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
 
Yeah, I think it's a possible outcome, but let me go back to what I was outlining in my remarks, when you look at the phone, there are various elements of the phone in terms of technology, apps processors, the modem, the cameras, the memory, those areas of the phone refresh and take leaps of complexity in different cadence's and in 2020 the apps processor and 5G basically, the apps processor had a big jump in complexity and 5G proliferated throughout all the phone. So if you look at 2021, the need for incremental 5 G capacity, whereas in 2020 several let's say 100 million units worth of phones needed 5G capacity. This year it will be less because the incremental unit growth there is one factor in incremental 5G capacity plus complexity growth of the 5G modem itself, so 5G is big in 2020 not as big in 2021 that leaves what's happening with the cameras, what's happening with power management, what's happening with the screen resolution, other things could be balloons that pull it back up. But I do think you do have that, 5G has happened for that one area of our mobility customer base.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I think the core incrementals for the year are 35%. But in that second half, we're going to have some costs coming back into the P&L. So the margins during the second half can be down a bit. It's reflected in our guidance. But the acquisitions are margin dilutive or temporary costs are coming back into the cost structure. And also, there's a bit of us being cautious in terms of our guide related to the dynamics of the supply chain. And as you may remember, Deane, we had a very tough -- very difficult, tough comparison. In Q4, I think our EBITDA margins were over 30%. So the -- we have a tough comp also. So there's going to be -- there can be a bit of margin dilution in that second half. We got some of the onetime costs for the acquisitions working through the system. Those temporary costs that we talked about are coming back in, but it's all reflected in our 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
 
Thank you very much. Let me explore a little bit more on the MARBL integration with how you plan your lithium expansion. So, a couple of questions there. What will be the transfer price from Talison to the Kemerton MARBL JVs? And why pursue the Chinese expansion in concert with MARBL if you can get 100% of it and now you have the financial wherewithal with the, you know, accommodating equity markets to fund that kind of expansion.
Why share that? Why not keep it all for your shareholders?

    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
 
Charles, I'll let Steve Miller answer that question.

    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. Thank you. Mac, I don't know whether you touched on this earlier in the call, but the pricing dynamic you're seeing in the excess risk you made it pretty clear that PG&E was an unusual situation. But what are you seeing more broadly in terms of pricing and competition for those excess risks?

    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, let me just say that again. There has obviously, right? The fact that studios are closed or very limited capacity for quite some time. That has affected new studio signups. And that makes sense. So clearly, we do have -- customers who come in. And yet some of them have signed up to Digital in the interim. But a big significant portion of our digital signups are new signups, both in Digital and Digital360. We're seeing the upgrade, is from former Digital members upgrading to D360. It's a different cohort, right, than the traditional studio cohort.

    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
 
This is indexed, Nicolas, will be also in local currency, right, always in local currency or in the same currency of the revenues, right? If it will be in real -- of course, we are looking for financial instruments in IPCA, which is the -- IPCA, which is the local inflation, or in CDI, OK? And the spread of these costs -- we are able, Nicolas, with our financial strength to work with spreads with 100 to 150 basis points over this -- especially over the CDI, right?

    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, Rich. Look, I think a little bit over the last four months, and I don't think this is unique to us. I think we all -- we were all running throughout this space at a fair bit of excess liquidity, which is obviously unproductive capital at the end of the day. So when you start running at a more realistic corporate finance strategy, even with somewhat tighter returns, I think everybody's models proved to be -- at least today, fairly resilient. We'll see where things go in the future, given the incredible amount of capital searching for any type of yield, which continues to make the market highly competitive.

    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, this is Mark. I mean I would say that we are at a point now where values are probably as strong as they've been historically. And I think some of that is driven by some speculation on future carbon value. Again, this is still a very undefined opportunity right now. But if you just look at the scale of what that could become, I think people aren't necessarily underwriting explicit carbon volume, and prices into their DCF models, I don't think -- But I think, people view there as being kind of meaningful option value there, and so they're willing to perhaps lower their discount rate on timberland acquisitions, on which they're kind of valuing that stream of cash flows, excluding carbon value. And so it's definitely a competitive environment. I think it's also an environment in which we're seeing a kind of more discretion, about a kind of where people are investing. Now there are certainly areas in which we've seen a lot more price momentum, particularly in the South. And I think that's being reflected in prices being paid. But again, we obviously just tested the market in the Northwest with these Fund II asset sales. We were very pleased with the values received. It was a very competitive bid process. And so overall, I'd say, yes, it's a very strong market right now, and we think it's trending positively.

    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, Mohan, I had an interesting one. Not specific to your company, but just more so on the industry. A lot of companies that have reported numbers, results in the last three months to six months have basically buck seasonality. There's been -- just because the demand has been so high, that it's kind of like up to the right. I noticed that you guys are guiding seasonal, particularly, it seems like from a consumer and a couple of other small things. But I'm curious if we are back to a demand-supply situation where seasonality is coming into play. Or is it just, do you think something specific to some of your businesses that you have?

    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
 
Tycho, it's more -- it's probably more heavily weighted toward Clinical Labs as you think about that increase in guidance. Yeah.

