michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I would say, while early, we are raising that awareness of our account managers and selling teams of what is available, when they are inside of facilities where to look for the opportunities, how to start the dialog, and then providing support with automation capable individuals to help connect the dots. And so we have projects, we have early results in the pipeline across that customer base and we have growing interest in that capability. And so you can imagine more in the West, started in the Southeast and we're just getting started in that Northeast, Mid-Atlantic, but now with that growing footprint and capability, that can occur with customers that have sites and facilities across the geography.

    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, Kartik, we don't get into individual show economics for a bunch of reasons, but it is one of our three largest non-annual events we talked about in 2020 that those three large annual events will drive $100 million of incremental revenue. I would argue that MINExpo is one of the smaller of the three and so that gives you some guidance in terms of the scale of 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
 
Yes. I think as Jamey pointed out, China's come back stronger and we expect it to be strong throughout the year. Specifically just to point out, EUROIMMUN in China, where if your call, for autoimmune and allergy, it was depressed last year. That has come back strong. Applied genomics too is there. And on the DAS side, life sciences across the board, we have seen very good utilization and tailwind and we expect it to get going for the year.

    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
 
No, not necessarily. What really has happened is we've seen -- it's not that the overall adoption rate, which is based on the total number of rental agreements, that have product in it versus the total number of rental agreements in aggregate. I don't know that that's changed significantly. But what has changed is the number of billable days has improved based on those number of rental agreements. So we're getting a little more admin fee and we're getting a little more tolling because there is more tolls and higher value tolls on each of those rental agreements, but it's not necessarily an adoption issue.
What we are doing also is that adoption has moved away from airport locations to off airports. And it's also a step function down, so whereas people may have been renting from a quality -- a higher quality brand, they're stepping down into more budget brands over time that may just be because the shift of travelers, leisure versus corporate.

    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. As you know, we think our availability of product and lead time is a very large differentiator for us. So we're still north of 97% on lead times on the majority of a product that a customer would order. It doesn't mean that if there was a special or something that it might take a little bit longer, but we're still running a little north of 97% in that 24-hour to 48-hour lead time. And that's a big differentiator for us.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, sure, I'm happy to speak to that. And I think, you know, from a product margin perspective, we just could not be happier with kind of where we stand. I think, you know, this is now Year 6 of us running product margin gains. And, you know, if you look at the offering that we have, the apparel categories and accessories are typically our highest product margin.
And the snow or the hardgoods business and the footwear are our lower margin for us. Now, the beauty of this is as we look at the last six years, we've been able to grow margin both within departments, as well as across the company with these changes happening, right? So, hardgoods has grown in nature over the last few years. We continue to grow product margin. Another interesting piece to this is we've seen our private label penetration over the last five years decline as we've been in such a strong branded cycle.
We've continued to grow product margin. I'm really proud of, you know, our U.S. teams, as well as our international teams because we've seen product margin growth internationally as well as those businesses have scaled. So, I think we have a lot of different mixed things, maybe almost similar to my sales commentary, it's about how we drive the whole pool.
So, there are challenges from time to time as we transition to say hardgoods or footwear, which are typically not as high from a product margin perspective. But when our teams are really doing everything they can, which is, you know, our focus at all times, we can drive product margin both within categories across countries and still see an overall result even if mix is trending the wrong 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
 
Good morning, Susan.

    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. Alex, the key reason for the increase is we're going to put more capital into the newly acquired Design Space regions outside of California. We think there's opportunity there. The teams are doing a great job. They've got a good position in the market. So we want to continue to invest and grow that part of the business. That's really the key change from last quarter, and that's roughly another $10 million or so. And we hope if we're successful with the business, we'll be doing more of that going forward.

    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
 
Good morning, Luis, Marcelo, Paula and the whole team. 

    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, Patrick, Yes. So look, I'm going to have Rajan talk to that because he'll give you the details. From my vantage point, obviously, we have some very unique technology in this area. It is a market that is growing. It's becoming more and more important when you think about it through a sustainability lens. It's quite an interesting market, but it requires unique science and technology to really deliver for customers. And I think Corteva is going to be a real winner in this area. But maybe, Rajan, you can talk about the specifics.

    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 it's structural. It's something that we saw even pre-pandemic in terms of improving demand for that product and our ability to monetize that. And so we were bullish going into '19 and '20, and we have seen some real improvements in our ability to monetize some of the investments we've made in that cabin. And certainly, as we've come back out of the pandemic, that has remained strong. But looking forward, I anticipate that's going to be a trend that we continue to 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
 
Sorry, I can't speak to the other guys. But for us, I think we have very, very strong solution on the data prep side that just continues to go forward, but I think the rest of our offering frankly speaking is quite a bit deeper and broader, and the guys I assume you're alluding to. And frankly, all of that integrated with the rest of our business and how we're targeting things and it gives us this optimism.

