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
 
You know, if we start with the second part, we have a -- we expand, and -- and you know that, focused on investing in R&D for technology leadership and cost leadership. And that's really the key driver of the gross margin. So it's a -- in -- in that sense, very clean and straightforward for gross margin. And based on the strength of the underlying business, what we see is that we're going to have the rollout networks like Carl described in -- in Q2 in networks that will temporarily affect the -- the -- the gross margin in networks.
But the journey we're on will continues to be strengthening our gross margin, that continues. So that is -- is no change and really no major -- you know, in that sense, one-time effect. So, temporarily, are positives. We have though a very big negative which is we have no I -- or very limited IPR revenues as you know.
So the -- the -- the strong performance is -- is despite that. If you look at the, you know, the -- the reality is our business, it's a bit hard to predict exactly when deliveries happen and deployments happen. What we saw in the first quarter was a bit softer in the middle of the quarter, while it continued at a very good pace in the end of the quarter. So we're -- we're comfortable with what we're entering into but we're not going to change the seasonality path and I think we're better off just saying what we see rather than trying to be, you know, detailed in our guidance.

    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 for taking my questions. Appreciate. Guys, the first one, I would just like to ask you about this trend of the billings that you've basically seen deferred revenue growing ahead of ARR again, which kind of indicates the backlog is building up. And in terms of that, I just want to -- wanted to see what's driving it. Is there any change in duration of the contract or anything? Or it's just the natural backlog buildup?

    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 off let me -- in regards to removing some of the distributor information that we've had in prior years, it's not required data. And frankly, based on the implementation -- the introduction of our new business model back in September, we consider some of that data just less relevant. And there's much more of a focus on differentiating between what your customers are versus who the distributors and leaders are. So, as Terrence touched on his comment, I would recommend that you listen to some of the data points that he called out in his comments, but they give you a pretty good roadmap as to some of the things, the metrics, if you will, that we look at and trying to measure the results, and how we're doing on a go-forward basis.
When we're all said and done, I mean obviously, we're looking for growth. We're looking to build on the customer base. We're looking to build on our distributor base. We've seen some success on that, especially with programs as Terrence touched on like Subscribe and Thrive, and the significant amount increase, we've seen in customer activation, and so forth.

    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. I would say, Brad, if we're able to achieve close to those numbers that Charles said, there's always a little bit of a give and take on the renewal asks, so we don't get all the way to our number. But if we're able to continue with the numbers that we had in April, in those numbers that Charles laid out, there we'll certainly have an opportunity in toward the high end of our guidance range or maybe even a little bit better. But we'll just have to see how that plays out.

    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
 
OK. So -- and I'm trying to remember -- what was the first part of the question again?

    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. And so 5 years out, and we've talked about this. I think in some of our discussions last quarter, we have a very robust pipeline of projects through the balance of the decade. And that's really to signify that as we get closer to '25 that makes sense. Of course will firm up that number over time, we've got a strong backlog, so we could see that number being higher but of course we will look at that in the overall balance of considerations and though we could certainly see that capex number trending toward the high end or the midpoint of that range. And it just reflects we have got that strong pipeline and it's also, this is something again that we will be going through in our Investor Day. But what I've been pleased to see is that we've got a great set of projects ahead of us in the next 4 years but then the balance of the decade we've got a very robust pipeline as 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
 
You're welcome. You know how much I love politicians.

    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. It would be highly unusual for there to be some kind of unemployment change mid year. It's not impossible, but I would --that'd be highly unusual, and so this is really at this point more above just looking ahead to 2022, adjusting for what we prepared for that didn't occur this year, would be adjusted for that in pricing. And we'll have a look at pricing going into 2022 with more insight into what's happening on the cost side. And the good news about unemployment tax is when you change rates in the system, both on the pricing and cost side, those changes flow right through. So, it's much easier to match the pricing and cost in the unemployment tax area.

    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
 
Pretax income.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, good morning, Frans. Good morning, Abhijit. Thanks for taking my questions. I will actually try to give you a break from the Sleep Care business. Could you just help us understand what was at stake in the margin trajectory for D&T in Q2, because when I compare the margin achievements to 2019, the gain you posted in Q2 was significantly below the gain you posted in Q1. So I'm just curious whether there is a phasing issue here or anything related to the product or the geographic mix maybe?

    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, Colby.

    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. It was an idea that we took together with the Apple team. And it took us a while, like a year, to finalize agreement with Apple and to be able to develop the application and now this application can be sold to any health insurance company or any health-related company that wants to provide some kind of incentive for people to behave in a more healthy way and it's an application that is mounted on the Apple Watch. And then when you use that application, we have to watch, measure some of your things and activities, and then you get rewarded with discounts and many other things connected to your activity. And then how we get paid on that is pretty interesting because it's not because of the development that we did but it's because it's connected to the amount of users and it's monthly payment for every user that we get. Is that clear?

    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
 
Mark, do you want to take that? And then I'll add, if need 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
 
It's a good question. I mean certainly that capital is competitive to sale leasebacks. I think really companies can fund their capital needs through a number of options, one, of course, is the sale leaseback where they can unlock any capital that's tied up in the real estate. So, it's probably competitive in some ways, but I also say that the low interest rate environment we're in right now, which is what's driving the high-yield markets lower, maybe it's more impactful on sale leasebacks where companies can really lock in historically low interest rates or low rental rates for 20 plus year periods. And really, the other merits of a sale leaseback still apply, its permanent capital, no debt needs to be repaid. And in our opinion, companies should optimize their balance sheet and that does not include owning real estate. Our cost of capital set up to own a diversified portfolio of real estate, corporates are better off unlocking net capital and reinvesting it into their core business and generate more appropriate return for their shareholders that way.

