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
 
And one thing I'd point out is, you probably heard in the prepared comments that we also improved our closure rate, a lift of about 20%, which is obviously part of the record volume in certs, which is very helpful.

    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 was speaking about the back half in total. And in fact, it will be better in Q4 because of the higher penetration of retail in Q4.

    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'll take the second part of the question and let Jeff pickup up on the differences in the utilization. We see it as a positive. I mean there's 9 million people, the estimated uninsured, and we want to remind you that it's not all Marketplace. A lot of these individuals will qualify for Medicaid. And as we saw last year, that was a positive. The FMAP gives the states the funding they need to cover those employees, which is additional part of that, as well as adding additional SSI and other coverages that we've seen states doing. So, we see that as essentially a potential significant positive for us.
As it relates to the marketplace, we'll see some -- we see increases in people coming in there. I'm not going to -- I don't have any basis to say we'll see adverse selection on it. I think we've -- we have programs in place to attract a balance, but we're not trying to just acquire -- to attract just the well and the young which -- we're in the business to attract a good mix of combination which states and the federal government recognizes us for.
So, I think on balance it's going to be a very good deal for us, but Jeff, do you want to talk about the difference in those?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think the overriding feedback here I hope you hear from us is, our incentives are lined up for us to focus on what we can control. So whenever in waking up not hoping whatever volumes do or don't do, waking up every day innovating, integrating, selling, delivering servicing our clients then rinse, wash, repeat and go back and innovate again, integrate, sell, deliver and service. That's what will drive our company -- what helps our clients, moves the needle for us. That's what we're focused on and that's what's really driving this company.

    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
 
My expectation on the PMLA changes, Duffy, will be that you'll see that gradual over time. I think it will take a number of years for our marketing to reflect our equity stake and obviously, for the Aramco side to do the same. So it won't happen overnight, I think it will happen over time. And I think you'll see it more on the revenue side than you will on the earnings side.
Any other thoughts about that, Howard?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So for Q1, and remember, it's not particularly the season for mechanical parts, but it's about 23% of our sales for Q1. So if you look at the nonperformance and accessories piece of our business, it was bigger than historically. And again, over time, we're trying to get that mix closer to 50-50.
Right now, it's about 75-25. But all the initiatives that we have are under way. The assortment is expanding, both on the stock ship and drop ship side. So we're pretty confident that, over time, we're going to get to the number that we want.

    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, everyone. Sticking with the acquisition theme, can you talk about the amount of the volume in the third quarter that came through the relationship channel?

    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 see that you're getting really deep there. Okay. I'll tell you that, look, at the end of the day, given our franchise, we have 24 branches, we're in Arizona, Ohio. We're down in Florida, down south -- down in south areas of South Florida, New York and New Jersey. We have a very unique brand. But we also have a multiple brand concept, right? So, it all depends on the partner. It depends on the size of the transaction and the markets.
So, if it's a Florida transaction, well, that's easy. If it's a New York transaction, it's not going to be more complicated. But again, it comes down to what's right for shareholders, right, what's best for the shareholder, what makes the logical sense. And we're going to be very logical and we're going to be disciplined.
However, we have multiple brands in multiple markets. If you go into -- if you go to Ohio right now, we have Ohio Savings Bank that used to be AmTrust. We rebranded back to Ohio. Down in South Beach Florida, it's AmTrust. Amtrust is very well down there. Doesn't mean we're wedded to anything. The reality is that if we are going to create something that's a regional platform, we have to do what's right for shareholders, makes the most value creation. So, we're open to all opportunities.

