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. I don't know that off the top of my head. But obviously, inflation in the back half of the year was higher than the first half of the year, so it's certainly less than 300 basis points. And we'll keep -- obviously, we'll keep -- we watch it daily.

    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
 
Okay. Thanks, Peter. And the final question from Henry Tarr at Berenberg.

    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
 
There's significant demand for our wafer services and we're becoming more efficient with the way that we drive that wafer services revenue.

    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, Ed, do you want to report 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
 
Appreciate it, Jim.

    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, it's not a coincidence. I'm gonna let Ezra talk about that.

    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
 
Sure. I'll do it at a high level and then Vasu can chime in with more details if you'd like, Jamie. So yes, look, that's not a new hub is the answer. There's already a hub there.
It's Alaska's, near our partner. And we are simply making that hub stronger by adding -- by having alliance with Alaska, whereby we can do things they can't do or they wouldn't be able to do without an investment that wouldn't make sense by buying international because we have international aircraft. And they can do things that we can't do, which is feed those flights with their already existing Seattle hub. So it's not a new hub.
If it were yet, if you see that be concerned. Happy to note that hasn't happened since we put that there. So anyway, that's the distinction.

    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 we're seeing the classic benefits of SaaS where there's quicker time to value. A customer does not have to install and go through the process of taking care of the infrastructure and we deliver success packages and so they get up and running, they see it's working, they see that it will alleviate a lot of -- it gives them both security, but also the ability to manage their infrastructure faster, and then you have a faster path to the upsell of more users of Privilege Cloud or add-on business on other elements of the portfolio. So I would say that the benefit of a faster time to value, faster time to innovation and an overall quicker path to an add-on sales, but we're -- but it's all very real and at CyberArk, we put the customer in the center and the entire organization is all about creating customer value.

    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
 
We've talked about this and we haven't changed our outlook, and that is that we have nice dropdown and incremental volume we'll exit the year at price cost neutrality. There still is questions about where commodities will move if at all in 2022, and I can remember that if they do, we will handle that as we have in the past with productivity and further price if needed. So, we throw all that all together, as we've talked in the past, we're looking at margin expansion, not in the hundreds of basis points, more in the tens of basis points. But our commitment and how we drive our leadership teams and how we structure our variable compensation for those teams is growth above market and margin expansion. That's fundamentally part of our culture and how we drive our businesses. And that's what we will achieve in 2022.

    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
 
It's going to stay pretty elevated, at least, you know, for this year. Next year, you're going to start to see the fruits, the benefits of this investment. This is why I think that next year, you're going to see more leverage even more than this year when we talk about the sales and marketing.

    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 mean, Craig, that's a retail -- I mean, I'm sorry, real estate specific. But I think what I said earlier is the most important thing. I think some of these we are relooking at with the idea toward reducing the amount of new retail that we might put onboard but also the restaurants, and we're making up to that with what I'd call the opportunity for suburbs to get exciting again. And I think that's going to be through a lot of the mixed-use efforts that were already under way but I think will be accelerated.
So some of the anchors are doing new deals. I mean, we're talking to Kohl's, we're talking to Primark, we're talking to all sorts of those kind of guys, to Dick's. We still are making new -- we've got a couple of Dick's under way so -- and I would hope that some of the more thoughtful entertainment-oriented retailers, once the COVID restrictions get back, would also continue to be in our property. So it's still at work, but I'm hopeful we'll have a lot more of the mixed-use stuff that we are doing.
And we're in some hot, what I'd call, very strong markets for that, like, with TRG in Nashville, we're in Austin, we're very strong in South Florida, obviously, Texas. So we're in some of these markets that want growth and are looking to facilitate growth. And we are going to make the next evolution of our real estate that much more interesting with time.

