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
 
Really no change in our point of view right there. We think that it's very attractive strategically, and there are going to be significant synergies. We're not pulling those out. And It's going to take some period of time to really realize those, although we're getting a nice start on it now.
And -- but no, we're not going to specifically call anything out at this point. .

    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. Good questions. So a couple of things I just want to touch on, Rich. First and foremost, let's go back to pre-pandemic. We were 97%-plus going into the pandemic. So, call it all, the macro tailwinds that center around millennials wanting flexible lifestyle, boomers that are preferential that are making some of these choices. That demand profile was in the business pre-pandemic. Your point around the work-from-home component and the balance of people going back to the office or staying home, we've certainly seen that in our survey data that one of the bigger drivers over the last year on our new leases and move-in that was being influenced was by people's desire to maybe have a bit more square footage because of the work-from-home component.
So we view that as purely just a net positive for our business call it, beyond the 97%-plus pre-pandemic. I think for us as a company, in terms of how we position into that narrative, it will be important that we stay current in terms of where those trends are going and other things that we can do that offer that flexibility. Charles and his team look at a number of these things, both from how we rehab a home, fit and finish standards. Certain offerings we can do with some of our partners in the marketplace whether it'd be Home Depot or office furniture companies, etc, where we can drive additional synergies for the resident experience. I think that's the key thing here. The occupancy was there pre-pandemic. The demand was there pre-pandemic, but how do we continue to capitalize on that theme, if it stays relevant for our business 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
 
Good morning 

    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 think what we have -- what we have discovered is that the vast majority of the channels don't have overlap. I mean obviously there will -- there's always some overlap, right, Ken, I don't want to imply that there is no overlap. But -- but they are much more focused on the channel for their -- all their go-to-market efforts. In fact, I believe 100% of their business is through the two-tier channel model.
Even though we have a good chunk of our Ipswitch business through the two-tier channel, we don't really leverage the two-tier channel beyond that. So I think there is -- there is opportunity to continue to help be successful in that channel, both from the strength of our portfolio and our ability to support our partners, probably at a better level than -- than any company the size and scale of Kemp can. So -- so we feel really good about that opportunity, we feel really good about that aspect.
In terms of direct go-to-market, as I said, even though Kemp does interact with prospects directly, they actually do all the business through channel partners. So -- so it is actually a very complementary go-to-market model.

    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
 
Regarding the question about margin, I think -- and we said it as well, among our adtech peers, I think we have one of the highest margin and operational profitability. I think that most of it are coming from the competitive advantage of our omnichannel end-to-end platform versus the other one-sided solution. And again, some things around our structure and data centers, and of course, the efficiency we have within our business, I think that some of it is coming as it's coming in other companies from the pandemic itself where some recurring costs are not being expensed anymore or at a very low level. But probably post the pandemic, it will get into the usual costs.
So we will see a little bit the profitability going down. And again, we are going to invest more in product R&D, sales, and marketing. Having said that, we will scale our revenues and net revenues up. So I think going forward, as we stated for Q3, still our margin is going to be high.

    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, really, for now, the $1.2 million is really a result of the fact that we had one property in Statesville that was vacant for most of the time. So if you take that property out, it was about 2.5%, so it's a little better than the 1.2%.

    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
 
Yep. Sure, Ben. As I mentioned in my remarks, when we began, let's take North America as a region, but higher corn costs are impacting our -- I think all of our regions somewhat equally. Within North America, as we enter a year in our contracting season, we're setting price and about half of our revenues come from contracts that have a flat price throughout the year. We're laying on hedges and covering the gross costs of that corn, more so those hedges are in placed in the first half and as we go through the year, we place the hedges to fill the second half corn risk coverage. And we are largely covered on our corn risk. Obviously, corn has moved up significantly in the second half versus the second half last year, corn will be up more than $1 and $1.50 a bushel, as you can see through looking at CBOT futures.
Co-products have also moved up, but generally what we're having is, we have a price that's fixed on our contracts, we've had a move up in our raw material costs in the second half, and that leads to the compression in the corn margins. And so, hopefully, our guidance is just helping you with the favorability in the first half due to the, how we laid on our hedges and higher co-product values; as we move into the second half, we have higher corn costs. Yes, we still have some higher co-product values, but we really have flat pricing, which then we'll look to that inflation and how we looked at the '22 season.

