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 for the year now when you layer in Q3 and you think about Q4, you can probably get to a reasonable view of the year. I don't know that we want to put a specific number on it, but you can get there. Once we give you the Q3 number, it becomes a lot easier. In terms of how much, clearly, lead times are very extended, it's always hard to compare that to some kind of normal world.
We can obviously do more revenue if lead times weren't that extended; how much -- it's really hard to put a number on it, I don't think we're going to try to put a number on 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
 
Yes, Scott, this is Sandy. I think our outlook is essentially realistic. It's very hard to predict what's around the next corner. As Chris said in his remarks, we've made some improvements in terms of our net openings in our fulfillment system, and we're doing that by intensifying our recruiting, but also working on simplifying the associate experience as well.
And we talk to suppliers, they continue to believe that they're going to have constraints around their supply environment. And so our general expectation is that we're going to have to stay agile. We're going to have to stay customer-focused and that the environment will continue to be difficult.

    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, very good. Why don't we have Renee do that? She's certainly close to that. And again, they've done a nice job navigating this. But, Renee, please?

    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 are doing well, 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
 
No problem. No problem. Look forward to talking next we check.

    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
 
Good morning, PJ.

    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
 
Mike, I think the best way we'll answer that is there's nothing off the table. So we will continue to look at all of our pipeline assets to see if some other product would be more profitable and more efficient for our partnership. So right now, our team has done, as I mentioned earlier, a fabulous job of kind of recovering our volumes in a short period of time this year. We have a group -- a kind of a new group that's working diligently to continue the momentum.
So we'll see how things go. No doubt, the crude pipeline, the industry is so good at this at overbuilding and the crude and all of us have overbuilt. But we feel pretty good of where we're at. We wish spreads were a little bit wider, but we will continue to analyze and look at every opportunity.
As far as gas, we've got the ability to move quite a bit of gas from West Texas. We have our -- some of these contracts falling off in four or five years from now, some fairly significant volumes. So we welcome anybody that's looking to expand -- or looking to secure space in '24 or '25 on a new pipeline, we certainly can accommodate a new pipeline, but also can accommodate with capacity that we'll have available as well today. So anyway, we'll continue to look at everything and whatever makes the most sense, we'll convert it or keep it in that service.

    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
 
It's roughly -- well, this includes the other third-party. So, I don't know the exact breakdown but the total leasing revenue that's contracted is about 67% in US dollars when you exclude the pass-through stuff.

    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
 
Kate, it's Dave. I'm probably not going to give that level of granularity. I would say what is important, you have it exactly right, we do expect gross margin in the back half to be up slightly and certainly up for the full 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
 
Sure, Kimberly. I'll give you a little bit of insight on the fourth quarter and then maybe Sonia can talk a little bit about how the quarter has started off. I would say we continue to see the dynamic that we saw all year in the midst of this pandemic play out in the fourth quarter where the customer is just shopping differently. And so the peaks aren't as peaky, and it's just sort of a flatter seasonality.
And so overall, when you think about November, December, January, I would say different flatter seasonality. Now, of course, December is also when we started to see the pandemic surge again. So that had an impact on December. And then I'll let Sonia talk a little bit about how we're feeling quarter to date.

    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, you know, one of our learnings is that we could particularly out in California with Knott's is that we could really still tap a really strong brand and create a culinary festival that really resonated with the marketplace, and it reinforced and enhanced the strength of the brand. So as we think about it, I would put it in another tool in the toolkit scenario, which is we've got an opportunity to see how those limited-duration events work when we are fully open and fully reopened and have full range of operations. But I think what we saw this year and what we learned is there's an opportunity to reconfigure how we use our sites. And as we see demand start to ramp up, I think it lets us configure our operations to the demand we see in the marketplace.
So we're rethinking that on a broad front. Right now, we really like the impact that it's had on our full operation, go back to the momentum we had in 2019 and heading into 2020. We do think it's a key plank up of how we continue to generate strong appeal and demand in our regional markets. And I think you'll see us continue to lean into that as we think about what are the drivers of our demand as we get into '21 but also '22 and beyond.

    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. Good morning, Ruplu. We're not giving specific guidance on overall CCS revenue, but I'll tell you the dynamics to think about. The first one is, we are targeting HPS again to grown on the high-single-digit range. It's a $850 million business right now. And so, that will generate growth. Cisco will be coming out and Cisco is going to come out for the entire year. So that is going to be a headwind for the remainder of the portfolio. And then for the rest of CCS, we're expecting right now for it to be relatively flat going into 2021. There was a very strong level of demand that took place in 2020 because of the -- all the dynamics that we've been talking about. And so, some of that will subside and that will be offset by programs that we're ramping. So, growth in HPS, Cisco comes out and the rest of the portfolio to be flat.

    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. We have any more questions?

    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
 
Sure, Shannon. We saw double-digit increases on a year-over-year basis on both the new to iPhone and upgraders. And in fact, in the March quarter, there was actually a record number of upgraders for a March quarter. And so, we like what we see.
It's obviously the early days of 5G. Different countries are in different points. But penetration is still -- on a global level, is still low at this point. And so, a lot of the 5G upgrades will be in front of us, not behind us.
You see in China, things have moved quickly to 5G. They're moving quickly in the United States. But a lot of the other regions are slower to adopt and slower to gain coverage in 5G.

