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
 
Thanks, Sheng. I'll answer the first question and then, I'll pass it to Andy for the second question. So, first questions on that quarter's revenue guidance. How much of that was affected by late Chinese New Year's is actually indeed affected by that.
We actually have --already completed our winter conversion cycle and we do see strong growth during that period. However, as the Chinese New Year is actually relatively late, so actually you know for the spring revenues actually it has one whole week less of revenue that is being recognized in the first quarter. On our initial estimation, It probably -- will actually decrease their overall revenue by around 10% assuming on whole all cycles was similar as the previous year. In terms of annual revenue guidance, we actually do not provide revenue guidance for the full year.
With that, I will pass to Andy for the second question.

    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, from an economic perspective, you can expect us to really be in really the 1.2 to 1.35 economic leverage. And I think as we ramp the SBIC, I think regulatory leverage will inevitably be around one times, and I would say, you know, 0.9 to 1.0 as it's fully deployed. So, nothing really changed there. I think you'll see, you know, continually a conservative stand.

    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 very much. I was looking at your cost of goods sold which I think was $1.68 billion and in the second quarter, it was $1.71 billion. Why did cost of goods sold go down sequentially? I would have thought your raw materials would have been higher. Did you simply ship lower volume, is that the effect, or can you explain that?

    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 won't go to too many details, Adam. Thanks for the question. I would just say that we've used some analytics to determine where discount works and where it doesn't work. And that has allowed us to be more targeted in our discounting to acquire new customers, and that is a big part of what the benefit and improvement has been.

    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
 
Right. And we've -- through all the disclosures and comments that Mark has made in the past in terms of our collections, that would be expected, right? We've been collecting 97%, 98%, 99% of our rents. So therefore, the deferred amount isn't going to be that much just based on that math.

    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, Rich.

    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. First of all, once again, thank you, Ryan. Appreciate it. We're obviously, particularly, proud of the quarter and the ability to raise guidance.
Interestingly enough, I would sort of turn your question around just a little bit and I would say the IDFA elimination is really affecting Zeta. It's just affecting us for the positive because what's happening is a lot of the ecosystem has been disrupted by that as we've seen through some of the results of other companies. And what's happening is because we've never used the IDFA, we're able to synthesize deterministic data down to the Zeta ID using our platform, we're able to deliver attribution and marketing in ways that a number of other companies that were dependent on the IDFA are no longer able to do. So, to answer your question, yes, it's absolutely expanding the market opportunity for us.
And I will tell you, some of the RFPs we're seeing come over the transom, which are quite large, are very, very focused on how do you identify consumers in a post-IDFA world in mobile and in a post-third-party cookie world in the web ecosystem. And I think we are particularly ready for those types of RFPs, and we saw a number of wins in the third quarter that really helped us with that. So, we think it's an opportunity. Obviously, anytime there's a disruption, there are winners and there are losers.
We think we're a major net winner from both those changes.

    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 so much.

    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, what's still hanging out there, Eric, is the -- not a -- a significant -- not a -- a meaningful piece of that previous guidance included. We previously spoke about the fact that several of our largest hotels are going to be due for some larger renovations. And so that's still out there. Now what -- I think we mentioned, -- I mentioned in my prepared remarks, we have actually already -- we've told you how well Grand Geneva is doing. And so we've actually kicked off a very customer-facing renovation in the lobby -- in the whole lobby area and that means the front restaurants and things like that right now, and that's going on. And as well as some select guest improvements with more to come essentially.
And so certainly there will be some capital dollars for several of our largest hotels in the subsequent -- in '22 and '23. I mean, look, depending on -- I mean, is it possible that we could accelerate a little bit of that into the last half of '21 depending on conditions, it's possible. But it also takes time to prepare and be ready for that. So longer winded answer is, yes, there certainly is some of that capital that would be coming through in the next couple of 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. I mean there's still some lack of visibility in the full year that really prevented us from giving the guidance. Normally, we would give guidance, but we see the first quarter recovering nicely. We saw it in Q4. But to be honest, we didn't feel comfortable, with the volatility out there, in giving further guidance 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
 
Good evening. Paul, I'm interested to hear your thoughts about pricing philosophy. Obviously, we've seen strong momentum over the last nine months. And so, if we think about 2022, how are you thinking about balancing surety of price and visibility on the one hand versus leverage to what could be a tighter market and upside pricing opportunity on the other hand? Maybe you could talk through strategy in terms of the contracts you have in place and more importantly, the negotiations to come?

    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, I mean we've said before that aspirationally we would like to head toward 35 and maybe even a little bit lower but I think we're going to see opportunities going forward. At -- the EBITDA levels that we're at, half a turn is a whole lot of money to invest. So we think we've got meaningful room there to continue to invest in great projects and still see our deleveraging trend downwards toward that aspirational target of around 3.5 times.

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

    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, thanks for the question, Kevin. And good morning. As Olivier mentioned in our outcome-based businesses inside P&I, we take on the responsibility of hiring the employees and delivering the outcome. And so, when there is increased attrition among the employees that we employ to deliver the services, it has a negative impact on productivity and therefore on our GP. And that's just something that's characteristic of the outcome-based business and we have plans in place to mitigate those risks we think are temporary. But it is one of the inherent risks we have when we're in such a competitive talent environment.