    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, Seth. This is Navdeep. I think so you nailed the two of the biggest areas as you looked at the profitability of the business. Outside of those, we feel really good that we'll be able to continue to manage. And potentially another area that we are looking into would be advertising, considering that this is the peak holiday season and advertising would be another area that I would briefly call.

    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
 
I'll take the first part, and -- Keith, this is Rob. I'll take this, and then if Chris wants to add on, I'll turn it over to him. What you're seeing is along the lines of what we indicated in prior quarters where we saw this stabilizing and with the potential uptick. We realized that uptick.
We see continued stability in this rate, above 120% in the short to medium term. It speaks to some of what Chris talked about previously in terms of the runway, both with upsell and cross-sell within our existing customer base. So we're incredibly pleased with where it's at. And growing that existing customer base will continue to be a key focus for us as we continue to build [Inaudible] business.

    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. Let me try and address as briefly as I can because weve talked to many investors one-on-one, and I dont want to be too repetitive, but first of all...

    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 Omnicell One is in early days of early adopters, if you will. The pipeline is growing very nicely there. If you would expect, a large portion of our large healthcare top 200 system customers to use Omnicell One solution. But that's over time, right? So again, the pipeline is really strong, advanced services bookings, if you will, right, Omnicell One is part of that. It's ahead of plan actually year-to-date, so that's going well. But then, of course, you go from booking, of course, to implementation planning and rollout and you pay more users, if you will. So that's -- it's a nice recurring SaaS revenue that will be build up over time.

    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, Mike.

    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 would certainly add to those numbers, but getting that project to FID, it's down the road. We're probably talking at least 12 months of getting that to FID. So we wouldn't see any material spending until probably '23.

    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, I'll let Tom comment on the employee information. But in regards to cost, the -- there is certainly direct out-of-pocket cost for things like masks and extra cleaning expenses and things like that, which we can quantify that part of it's relatively modest. But it's proving to be the bigger challenges. Although our plants are open, when you have a very significant sickness or quarantine, you know, in -- as a precautionary measure to avoid people getting sick, you have production inefficiencies, the department might be down one day or you have to work overtime to keep up production schedule. Those are the kind of production inefficiencies that we're referring to, that were much more pronounced for us in Q4. And we expect to have some additional challenges in Q1. A direct quantification is difficult to do, but it was a substantial amount in terms of the impact that we could see in terms of our labor efficiencies. Tom, did you want to add anything 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
 
Yeah. I mean, we -- of course, all that is based on multiple assumptions and so on. But our view for the second half of the year was to get a cautious view on Q3 because of what is going on with the COVID variant and getting through a combination of, I mean, business improvement, seasonality and also some better containment of these variants, something probably better in Q4. So we have been still quite cautious when building our outlook, especially again for Q3.

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

    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 for taking my questions and congratulations on the quarter. Badri, you've been talking about strong demand, but at the same time, there's a lot of supply chain challenges. So just wanted to understand that better.
Is the issue or the challenge across the whole supply chain from sourcing, manufacturing to shipping or is there any specific pain point for -- in your value chain right now? And just had a follow-up

    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. I believe what I said was that when we -- I was doing it sequentially by months basically. So I said in January, we were at $26,000. And by March, we were at $36,000 and we did have some weeks in there, we peaked out at $40,000.

    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
 
P.J., number one, we have four other gasification projects that are working. It is a specific issue related to Lu'An. And as much as people would like me to convert that into economic reason, I think it has to do, and I need -- as I said, I need to be careful because I don't want to say anything kind of implying that there is a little bit of a confusion with the management there and so on. But the state of Chongqing has decided to consolidate all of the chemical facilities into one facility. They have new people and all of that, and those people have said we want to look at everything and look at our options and all of that. That is more of a reason for keeping the plant shut down than anything to do economically and all of that. But the fact that coal prices are higher in China significantly in the last few months because of the winter, and the fact that the parent company can sell coal, I mean, you can make a lot of theoretical argument, but it's just basically that the new management is taking their time trying to assess their options.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. So within the quarter, we called out two key items. One is this topic, cost savings as well as and the COVID impacts. And they were both the most significant items that are driving our year-over-year performance. So in terms of the order of magnitude, you should think of that as a large driver of this performance and consistent with that other driver. How we break out our cost savings is that they would by their nature be largely permanent. Anything that's temporary and only because of COVID or COVID-related matters, we would put into the COVID bucket.
So we do see this as a continuous improvement and deepens our DNA and that we aren't just squeezing our cost temporarily, but truly transformational foundational elements. It's within our SG&A expenses. It's within our global manufacturing and our supply chain. And as such, we'd expect it to be permanent.

    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
 
I'm not getting into that level of detail, David.

    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, I'd say that the balanced mix is shifting pretty significantly. We saw a lot of slowdown in refi activity and for a while there the new purchase activity was still holding up. But more recently, we've seen new purchase activity declining as well. So, I don't know the mix as of today, but clearly it's been shifting more toward new purchase for a little while now. And it's still decelerating faster in refi than it is new purchase.

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