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
 
It's actually a little bit of the opposite. Maybe we may have confused some people, I think, in prior calls, but I think GlobalView's probably -- could be at the top of our list in terms of performance this year. Like large multinational companies have been, I think, looking for ways -- I think this pandemic raised probably some issues and concerns around control, I think, for the HR leaders that probably raised some issues around engagement and making sure that you're connected to your global workforce and that you had global reporting, etc..
There's a lot of factors that probably went into what was incredibly strong demand and very positive sales growth. So I would say -- again, we don't disclose individual product lines, but I would say that GlobalView sales were one of the stronger line items, I think, for us. And I'll add that to your question about differences between the businesses, I think all of our businesses really performed well. It's kind of hard. It really comes down to trying to point out which ones were spectacular versus just good.
And I would say that GlobalView and even our international business really were standouts. And really, it's very impressive because some of the situations in Europe, for example, were very challenging in terms of dealing with the pandemic, but it didn't really stop people from looking for solutions and it didn't stop our sales force from finding them even though they had to do that from -- obviously, from a remote workplace. So I guess summary is GlobalView is a shining star for us.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay, fair enough. So let me first address the margin issue because, as you may remember, we've said prior that the margin impacts were greater than 1 point of margin, less than 5 points of margin. Cory, you may want to give a slightly different color or update to that as these things get harder.

    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. Well we're -- first of all, we're not trying to be all things to all people, we're trying to focus on a select group of companies in the market that understand the technological benefits, but also the business model benefits and are focused on total creating total value for their customers through less time, greater efficiency, greater end result in terms of barrels per oil per day. And so, in that the effort is primarily one, of educating people to understand what the total value proposition is both at the exploration and production company, but also at their service company partners who we certainly hope are our partners.
And so it's an education process at both because there is end result, what it means to the safety, reliability, operating efficiency of the completion itself, but there is also a significant business model advantage to the service company, because there are less people, less facilities, less working capital tied up in our area of business than if they're working with others. And so it's, it's having them get comfortable with understanding that story and the data that we have that supports it and also being comfortable with us as a company that we are true partners. We're interested in their well-being as well as ours, and that we're medium to longer-term focused rather than short-term focused.
And so it's -- that whole approach naturally lends the dialogue and partnership relationships with the leading people in the -- in the industry.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We're already at what I say $1.175 billion. I think that there is still some room there if it goes to $1.5 billion or $2 billion. It gets kind of funky where we don't really open it up in general because of the broad aspects. I think that knowing your customer is important. We have so many on the prospect list. So we do know for one -- with one shape or form or another that -- we're now in the outreach. We're calling people and asking them about it for the prospects and just seeing customers we think all who haven't taken advantage of it, prospects and certainly the low to moderate some, we're working very hard on those.
So, I would think we could be anywhere between $1.5 to $2 billion if we're $1.1 billion now. Maybe $1.4 billion, $1.5 billion on the low side, $2 billion on the high side would be a good number. Just depends how long it goes and it's a restock of money or not. SBA is being kind of funky and deals over $2 million or -- because if you never do on the first loan, going for the second one, you go up to $10 million on this if you want, but they're being kind of strange on the larger deals where they're holding them in advance if its a second round. Murph, you want to talk about that a little?

    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. So as you guys know, we'll really get into the meat of our inflow of additional capital here in Q2 and Q3. So, that's where we'll bring in a large portion 65%, 70% of our full year capex will come in those two quarters. So we'll have plenty of inflow and we still have headroom within the existing capacity, we have. My point was we've absorbed all that excess capacity we had, outside of our normal Q1, last year, when we hit the decline in mid-March all the sudden, we had all this extra capacity. Well that's worked through the system very well, and we're at a more of a normalized pace right here for the seasonal cadence and that will include a little bit extra capacity we have now, but more importantly the inflow, which we didn't have last year. Our significant capex and help to serve our customers in Q2 and Q3 and that's what all support this additional demand that we're seeing and anticipating to continue.

    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
 
No, I was trying to say, as we roll into next fiscal year, we will have probably a more formal capital allocation strategy than we have today. Because people are going to be wondering, given the cash balance and where it sits.

    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 been up -- thank you, Leo, for that question. I believe an emphasis for us today is to delever and keep capital expenditures in check. I think it will be quite common to our peers. Quite common to the folks that we're working with, which are very known, successful Eagle Ford Shale and North American onshore players, all the big names are our partners there.
And then we see no indication of those companies increasing capex nor would Murphy. So again, our goal is executing. We're executing better, executing better on our operations, which is leading to our delevering and our delevering goals, and we believe to be the case of our partners 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
 
No, the trends with our license count continue to be similar with the new reporting that we just provided at this point.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Like, we think there's a place for 10s, 20s, 30s, 40s. And certainly, our capital markets team has been at the front end of innovating on this stuff. So your first debut issue has to probably be a little more regular way. But after that, once people understand, just as we saw in the secured market, the quality, the diversity, the safety embedded in our -- just our basic business model. We'll be talking to investors and sharing ways we can work together to actually expand our market, serve our customers better, which, in turn, only makes us bigger and stronger for our creditors. So I think it's been a really good process on the secured side. We would expect the same sort of dynamic on the unsecured side.
But we will begin that engagement as quickly as possible. The team worked really hard with the agencies where they're walking them through everything Jeremy said, the past, the present and the future. And certainly, our future outlook was if we cannot be a long-term unsecured investment-grade borrower in the deepest -- one of the deepest markets in the entire capital world, that's going to give us flexibility to really fine-tune our business and we think it's a big competitive advantage.

