we have will be able to take full credit for what their investment should provide them while we do the same. But it's all going to be associated with either as anthropogenic from industry or direct air capture.
And I believe, over time, direct air capture will be a bigger percentage of what we do.

    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, Patrick.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, it's David again. We have quite a bit of visibility. I mean, over the last two years, we've built a dedicated team just for inventory forecasting and data science. And we manage the business at SKU level for every region, so that means every fulfillment center.
Now, obviously, the supply chain can be a little unpredictable but we're able to react in real time. We've basically spent the last three years building up that capability. We're also augmenting that capability now with artificial intelligence and machine learning algorithm to be even more accurate. So, it's definitely becoming a core competency of ours.

    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. Let me take that last one first. It's a really interesting question in that there are a significant amount of job openings out there, but there still is a pretty significant amount of unemployment. And it feels like there's a nice behavior change that seems to be happening of people both being willing to go out on their own or even also have a potential side business.
And so when you start to look at the data itself, I actually feel like that unemployment data is a little bit of a misnomer in that the great resignation in many ways is actually like the great entrepreneurial bloom in some ways. So we're really bullish on this. Like we look at this macro and we see a very stable floor at this point, which we're forecasting off of. We're not assuming any improvements.
And by the way, we reforecast off of our own internal macro data on a monthly basis. And so we start to build off of that. I wouldn't be surprised if there's a little bit more of a recovery, just given the fact that it's never been easier to start a business than it is today. I mean you have all of the enterprise-level tools.
You have the ability to get started quickly. You can test something and try it. You can run it as a side business. You can do it when you're working from home as well.
So we feel pretty good about that. Anything you'd add there, Noel, before I jump into the LZ Tax question? 

    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
 
OK. So fundamentally, we've gained market share, and we'll continue to gain market share, but actually not from our competitors. But based on the strategic shift we made to long-term contracts, basically, some of our customers that used to produce their own compounds have transferred production over to us on a long-term basis. And this means that our market effectively grew, and we grew market share, but not so much on the account of our competitors.
Now due to post corona rebound, we -- first of all, we're sold out at least until the end of the third quarter. And all of our capacity that we thought would take between one to two years to fill, all our capacity has been filled out, and we actually cannot accept additional orders. So the unfortunate weather issue that affects our competitors, unfortunately, we're not going to be able to benefit from that too much because we don't have the additional capacity that is necessary. Our additional capacity has been booked up.
Some effect of that may be some additional acceleration in prices. We see bromine prices at record highs at this point. So until there's -- we are reaching out for some additional capacity. But in the short time -- but in the short term, there's a undersupply or over demand in the market.
And so the short answer to your question is we're not going to be increasing market share additionally to what we already did in the next couple of quarters because we don't have enough capacity to do so.

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