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 think we went over that last time that there was a small, small sense involved in the positive side of things. And Saker -- Ray does have the numbers from the previous equity funds.

    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 missed the first part on utilization. You weren't -- for whatever reason, you weren't coming through. But in terms of segmentation without getting into specific numbers, we do expect a higher retention within our fully aligned providers just because of the engagement that we've had in building that relationship with them. And so, we do expect that.
But again, we're going to be building capacity and bring in more affiliate, you know, physicians into both Florida, as well as we expand into Texas. So we do expect greater, you know, retention with our aligned physicians.

    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 mean, I think we demonstrated last year that we even during the challenges COVID last year, we generated positive free cash flow and we expect to do the same this year. You saw it in the first quarter, we had positive adjusted EBITDA of $4.8 million and I think that's a pretty good indicator. There was some timing in the first quarter, we had some tax payments and some other payments in timing of collections. But we definitely expect to continue to be generating positive cash flow -- positive free cash flow.
What we have said is that we are reinvesting some of that this year, I think, rental amount to fund the growth for the future. And so as we make that transformation 2021 is really a key year for us and continuing what the company started last year in this pivot more toward the joint preservation space. So we are making incremental investments. We are taking some of that free cash flow, reinvesting it, but we still are in a position where we expect positive free cash flow for the 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
 
Appreciate it.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I'll make a few comments on -- just in general on Egypt, and then I'll have Dave step in a little bit in terms of just rig count and things. But I think what you've seen is, finally, we can get out in the public about a real important step in the process that we've been working through and modernizing our PSCs in Egypt. This is something that we started really prior to the COVID-19 pandemic. But I will tell you, we've been negotiating in good faith and in earnest with Egypt since -- for more than a year.
And we're at a point today where after working with the Minister of Petroleum as well as EGPC, we were able to announce this on Tuesday. It's really a framework that sets the future for Egypt. We've been clear not to touch guidance this year. We've now had to go through the approval process, and there are some steps to go through the parliamentary process and ultimately get things ratified, and then we'll be able to talk more about it.
But as we go through the year, we will be picking up some activity. There's just a lot of projects in Egypt that had been -- become noncompetitive because of the terms of the PSC, and this is really going to open up some projects that we're ready to fund. I think this is going to be a win-win for both the country of Egypt and Apache, and it's going to really put us on a much stronger than just maintenance curve for Egypt. So Dave, I'll let you jump in and add a little bit more to 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
 
No. I would tell you our -- the promotional channel days that we talked about were pretty much normal. And there wasn't an increase in it, but it's pretty effective. Water treatment -- our close rates have been high as people continue to look at water treatment as a health issue for their family. But I don't want to mislead. Those were normal days that just performed at a higher level for us. And I think it comes down to the whole megatrend that we're seeing with water quality and the safety part that continues and it continued into the second quarter.

    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, Rob, it's Dave. I can touch on that a bit further. As we mentioned, we're projecting a mid-single-digit growth decline this year in AS, and that's about the same trend that we anticipate next year in light of where we are in the life cycle of a lot of our key programs in AS at this point. There's no single factor or even two or three factors that contribute to the lion's share of that decline, but rather a fairly consistent trend in the trajectory across a lot of our key programs in the sector.
You mentioned we can't say much about our restricted portfolio, certainly agreed on that front. We have mentioned that the Global Hawk portfolio is projected to decline next year as Block 20s and 30s continue in their retirement process. F-18 is projecting a decline for our portion of that program. JSTARS is another I would highlight there.
And so, across the board, these are fairly consistent drivers. F-35, we've talked about some of the COVID impacts there in Q3 And it's kind of pattern going forward in the AS portion of the program is relatively flat to modestly declining as we look at the '22 outlook. So, hopefully, that gives you a sense of some of the key drivers. As I mentioned, it's not any one specific program.