    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
 
Great. Thanks, and good morning. I just wanted to clarify some questions from the prior Chubb call regarding the EPS accretion that you articulated. And correct me if I'm wrong, please, but I think you guys said there was going to be like, I think it was $0.35 of accretion.
Maybe that number is wrong. But if you could, please, it would be helpful to understand the level of depreciation, interest expense, and the share count that underpins that, recognizing here that it gets complicated with the preferred dividend and the convertible share on that. I just think, trying to understand that assumption would be helpful for everyone.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Great, thanks for the time. Could you provide some details around the sequential deterioration in North American Health care coverage, where there occupancy today? And has it trended up or down in recent months?

    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
 
It was $3.2 million on the low-income housing.

    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. Jamie. I'll start with the hot up [Phonetic]. Well, when you compare a Class 4 through 7 versus Class 8 and why did I say the Class 4 through 7 will ramp up slower, is the fact -- and it mainly is at the two large manufacturers that you will probably see Class 8, because demand is extremely strong on the 8 side, right? And also, it is a more expensive larger product and I think even for us, if you look historically, our margins typically tend to be better on the 8 side. So when you are in a supply constraint arena, which you are now, you have to pick and choose, right, because a lot of same -- you got a lot of the same components, right?
So, obviously the 8 demand I think is even stronger than 4 through 7, right now. And given the vehicles ourselves [Phonetic] that you have to pick and choose, you got to make decisions, because of the supply constraints we've been dealing with, so, I think tend to favor the Class 8 right now, given the demand and also the profitability of the products you want to get real, because it costs twice as much, right? So obviously -- so it only makes sense that margins tend to be better, but just based on the revenue side, I want to begin with. Pricing wise...

    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
 
Certainly. But I think there's two things I would say, Joe. Is that, based on non-clinical studies we know the therapeutic window actually goes pretty low. So we know that in the single-digit range, we would see efficacy based on what we're seeing in the animals. So it gives us confidence that we could stay low and still get the potency, right, that is the therapeutic effect we would expect. What we know so far is among the patients that got the lower doses early in the course and there is only a few patients right, they didn't seem to have the problem at all. And in fact they're lower extremities we're improving prior to the event. So not only were they not having an adverse effect, their actually lower extremity function was actually one of the first things that people were talking about that they weren't falling down, they walk uphill, they're walking on grass and are not falling down, these kids fall down a lot. So when they start falling down parents notice right, because it's kind of normal for them.
So we think that those early dose we're seeing an improvement even before the effects. So I think that's why we're pretty confident that lower extremity effects are not happening at lower doses, because they wouldn't be getting better if you're having a safety event at the lower doses. So the combination of those two feature things put us in position to believe that lower doses will get the safety and the appropriate administration and we believe the Trendelenburg flush approach, we're taking ex-US, will optimize the delivery of drug and make sure it's not sitting down at a high concentration locally, causing the chemical effect.

    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 don't think there is something going on dramatically different today. But what I would say is this. We were very pleased with our performance during the first wave of COVID, and as I've said before, I was very pleased at the amount of new business that we wrote over a video conference where we weren't able to meet with the people in certain periods of time. And those opportunities have continued to remain and/or accelerate with people wanting to see us. And so we're out talking to people all over the country, and we just have some really cool opportunities. And so I don't want to give you the impression that there is something different that's going on. It's just we're executing really 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
 
So Dave what we indicated was of the 400,000 tons committed there is a portion of that that was fixed at 230 price and there was a portion of that, that was actually indexed into the domestic market. So maybe split those that 400,000 tons in two half of it at the 230 price half of it at an index, we indicated that the volumes were low vol and high vol A, high vol A being our largest product obviously from Leer and Leer South and then low vol from our Beckley operation. Okay, great, thanks very much for the time. I'll get back in the queue. Thank you, David.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it's still a little early. We would agree with you as COVID and vaccines become more prevalent and things start to open up that certainly is an opportunity going forward. It's probably a bit early here in April to change our outlook. We're still -- we still believe there's going to be a modest decline as we mentioned about 4%. But overall it's a possible upside, yes, but probably just a little too early to project that in late April.

