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
 
Jon, thanks for the question. And as it relates to Thighstop sales, we did extend to our brand partners an agreement to offer them royalty-free first $100 million in sales. And that was really done just to create excitement within the brand partner community and a lot of support for what we think is going to be a long-term win for the brand. And it plays a little bit into some of your other questions. But obviously, as Charlie mentioned earlier, selling more of the thigh product back half of the bird really helps us lean in and advance that long-term strategy we have for supply chain around whole birds. As it relates to the margin information we provided for the balance of the year, that does contemplate Thighstop sales mix and it won't be a material number if it mixes a significantly different number from where we are today, but it is contemplated there. And then lastly, I think we -- as we mentioned in our prepared remarks, we do expect to see the price of wings sustained through the balance of this year, hence, the updates to food costs and for 4-wall margins.

    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 bet. Thanks, Brad.

    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
 
Well, Andrew, do you want to comment on that or --

    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, none is being -- so it's $3.6 million round numbers, $295,000 a month this year. And so -- but that's kind of baked into our numbers, though.

    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 know that we've seen that, Jordan. I don't know that we've seen that at all. I expect some of them were trying to do something, but we haven't seen a whole lot of movement for the most part.

    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
 
Excellent. Thanks for taking my question and cice job on the quarter. So what enabled you to outperform your expectations by this much given the reduction to Mirror -- I guess in the core business, what outperformed your expectations from the last time you gave revenue guidance versus where we are now and what's a pretty difficult environment out there given the supply chain headwinds?

    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
 
Sure. Yes. Steve, that's a good question. So the way realized losses are defined is that they are upon the earlier of when a loan is actually resolved or we believe it is near certain that this loss will be realized. So the $25 million that we just talked about, that is comprised -- the largest number there is our Quarry Springs loan, which was about a $14 million realized loss that occurred in the fourth quarter when we sold the last unit. And about $10 million is from the Pittsburgh [Phonetic] loan which was restructured, where we actually forgave some of the reserve and the loan is now performing. Those are the two examples.

    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. Yes.

    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. No, I would say we're definitely not losing share. In fact, I would say, based on the level of new closures and the very high retention rates that we are maintaining or improving share in large -- in large part. I think there are two phenomenon that are occurring that caused that variation, one of which is the geographic presence in Canada and our orientation in terms of the West Coast. As you know, the restrictions in California have been very strict and so that business has been slower to respond. So I think our geographic orientation has been part of the issue in terms of the comp as well as our focus on hospitality and linen in the hospitality sector both domestically and in Canada. So there are -- those two issues really account for the vast majority of the difference.
And as we see the business, as we see restrictions ease, we can see the rate of sales and the rate of average weekly rental volumes tick up almost instantaneously. So as the state of California normalizes, we'll see significant improvement there. And Canada is the same way, there -- it's been very restrictive in Canada, so our business operations there are working very, very hard just to maintain the level of service and the sales that they have. So I would say those are the two reasons.
And we do a very deep dive operating review in the business literally every month. And as we walk through the data, as we look through the data, those are the two areas that are evident to 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
 
Yes. Good morning, guys.

    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
 
Hey, Eric. Good to hear your voice.

    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
 
When we play into the beginning of the year, we had, we have different levers that we would pull of you can look and say, which projects and how fast might they move, how fast can we move on and shrink, where can we drive efficiencies and labor in our stores, and how quickly can we adjust to those types of activities. So what we're really doing is we're really pulling those levers that were available to us. We're not stopping progress on anything that is core to the strategy, but what we're really doing is being prudent throughout the P&L in terms of maintaining the gross margin gains from last year and in the way that we wanted to do, managing distribution costs and taking advantage of the fact that we have the two new DCs and taking transportation cost off the road, and then really working on our in-store productivity initiatives to be able to realize the savings that we need to keep the P&L strong.

    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
 
Hey, Vijay, this is Bob. I didn't get the last part of your question, maybe, inclisiran. Yes. So on the price, we do have built in roughly 1 point of price into our plan, which was slightly higher than what we had this year, Vijay. And in terms of inclisiran, we won't get into individual customer products, but what I would say is NASD is expecting another year of very strong growth.

    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, for me, anything that gets approved in Washington, first of all, what goes -- what bill goes in and what comes out is sometimes altered. So we'll see. But we think anything that gets approved that way will be positive for us. But it would have, I would say, a minimum of a 12 to 18-month delay before we saw anything come that way. Just things move so slow in Washington. And I would probably put that guidance out there. It's probably 12 to 18, from everyone I've talked to, months before we would see anything. And that's talking to some of our utility clients and others that are heavily involved in those conversations.

    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 question. And -- when you look at the new programs that we've put on in the fourth quarter, some of these programs are just starting now to produce. And so, I guess we could talk about that organic growth because they're already on the program are they part of the new programs. I guess I'd call them part of the new programs.
Nope, I think organic growth is not going to be as high as the growth we are getting from new partners. I think that's what we're going to see, and of course, we -- one new program can make a big difference for us. So we're excited by 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
 
Thank you, Lucas.