    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
 
Correct. The rest of it's doing very well.

    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
 
Right now, there's not much of a difference. I'd say we're seeing pretty uniform recovery across the board. So likely, we'll start to see that start to change as you see some of the filler properties accelerate just purely by their current occupancy level. But right now, we're seeing pretty uniform recovery across the board.

    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, Ammar.

    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. You mentioned the guidance captures the seasonality of your business and you've typically seen front and back-end loaded margin performance. I was wondering if there is a discernible pattern within orders regarding maybe size or scope that give you confidence to fill the middle part of your fiscal year or just any comment in general on the seasonality of your margin, how do you expect that to play out for this 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
 
There is an evolution. Clearly, the casual piece of the business was the driver during the pandemic and the growth right now, the piece that we were not well enough prepared for, the dress business, the suit business, that's come on very strong. So there is a chase to accommodate the demand for the dressier category and as much as we've stayed current, we designed and we produced and being a prudent supplier, we couldn't when there was no dress business, we couldn't be incredibly aggressive on it. We were as aggressive as a prudent manufacturer could be. So we're now challenged with providing and servicing the demand that there is out there and we think we can accomplish 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
 
Thank you very much. Thanks for taking my question. Just a quick operational question, a two part one actually. Obviously, we saw production a bit higher in Q1 versus sales. Can you just comment a little bit further about the restocking? I think you were saying also that there might be some gold sales at Grasberg that are going to get delayed into sales in Q2. So what kind of drove 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
 
OK. Good morning, everyone, and thanks for taking my questions. Gary, can you talk about some of the structural things that you've taken out of the cost structure? Can you reach that CASM target by the end of the year? And I think you made a comment about incrementally like 40% to 50% of your fourth-quarter CASM as a variable effect. Did I hear that right?

    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
 
Right. Well, I think as far as maintaining spread, the bond deal that Gerry executed is a great help to that. And then as far as on acquisitions, I think we benefit from the fact that we're at a scale where we don't have to find hundreds of millions of dollars of acquisitions per quarter. And so, we just need to make sure that we're turning over a lot of rocks. And we have a good pipeline on -- with contracted prices to close on and it's our job to make sure that we keep that filled up for the second half of the year.

    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 mean it -- it was basically flat. So what we saw was the customer acquisition costs that -- that did go up, and it went up similar to the value that we sell for the first year customer value going up. So, you know, it's continuing to be really impressive, and there is, obviously, in that kind of level.
There's a lot of room for expansion. A lot of companies will -- will go with a significantly lower CLV to CAC, as you know. So we have a lot of room for expansion. And -- and I would say right now, based on what we're seeing with conversion rates and everything else, and some of this belief that the brand may getting -- be getting stickier that I don't see we'll -- we see any significant challenges to a ratio like that in the upcoming 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, Mike. Operator, can we squeeze in one last question, please?

    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, I think as both Anders and Pradman discussed their strategy for their relative segments, our focus in investment going forward is in hybrid networks, at both broadband as well as narrowband, and integrating into the 5G network. So, I think that's where our focus is on future expenditures and investments.

    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. Thanks, Rich.

    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 kind of need to look asset by asset. I mean you're right. We've got some good performance happening on Hiland. We're expecting to see some incremental performance based on the gas price dynamics that Tom mentioned in the Haynesville as well.
That's come slower than what we expected, but I think it's coming. And then, just overall, on the broader picture, natural gas, midstream infrastructure, our pipeline network and our storage network continues to attract good value. Coming out of the winter storm, for example, not just in Texas, but really along our system, we've successfully transacted for incremental and also attractive, that is increasing renewal rates, particularly on our storage assets, especially in Texas, but also elsewhere on our system. It was a bit of a, I think, a wake-up call to the market generally that there is real value in having that delivery flexibility and real value in holding firm transport capacity.
So I think just overall, we are seeing uplift, if you will, on that 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
 
Thank you. Maybe just on -- all my question's been asked. But maybe on marketing tools, can you talk about maybe what's in the road map, maybe for additional marketing solutions for SMBs? And then just maybe just the timing of kind of some of your local language rollouts 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
 
Sure. Yes, the performance of private label with the mass merchants is very good. In Q2, it was down. And I think we called out some of the -- like a big onetime program that we did not anniversary from 2019 down -- I'm talking about down to 2019 because of not anniversarying a big onetime program. That happened in the wake of the Payless bankruptcy. But generally speaking, our sell-through is good with the mass merchants, and we feel good about our performance there. Zine, do you want to address the freight?

    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, if you look at the fourth quarter, and we reiterated the guidance, as I said, if we talked about first half and second half, and we thought second half would be up. If you look at the low end of 530, it would be up slightly from the first half. And if you look at the upper end of our guidance of 560, then the second half would be up about 12% over the first half.

    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'll start with the buyback. Everything's on the table. We got to look and see current business activities where we need capital allocated and those types of things. So but I don't know that we have any intention to reinstate it immediately, but I think it's definitely on the table. Sorry. Can you repeat your other question, Marc?

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