    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
 
A great, great question, Rich. And I think you've nailed exactly what's going on in terms of that dynamic. We clearly have been working toward a higher inventory level. We told you that we would make up a lot of it by the end of the first quarter. You're starting to see that in terms of our balance sheet. Inventory grew by more than $10 million in the fourth quarter. A lot of that was getting some material on boats. So we're going to make up and shift some of that backlog in the first quarter. So obviously, Q1 is benefiting from that pull -- push-out from Q4 into Q1. And with the guidance that we provided in our opening remarks, we're setting the expectation that we think we're at the high end of our range, so call that somewhere under $600 million. If we're doing $150 million on the front end with that kind of guidance, that means there's got to be a dip somewhere along the line. And so yes, I think Q2 goes down. And then, Q4 at this point looks extremely challenging. We just had lead time for our complex silicon go from 32 weeks out to 50 weeks. So that's going to present some challenges for us in the fourth quarter in terms of supply. We're not looking -- we're going to go work on that. That's out there, and so we're concerned about it. So this year, it's going to be much, much more of the same, more where we're supply constrained, and in terms of the demand-supply equation, we're going to be constrained on the supply side.

    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, it would take me a long time to go through our 85 countries and give you a fulsome answer. But I can tell you, in New York, you have to show that you are vaccinated to get into a theater. And if you just look at our results over the last couple of months, with a vaccine mandate to go to the theater, they've quite strong. So I guess the more people get vaccinated and they're required to be vaccinated to go to a theater that should have a positive impact. I think we saw in other countries during the initiation of those mandates. It took a slight bit of time for transition until people learn to get the acts and learn to use them. But I don't think -- again, I don't think that's going to make a material difference.

    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, you know, we're happy with the productivity. We've continued to add more sort of tech. We've continued to add more capability for the guys to work remotely, because we realize that this is sort of a new normal for quite a bit. So far, we're pretty happy with the productivity. We start to lap some of that, you know, going into April and May here. So, so far, we're pretty happy with 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
 
There's expense synergies. So this business actually the margin is accretive to our overall margin. So I think there are expenses, but there are synergies that are coming out.

    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, I can -- I'll talk a little bit about the products side. So the Audi rollout continues to go extremely well. Volumes have continued to increase over the last year. It's now consumer awareness and getting some of the functionality in place that the consumer is looking for as we continue to improve the product. Second, a customer that we've talked about expects something in the last part of Q2, early Q3 for 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
 
Hey guys. Thanks for taking the questions. Maybe I'll go a little bit more direct we're -- the [Phonetic] investors. If I look at the guide, if I look at the performance of this year or quarter and we assume that Frame.io was not in the guide, it's the first time I think Adobe that you've actually not outperformed your guidance for the quarter. And so I realize that there are definitely worth in Q4 that may have impacted that. Just give us a sense of like what do we now split back there and you had to look back at the COVID impacts of both the second half, the holiday season or how should we think about the confidence in your guides for the next year vis-a-vis your historical cadence or historical pattern and seasonality?

    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, of course, the long-term agreement, what it means is really a more predictable volume as well as our pricing for a longer-term period. It does create another layer of buffer for both of our customers as well as us. But then I don't see we're expecting any major downturn coming anytime soon because the -- like I said, the new application is still at their early stage, and then we're seeing tremendous opportunities in terms of unit growth. Plus, our leading position today, we will get there. The -- not only the outsourcing trend is continuing or accelerating. We will get the lion's share of that. And also, given our position, we would believe that we will continue to gain market share. So all that creates a very strong support to our continuing growth.

    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 the really important news is that, they created a long tail for CyberArk. It's one of those events that has multiple years of return where if anybody need to reminder you that privilege, no matter how do you dissect that and attack and no matter how they first entered a network or cloud environment, what are they looking for, lateral movement, escalation and it's all about credentials and movements. So we see it creating the long tail of awareness and the field is feeling that, both in PAM and also as we've expanded PAM into Identity Security because there are other examples there in those attacks of attacking other elements of identity.
And then specifically, there were some examples in Q1 and I gave the example of the telco, where it helped reinforce or accelerate a deal or at least expand the deal size into a more strategic buy. But I think the important thing is the long tail we get.