    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. Hi everyone. I was hoping just to talk about the product cycle for the new emulation and prototyping to get two platforms launching at the same time that have new silicon behind each. I think that's a pretty unique of that. So, John, I get kind of the timing and be incentivizing of the older generation, but could it be possible that just the performance on the new generation means that the net demand ultimately is -- maybe higher than being forecasted? Or do you think that's a possibility, but maybe, timing-wise, it's probably more of a second half driver for 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
 
Yeah. So, you know, it's interesting to us. Even when we look at our -- the project pipeline that we share with people in our investor presentation, we're seeing significant uptick. I think the initial adoption for lidar is going to be coming more from our kind of robotics and industrial customers.
And so when you look at this space, adoption will be -- come a little bit faster. The sales cycles come a little bit more quickly, and the implementation and use of the sensors has happened much more rapidly. So, as we're looking at -- even as we look out a couple of years into our forecast, we're expecting that the linearity of revenue will actually start with these industrial, maybe in robotic sensors, some of the smart city and other kind of nonautomotive applications. And then as automotive comes into play in the later years, '23, '24, '25, '26.
This relative -- this side of customers will start to generate revenues. And the other automotive space will start to generate volumes of sales as well that will kind of gather up and catch up. So we are seeing a much shorter sales cycle, much quicker implementation to -- from when you get the design win to start a production with the industrial customers. And so that was resulting in quicker revenues for us.

    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, well, IP is something we haven't talked as much about, but we're making some pretty nice investments in our intellectual property right now essentially becoming more -- repurposing them to be more business platforms as a service, componentization of all of our flagship IP, specifically in government and financial services, which are giving us co-creation opportunities for that IP and so IP then becomes an accelerator both for our clients' business, but also for our business.
We're also packaging our IP from across CGI in certain industries, adding data intelligence into these application suites and also intelligent automation in areas like health, utilities, and again financial services. So we're doing some exciting work with the IP to make them a driver of acceleration for our business, but of course, first for our clients' business.

    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, I think what we have seen historically is a lag between when we see RPM start to pick up versus when we see aftermarket start to pick up. Now, we know that the airlines have done a lot in terms of cash conservation in 2020. They have deferred a lot of maintenance. They have diminished their inventory. So, we're actually expecting to see a quicker rebound this time in the aftermarket than what we have seen historically, because of the very, very deep cuts that the airlines have made in their stock of inventory. So, it won't be a six-month delay, but it may be a few -- it may be a quarter off. But again, we've already started to see inputs pick up a little bit as air traffic has started to come back. And again, it's simply a matter of time. And we've got the 10% growth, as I said, in Q2, Q3, Q4. That assumes we're going to see RPM growth in that same range.

    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 have -- I think at our last IR meeting we provided guidance for P&I business overall. And Dave Ruud, if you -- if I recall correctly, we are in the $130 million to $135 million in terms of income targets for that business in the 2024 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
 
Absolutely. [Indecipherable] Take that Ken.

    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 good to see the momentum here. We're walking into the first half of the year. We are working with customers closely and watching on that momentum toward the second half of the year, which I think will be determinant in terms of how customers will think about their fleet strategies, which will include continuing modernizations. There are certainly opportunities here for parts as they continue to consider on parking of units and new locomotives is also going to be part of the discussions with customers. So I see that largely as a second half discussion based on continued momentum here through the first half of the year.

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