    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. Let me take your last question first, and then Maria can fill in on the equity piece. I refer again to my prepared remarks here. The SED has powers and responsibility to do investigations. There's always uncertainty when you go into those processes. There's uncertainty as well in terms of how the CPUC will ultimately view the facts. We -- as I mentioned, don't agree with a number of the claims, but we recognize that there's a process here. And we believe it was a thoughtful thing, a prudent thing for us to do to put one more uncertainty behind us. And we therefore feel that the settlement is a way to do that. And so that's really the why now.
An opportunity presented itself to work with SED and you see the makeup of the pieces here. We don't see that interfering with our ability to go seek cost recovery for prudently incurred expenses other than for the $375 million that were set aside in the settlement. And so again, it's frankly all about understanding that there's a lot of uncertainty and sometimes it's rational and kind of the right thing to do to do something that maybe we might not have agreed with overall under different circumstances. But in this case, by entering the settlement and working constructively with SED, we can put that uncertainty behind us.
Maria, do you want to take the equity piece?

    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 would say it's soon to come out of test phase, but it was still in the testing phase.

    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 can probably answer the first half of the question but I can't -- the second half. I think the inventory levels are coming down, certainly, I think everybody is kind of taking the opportunity to work their inventory down until they got more confidence in their build rates. I think that can only last for so long, and I think there's some if you read, what's going on in the industry in a broader base, I think there's some concern by some of the larger OEMs about the supply base being able to support the ramp. When it does happen that should not be a concern for us. I mean we've -- obviously with our financial capacity, we're in a position where we can ramp up quickly. We can support customers.
So, I don't think that's going to be an issue but you know the exact timing of that is one reason we're talking about the fourth quarter, like we talked about, because as we looked at it going in, the last time we talked and we thought it will receive a bit more pickup in the fourth quarter -- third and fourth quarter than we did, so still little hard to predict now. We've got a first look at '22 actually looks pretty good, but we're going to get an update on that in September, and so we'll be in a position to talk to you about that talk about the assumptions we have and our plan at that time. So, I think as -- in little more time in this and we'll get better insight and what their actual build rates are going to be. They provide those two -- they seem to be a swishy right now but hope it is going to firm up here in the next 60 days or 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
 
Yes. Hey, Chris, it's Rob. So a couple of things. And when you look at our investment vehicle summary I guess you're looking at Pages 20 and 21 of our earnings release. The uncalled commitments there represent what was uncalled from the fund, what they exclude is the amount of committed capital that we have to different strategies there that has not been called yet, as well as reserves in those funds. And so, as an example, our Americas XII fund, on an adjusted basis be closer to $1.3 billion. And so, I think that would be much more in line with how you would think about when to turn on that fund. And as it relates to your -- the first part of your question on management fees, you're right, those funds turned on, I think, about 2/3 of the way, the big ones, through the quarter. And so, we'd expect a little bit of an additional ramp up in Q3, as those funds get going and we turn to post investment period on the predecessor funds as they run off. I think a management fee number there, that could be in the range of 40 plus million dollars for the third quarter, more of on a run rate basis. I think it's something that would be an approximation that I think would be a reasonable one at this stage.

    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 far, I would say that we have committed to Nashville and we have committed to Pittsburgh and then we're always looking for good talent so we let talent drive where that branch would be day after 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
 
Thank you, Laura. It's Ofer. I would take maybe the third question that you asked about CTV and that is giving an option for the open market to basically to grow compared to the walled gardens. 

    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
 
Where's Tom?

    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
 
As you all know, we have a cap allocation policy of returning a minimum of 60% of ordinary net income to shareholders. And we have a history of paying $0.02 so that we reprinted red numbers. And then assuming now that the recovery that several people expect to be in front of us then, of course, there is a potential for paying more than $0.2 by applying this to be this formula.

    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
 
Excellent. Thanks very much. So my first question is regarding guidance. The full-year scooter delivery guidance of around 1 million units, that was good, that looks around what we had expected. But the Q1 revenue guidance is a little bit weaker than what we've thought. So it implies sort of a pocket and I know there's seasonality to consider here, but it seems like the Q1 sequential downtick in revenue versus Q4 is a little bit bigger than we had expected. So, is there anything to call out there or is this just normal seasonality?