    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
 
Or on the way. Or on the 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
 
Yes, I think that's right, Michael. It's Peter here. As we think about it, being able to acquire all this and from a cash perspective, have it be essentially neutral or a push, we look at that as something that was quite attractive. When we think about though the actual FFO accretion as we go in next year, we are funding this as well with debt capacity. So that's one thing to just mention there. So there actually is a little bit of accretion as you think about earnings from this year as we head into next 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
 
I think looking here on the previous years that it will be a good reflection of where we are heading with our cost on sales and marketing. Obviously, as we are progressing with our Global Growth Acceleration Plan, more and more projects are coming to fruition, and we implemented them or executed them in the market.
So, those [Indecipherable] new growth engines are coming also with some support behind them. But the pace of investment and the pace of launching those new projects will be entirely to our decision to see if the markets can accept those. And the benefits in our revenues and profits are coming in line with our expectations. So we will be dealing with S&M spend very much as we have done in the last two, three years, very close management of the spend and with a very good control on 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
 
Definitely see a growing demand. I don't know that we've characterized what percentage of the business it is yet, Sharon, but I do see a growing demand. From a holiday point of view, we're not targeting the etail space as much, so a lot of the significant sales of those products are still going through our enterprise channels.

    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, OK. Yeah, Rich. Thank you for asking that because that has always been something that is near and dear to my heart. And there is always this tension as you mentioned between really putting your assets with the right operator, the right markets and certainly the best operators. And Atria has been that, Holiday has been a leading operator. So there is a tension between that and making sure you don't put all your eggs in one basket and you manage your concentration wisely. And so we do think that the combination of Atria and Holiday provides the strategic benefits to us and as an owner of Atria we like that, we like the growth in Atria platform.
That having been said, I think we do have a lot of flexibility in the New Senior management contracts and our own Holiday contracts that gives us the ability through both growth and the way the management contracts are structured to move in the right direction on the diversification of manage your point.

    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
 
Thank you, Kathleen. Thank you all for your interest in WillScot Mobile Mini. If you have additional questions after today's call, please contact me. 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
 
Thank you. Take care.

    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. Thank you very much everyone for your time and attention today and if you have any follow-up questions, please reach out to myself or Investor Relations at gbrx.com. Have a great Tuesday.

    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
 
Well, I think that is something that as you rightly say, Vivien, is not implemented anywhere today, and I think it's an idea that certainly would have to be investigated in all its dimension. I think that could have a number of impacts in term of illicit trade, in term of people smoking, actually more combustible product to get to the same kind of nicotine dose and of course, therefore with negative impact. So I think at that stage, frankly, it's too early to say whether this is something that could have the right intent. In any case, that would have to be coupled with very strong awareness, availability of better alternative and certainly, starting with heat-not-burn if we were to work, and that should be perceived as an incentive for people to quit smoking or to switch to this better alternative and certainly, heat-not-burn being the first one that could be perceived as a nice and satisfying alternative for smokers wanting to go for better product.
So, I think that the idea is -- and it's not new, because I think the FDA had put the idea on the table already in 2017. I don't think that much work has been done so far on all the potential consequences. We believe that a lot of work would have to be done on the impact and the loss of scientific evidence would have to be gathered and studied on that. And in any case, for us, that would have to be coupled with a very strong awareness, availability and present that as an alternative for people who don't want to quit but want to keep consuming nicotine.

    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
 
Hi. Thanks very much. Good morning, guys. I had a couple of quick ones, if I could. The first one, I just wanted to clarify on the guidance. I think a year ago, there was like $8 million or $9 million of storm work. So I think Drew, you're seeing nominal contract revenues flat, so organically -- theoretically up a bit year-on-year. Is that the right way to think about those things?

    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. Thank you for taking the question. I've got a few. First, Adam, how long do you think it will take -- or can you get back to the adjusted EBITDA levels that you had in 2019, given that you have fewer screens and that there will be a shorter theatrical windows?

    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. Thanks, Stacy, for the question. Let's first focus in terms of our guidance for Q4. Our statements that we made were, yes, about driven by revenue growth from Data Center and Gaming sequentially. We can probably expect our Data Center to grow faster than our Gaming, probably both in terms of percentage wise and in absolute dollars. We also expect our CMP product to decline quarter-on-quarter to very negligible levels in Q4. So I hope that gives you a color on Q4.
Now in terms of next year, we'll certainly turn the corner into the new fiscal year. We certainly provide guidance one quarter out. We've given you some great discussions here about the opportunities in front of us, opportunities with the hyperscales, the opportunities with the verticals. Omniverse is a full stack opportunity in front of us.
We are securing supply for next year, not just for the current year and Q4, to allow us to really grow into so much of this opportunity going forward. But at this time, we're going to wait until next year to provide guidance.

    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, Matt. I don't know that we necessarily. I mean -- let me go back during the pandemic, I think we saw some lag with some of the more complex decides based upon -- procedures based upon the fact that there was healthcare scarcity, if you will. There were limited ICUs or limited hospital beds. And so there may have been a deferral of more complex cases that had a more acuity associated with them.
That's -- that mix shift, I think, sort of evaporated for us earlier in the year, and we saw, although lower volumes, more consistency and more historical mix. That hasn't necessarily changed. So I don't necessarily look for more complex cases to come back into the SKU. There are seasonality, there is seasonality to our mix. Kids that are on break specifically in the Pet segment that are doing high-level deformity or early scoliosis cases happen in certain parts of the year, over the Christmas holiday or the end of the summer or beginning of the summer.
Things like that are normal seasonality, and that's kind of what we're seeing. So I we'll keep a close eye on it, but I don't expect any massive mix shift or either detriment or benefit to an anomaly in the mix over the course of the year.

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