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
 
I think, let's keep supply constraints completely out of the discussion here so that it give you a sense of a flavor, right? If I think about -- you rewind back the clock about two years ago, and if you look at where the Intel connected home business was in terms of the digital side of the SoC, and MaxLinear was the front end, those platforms had WiFi from third players. And then you fast forward to now, together we have all the WiFi, we have Ethernet, we have the baseband at the front end, and more importantly the ASPs of WiFI from three years ago to now have more than doubled or even closer triple this thing. So in a way the WiFi is the single biggest BOM element on the platform now.
So it's really an outsized component on the platform, and it will continue to be even more so as operators are trying to take control of your home, and provide services in the home and connectivity inside the home. So I would say that clearly, at least a doubling of the BOM has happened from a TAM perspective from three years ago. So, yes, we are benefiting I think substantially more on BOM increase as we move forward. At the same time in a couple of operators we are gaining more share. So if you combine the two you have a multiplicative effect. So, as Steve said, we are feeling pretty strong that the operator business is entering a big spending cycle, investment cycle, and will be very strong beneficiaries of that over the next few years to come.

    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. David, honestly, we haven't got a lot of clarity on that from investors in our conversations at this point in time. I'm looking forward to -- you know, we've been really excited to get not only one but two of these kind of under our belt, and hopefully, start to gather some of the attention that we think it deserves. And I think it's likely we'll have some of those conversations going forward, but frankly, just haven't got a lot of line of sight to that 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
 
Thank you. If you could just kind of peel, peel away a bit on the total crypto deposit growth, what that is -- what that's composed of whether it's mainly transaction accounts, whether it's reserve accounts, operational deposits from exchanges, what that is?

    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
 
So all of the investment during inventory that we're talking about was seasonal inventory. So that will cut across everything from Valentine's, New Year's, Easter, so forth. The bulk of it was Halloween. Halloween is obviously the bulk of our seasonal sales, but also as we're shifting the focus of our Halloween City stores, there was opportunity within that as well.
So large portion of that is indeed Halloween inventory.

    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, we had a very good year in price, as we noted on the call or in the prepared remarks. I think we had a good fourth quarter, we had a good year on price. We expect to have another good year on price. So I would say, first and foremost, we're probably for sure, probably close to 100 basis point, we don't -- we do not have a lot of -- one of the things about the sort of inflation is maybe something just a level set. Now with 14% recurring revenue in the portfolio and most of that being software or a very little material cost, we now have a big portion of our revenue profile that really isn't -- it doesn't have supply chain cost inflation pressure. So the portfolio has really shifted in that regard.
So while we see some of the supply chain stuff, maybe a little bit on the freight side, but I think fundamentally, we've done a great job over the years of really pushing on that and then while at same time, really looking for the price opportunities for what we call price realization from an FBS perspective through a combination of innovation and better commercial practices. So on the back of a very good 2020, we expect to have another good year in 2021.

    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. In 2020 -- our pace for 2022 compared to 2019 is down about 25% from where it was at that time. Is that useful?

    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 want to thank everybody for attending today and remind you about three key points: First, our markets are changing, and we are changing with those markets, and we are confident in our strategy and positioning; second, with the improvement in award cycle experienced this quarter, we expect improving awards as we move through the year, positively impacting revenue and earnings; and third, our transformation is in progress with the result being a more efficient and economical business platform, a revitalized growth trajectory, supported by our adjusted market focus areas and ultimately, better and more sustainable bottom line results.
To all of our employees, I want to thank you for your efforts and patience in these challenging times for leading to best-in-class safety and for bringing the many opportunities in front of us to reality.

    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. Throughout the range of different ways that we could recoup those costs. We do remain confident that we will recoup those costs.

    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. Thanks, Marvin. Appreciate it. With respect to guidance, as we looked at Q4, we saw really strong performance really across all dimensions of the business, including acquisition and spend per client, both setting record levels for us.
And as we think through the year ahead, we're assuming that we're able to -- our guidance reflects we're able to continue to build on those elevated levels and acquire new clients. And you're right that, that does reflect 23% to 26% growth for the year, ahead of what we had guided last quarter to 20%. And we really -- we saw an inflection point change in the performance of our cohorts in Q3 and Q4. It does make it really tricky to forecast that going forward because the predictability of customer behavior in the past is -- it's a little bit less given that it improved so much, but we're assuming that we can hold on to that higher level of performance given that we really do think that the changes that are happening are permanent and structural in nature, and all that's reflected in the guidance going forward.
And so those numbers -- the performance we saw both in acquisition and retention inform our retention curves and acquisition forecasts that are included in guidance. And then with respect to sales, we -- well, we currently -- sales represents 10% to 20% of our overall economics of the business, depending upon what metric you look at. The team is -- has done great work to digesting the changes that we announced in Q4 and are continuing to execute against the strategy, and we'll evaluate in the future when we want to increase our investment there as we get more and more data in terms of the overall performance.

    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
 
Great. Yeah. Thanks. Naji, it's Todd here. I'll take that. So, the Sustainability Linked Loan really maps to the targets that we had set out in our sustainability report at year-end. So, there's really -- we're basically putting our money where our goals are. And that's a typical Sustainability Linked Loan, where so long as we meet or exceed our targets, we'll enjoy and get lower cost financing. But, if we don't achieve our targets, we'll be above those. The two metrics that we put into that that we disclosed is both our GHG target as well as our diversity target.
As far as green financing, look, we have not issued a green bond, but we haven't issued a corporate bond in quite a while now. I think it's -- I think it might even be over a decade now that we haven't issued a corporate bond. What we have done is we've issued financings directly related to our wind farms and other renewable assets. And so, while they may not be tagged as a green bond, clearly, they are financing directly linked to renewables projects. And I can tell you, the investors consider them to be green financings.