    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, David, thank you.

    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. I don't think it's hard capital allocation changes. We will continue to invest to support the growth of the business and do opportunistic share repurchases.

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

    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 we're just like everybody else has started rising in the fourth quarter. We have about 3.5 to 4 months of inventory, call it, round numbers, so it flows through then. So some of it hitting in the first quarter. The biggest part is going to show up in the second quarter, which we're trying to get the prices aligned with it. And in the third quarter, is going to be more of it, and we still don't even know how high it's going to inflate is it. So they're all working through. We think we've got the pricing in the marketplace, the time to hit when it's going to show up in the P&L, and we're doing everything we can to manage it as we go through.

    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 think in terms of our new customer count, one thing that's really driving it is, one, all of the new collaborations we're doing, the partnerships with new brands is bringing new customers in, which has been exciting to see. We've also been seeing that our customers getting younger, which we think is also a positive inside that customer file. So overall, we've been very pleased with the progress we've been making on the Vera Bradley side. And the other thing I think that we mentioned earlier, but just to reiterate, is not only younger, but the customer is also becoming more diverse as we've been diversifying our marketing efforts, which again is great to see and really builds toward the long-term health of the customer file.

    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, good afternoon. Thanks for the update and thanks for taking my questions. My first question is regarding vudalimab. Your last readout showed a couple of responses in patients pre-treated with EPNPD-1 combination. But do you know what's driving the response there? Is it that the higher doses allow you to push the buttons harder safely?

    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. Thanks, Don. Obviously, an influx of $15 billion of cash on top of what's already out there is clearly not going to be beneficial. That being said, being it's targeted to folks that earn less $150,000, that's a pull forward really from 2022. I'm not necessarily sure it will have a material impact necessarily on our payment rates. As we look in the beginning part of July, we have not seen a real elevation of the payment rates, more consistent with what we saw as we exited out of June. So I don't really see any data yet that says that that's going to be a potential problem. Most certainly, we'll watch and see whether or not that that becomes a permanent credit -- a permanent pull forward as legislation gets enacted later on this year. So, we'll continue to watch it, Don.

    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'd say TBD. I mean, we've got a lot of great -- I think a lot of good ideas on growth. But I don't want to give anybody this idea.
Some of the growth in the emerging markets, it's got to be timed right. So we're going to have to keep an eye on that. If we find that some of these things aren't developing as fast as we can. I don't want to put a bunch of stuff on the shelf and wait.
And maybe if that creates an opportunity, we'll go back to revisiting the dividend. But for right now, I mean, I think we're being pretty conservative about that anyway. So I don't think we're talking about a lot of that to be questioned right now, but nothing is off the table. We want to be really, really disciplined and only kind of deploying what we think we can get a good return on.
And if that creates an opportunity to do something in the future, we'll definitely look at 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
 
Sure. I think the go-to-market approach hasn't necessarily changed as far as our path to market. I think what has changed is our acceleration and focused on innovation. We expect our business to grow at GDP plus and innovation is a key part of that and we've achieved that in places like packaging and filtration and backing, but that means that our innovation process has to be robust enough to offset some parts of our portfolio that are under secular decline pressures or that are toward the latter part of their life cycle by introducing new margin accretive products early in their life cycle.
So, we're really focused on biasing [Phonetic] our resources to do so, as part of our strategy is to increase our organic growth rate and we view innovation as a catalyst for that. And I'm pleased that we -- I said in my prepared remarks, we've recently hired a new global innovation leader that will help us do that as well. So I think, where we're seeing it more from the acceleration of sustainability is around our innovation efforts and new product introductions.

    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
 
Shakil, maybe you'll start from North America, and then I will continue.

    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
 
May I think the biggest impact actually in gross margin, I'll pass it back to Brian here. The biggest impact in gross margin are the actual items that Brian talked about in Q1. I think we'd rather say we feel OK about what we said the year was going to be. And we contemplated any pain we might feel from installations in the annual number, and we're not changing that view. It might be a little bit bumpy depending on what gets installed where and when. But the primary focus in February and March was just to make sure the calendar is full for Q2 installations. I think the calendar is pretty good for Q2 installations right now.

    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
 
We have the Washington, Illinois. We have the Georgia facility and then the Minnesota facility. I think in general, we're somewhere around a 70% capacity level.

    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. Look, great question. I think the timing on that is going to really probably be the bigger issue, which you could see, and I would say, Carlos will give more perspective on this around guidance, but our expenses, as he referenced, will go up in the second quarter, just from adding the adds to staff that we made, plus we're bringing more folks on at Amerant Mortgage as well. And as I referenced in my remarks, we're looking for additional treasury sales folks, we also are looking for additions in the wealth area. One thing we will be doing, anyone who's customer-facing that can add profitable growth to our organization, we are going to evaluate those additions along the way.
Now how do we pay for it? That's absolutely one of the things that we will do, is looking at each and every area, again, from a span and layer perspective from how many of those functions, we think we need to continue to do the way we are today. And really making sure that we rationalize the number of folks in every given area. That's not an issue as it relates to, look, we're going to do another executive retirement plan but what it is, is that we're looking to make sure that we get as many people on a customer-facing, revenue-producing as possible. And so we'll look at every single expense line as ways to offset that.

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