    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, Franco, it's Dmitry. Thanks for the question. So we definitely, as mentioned on the call, are getting ready to launch quite a few marquee Esport events. And if you look at our Q2, we did not have such.
So, you could expect to have quite a bit of a difference in terms of the results that we could derive both in audience in terms of how quickly we could continue to grow our community and of course, revenues. And Le Mans virtual is something that we're going to be talking about very soon here, together with an official BTCC type of Esport. And with the recent addition of IndyCar, we are targeting to launch an official Esports for IndyCar, also Q4 of this year or toward the end of the year, so multiple of those official ones will be something that would be attracting sponsorship contributions toward our revenue lines. We haven't given a guidance separately on it.
So we're sticking to our 20.5 for the year, which includes 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
 
So I think our point of view is that the underlying fundamentals of both of these businesses have not really changed in any significant way. And the way that we've always thought about the long-term model for both of these businesses is that, they could and should grow from a top line perspective in the mid-single-digit range, 5%, 6%, 7%. And all other things being equal, if you were able to achieve that, that EBITDA growth would meet or exceed that and margins would expand, etcetera, because this is still a largely fixed and semi-fixed cost business.
Obviously, during the pandemic, that sort of traditional model was significantly disrupted because of an overemphasis on COVID patients who tend to be sicker, less profitable and a decline in non-COVID business, whose patients tend to be more profitable. But I think our point of view and again, we're not smart enough to know exactly what the cadence and frequency of the COVID patients is going to be.
But I think our longer-term point of view was as the COVID volumes declined. And again, I think Q2 was a perfect example of this. We sort of returned to a more normalized model where volume growth was in the low single digits. Pricing growth was in the low single digits, on a combined basis, revenue growth was in the mid-single digits. EBITDA growing, margins were expanding, etcetera. And I think at this point, that's how we think about 2022 with the sort of caveat that we presume that 2022 will be a relatively quiet year from a COVID perspective, but that's probably more helpful than anything else 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
 
Yeah. Thanks for the question, guys. I wanted to jump into the -- I think the comment you made Duston on the five-year deal. And then, I think you had said there were other five-year deals in there. Just curious if you can -- all right, firstly, help us quantify that at all, give us any idea what the billings percentage that was five years in that billing stack looks like.
And then, also any color around why these customers are doing? Five-year deals were made five-years before, and they are just kind of renewing it five years or you're giving better deals for five years. Any kind of color you can give us on why you're seeing that? Thanks. And I have 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
 
Yeah. I would just start, this is Vlad, by saying that I think we're still quite early in the crypto space. And Robinhood sees a lot of opportunity ahead of us. So, you know, the wallets waitlist, we're rolling that out, looking forward to getting that out to customers in the coming weeks.
And I think that unlocks, you know, an entirely new segment of the crypto space for Robinhood and for our customers. You know, they'll be able to send crypto off-platform and really, you know, get access to the broader ecosystem that way. Recurring crypto, we're very excited to see that come out and that's been a requested feature and something that allows customers to dollar-cost average into crypto and not be as concerned about price volatility. And, you know, 24/7 phone support for crypto, which is very unique in the space.
So, we are, you know, we're certainly a long way from being finished with the crypto roadmap. We're closer to the beginning and we see a ton of opportunity ahead of us to continue to deliver value to customers.

    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 are just not prepared to give that level of granularity 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
 
Great. Thanks. Just wanted to see how to think about the guidance and how much we should be thinking about as being a good base. First, we're thinking about future growth. It sounds like most of the revenue guide is one-time in nature. Is that fair?
I guess, you're waiting for the Oklahoma contract, but most of the other things, whether its sequestration or redeterminations or maybe even a special enrollment period, might be things that we wouldn't necessarily flow through to the future year. And I guess, similar type question, but on MLR. It sounds like some of the MLR guidance is on items that are happening this year, but maybe you wouldn't expect to be in the baseline for next year, just how do we think about those two dynamics?

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