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
 
So the 700 will be margin accretive when we begin deliveries. We think about this on -- given our portfolio and our place in the firmament as a mid-teen margin business for the short term. But as you can imagine, we'll continue to work margins. And as we've talked about many times before, margins at Gulfstream are a whole host -- driven by a whole host of issues, not the least of which is service mix, mix of airplanes.
And when we were hitting our apex of margin a couple of years ago, that was, as you recall, an acceleration of the 650 backlog, which had a salutary effect of better aligning 650 demand with the backlog, so there wasn't too much of a wait for people, but also helping us transition through that period when we were replacing the 450/500 -- the 450/550 with 500 and 600. So that is largely behind us. And we, as I said, expect to see some nice margin accretion as we go 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
 
Hi, thank you. On the skincare category, what do you focus on in terms of innovation and what you're seeing in the marketplace, as we look forward and consumer preferences continue to shift rapidly? Also, regarding marketing, where will the incremental dollars go in terms of what mediums? And as you think about the incremental marketing spend, where do you see the most opportunity in terms of KPIs from consumers as you engage in additional marketing spending? Thank you.

    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 think just to add a little bit more to that, only that our 2021 repeat business is already kicking up in a comparison to what -- if you take any given account that was buying them in small volumes, they're across the board -- I shouldn't say that because not everybody is going into overdrive. But most companies are coming back with repeats and repeats orders.

    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 have the approval and we are getting injunctions and Ministry of Health orders, that's the lumpy ordering pattern we're seeing, but it is -- we are getting orders. Now, it's growing over-time. What we're talking about today is getting formal approval of the organization within Brazil that actually determines government reimbursement. With that, it would help get more regular reimbursement for Brazil. So that is near the final stages. And once that's complete, we would expect that would help boost Brazil further. So we wouldn't have as much of the logistical challenges of what you're doing with the injunction approach.
Does that answer your question?

    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
 
Fair point.

    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, yeah. I appreciate that. So we actually had a really strong bookings year in 2020 and ended the year with our best booking quarter of the year and probably our best booking quarter in quite a while. I don't remember the exact percentage going into the year.
So I'm going to turn to Eric for that. Since this is a projects business, it's more timing of projects. And we've seen this profile the last few years, so it's mostly a profile we're comfortable with. And I think it's important that the economics of the business are sustained, even though we've got this sort of ramp throughout the year.
Eric, percent backlog?

    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 were answering something different. Okay. Yes, we would absolutely start with the negative $20 million.

    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
 
...with the $50 million.

    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
 
So Ashwin, Rob again here. We're really focused on investing in the growth, right? And that means investing in the new client acquisition, investing in new product, investing in the execution that was so successful for us with our existing clients this year. And so we expect that we'll continue to build on that. And we believe that the kind of NRR and the history that we've -- of that pattern is something that we're committed to trying to continue going forward, and that will feed the kind of steady but strong compound growth that Mike referenced earlier.
Anything more particular there, please feel free to follow on if there's something more particular you want.

    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, Chuck, yeah, I think it certainly impacted a little bit. Those categories that I referenced, the bakery and dispensed beverages, run at 10% to 20% higher margin than the comparable categories in the grocery. So it would have impacted that margin. So now the balance there in terms of mix is that that created a higher mix of that hot food category, which is the highest-margin subcategory within prepared foods.
So I think that it ultimately netted out that the prepared foods margin ultimately moved up a little bit, but we're able to maintain the margin on the grocery side. So overall, we had some margin benefit through the quarter.

    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
 
Jeremy?

    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, there are several items there. For example, the financing of aircraft that we have with -- including the reception of aircraft. There's some deposits that we have at Boeing that upon delivery, those deposits will still get financed with the excellent financing that we have established. There's aircraft sales that we're performing during the quarter, etc. So that increased the liquidity. And so of course, we also increased some of the available credit facilities that we have. So all that builds up on the liquidity, but it's not counted in -- within the cash consumption figure that we published.

    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. It's probably still too early to identify enrollment trends as we're still activating sites. And then I don't tend to get in the habit of getting quarterly updates on enrollment numbers, but our expectation at this point is that we would have that analysis of the 80-patient first assessment in the second half of next year.

    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 it's a little too early to say that because the IRP itself sets up the plan. There are other factors outside of the IRP, notably MISO's continuing evolution of capacity credits and how to think about that, the evolving picture through the RFP that we're running here. So I think of it as an envelope that you'll see when we file the IRP, an envelope of opportunity. And all else being equal, our bias being to seek the investment opportunities that come through that plan. So we'll know a lot more as we get through the coming stages of the IRP and then beyond that into the final stages of planning for the replacement of Michigan City, which, the timing of which is also part of the question in the IRP process.

    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, Ivan.

    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. PPP loans had a bigger impact this quarter, the dollar amounts -- looking at non-net interest income, the dollar amount was the same, but it had a bigger impact in terms of the basis points. I'm thinking, I did that, hang on here. Let me go through my notes. Yeah, I think, had we not had the PPP loans, and if you backed out the purchase accounting, our margin would have been around 3.12%.

    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
 
Joe, let me talk about comp and then I'll turn it over to you on the expenses side. On the comp, we thought that's just to stay where we were. There's a lot of time left in the year to figure that out. And two things I want to be clear. First of all, we came close to a 34% margin, I mean we're getting -- people ask can you get leverage on the model. I'd say 30% -- getting close to a 34% margin in the second quarter is leverage on the model. We're pretty happy with that leverage.
And I would also point out, there is a real war for talent out there now, and that's why we didn't change, that's one of the reasons we didn't change. It's unclear, we'll see what happens over the rest of the year and where the year takes us to. But right now, we want to keep the talent that's producing these kind of 34% type margins in place.
Joe, I'll turn it over to you on the other expenses.