    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 everyone. Good morning. Just maybe hoping to get some color on the outlook for RBMS revenue going forward. I imagine some of the market strength that we saw in the second quarter contributed to the solid sequential growth in that line in Q2.
So just curious, if you can kind of parse out how much of that growth was related to that appreciation in the market versus just kind of ongoing organic growth in that line because of the outlook for organic growth within RBMS over the back half of 2021.

    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, good morning, John. Given our methanol crisis are, are there any prospects for a short-term opportunistic restart at Titan in Trinidad?

    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 morning, Sean.

    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 ABS is a great example of the three characteristics that I tried to explain earlier where we have a great franchise and a great product offering and our team has done a fantastic job value pricing that into very specific applications like appliances where we have very and automotive where we see good strong demand. So the combination of demand and COMEX have been -- and commercial excellence activities has been good. What I would say though is ABS also was really affected by tightness of raw material feedstock. So acrylonitrile was very tight in the beginning of the year and so it created some exceptional earning potential if you were able to supply and we enjoyed some of that in the first quarter.

    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, this is Corey, sorry about that, I'm little slow on that -- on the button. Thanks, Jeremy. As far as the transmission opportunity, I don't know that we're in any position to comment on the viability of that at this stage. I'm not really aware of what steps need to be taken. I do know though on your second question that Bruce Power is a partner in the Nuclear Innovation Institute, which is actively evaluating along with the partners in the Institute. Items such as producing hydrogen along with evaluating small modular reactors as a function of their business going forward. So I think there is more to come. The site is using a systematic approach to really evaluate what options are available and then how they can participate in 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
 
Yes. Thanks for the question. So yes, we did see the ASH abstract from one of our competitors. I would say we continue to be very encouraged by the clinical activity that they're seeing, both in the KMT2A and in the mutant populations. They're seeing a very encouraging response rate. They're seeing a rate of CR/CRH that's perhaps on the lower bound of the guidance that we've given of 20% to 30%. But I'll just remind everybody, it's early. Both -- these data are being gathered and they're maturing in real time. We continue to believe, Jonathan, that there's potentially an opportunity to register a register at least 539 in both NPM1 and KMT2A. What I think we didn't see -- and this isn't a criticism is we didn't see clarity from that abstract in terms of the recommended Phase II dose.
So at least as far as when that abstract was submitted, they're very much where we are -- or they were where we are, which is determination of the right going-forward dose. And I think as far as what we're doing with KO-539, our hope and expectation next year when we show the full Phase I data is you'll have a very clear picture on the safety and tolerability and the efficacy at the specific recommended Phase II dose. And real clarity as to then how does that read through into an ultimate registration-enabling study as a monotherapy or how will it play in combination with other agents in earlier lines of therapy. That's, I think, the thing that we found missing and perhaps they'll provide more color on that in the days and weeks ahead.

    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
 
Interest expense is rough -- roughly in terms of cash interest, because we do have some non-cash components. In terms of 2021, you're looking at around just over $50 million call it, $53 million of cash interest expense. And as far as -- what was your other question on D&A?

    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, Mark for the full year 2021, our guidance was the 3% 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
 
Okay, thank you, everyone. Really appreciate your time. It's a great feeling to have an expanded opportunity to welcome guests on board here in the coming months and we're very excited about it. But thank you very much. Thank you, operator.

    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. If we look at the rates that we're putting into the plan, for each of the segments. Segments are basically maintaining margin at the plan that we have built in now. If I think of headwind that we've experienced so far a kind of $85 million, that we saw in '21, on that number will get annualized, as we go into seeing those higher rates on those commodities, for the entirety of '22 or at least the entirety of our purchasing cycle.
So headwind there. The pricing that we're taking, though, should negate that, and we should be kind of margin neutral as it comes to commodities.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I mean, I'll start on debuts and go into the details. If you remember the first place to start is just with our Delaware cadence. And our Delaware completion crews just gotten under the way the last 60 days. And those turning lines are just starting to happen now. So I think our Delaware production really is going to be increasing pretty significantly. And we won't hit our peak probably sometime in the third quarter. Is that fair? Dave?

    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 what we see across that portfolio is we had a really good quarter actually in network firewall and cloud security. So it was a good quarter across the board, across the portfolio. And I think what you'll see is that we're in the early phases, I think, of any positive impact that you would see from the SolarWinds build-out because most of the customers are going in to assess like where am I, what have I missed, what do I need, what caused me to miss what I missed.
And then they're going to move from there. So I think we're sort of in the midst of that right now with a lot of our customers doing those kinds of assessments. But it's been -- from the early parts of the pandemic, when we saw VPN technology being absorbed as much as we could possibly build and then the network firewall and then combine that with the cloud security, it just -- it feels like customers are consuming whatever security they can consume right now to try to avoid those sorts of situations. So I would think that that will continue to be positive for us.

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

    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
 
3.5 million. And so it's -- this is just a new contract, which it's not spot like it was in 2020, its take-or-pay for 4 million tons.

    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. David, that makes sense. Just as you stated it. The synergy that we got from paying down debt and cutting interest expense and being able to redeploy that to base dividend.
You get sort of a similar synergy when you're buying back shares. You're taking shares out of the system, remaining shares can give a sort of a higher dividend allocated to them. So if it all works pretty well once you get it rolling.

    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. It's premature to be able to give you an exact or even an indicative. I'd like to get through the strategic review before we go live on that.

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