    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
 
So, there again -- sorry, I didn't address that. We don't specify the volume component in the guidance. We do have a view once we complete the year, we will have a look at it. But it's not part of our forward-looking guidance on the volume, which will be split in terms of the revenue for 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, Bert.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, so we reiterated today that we expect to burn between $200 million and $250 million in fiscal 2021. We've got plenty of cash to afford that. And that's -- and I do think that we have a chance of triggering some milestone payments during that time. We can't give any guidance on any of that because, A, it's uncertain; and B, even if it was certain, I can't tell you until we get it. But I think it's possible. But again, worst case is we don't trigger any others this year. That's OK. We have plenty of cash right now to absorb that kind of burn. And then next year again, I feel quite comfortable that we can have access to additional milestone payments. And so look, I feel good about our balance sheet right now. I feel good about our access to additional capital between all three partnerships.

    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
 
Actually, our intention is to be active in originating this indirect auto paper from the Northeast, all the way through to our footprint. So that's the initial footprint that we're looking at. And that lines up basically with the team that we've hired from Key.

    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 Yi, it's a little bit hard -- it's a hard thing to predict. I mean I think as we all look out in the press today, clearly there is a lot more COVID activity now than there was 60 or 90 days ago, right? I mean if you look in our last quarter, there was not a -- life was fairly normal and there wasn't a lot of COVID talk. I mean it was still out there. It is certainly surging a bit more with regards to the delta variant.
So even if you look in our implied guidance, we are anticipating a bit of a stronger Q4 than Q3, but we are not planning on a huge COVID impact. Certainly if it does occur, we're prepared for it. We have the ability with our capabilities from a scale standpoint to handle it, but our approach has been to really look at it kind of what's in front of us and so that's what's led us toward the guidance we have. I would say our business, we do have ordering pattern things that come into play, but it does kind of follow what happens with the overall COVID trajectory around the globe. And so that would be the other comment I would make here.

    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
 
That would be the situation for the case. Again, when we think about the mortgage banking business too, we talk a lot about the refi. But the thing that I'd maybe remind people is that we've made a lot of investment in that business in terms of the purchase money, purchase mortgage and that continues to do very well. I think if you end up looking at the production of applications in the last quarter, it was about 52% purchase versus refinancing. So, I know that, that people will look at that and I actually think that, that's an area of opportunity as we think about the future.

    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, all of the above, Josh. I mean we were -- I was very happy a year ago, March of -- just before the 7th of March, I guess, with the progress made at AS&I. And quite frankly, if it hadn't been for COVID, those numbers we're seeing now, we would have seen much sooner, right, six, nine months sooner. So yes, it's good execution on the programs, on the new projects, good executions on the existing business, reduction in waste, improvement in speed and efficiency, better mix of projects as well. But that plays only to a small extent. As you know, most of these projects are 5, seven years in duration. So in any given year, you only renew 15% or 20% of the business. So it's -- the team is covering now all the bases, delivering strong performance. And I believe that margin can continue to expand in the future.

    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. Without getting into specifics on projections because we're not going to be doing quarterly projections, and there's going to be a lot of noise in the quarters, as you know, Nate, and we had the beginnings of COVID in Q1 and more meaningful impacts in Q2 and the things like the rebound in Q3. So I think year-over-year the quarters are going to be a little bumpy, but directionally, yes, I think we're expecting that higher level of growth in the first half, and given the year of year step up in growth, more moderate growth rates in the second half is what's implied in our guidance range. And so we'll see how the world -- the markets play out. It's still a very dynamic environment, as you might imagine, to try to forecast them. There's a lot of unknowns here just with how the pandemic plays out and how those factors evolve as hopefully people get back to work and lives get back to normal. But I think that directionally that's how we're thinking about it.