    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, Carlos.

    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've always had a very strong tie in with the federal government, both here in the United States and in other governments based on being a security company and based on having a services component as well, where a lot of governments prefer to buy technology along with some services to go with it. And when you look at our threat intelligence capability, we want to be in the hot zones and work with those agencies that matter during times of duress in cyberspace. So I'm confident in our federal government business. I'm confident in our relevance there.
And when you look at our strategy, it's very simple. Every day, as we're having this conversation, we're responding to over 150 security incidents. Clearly, there's a gap in cybersecurity. And all we are doing is taking that capability to find the needle in the haystack that we have with hundreds and hundreds of consultants and automating it and putting it inside of every single security operation with software.
So that strategy is sound. We all know that almost every single human skill over time is going to be replicated by machine intelligence, and that's what we're doing here. So getting back to your question, Catharine, we have great relationships with numerous governments, and I intend to see that part of our business always grow.

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

    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 the new administration and change in Senate control is -- that's a U.S.-specific set of opportunities 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
 
I mean that would be the hope, but I think it's probably still too early in the year to figure out where things all pan out to definitely get there. We are finally adding members for stores, as I mentioned, and finally going in the right direction. I think as long as we have sequential member growth, which is the ultimate goal, that -- we'd really like to get back there as soon as we can. I don't know if we'll make it this year, but that's going to be our goal. But I don't think -- it depends. Again, it depends what happens when California opens and adds to it or if we get reshutdown. But I think being here in just February, it's hard to really predict it just yet.

    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 tell you that it's different by vertical, obviously, in the B&I sector those contracts are all management fee now, very few P&Ls, less than that business. They were all renegotiated as part of our strategy with respect to responding to the changing needs for our customers during the original based pandemic. And they would revert to P&L when populations and facilities are back to more normalized levels and they can afford a profit locked operation -- we're hopeful that we get to the point where we will be converting them back from management fee to P&L at some point in the future.
In terms of our other contract type for our other verticals, if you will, they have different contract structures, in higher education, those contracts have been modified. We're operating under memos of understanding or letters of understanding with our university customers, as they are impacted, but I think throughout the organization, we're committed to doing what's right for our clients and our customers. We're committed to doing what's right for our shareholders. And so we'll manage through the contract change process in a very disciplined way to be able to meet everybody's needs in that respect.
We've been able to do that historically. We responded very rapidly during the initial days of the pandemic to change contract structures, and I anticipate we'll be able to evolve and adapt as we come out of this, and don't expect any significant long-term impact with respect to the overall margins of the Company or the overall profitability of the Company.

    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, Derik, it is a little too early to talk about pull-through. I think, you know, again, given where we are in terms of folks getting the instrument and ramping up, it's really just too early. What I can tell you on product revenue and, you know, instrument versus consumable, I think the way to think about it this quarter is, you know, this product revenue, as we -- as you'll see in the 10-Q, as you break it out, is primarily instrument revenue. And then related party revenue, which is PrognomIQ revenue, is primarily consumable revenue.
And this is exactly what we kind of expected to see at this point given that PrognomIQ is roughly kind of two to three quarters ahead in terms of their familiarity with the technology, which allows them to get to the point of scaled projects faster than others have simply because they've had a head start just given their familiarity here. But the instrumentation is the leading indicator of a growing installed base we have and the customer breadth. And so we do expect to see, you know, that be a lead to expanding consumable revenue ramp as those customers get up to speed, you know, with the technology and the projects they're working on.

    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 afternoon, everybody. Congratulations on a really good start to 2021. The Sequoia calls, it's nice to see some of that realized. Is there anything unique on these, I assume, were some of the older transactions? But $75 million of loans, a $7 million gain, let's call it, 9%. Was this -- and would you expect that additional calls relative to the $600 million figure would. do you expect them in that ballpark? Or what type of a range could you share for us as to where they may be? And I understand that market conditions will have something to do with 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
 
Maybe I can start, but definitely when you look at the port business, business is somewhat down because things on the ocean are not working the way they should. So we're turning this into a positive that we keep described earlier. So now that we have some capacity at Rupert that on paper, we were not going to be available, he can do so now take some spud business, shallow service, pendulum service, with only Rupert as the only port to call on the North American side.
And on locomotive, I think everybody knows the story, the whole intermodal [Phonetic] industry is struggling to get shipped, which mean that you and I are probably going to be deferring our purchase of a new car to next year when we have more choice of brand and color and that's going to be a story for 2022.
Do you want to add James to what's happening in little carloads?

    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
 
It's actually both. And just coming back I guess to a little bit of Steve's question on cadence and trajectory, we do see the fourth quarter as having a peak lumber impact and inclusive in that, we did lose a little bit in the fourth quarter of our previous expectation due to leverage loss with lower volume and also some mix shifts, but we're certainly and clearly seeing improving margins, both in our selling gross margins. So on a weekly basis, what we're seeing in selling GMs, as well as in our backlog and at the moment, we're really looking at a nice gross margin trajectory into next year.
And while we're not providing specific guidance on it, we did reference in the prepared remarks that we see our margins next year, clearly, in excess of our fourth quarter guide. And I think we'll see a very strong margin performance basically cascading down in the operating margin and then impacting return on equity in a very favorable way in 2022.

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