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
 
Do we break it out by 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
 
Yes, thank you. Good evening. I guess the first question is just digging into what was different from your expectations going in the quarter again. And if I could ask the question maybe a little differently, we had talked about some supply constraints coming into the quarter.
Was the nature of this beat just that you were able to get more supply out the door this quarter than you had expected? And otherwise, when you guided back in September, that perhaps more of this would have been pushed into the March quarter? Was it that either content or demand from your customers turned out to be better?

    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. Hello everyone. Thanks for taking the question. You just touched on a couple of these, but Rick, just on that topic of labor and the inter-related impact on SNF occupancy, you provided some useful commentary in your prepared remarks. We did see that one of your SNF REIT peers talked about some portfolio facilities and operators having self-imposed admission bans if they cannot stab at clinically appropriate levels. So I wanted to hear just a little bit more on your characterization of your collective operator partners around that, if that's possible. And also, if we'd just break down labor between RN versus LPN, any comments on severity of labor shortage when breaking it down that way? Thanks.

    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, first of all, yes, we're -- I think as Pete mentioned, I said approaching and Pete indicated that there's still room, and there is. We're kind of at that 80% level in our mills and a high watermark would be closer to the mid-80s or so. Historically, the average is 80% to low 80s. And of course, with all the stimulus spending, not just here, but in other markets where we provide services to steel mills, we think there's opportunity beyond that because of the stimulus spending beyond the historical highs even. So -- and of course, a lot of capacity has been taken out in mills that we don't serve. So that should lead to higher utilization of the mills that we do.

    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'll let John take that one. That's, those issues are the ones that literally drove his entire design philosophy.

    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 was going to say, yes, for us, it's just -- we've always been a little bit different, right? We typically have more liquidity than most. But yes, right now, where we're at is is really way up there. And yes, not something that we would expect to have longer term, and I think something in the mid- to high single digits, it's where we'd be.

    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. Of course, I don't -- I won't get into the detail of anything specific for -- related to Enphase. Generally speaking, and we spoke about this in the past, the markets in Europe and Australia have become much more -- a -- Chinese on one hand and premium on the other hand, being SolarEdge.
So it's a different competitive environment in -- than in the U.S. because there are so many -- there's a very broad offering of low-cost and decent-quality Chinese products.
And that's the dynamic of competition in these markets, and it's very different in that regards to the U.S. And we have developed some experience and specific offering for those markets that is -- that reflects that different competitive environment, especially taking to -- into account that there's no rapid shutdown requirements in these markets, so you really are -- or have to be either cost competitive or be able to justify the cost difference compared to the Chinese alternatives that are out there.
So it's a very different landscape. And that requires a special type of approach that we've adopted over the years.

    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, PJ. Good question. So the advanced nodes obviously are critical for us. I would say the bulk of our portfolio is positioned to be able to help our customers solve for solutions at the advanced nodes, whether that's kind of below -- 20-nanometer and below, the 14, 7, 5 and now even 3.
When I talk about market share, obviously, each fab and each customer is different, and I want to stay away from customer-specific comments. But in general, our portfolio is weighted more toward the advanced nodes and probably a little bit more on the logic side versus the memory side, although we definitely participate broadly across both segments of the market. On the pricing question, so we typically -- the electronics segment in general, we'd be about minus 1% a year based on the cost down and performance expectations of our customers. And where we really are able to capture price is on the next-generation products, and they tend to be fairly fast-cycle launches of new technology.
So we typically get price on new technology. And then that technology pricing will erode over time, constantly replaced with the next generation of products where we get price. So in general, we see price kind of in the down half a percent to maybe one and a half percent. This year, pricing is relatively flat.
So we're actually holding price pretty well in this environment. And I think as Lori alluded to earlier, we'll continue to see positive price -- kind of flat to positive price for the rest of 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
 
Yeah. So the single -- I would say the largest grower there is within Telos ID, followed by information assurance, which is primarily our Xacta solutions capability.

    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
 
Alex, we bought back about 243,000 shares. And our current plans based on how things are in the market and so forth are to continue repurchasing shares. We have about $84 million left under our current authority. Book values up to 53 bucks a share. It's up 12 bucks in the last 12 months so we feel good 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
 
Yes, we've been in close contact for the last several months with the local approval process. And I think that would be the first hurdle that you're going to see, and it's somewhere between right around 12 months from now, I think you'll see some major aspects around that. So yes, we're really excited and we're moving in the right direction. 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
 
Yeah, I don't. Don. This is Joe. I think surprise billing and kind of all the dynamics around that. I think we're actually in a very, very strong position, just given the level of visibility we have on billing points in general to be a partner of choice as you look at ED physician companies that are not yet working with us and so that's the way I think about it. I think we've demonstrated that expertise on many, many dimensions. So that's kind of the thought process along those lines.

    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 in terms of the, I'll say, the general headwinds, as we talk about the second quarter, two buckets. In general, first and second quarter, we talked about the input costs, inflationary costs really, for us, the bulk of that is coming out of higher freight costs that we're seeing, inbound and outbound as well as increased commodity costs. I mentioned in the first quarter that's running about 250 to 300 basis points across each one of our segments. And in the second quarter, that's continuing, actually even a little bit of a higher rate on a year-over-year basis, so definitely a big headwind for us.
On top of that, when you look at things sequentially, I mentioned in my prepared comments that there's about a $0.42 impact on EPS. Some of that really coming out of the higher stock compensation, about half of that coming out of the higher stock compensation sequentially. So net-net, we expect that our flow-through in the second quarter, year-over-year, second quarter will be better than the first quarter, but not -- I've talked about in the past, our targets flow through ranges being, say, in the mid-30s, I wouldn't expect it to be that high.