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

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Time will tell. Right when we thought we were coming out of the pandemic, we get hit with the Delta variant. So, it's just such a changing, unpredictable world right now. The last data that I saw from Gartner suggested that projects from this year and for some of next year would be pushed out, and projects from '24 would be pulled into '23. And I think our pipeline suggests that the pipeline's getting better for financials, and it should continue to get better. And I think going into next year more projects will get pulled into next 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
 
Yes. So Andrew, the key around all of the identity solutions that exist are what they enable and power. For us, the key is to make sure it works for measurement use cases, that's what we're focused on, and interoperability with all the other identity solutions in the marketplace. So when David talked about all of the integrations we have, it's about enabling an interoperable world where identity is obviously a big challenge. So it is a team sport, but the version that we're building and have continued to build is largely around use cases of measurement. And use cases of measurement is -- foundationally, you can think about it as deduplicating where many different versions of exposure are difficult when you have to put them together into deduplicated reach of frequency. That's the use case that we're solving for primarily. And so interoperability and deduplication, that's what we're about, and that makes us a little bit different than the other solutions. But we're making really good progress 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
 
Yeah, Bryan, it's Mark. Generally speaking, the frost in Brazil, which is what Tucker was referring to, over a longer period, over a 12-month period is going to have some impact on the amount of coffee that's available. However, as one of the -- we are the largest roaster in the U.S. and one of the larger roasters in the world.
We still would be able to get our needs met, but as Tucker referenced, it is going to be at higher prices, which we will continue to manage through our robust set of hedging tools. So we think we can manage through it, but just acknowledge that both just the Brazilian crop, as well as some of the ongoing transportation issues, are contributing to those costs.

    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
 
And I still think that's six to 12, in that timeframe.

    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. Yeah, you know, I think it's just a function, quite frankly, on all the work that we have done on Nutrish and we've spent a lot of dollars in marketing, supporting the brand, and the launch of Big Life is under way. We've had good sell-in for that. We're rearchitecting the brand as well.
So we really do feel that the actions we are taking in on that brand are starting to pay off.

    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, Simon. Next question, Ariel?

    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 think certainly, there were higher off-premise sales in the current quarter so that we actually ramp a little bit up in terms of off-premise sales. So that impacted the commission expenses that we recognized in that line item. And then while the majority of the transitory costs we talked about did fall to the labor line item, there was a piece certainly within other operating expenses, so that includes some of our hiring awards.

    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, and certainly that's something that we continue to look at. In general, we think our branch franchise is pretty efficient. And when we -- and we've made a number of co -- consolidations of branches over the past many years. In fact, at a rate that's typically higher than others in our marketplace in the past.
Certainly, those -- the accelerated use of digital channels in the midst of the pandemic is -- is a game-changer here and something that, again, within that context, continue to look at our overall physical network in terms of branch size, number of branches, locations, etc. But at this point, I don't see any major restructuring that we need to do to the branch network. Again, we think it's overall pretty efficient. But as always and in all things, there are -- there are ways that we can continue to make improvements in that.
And again, given the acceleration of digital channels, it's something that we're taking a much closer look at given the context with which we used to analyze de -- decisions in the past continues to evolve.

    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. The guidance that we've seen is that sure we will be looking at new rate designs, including possible low-income or economic development rates, and that may require a possible interim rate reduction. I think it's important to recognize that we're not earning our allowed returns in that franchise, and we're mandated and required to come in with a full rate review actually within the next 12 months; I think as Phil mentioned, in the first quarter of 2022, a full review is needed. So our understanding, our expectation is that any rate design changes that come out there would not necessarily be punitive to the company, especially as we continue to under-earn.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
You know, again, we were expecting that both Boeing and Airbus narrow rates could trend up and increase production rates toward the second half of this year. So, I do believe there will be some sales related to restocking as the rates go back up. Clearly, there is probably some in the supply chain that have cut inventory levels down to align with very low rates, and we'll get a kiss from that as the rates rebound. So, to your point, there will be some restocking in the supply chain and that will be led with the narrowbodies.

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