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
 
Yes. We have not named the company just contractually for now. We're hoping to be able to do that. But we have identified the company simply as a major North American automotive OEM.

    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. Good morning. I was wondering if you could talk a little bit more about Asia Pacific and the improvement there and if you could talk about the drivers there.
You mentioned the strength of 6/18. So should we expect more quarterly variability in Asia, whether because of 6/18 or 11/11, and how that could influence how the year develops? And then if you could just talk a little bit about the current trends given another uptick in volatility associated with the pandemic. 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
 
So both for Downtown DC, economics are stable in all of our markets, if not strengthening in some. In Alabama where we have a lot of activity right now, in essence, each new lease that we execute sets a new kind of high watermark for market rent. National Business Park, Columbia Gateway very stable. We'll find out soon what the impact is in Downtown DC. But I would expect concessions to go up and rates to remain stable.

    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
 
Another great question. We have currently the internal capabilities to deliver our strategy. Having said that, it's also clear to us that we can accelerate it, so the focus is on acceleration, not on enabling, because we can do it. And this is a great place to be when you are looking for M&A, because you are coming from a place where you have the certainty that you are good with alternatives. We are not depending on any one to execute our strategy. We have many that can help us to accelerate.

    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 think in terms of growth of the portfolio, our hope is that the growth will slow considerably and maybe flatten out, as we can get the loan engine, these new teams coming, we'd like to be able to convert basically the cash flow, a little bit off the investment portfolio and certainly the cash flow that's coming off of the forgiveness right until back into loans. So, if we can do that, you may not see earning assets grow a whole lot for a quarter or two, just more reposition and then after that, we should see earning assets grow, as PPP forgiveness is over. And then 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
 
On the construction surety side, if we have a combination of a worker shortage and rising materials inflation, does that have any impact for surety losses?

    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. So I think just on gross margin, I think we expect quarter four will continue to be challenging from a cost standpoint. So I think the environment remains challenging and we'd expect that to continue. In fact, on certain packaging and in certain commodities, we expect inflation to be higher than what we've seen in quarter three. Overall, I would say that we're expecting inflation to be in the high single digits like it was in quarter three, similar levels, slightly higher in quarter four. And then, of course, compounded by the strike, right, and the disruptions as a result of that. So that's the outlook on gross margins from a quarter four standpoint. And I think as I mentioned in our prepared -- in my prepared remarks, from an absolute dollar standpoint, we expect it to be higher for the full year versus 2019 levels. So that's the outlook on gross profit.

    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
 
With respect to Quebec, we're still -- we're still working on it. Let's leave at 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
 
It's a good question. And the granularity of that data is kind of difficult to follow. And so it's hard to say exactly what's happening recently. We do have job growth and the job growth is exceeding the national average. So from that statistic alone, we feel like there was some positive movement back to the Bay Area and clearly, occupancy, etc., has confirmed that. And so -- but we don't think that the major shift has happened. We expect it to pick up here in the next couple of months as we approach year-end and hopefully accelerate into 2022. And that's the premise. But again, we don't -- we need -- I'd say we need more job growth than what we have currently to achieve the 2022 forecast that is on S-17, but we'll do fine either way.

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

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

    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
 
Operator, we lost Jeff. Hey, Jeff, sorry, we lost you there. Can you just restart your 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
 
Yeah. You know, Catharine, hopefully, we'll have a follow-up with you on that. That will take a bit of time. I would say at a 30,000-foot level, essentially, it depends, one, on the specific use cases which the customer is looking at.
It also depends on the size of the customer and the number of agents they want. So all of that comes in together to help us understand which product we lead with. As I said -- again, I'll go back to saying it again, our partnership with inContact is really strong and further strengthening, and we see huge momentum as part of that. We also see Engage pick up momentum in specific use cases, in smaller customers as well.
So it's literally -- it's working across the board with our customers directly and also with our 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
 
Great. Yeah. The long-term development is probably going to be 65% PA Marcellus, so that's still going to be the majority of our capex. But we do want to get moving on -- sorry -- to bring some of the benefits that we have developing channel and do that in West Virginia.

    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 think that was in our release we put out, we...

    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, you're correct in that Q4 has traditionally been the biggest uplift that we see from an ARR perspective. Jamf is pretty well balanced across quarters historically, and we generally have pretty solid Q2 is because of it being an education buying quarter as well. But you're right that Q4 is typically the biggest. There's nothing about this year that would suggest that we should see the same type of seasonality that we've seen in the past.
To be frank, the notion of COVID or no COVID or distance learning or in-classroom or remote work or in office, we don't spend a whole lot of time talking about it anymore. Right now, it's just our business, and we see the normal operations of the business. And no matter what, companies and schools are focused on providing really simple to use technology that users love and can help them get their job done. And we're back into those normal rhythms now.

    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
 
Maybe one word also to the semiconductor shortage. If you would have asked me three months ago, I would have said we have not been impacted. So right now, we have been impacted with -- mainly with cost increases. And it takes just a while to basically negotiate with the customer to adjust the price, so -- and this is you -- this is why Daniel said it takes a little while.
So it's not that the customers don't want it. Of course, nobody wants higher cost, but it's not that they are not willing to adjust.