    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, there's definitely impact from the exchange rebates as I mentioned, but again, most of that is passed through to the customers in the form of reduced commissions. So you will see it come out of the expense line, but also the revenue line. One of the things we've been able to do over time or certainly over the last year is improve our software to -- our routing software to optimize the routing of orders to maximize the rebate that we can then pass through to our customers. And we're constantly looking at improving all of those systems in that regard. So -- but to the bottom line, it might have a small impact, but because we're passing them through our customers, biggest impact is a better deal for the customer.

    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
 
Its says in our original guidance, David. sales have doubled, and fiscal year '22 or fiscal year '21, in that same assumption, is in the guidance -- the revised guidance that we've gave today.

    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
 
To some extent, it's the leverage, but not the current leverage. It's the anticipation of future M&A and our ability to flex the leverage, I would say.

    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. When we think about that partner channel that I was talking about earlier is a go-to-market channel for us, we think broadly across the set of partners that we have today as well as new partners that we want to nurture and grow. Starting with cloud providers, we obviously have a strategic partnership with AWS. But increasingly, our customers run in many clouds and want to see New Relic available and partner with the other major cloud providers as well.
We see MSPs as an existing partner channel as well. That works for us today, and we increasingly want to invest in to nurture more business going forward. And we did some business through other reseller channels and ISVs through technology partnerships. We have a team looking at that as well.
And so when I think about partners, it's a third leg of the stool that I expect will continue to contribute to New Relic's growth in the quarters ahead.

    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 mean, that's a little bit of the secret sauce. But I do think that we really kind of look at what it is and then try and be not too exacting on what it can be, but have a decent idea of that when you go in. And we -- the No.
1 focus is cutting cost. And once you do that, we tend to find that it opens up a lot of opportunities that maybe you weren't even sure existed because you'd lowered that cost structure in the field. So we -- that's kind of how we approach 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
 
Well, I think you like to do what you do and then in terms of the infrastructure efficiencies if you can -- if you can find things that fit. So frozen is fine, but whether it'd be frozen whether it'd be seasonings, whether it'd be meal solutions or baking, it has to be a brand that fits the M&A formula that we've had over the years. I think the difference -- one of the differences we have and one of the advantages we have is that we're willing to take on brands that are in the other owner -- and the owners portfolio you know flat or maybe even declining a little bit, if we see the prospect for growth, which we do in Crisco. I mean there is holes in distribution in Crisco that are pretty significant. So it -- that gives us an advantage in terms of not having to compete with a lot of large cap companies that really are not going to take on a for them smallish brand that isn't in the growth profile and we think we have an advantage over the private equity guys and all that, because we have -- we have the established infrastructure and kind of layer things on cost effectively. So, but it's all about the brand, it's all about the product and you know, they're having the right financial profile to fit into what we do, but we like seasonings we like -- we like meal solutions, we like baking and with the right brand, we like frozen. We have infrastructure in all of those.

    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. Those are -- Michael, it's Tom. No, those are almost all -- those are exclusively nongovernment. So the government contracts are always, by definition, kind of 12 months in duration, OK? Even if it's funded for multiyears, the part here that's irrevocable, nonrefundable is only 12 months at a time.
So the cancelable deals tend to be where we do three- or four- or five-year transactions with a large private sector corporation where if it's not going well after the first year, they have the right to cancel. And so you can be certain that we have every incentive, make sure that customer is highly satisfied at the end of the first year. So there's almost no public checks or anything.

    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
 
Anyone would be.

    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
 
Sam, I credit the merchants that we hired together that we all reported.

    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 if you go back to our prepared remarks, we expect revenue to remain strong and fall within the range. And while GP operating -- now the GP operating margin and EPS will be pressured primarily due to some of the inventory adjustments that we have taken this year, we're happy to be past that. But because of that and some other pressures related to some wage increases and things like that, that we noted, we will -- we're saying now that GP operating margin and EPS will fall at the lower end of the guidance range that we provided in the first quarter. So we are maintaining our guidance and giving color related to revenue, GP, operating margins and EPS.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, sure. We feel great about the position that we're in, good cash generation in the first quarter. I mentioned in my prepared remarks, a little bit of accounts receivable growth driven this given the strong March, which of course will generate cash in the second quarter as we collect those receivables, 103% conversion in the first quarter, well on track to do the 108% for the full year. So we feel that we've got continued good strong free cash flow generation, gives us the capacity to buy back shares and of course, as you heard us lay out in our earnings, looks to me at our Investor Day back in December $30 billion of capital to deploy over the next five years. We did a meaningful buyback in the first quarter and we see the opportunity to do that for the balance of 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
 
Okay...

    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 do expect that that's going to occur. First off, the normalization happening and what we're seeing right now from a customer payment perspective, we do feel confident and when you think about normalization, the way that I look at it in the Rent-A-Center business is, I'm not expecting that we're going to go back to pre-pandemic numbers. And the reason that I can feel confident about that is because now we have centralized decisioning that's available inside of all of our stores. In addition to that, as a byproduct of the pandemic, customer communication tactics and the initiatives that we employed there and then the ramping up of digital payments. So when you put those things together, that's what makes me confident in the go-forward of 3%, around 3% being the range for RAC.

    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 a lot and congrats on the strong results. My question is around the Sealy and Sherwood businesses. First of all, the pressures that you're seeing there from a commodity standpoint, are they primarily confined to those businesses relative to Tempur-Pedic? Secondly, are the sales that you left on the table, the $80 million to $100 million, primarily in those areas and do you expect to capture them pretty much entirely in the second quarter?

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