    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 sure. We've still got several discussions ongoing for both build-to-suit and would be a pre-lease on a spec building. So multiple conversations. Don't know exactly what's going to hit yet. But just given where those discussions are, it just gives us confidence that we're going to have a start or two before the end of 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
 
Rajat, let me also add that we had permanently reduced headcounts by 20% back last March and April, and those -- that I think it was about 2,800 people at that time are still permanent, OK, which is about a 300 point reduction in overall SG&A costs, OK. Most of the increases are just coming from buying the new businesses we have acquired $8 billion in revenue over the last 12 months or so, which is really where those -- that overall increase has happened, but the disciplined in terms of cost management and the headcount is still quite high and the productivities continues to grow.

    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, Frank. Our capital allocation priorities are the same as we said before. Number one, we've invested in the -- in our business and I think we've been very clear what we're investing right now and the capex and the incremental capex for the C-Band. Then, secondly, we have clearly outlined we're going to put our Board in the position to continue to grow the dividend. Matt and I feel really confident about that. And then, thirdly, is to do us within -- after the Vodafone acquisition to come down again to pre-Vodafone, we call that pre-COVID or pre-C-Band right now, because we want the change here or a little bit fashionist [Phonetic].
So we're trying to -- we're doing that. And we see a great moment for that and we have basically a plan for that given how we're going to generate growth and cash flow over the years. And as Matt outlined, when we spoke about this last time, four to five years is what we believe is going to take us to get there. So that's what we have in play right now and no other things are included or no other new updates neither. So, we are just happy with the first quarter, where we generated very good cash, which means that the first quarter is in there for us to start doing our work to get back to the pre-C-Band sort of financial metrics.

    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 the right way to think about it. I mean, the price increases were -- or the cost -- input costs were very acute in the laundry category. So that's where we thought we had to move. But, as far as -- we wouldn't speculate on any other category but what we might do later.

    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
 
You are welcome.

    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 just starting to rebuild those cells now and -- well stop there.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, good afternoon guys. Good job navigating a tough environment here. I wanted to lead off with just kind of same-store sales progression for the comparison obviously crispy chicken a massive platform for you guys. Good success with new products during Q3 allowing you to still comp positively even with the headwinds from labor. How does the kind of comparison look across the back half of the fourth quarter relative to what you've talked about comparing against him that that 3% to 4% range so far in the quarter. Does it ease at all to move farther into the crispy chicken lunch?

    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, I'm going to call James Herman when this is over with at VCS and makes sure he got it sold.

    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, I would say, Michael, the initial visibility is not where we expected to be. That being said, the launch calendar throughout the third quarter has shifted and moved and quantities have shifted and moved and some on time for the launch, some late for the launch. And we saw our team able to maneuver through that. We expect the same thing to happen in Q4. Again, the best laid plans and if you watch some of the launch calendars are out there, if you're on footlocker.com or our app and you're looking at launch calendars, you'll see that some of those dates shift.
We expect that to continue in Q4 and into Q1, right? The further we get away from the shutdown in Vietnam, the more predictable, at least the production side of the equation will be and we'll still be battling port congestion and some supply chain challenges as the product starts to move. But as we work with our vendor partners, it seems that we have been really well positioned in order to take advantage when the product arrives. We'd always like more visibility, right? We'd like to know exactly when it's going to show up in the port and when we're going to get it through. But I think our team in conjunction with our strong relationships with our vendor partners, has us -- is best informed as possible right now.

    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 very much. I wanted to talk about LEOs a little bit. You talked about the Link 16 LEO going up.
What is the process for the testing of that and potentially for a larger order following that? And then I think in the past, you've talked about if there was government funding a domestic LEO kind of broadband product might be interesting to you. We've obviously got the broadband bill or the infrastructure bill working its way through Congress with significant funding for broadband. So I wondered if you had any thoughts on that and how that might apply to Viasat as well? Thanks.

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