    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 mean thousand, correct?

    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. So we have -- one of our customers is 100% responsible for raw material price increases. So that -- 100% of that goes to the customer. That just happens real time. As pricing goes up -- or as raw material input costs go up, price goes up. With our other 50% of our customers, if you will, it varies, but our average is 70-30. So 70% of that cost would get passed to our customer. We would absorb 30% of that generally. Most of our contracts today reset quarterly. So you could have inter-quarter price increases, and then they would get passed. You would reset at the end of a quarter. In one instance, we had set -- we set price at the beginning of the year. So we happen -- in that case, we happen to absorb 100% of the raw material increase. So that's kind of across the board. So some of it, 100% of our customer absorbs it, other at 70-30 and that's reset quarterly. And in one case, it's a -- we absorb 100% of that on an annual basis.

    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 a lot for joining us.

    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 as we look at land in general, absorption pace actually changes depending on the community. And what we found is in our larger communities, we can have multiple product lines going at any point in time, so the pace is a bit higher. But we're not forecasting across the board 4.5 over the next several years. It's really geared to what the land opportunity is and the drivers of the local market 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
 
What we're saying is, no, we're not saying that. What we're saying is this year with the membership we have, we're earning $13 a share. And inside of that number is a $1.50 overhang to the COVID. It has nothing to do with the membership, it's just the direct costs of COVID-related care, utilization suppression in the corridors. So the only thing that's in the $1.50 are those three items, those three items not included in that COVID impact is any impact from increased membership.

    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 morning, and thank you for taking the questions. Doug, I wanted to start and just if you could provide a bit more detail in terms of personnel the trends you're seeing in accounts following initial coronary uptake in adoption. And really where you're able to gain traction where you hadn't previously.
Anything you've call out specifically relative to either ATK or BTK. Just anything along those lines would be 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
 
Yes. So I'm not going to get into too much detail just for competitive reasons, but I would say that I'm delighted with the ASC offerings that we put in place. It involves people from different parts of Stryker that basically cornerback the deal and bring in multiple divisions based on the unique needs of every ASC. Every ASC is unique, every deal is a customized deal but the way we've navigated this enables incredible collaboration across our divisions. We've put just absolutely fantastic people in charge and really we have the breadth of our portfolio with capital equipment, disposables, and implants and really for the first time as a company, we're really leveraging that in United States.
And we have had success with such model sometimes in other countries around the world but in the U.S. this ASC model has been truly fantastic, exceeded my expectations, and I'm bullish that they'll be able to continue to have great success in the ASCs and frankly, Mako is often part of that formula in the ASC but not always. We obviously had a presence performance points, but that business fortunately, has really started to grow as even heard in the fourth quarter in spite of the pandemic, it grew over 9%. And so having a strong sport business plus all of our other business vision and now that the Wright having extremities category-leading position, we just have a fantastic portfolio to serve the needs of the ASC, and now a commercial offense, again not getting too specific but let's just say we make it easy for the ASC and we provide customized solutions.

    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
 
Not that I'd point to specifically. I think that we provided a range there, and there's different scenarios where you get to those. But when I think of inflation, the different cost of things out the G&A line, I think adding headcount and then inside the two biggest drivers. I wouldn't point to anything beyond 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
 
Well, we're landing the wins because our competitor is showing fewer ad impressions based on what I believe is an antiquated methodology. When you have a method where you're getting return path information, as we talked about during the pandemic that our TV viewing was consistent, we showed periods where it was up versus our competitor. So the pandemic didn't create the problems with the other service. It just highlighted the problems. And with that, the risk of not changing has become intolerable. Having inertia works, until it doesn't work. And right now, it no longer works because of what happened. So the reason I'm excited about local, we think it's directly going to feed into national, because ad agencies who are chartered with the brands of executing the buys can only use or we can they will only use comScore in the future because they can build a national buy, where all 210 local markets feed together. So you're sitting up in Minneapolis, but there is a national buy for a product, they can see whether Minneapolis-Saint Paul under-delivers and over-delivers and have the confidence that the rating service merges in to it. So they can look at that sensitivity. So we're really excited about the movement in local, because it is a cornerstone for moving the entire TV business. And we talked for a long time that we believe there will be a small basket of currencies that everyone will trade on. We've been a currency for a while. We think we'll take on increasing importance as the year concludes and we get into '22.

    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 and good morning. Just a follow-up, in addition to the comments on CAF II, are there some other tailwinds or headwinds that investors should be mindful of? In terms of the outlook for 2022 EBITDA. And then just step on the Searchlight transaction on Slide 15, it refers to the $395.5 million. Is that the balance at the close, or has that been picking to some degree over the past number of months? Just wanted to appreciate what that like entry number is once everything is closed with this final tranche. Thanks.

    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
 
Maybe to ask about occupancy a little differently. You guys have a 2.6% spread between your lease rate and actual occupancy within your portfolio. Based on your historical numbers, I think that's typically closer to about 1% on average. Do you guys see any major impediments to occupancy following that lease rate up in the next few quarters? And do you think that 1% spread between leased and occupied is a fair target for us to think about longer term?

    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 was none.

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