    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, we will soon answer your questions. Please hold.

    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. Could I start by asking for an update on your tech overhaul, new systems. What are the key dates of upcoming transitions and which parts of the business and risks as you see things going forward?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
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
 
Thank you, very much. Thank you for taking my question. A quick question on your near medium-term production outlook of volume growth potential. Looking at your financials, I think you reported raw steel, flat-rolled capacity utilization at about 59%, which by my count includes the idle capacity at Great Lakes and Granite City in the denominator. So correct me if I'm wrong, if we kind of take that out, it looks like flat-rolled capacity utilization was more like 85%. And that makes me kind of wonder, do you have the ability -- assuming my math is correct here, but do you have the ability to go from 85% closer to like mid-90s, late 90s percent over the next 12 months and then get more volumes into the market?

    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 mean, if you're talking about flat volume just from a price standpoint, you're probably low-single-digit growth.

    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, Hendi.

    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. Good morning, everyone. Going back again to the capital deployment, will the focus continue to be more to look for opportunities on the heavy side versus the side? And any potential to get into other new businesses as well on the heavy side that are not necessarily just cement or ready-mix?

    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, Greg.

    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 mean I guess the next biggest in line is Absolute Software in Vancouver, call it, about 46,000 square feet. We're in negotiation -- we're in leases actually with them in a pretty healthy mark. It's about a 40% mark. And then it drops off after that. And so again, it's -- we're in discussions with -- there are some downsize discussions. Tenants are still trying to figure out how they're going to utilize their space. And a lot of the expirations are kind of weighted toward the end of the year, and they're all small tenants. And so we'll continue to do kind of hand-to-hand combat to make sure we can keep them in some capacity.

    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, with the M&A additions although HPD for us a little bit more futuristic in serving quantum computing. There is a contribution there. But I'm not sure it would shift the way to model much. The FRT business continues to grow nicely, again, driven by the unique metrology and inspection requirements of advanced packaging. That's a theme for FormFactor across our businesses whether they'd be probe cards or engineering systems.
And so, going back to the mid-20% levels, I think, would be a disappointment for us because it implies some contraction among all those businesses. As we get adoption with the FRT business, as we get a little bit of momentum around the cryogenic test and measurement space was HPD and see some of the slower but steady growth associated with the classical Systems business, I think, it's reasonable to expect that segment to report certainly in the low-30s.

    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'll let Mike comment on the flow-through to the P&L, but the magnitude of the price increases is much more significant than the price increase we did earlier this year. So we'll have more SKUs and it's a bigger step up in price on a number of SKUs, more than offset some of the supply chain headwinds. We also expect some of the supply chain costs -- we've seen some come down already, and we expect more of those to come down.
And we expect to maintain the prices that we're taking. So long term, that's why we talked about how we believe that we could get back to 50% plus gross margins. There'll be a number of factors looking into 2022 that will drive gross margin expansion. The price increase is one.
We highlighted the others around expanding our supplier base and using our scale to continue to negotiate better pricing. But, Mike, do you want to talk about the kind of flow through and then the Q4 margin?

    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. Chris, good morning. So we -- we -- we are track -- first, I -- I think a couple of things, one is we're -- we're -- as you can imagine we're tracking customer feedback qualitatively, quantitatively very carefully and the early returns are strong. We're -- we're not seeing any -- any sort of blip.
I think to your point about -- you -- you -- what's your comment? How do we avoid kind of like a cult-like, a big company call center feel?

    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 question, Paretosh. There's -- obviously, the widebody issue and I'd say, general destocking in aerospace and airframe. The other thing that's going on, and we talked about it briefly is the armor plate transition. So armor is going to be down a little bit only because of a transition in major programs. We expect it to be back of -- coming back stronger in the second half. And clearly, as we look into the second half, we start to see the signs of the jet engine recovery that are very positive. So we know it's coming. We just can't exactly predict when. But we think, as we mentioned earlier, that the supply chain destocking will make great progress on titanium in 2021. And then the armor should come back in the back half of the year. But it's a combo.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We see it as we have a really good problem because we can -- we have a lot of cash, and we generate a lot of cash. So we can pretty much do anything we want in any one of those buckets. So it's just a matter of remaining flexible and making the right decision at the right time. Arthur?

    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, Chris, we feel good about the 8% to 10% growth that Dean put out in the last call. I think our constraint, certainly in the next few quarters, is going to be supply. So we're going to be limited by what we can do on the supply chain. As I said in my comments, right now, we feel like we're doing really well in the market. In our core areas, we're executing, and then we're winning. I think the momentum has definitely turned in our favor and we're really beginning to win in the market. I'm really, really pleased. For the first time, we can really see what I'd characterize as outsized traction in the customer base. But I think we're going to be limited in terms of what we're able to do by what we're able to get in terms of supply. So I'd answer the question 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
 
Yes, I mean the supply chain issues are affecting everyone, even our peers, our customers and everyone's working through those issues, so that's nothing new. I don't think, it typically is more of an inconvenience or a new sense of delaying shipments, a few weeks. It tends not to be a dramatic change, but I don't -- I think, it kind of stabilized that at the level, where you still have to work it pretty hard to get what you need to get out close to the date that the customer needs, but I don't think it's getting any worse. And I think, eventually, it should start getting better, maybe in the fourth quarter or the first quarter of next 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
 
Thank you. Thanks, Vince.

    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, that's in the retail segment, not in the foodservice. And Acosta is really helping us to grow the foodservice channel. So it's really the efforts of the sales team.

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