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
 
From our respect, as you know, we've always focused on having our strategy be primarily top 25 markets, key leisure destinations. So you're absolutely correct that a lot of the hotels and resorts that people are particularly attracted to these days are the type of assets that we've also bought over time. As you know, we've never said we don't want to be in gateway markets. There is a time and a place to invest in those type of markets.
And we absolutely felt that the last five years or so was not a great setup in those type of markets because of many factors that we're aware of. So over time, we absolutely will continue to look at those type of markets. And the challenge, of course, and New York is obviously a poster child for this, is that even if you buy a hotel where you feel that your discounts to replacement costs might be pretty attractive. It's still a very difficult operating environment in some of those markets.
And we're clearly looking for opportunities where we can drive long-term value increases, but also make some operational cash flow and be able to really affect those cash flows. And in some of those markets, this is really tough to accomplish. So we will continue to look at kind of a wide variety of markets. And the good thing about our strategy has always been and will continue to be that we can be pretty opportunistic within that strategy, and we'll look to find deals that are actually on strategy for us and again, drive the right kind of return for us over the long 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
 
Hi, Randy.

    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. Thank you very much.

    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
 
This is Clarke Jeffries on for Brent. First question is -- one thing that stood out in the materials were -- was the discussion of DrChrono as an integrated payment opportunity. I just wanted to understand, where does the payment opportunities sit today for EverHealth? How meaningful is it being the software billing solution, cross-selling payments? And what are you seeing in terms of capturing the full volume of the practice versus maybe volumes at the terminal versus the whole bill? If that helps kind of clarify what I'm asking. Thanks.

    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
 
Thanks. Good morning, everybody. Can you talk a little bit about market share in 2020? Obviously, I think you've done this in protocols -- I'm sorry, 2021, not 2020. I'm curious how you did, and then also if you think about over the next three to five years, because I know you've been gaining share last few years, how do you think about attrition to EV over the next few years compared to what you have now, just trying to understand how you think you might lose a little bit over the next few years? Thank you.

    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 everyone. The utilization rate, can you talk about where utilization rate was here at the quarter end and how you -- if you expect that to change here anytime soon?

    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
 
Thanks, Strauss, Karl, Lainie, and Nicole. Thanks for taking my question, guys, and congratulations on a great quarter. Strauss, just curious, this may be sensitive, but wondering on your view on sort of the Epic, Apple Live debate on revenue share. And if you think that this could encourage maybe structural teams into digital stores, mobile and console when you think about revenue share and competition, similar to what we've seen on PC?

    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
 
Hi, Vikram.

    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 would agree with that. I think they've built a very healthy balance sheet. Like I said, we're comforted by that balance sheet. And I would not be surprised to see some reserve release 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
 
Sure. Thanks, Ralph. Good question. So yes, you're exactly right about that historical pattern.
And I would say a couple of things allowed us to have the exceptionally strong average revenue. One is, obviously, in the current environment, employer willingness to pay has proven to be robust. And secondly, that the cohorts that were also very large in the first couple of quarters of the year are going through those oversized cohorts are also going through the natural process getting comfortable with paying us more as they get to know us better and realizing the value from ZipRecruiter. And so we got great strength from those cohorts who are performing exceptionally well.

    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
 
No, no. No, no. No. So, it's incremental to the baseline excluding that also $100 million that we had last year. So the baseline which let me remind you, the baseline for -- and you can see 2018 and 2019 capex was $180 million -- almost $180 million, so $45 million a quarter. That's the baseline. 2020 was higher than that because we had this $100 million investment which is done, behind us. So for mid of this year, going forward to the baseline of $45 million a quarter which is $180 million annual run rate, you should add the $150 million which is approximately $35 million a quarter, right, if it's spread over four quarters. But Q1, Q2, like I mentioned before, Q1, Q2 should be pretty low because payments will be starting to be made in the middle of the year. So Q1, Q2 is back to the baseline of $45 million, $49 million a quarter which was the baseline in 2019. And for middle of the year, will go up by about $30 million, $35 million a quarter for the $150 million. Clear?

    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
 
Thank you very much. So, Jean-Marc, just to clarify something you said a bit earlier about the lines you said no cup lines in Europe or the US, did you mean required or did you mean announced?

    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
 
Hi. Good morning. Thank you for taking our question. This is Kimberly Hong on for Oliver.
Just two questions on CPM. One, how much interest are you getting from new brands that are currently not working with Mytheresa? Especially with new brand acquisition, are they more likely to come through the -- to the CPM model or through wholesale? And then just on the tech adoption and the software that has to do with the in-stock levels and integrating the inventory levels for real-time inventory read, how much capex is there needed and how is that adoption and integration going on the brand side?

    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 our questions. This is Andrea on for Salveen. Elena, maybe one for you. With respect to the lowered guidance there, can you help us understand what proportion of that reduction is due to expected continued impact from the pandemic versus gross to net?

    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, Vivien. 

    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. I can maybe handle that. The mix hasn't changed that much. These are mostly large endowments, pensions, mostly from the U.S.
It is getting a bit more global in terms of the interest base. And also, we have put in place a couple of feeder funds, which allow high net worth individuals or credit [Technical difficulty] sort to access those funds. Those feeders are quite small still, but it's a different source of capital. We imagine it will be quite sticky as well.
So we're growing those feeders hopefully going forward.

