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
 
Thank you. Hi. I just wanted to follow-up on some of the SAR commentary and opex as we go forward. Is Q4 -- the amount you spend in Q4 from an opex perspective representative of what we should be thinking in Q1? And kind of as a baseline for how the years progress, any on growth? Or there kind of exceptional items that maybe -- won't be repeated as we get into the next 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
 
Thanks for taking my question. I wanted to ask just about marketing a little bit and landing -- maybe go back to one of your earlier answers. So the first one is now that you've brought on so many new users in the ecosystem throughout shelter-in, I'd be curious to hear about learnings you've had of how you're going to have higher marketing efficiency from all the user data and ways in which you've actually exposed more people to your brands and to your great games. Then the second one, just to sort of go back to that comment you made about 55% of opex being tied to marketing, more recurring marketing spend for the titles.
So are you saying that you think the marketing intensity for your games is actually going to go up going forward? Or are you more saying that you're spending ahead of new releases to kind of bring new users? And what are you sort of intimating about higher spend even with older games?

    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
 
Devin, pipeline is still very solid. We're still seeing growth in almost all the metrics in terms of new business coming in, kind of size of deals that we're working on, potential for closings. I think it's been a continuation of growth in that particular product line that we've really seen for probably four or five rolling quarters at this point. And while we had a very strong quarter, we're still sitting with a large amount of activity to continue to work on.

    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
 
Catie, it's Rob. So look, I think that -- I mean, as we sort of indicated that there are some gives and takes in the margin question. I think in the near term, as we indicated that things like maintenance are going to continue to run hot as we bring new airplanes back into service again as we prepare for what's looking -- what's shaping up to be a pretty busy summer. I think there's some puts and takes in there and they're obviously prorate, is another area that's a drag currently on our overall margins as prorates not profitable, but obviously, we're going to -- we're hoping that as we said that, that business is nicely levered to the recovery, and those will come back. You mentioned deferred revenue, that's another one. Again, in the next quarter or so, we could have some modest amounts of incremental deferred revenue. Again, depending on how quickly things come back. But obviously, when that starts to reverse, that, that reversal will be 100% margin in that deferred revenue. So as things -- again, it's sort of a long-winded answer to your question. But I think near term, again, we've got those headwinds on the expense side. Longer term, we hope that the combination of demand and the reversal of some of these other items will be positive.

    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
 
Thank you all again. We really appreciate your interest in Montrose. Thank you for the opportunity to spend time with you and we look forward to speaking with you in the near future. Take care everyone.

    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, Steph. Thanks for the question. So as it relates to our change in strategy on the lease liability, the way that we're executing that is as leases come up for renewal and as franchise agreements allow for, we are making that conversion from us, Regis Corporation, being on the lease to the lease being in the name of the franchisee. Which allows them more flexibility in terms of communication and being able to negotiate leases and having that relationship with their landlord.
Like I said, it's happening as leases come up for renewal.

    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
 
[Speech Overlap]. Thank you. And just you know, we feel the same way about it, but thanks for the comment. Go ahead, sorry.

    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
 
For the most part, yes.

    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 it's essentially the same group of customers, Bill. The -- some of those discussions were perhaps earlier on in their initial forays of investigative work that have absolutely progressed since that first and second quarter, but it's essentially the same group. And they are serious because while we're not revealing the nature or scope of some of these efforts, they do involve some significant fields.

    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
 
Hey, thanks. Good morning, guys. Erik, in the pandemic, there was a lot of concern about double ordering of safety equipment. Now that we're seeing the supply chain constraints, are there concerns about double ordering or unusual inventory build at customers for traditional products?

    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, I'll start there. I think in the current environment, we're not going to give you an exact number to put into your next note. But if you look at where we are today, obviously, margins are up on the back of EBO gains. As we look out into next year, we think the margin, profitability margin in servicing is going to hover somewhere around 3 basis points because amortization will come down, maybe not as much as we alluded to if you went back to 2010 -- sorry, 2018, but 3 basis points is probably all we'd expect next year unless short rates start to climb.
When we get back into a normal rate environment, I think our profitability at its existing level is somewhere around 5 basis points. It will be higher than that when we have one-off events. But 5 basis points is probably where it will be. Now, we have invested a tremendous amount in our servicing platform.
We think we have the best servicing -- most efficient servicing platform in the industry, and clearly the best servicing leadership team. So with all that investment in automation, the incremental profitability of adding to our portfolio is quite strong. Now that will come over time. I'd rather that we demonstrate that we can grow it at a more accelerated rate before we give you guidance on what the profitability is.
But you should think of 3 basis points in the short term, 5 basis points in a normalized term with that certainly growing as we add meaningfully to the UPB.

    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, Fred, this is Khozema. I would say that -- I mean, we actually had a really strong balance sheet and a lot of cash on it. I think the way that we look at it is exactly the way that Jeff described. It means we'll be opportunistic if an opportunity presents itself.
I think we obviously have been acquisitive over the last several years. We did Segment, of course, last year kind of around this time, and then we've done, you know, some assets in more of the messaging space since then. But it's not like we see something in front of us that we necessarily have to do. We want to be selective about the opportunities.
We obviously -- certainly, see where valuations are today as well. But I think more than anything, we just feel great about the technology stack that we've already got and feel really, really confident, especially coming off of a really strong Signal conference.