    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, when you look at -- from an investor standpoint, from an internal standpoint, it's a high priority. From a meaningful impact to an investor, it's a low impact, because the companies are relatively small size that are out there. So we think it's an important ingredient.
A small group of people can make a big impact, like you see with precision planting, relatively small-sized acquisition relative to the overall company of AGCO, but look at the impact they're making. So it's a big impact internally. Relative to cash flow consumption from an investor and how it would eat into returning cash and other forms, it's, I think, a smaller impact.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So if you look at the growth that we had for the fourth quarter, it was very strong. It was about 8.4% if you take out the PCR testing. And its strength is coming from all three businesses. It's coming from the early stage, the central laboratory as well as the clinical development business.
As we look at the COVID trials and what they accounted for, it was about 12% of our net orders across the last three quarters. So you can see that it's meaningful, but it's not that much. We still would have had great growth even without the COVID trials in terms of our net orders.

    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
 
Actually, that's a great question because typically, in the last few years, kitchen has been the most stressed. By a fairly wide margin, it's like finding front-of-house folks, not that it's anything is easy in the labor markets for the last couple of years. But we've been much more stressed in terms of filling kitchen jobs. And interestingly, I'd say in part because we were still fairly staffed in our kitchens, there's a kind of a fixed amount of hours you need to run our kitchens, that you're not going from the same low levels.
When dining rooms aren't open, we don't have many front-of-house people. So we're going from not zero but close. We had a good cadre of folks doing on the takeout and off-premise side of the business, but not nearly the number of front-of-house you need to run a dining room, right? So there's much -- there's more stress to the system on the front of house, which is different than it's been in recent history.

    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
 
All one as well and this is quarter-over-quarter. Still you've got a benchmark again that we're running to for FY '23, so that kind of gives you a feel for that type of growth from '22 to '23.

    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
 
Hey, guys. Thanks for taking my question. Steve, one, I just want to make sure I understand the Q4 base business trajectory. My math 2Q base revenues were $40 million, right. We had a total of $54 million with collection InteliSwab was about 14-ish. The guidance for Q4, is it implying a sequential step down from the $40 million for the base business? Look, historically, your Q4 revenues have been higher than 2Q and from everything that we've been hearing, utilization is getting back to normalcy post the disruption in the third quarter. Can you just talk about the base business sequential should it be about or below the $40 million that we saw in 3Q?

    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 would say it's conservative, and I think if we have to put a number down and work toward a number and I think that's realistic when you're looking at what our same-store revenue is from a year-to-date. And looking into 2022 and then looking at what we have projected from an acquisition standpoint, I think that's realistic. We've got these new points opening. We've got the opportunity from a CarShop perspective to grow same-store. And on the other hand, if there is a big deal out, that's how we built the company. Remember, we are in a pretty much of a buying mode early on, and I think that what we'll do to see just exactly what's available with us. I think right now when you look at CarShop, we have the ability to grow that many times over with capital and it's a lot less. We don't have the structure in front of us and framework and some of the areas that we have to deal with the OEMs and with CarShop, but I think the brand is really taken off, will appear domestically and internationally. So that's certainly going to be a focus.

    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 that's a good way of describing 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
 
Yes. Noguchi from NHK. I have two points a little bit aside from the financial results, but first of all, regarding the semiconductors. Automotive semiconductors are at shortage globally. Regarding the impact, what are your thoughts? Do you have impact for the near term and also for the mid, long term? And the second question is a completely separate topic from the financial results, but the Tokyo Olympic Paralympic Committee, the President Mori, there was a comment of discrimination against women. You are a sponsor of the Olympic Paralympic Games. What -- how do you view this?

    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 think COVID has kind of probably up-ended a bit of the typical seasonality that we would have seen. I think, as you've seen from us in the past, the tail end of the year has been strong. And we don't see that letting up in the back half of this year, hopefully is indicative -- or as indicated in the guidance we've provided. It probably may look slightly different just based on where we are kind of in the closed cycle, but we're more focused on the sequential performance and just kind of the record-setting performances. So not thinking so much of the comparable periods Q2 this year versus last year even, but looking more at the sequential growth and the fact that we've been able to deliver a record quarter relative to every other quarter. Those are the kind of milestones that we're going to continue to look at and kind of measure the team by.

    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, Brandt.

    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 there was definitely some strength in the order book in 4Q. And as I talked about, there were some installations that we couldn't get across the goal line because we couldn't travel. So hopefully, those will get installed in Q1.
But I think the Sequel IIe is a very powerful instrument in the sense that it allows us to reach into customers that don't have the compute infrastructure. And that, coupled with the excitement around COVID surveillance, coupled with the accuracy of HiFi and the precision FDA studies that have been done to show how powerful our system can be on that front, basically or generally increasing demand across the board and getting -- a lot of customers are excited about where we can take this technology. So I think in Q4, the Sequel IIe launch helped us, some of that is carrying over into Q1, and I suspect we'll be a pretty common theme throughout the year.

    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 would only add that some of our most valuable customers that Steve and his team have brought in and added which have these some of the longer sales cycles, are the ones who are going to come in and they're going to use multiple clouds, multiple networks, probably some of the cloud-adjacent storage and other cloud-adjacent utilities. And they're moving typically out of a traditional kind of on-premises environment. So there's just a lot more moving parts for them and a lot more work with solution partners and our solution architects, to make sure we get their initial deployment and setup right, so that they can have the ability to expand and add new features as they grow into their hybrid multi-cloud architecture.

    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 $50 million is still a good number to use. I mean, I don't -- honestly don't see it really going a lot lower. I think we used to think it was even higher. I think $50 million is probably the right range to use for the level of dis-synergies we would expect if we split the company.

    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
 
That is right. Assuming [Indecipherable] remains as it is calculated today, applying the same methodology as exists today, yeah, we are under 90%.

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