    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
 
Shall I jump in on that one?

    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
 
Nothing at this point to comment on. No.

    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
 
When the pandemic started, we were wondering what language is going to change in the lease. But the -- obviously, we haven't done a significant amount of volume since the pandemic started. However, the acquisitions that we've done, we have not found any change in our tenants' behavior when it came to the long-term lease.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. So as you know well, it's a seasonally strong quarter for the company overall. And let me just maybe quickly hit the two businesses. Within QTL, we've said in the past that we expect the holiday quarter to be around $1.7 billion range.
So at this point, we're not seeing anything different at this point to give separate data points. On the QCT side, we expect the seasonality to be a favorable thing for all of our businesses, so not just handsets, but RF front-end, IoT and auto. And so we'll see a typical seasonal benefit. Within handsets obviously we're getting the benefit from the launch of new handsets that happened during that time, especially in the premium and high tier and then some supply improvements coming into the picture as well.
The one thing to keep in mind, as a reminder, last year, we had a higher-than-normal sequential increase from September to December quarter. And that was obviously because of two reasons that we would not have this time. First is Apple coming back as a customer to Qualcomm. And so that exaggerated the seasonality.
And then also there was a delay in their phone launch. So those are key factors if you compare to last year that would not be factors that would imply this 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
 
Yes, for East West and the residential lending portfolio that we have in this product some variation of it that we've been originating for 40-years. The credit quality generally has been outstanding. In general, the reserve that we have for our single-family and also the HELOC, which I might add are largely firstly HELOC is quite more relative, so the allowance that we bought for the rest of the portfolio. And in fact with the improvements in the forecast during the fourth quarter, we've reduced the -- kind of required reserve from about 30 basis points, down to 20 basis points. Overall as I mentioned with the data that we have of the historic losses over the course of 10-years, 20-years, it's been incredibly low for this portfolio.

    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, Rick.

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

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Now, I would say nothing meaningful that we're aware of or that we saw. I mean, we had -- we have a really strong base of customers and I don't think we saw anything of note that I'm aware of.

    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, good morning. I just wanted to try and circle back to the safety and industrial outlook. I suppose it's possible if we look at Q4 that your sales in that segment could be down year on year in aggregate because of respirators. Just wanted any perspectives on that.
And also, the margin implication in 2020, your S&I margins were up a good amount. Q2, they're softer, I think, sequentially and year on year as the respirator business rolls over. So should we expect that sort of mix headwinds to play out for a few more quarters? 

    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. Robert, can you quantify the gap between raws and selling prices in Q2? And how that will trend in Q3 and Q4?

    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 think, Marshall, thank you for the question. I think that you should expect to see, similarly to previous years, you should expect to see the second half stronger compared to the first half of the year. And our expectation is that the same kind of ratio between the first half of the second half that you have seen for us in previous years, including 2020, it will be the same in 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
 
Yes. I mean, listen, I think, Anthony, we do expect in some of those markets to have ADRs higher than 2019. And with the challenges and with -- I think there's a very efficient operating model at the moment, as evidenced by our flow-through that we've been producing. We do expect, in that case, GOP to be stronger. But that also assumes that occupancy is similar to what it was in '19, which we think demand is really strong, so it should be. So I think we're not going to step out there and say, on a same-store basis, operating margin should be 275 basis points stronger at this point. But especially, I think when you look at this summer, we think the operating margins will be pretty strong.

    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
 
Hey. Good morning, everyone. Just coming back to credit for a second here. I mean, tremendous drop on innovation, obviously, and seems to be driving some good market share.
But can you also talk about how pricing matters at all or how much of a factor that's been? I think you've undercut some of your primary incumbent competitors there. So just wondering if that's a big factor or if you think pricing is going to become more of a factor as maybe these markets evolve over time. So any update on pricing would be fantastic. 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
 
Sure. I think, if anything, there is potentially an opportunity for upside than what's nested within our guide. We did not assume the unique dynamics of the fourth quarter of 2020 repeated themselves in the fourth quarter of 2021, for example. If that were to come to fruition, there's certainly upside just from the Logistics segment itself in our guidance. We'll have to see how the year plays out. But to Mark's comments, the complementary nature of our traditional brokerage offering as well as this Power Only offering, and the tools and technology we have to go with and a great team that supports it and drives those initiatives, I think it's a great asset within the portfolio.

    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, Alan, if you don't mind I'll jump in for a second. Before we go to next question.

    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
 
Hey, great. Thanks for taking my question. Just a couple -- just one on the competition that you're seeing for traffic. Can you talk what's driving that? Is that more companies receiving more investments?
And then just on PolicyFuel, can you provide like an example, if you can check or give us some context on how that will benefit some of your larger agency carrier or larger carrier partners?

    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 want to thank everybody for joining in today. We're anxious to fulfill the promise of our order book and get our merchandise ship to customers and consumers, and we look forward to following up with you on fourth quarter results. So thanks for listening in, and don't forget to get vaccinated.

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