    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. Good morning or afternoon as the case may be, I guess now. Jumping back to Refining here. I guess one of the questions is, it's obvious that things should improve. But is there anything internally that Phillips has done or would plan to do to help out on the margin front? Just thinking of any additional changes within your own system or anything else that might be there part of the Phillips advantage program that was laid out almost two years ago 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
 
Yeah, I don't know that we've broken it down to that level, Suraj. But one of the things that we've alluded to here is that new prescribers have certainly filled some of the gap among the existing top prescribers, whose volumes are simply down. So we continue to maintain relationships with what have been our high prescribers. But the majority of them have just not met the same volumes that we were accustomed to with them as recent as 18 months ago. So we continue to focus on those, but the one thing that we've determined is we can control our destiny more by continuing to expand the prescriber base and that's one of the reasons we've been so focused on a number of these medical education events. They've been really effective ways for us to reach out, develop relationships with new clinicians and continue the education process.
So I think that's basically, what we've seen. And we say less than 80%, the spread is surprisingly large. Less than 80% is the number we use, but we've had some that have told us that they are still is at 60% of their capacity. So it's still a little surprising even to me that the throughput has not recovered faster in some of these practices. But the other thing that we continue to ask is what do you expect and our confidence in there, what I would call continued improvements in throughput comes from their expectations as well.

    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
 
If I were guessing, I can do better than -- we will probably do better than $20 million. The fourth quarter is usually a good cash flow quarter for us. But the one thing I would say is, if we were to go back to that eye-popping cash flow, it wouldn't necessarily be good news. It's actually -- will cash flow less than our earnings for the next three or four quarters if our revenues are going up the way we expect them to, because definitionally, in general, we pay people their wages before we -- on a weighted average -- get paid for the work we do. So it's good news, I think that. But the good news is, I think we have very good cash flow. I don't know if we can match the first half, but the third quarter -- the second quarter which is a low number.
There is one factor that's just out there, that's math. And that is, last year they gave us permission not to pay our payroll taxes. And we're not a simple workforce. We have a lot of payroll taxes. And we have to make up half of that in the fourth quarter of this year, and we have to make up the other half of that in the fourth quarter of the next year. So that's definitionally going to knock, I think $20 million off or something in the fourth quarter as we just do a catch-up on that, so.

    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
 
We're more focused on the latter for a couple of different reasons. Number one is consolidation is interesting but again, it's not so for much the steel we love, it's the contracts we love. So we have this huge amount to the portfolio. That's what we want to do and not just ship but to save the ships. And what's been available in the market typically doesn't come with long-term contracts. And I shouldn't say typically, we haven't been able to come with long-term contracts So those you have to originate yourself you have to develop yourself. And that's why we lean a little bit toward kind of those. The second reason is when we kind of discussed on an earlier Q&A, which is our first priority has been de-levering. And as I said, we're doing pretty well in my opinion here. But when we look at a newbuild that would be delivered today, it delivers in, let's, say 2024, 2025 by which time we have that de-levered. So that lines up more with our first priority goal of tracking of de-leverage to [Technical Issues] into long-term contracts commencing around those a little bit forward base.

    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 let me ask the utility to address that.

    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
 
Well, as I said, for the first three weeks of October, we are. Our bookings have actually exceeded our billings. So I don't know how all that's going to play out, but that's the state of the union right now.

    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 think right now, we are pleased with the success of our multitenant offering and the take-up of our multitenant offering. However, many customers are still opting for a single-tenant approach. And we've decided as a company, what we're not going to do is, you know, force an issue where a customer is not comfortable yet at committing to our multitenant platform.
So, that puts us in a position that we're, in essence, running in mixed mode, right? We have some customers on multitenant. We have some on single tenant with a lot of dev ops and a lot of automation. And when we're in mixed mode, we don't get, you know, the full-on efficiencies of multitenancy. So, right now in our long-term plans, there's not a commitment to improved margins because of multitenancy.
You know, I've stated this in the past, but I think as we look at buying behaviors and we look at migrations, mostly tied to the maturity of the IT operations of the carriers that we're serving. And if that starts to shift and we think we can get more progress on multitenancy, we'll, of course, revisit our margin profile. But right now, there's no commitment that we're ready to make on 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
 
Do you mean, Hunter, a step-up on a dollar basis or a percent of revenue 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
 
Yes. I mean each time we were seeing the renewals, right, we're building off of growth. And so the visibility is to have those play out, attack into a little bit larger number overall.

    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'd say across the portfolio EBITDA is -- from an LTM perspective is growing slightly. As we move forward, each quarter we're progressively further across the calendar. So we start losing some of those COVID months of last year. So yeah I think generally EBITDA is kind of flat to slightly up across the portfolio.

    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. I just wanted to check. A couple of things on Yellowtail, Have you guys finalized the 45 to 55 wells with the 8 different sub sites, just again trying to narrow down on what the total cost is going to be as we're putting estimate together?

    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
 
No, I think we have got good mechanisms, as we talked about, to offset all of that next year. What John was talking about in our commercial strategy is we need mechanisms that react quicker to be able to offset it when we have these big spikes.

    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, this is something that we've had within our organization and it was set up within Sterigenics. They had a team of people within Nelson. We knew for quite some time we want to put these organizations together. We actually pulled that together within the quarter -- earlier in the quarter actually under one of our leaders and we've got -- really it helps us give and and expert advice to our customers.
They've asked us for this. So as we've done survey work with our customers over the last several years, the feedback has been pretty clear that there's high value in this work. It's all about our ability to drive thought leadership. You will see more from us in the upcoming months as we continue to push on that in the marketplace and help people with all the knowledge that we have in this space in how they come to us.
We're going to make it easier for them to interact in this area. RCA is just another piece of that equation for us in that team and what they bring us on the testing -- on the services capability and consulting there for quality and compliance and regulatory affairs is very valuable. They've got heavy focus on biopharma and med device, which is very strategic to us long term. So we're optimistic about 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
 
Very good.

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