    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
 
Sure. Gregg, yes, we didn't talk about NRRs. As we've said, net revenue retention is a metric that we'll report on an annual basis. It's a lagging indicator.
You may recall that it was 111% as of the end of 2020, and we've talked about how that, like other lagging indicators, revenue, growth, really would -- during the year last year were declining and would bottom out in Q4 last year, Q1 this year before they started turning back up because we had to lap the Q2 lows -- COVID Q2 lows of last year. And so we believe that we've passed the low point and we're starting to move back up at this point.

    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 issued our production results in August, early August, maybe about two weeks ago. And with that, we are considering revising guidance. Given the sequencing issues that Luis referred to, it's not -- this isn't a desktop exercise where you just basically, oh, let's just change the mill price assumptions, let's put in lower production, and let's just go ahead and revise EBITDA. You're essentially updating one of your life of mines, and it's a very complicated process.

    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. Kannan, you broke up there. But I think what you're trying to ask is, how do we think about margin profile as ARPA trails the service revenue growth. Matt, your thoughts.

    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, Nathan, I'm not comfortable giving the scale, but I will say that each of the businesses have some excess backlog as we clear midyear here. And we expect that, likely most of it to run through. Again, what's in the backlog now will run through. It's just a question of how the order flow comes, as to whether there's still an elevated backlog as we exit the year, but, I think it's -- there is some opportunity here. And I think, we feel like in both the businesses, we probably had a situation where we hear from the marketplace that we're doing at least as well, if not better, than our competitors in terms of serving the marketplace. And certainly, when we look at our growth, whether it's year-over-year or from 2019, we feel like across both the platforms in Q2 and year-to-date, we feel like we're showing very strong organic growth versus our peers and outperforming even with some revenue going into backlog.

    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. In addition to those two, we also had a jacking system for a third vessel in the third quarter that we booked, Stephen, which led to, as we said, a pretty strong level of orders for the wind installation vessels for Q3. Q4, I think it's going to be down a little bit, given kind of our pipeline of opportunities. But when we get into 2022, we're pretty optimistic that there'll probably be another, I don't know, four, five, six vessels ordered, including likely another Jones Act vessel -- qualified vessel for the U.S. market.
So our outlook is pretty strong, underpinned by like the Biden Administration's announcement of its aspirational ambitions of 30 gigawatts in U.S. waters of wind power generation capability and continued bright outlook for further offshore installations in Europe and Asia and elsewhere. So on the whole, we're in pretty good position in that market segment.

    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 question. This is Dallas, Sam. First and foremost, it is a tight environment as you mentioned. But we still feel pretty confident in our ability to buy between say $200 million and $300 million a quarter, even in this existing environment. We wouldn't have to change our buy-box to use your phrase in any sort of way. We're pretty disciplined around making sure that we're in parts of markets that lend themselves to some of that outperformance, we see in our both new and renewal rates. In terms of the work we're doing with partners and builders, you mentioned that's an area of focus. Historically we've been buying about 10% to 15% of our homes through builders.
We're also seeing opportunities to roll-up and aggregate smaller portfolios. You saw us do a little bit of that in the fourth quarter. The good news on those, as you walk into stabilized cash flow day one, and we typically see some embedded loss to lease in those opportunities and so those will continue to be on our radar. So we feel pretty confident at the beginning of this year that that run rate should stay pretty consistent and we'll continue to work to find avenues and ways to maybe expand channels, not necessarily the box, but really keep focusing in on the parts of the country that we are active in, but just making sure that we are aligned with as many opportunities as possible.

    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. It's all of this is really dwarfed by the amount of PCs that are getting built and that's really a situation of the graphics card. So I mean that's two-thirds of our revenue, right? It's from components and memory that go into gaming PCs.

    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, Neil, this is Dave. So we had -- the incident that we talked about, this is our Radixx subsidiary. That particular piece was, as we noted in our public statement, was a malware incident and it affected roughly 20 airlines. Everyone is back live, and that was a progression through that particular process. And we are in active contact with them, working through continued movement forward in the environment that we've now reestablished around that piece of it and some of the changes that we've made to that environment.

    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
 
Thank you, Rich

    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 having a great January. So it is a -- without giving any future guidance within it because we can only do what we can see with the three- to four-week lead times. But bookings have been good. I do not have a concern in regard to lack of market demand.
It's strong. There's a lot of projects and activities in place. Community broadband is really excited about the -- of the energy available for where they can put it together. And then I think we've worked for years to have the community -- to have the reputation that we have in community broadband and the support that we're providing.
So I believe we're taking share in this marketplace and are positioned to grow with it as the COVID world tends to settle down.

    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, something in that range, 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
 
Paolo, you are back?

    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
 
Sure. I mean we've been working toward this for a number of years. But from a tax rate perspective, it's really state apportionment and even country apportionment that affects that rate. And it's also when assets and liabilities from a tax perspective, when certain things like we don't have much for NOLs left, but it depends when some of these deferred tax assets or deferred tax liabilities are going to turn, and we're also looking at opportunities to decrease that effective tax rate. One thing research and development tax credits, there are credits available that we will pursue to decrease that tax rate.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Keith. So that wraps up the Q&A portion of today's earnings call. Thank you for joining us today. And we look forward to speaking with all of you soon.

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