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
 
Good morning. This is Adam Farley on for Nathan. Congrats on the quarter. Going back to Fluid Handling, what was the cadence of orders through the quarter? Did March strengthened better than normal seasonality? And how orders trended through April?

    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. Could you just talk about these new logos that you're adding. Where are they coming from? Are they on-prem? Are they cloud? And are you driving these ads through any kind of promotions through your agents and channel 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
 
John Powers, are you on the line?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
All right. Thank you so much for joining our call today. I look forward to meeting many of you in the coming weeks in calls and at investor conferences as the opportunity allows. Thank you for your interest in New Relic, and we'll see you again soon.
Thanks.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Actually, yes. So the $6 million is included in the $8 million to $12 million guidance, negative guidance. It is not all in R&D. Some of it is actually captured in cost to sales associated with the build-out of the advanced thermal battery fabrication facility.
And so we need to hire people, fabricators. We have equipment that we need to run and operating expenses associated with that fabrication operation associated with that principal contract we have with the North American EV manufacturer.

    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, thanks, good morning guys.

    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
 
Hi, good morning. Thank you for taking my question. I just wanted to ask about if there was any update on the potential sale or timing of the ready-to-eat cereal business.

    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
 
That's July of 2022.

    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, Brad, so it's a bit early, right, because they are just starting the planting, right. So, looking at the planting, it looks to be ahead of last year. But if you get into the, I guess, Northern Western Plains, there they have a water issue, right. So that's a -- that's kind of a two-sided coin. On the one side, it's bad for those farmers located in that area, but overall it squeezes the output, and that's one of the reasons you're seeing right now the corn price and the soybean price going up, especially in the Dakotas. You also have farms with draught in Brazil, right, in [indecipherable]. You have drought issues in Argentina. The Parana River, which is basically the shipping route for Argentinian grain is at very low level and they can't ship the grain. So this is dynamics. It's almost like a perfect storm for commodity prices. And the farmers who do have any old inventory are just holding onto it because they think the prices are going to go up. And there's not a lot of that and they are already starting to look at what do we get for next year's crop. So I think we're seeing a really uptick in the cycle.
The only question mark you had is how much is China going to buy, right. And it looks to us -- it looks like we're ahead on the export market. So I don't know if that answers your question, Brad.

    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, that's right, Mike, so five in the quarters are kind of long-term debt target obviously that's a conservative number. So there can be some flex around that, but that is the, in general, our long-term target.

    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 a good question. We'll kind of start with maybe just a higher-level concept where at times joint ventures in the BDC space became the tail that wags the dog. And there is a point when if you're overly reliant on and effectively over-leveraging credit spread asset to generate a higher return to maintain an improper payout that just a strategy that is not one that makes sense to us. And so what we look at is every quarter, the opportunity set and whether or not investment can be retained, and we work very closely with our partner and determining that.
You're right, there's been no dividend off that. That doesn't mean that it can't change. But our view is pretty simple that, over time, building NAV for BDCs can be a very difficult task and it seems in certain circumstances. And when you have the opportunity to retain cash and grow net asset value properly, you do so whenever possible if it's prudent.
And it has been here given the earnings profile of the rest of the portfolio, and we're very thankful to our partners as we continue to reinvest those proceeds and grow net asset value in that venture.

    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. Thank you. I think two things. One is the -- on the site-built side, we're just seeing recently site builders pause construction because of high material costs. We have not -- with our cost structure, we are not -- we're still very affordable and still producing. So I think that switch is yet to happen. I think it's too early in the stage to see much of that switch. As builders continue to pause production, in construction activity because of high costs, we're able to still produce and make margin even at these lower price point levels.
So it's a more effective cost structure for us than most site builders have. So I think that, that transition will happen, but it's going to take a handful of months before people really start flowing from one side to the other in at least a significant number. On the Genesis side, there has definitely been a tremendous amount of interest and activity on that. The challenge for us is just to still increase output to meet the demands and make sure we have adequate supply for those site builders.
So, adding capacity and adding allocations for builders is really the primary focus. It's not so much a demand issue as it is a supply issue to make sure we can get them acute supply in Genesis, but the product itself is -- has been very well received.

    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 the one element I'd like to [Indecipherable] from an outlook standpoint, I mean the inflation that we have planned for is -- was materializing and we came into the year with a manageable view of it. We have pricing plan and we have productivity as I had mentioned. The one element that has been happening in Q1 and that is helping us is the fact that the procurement team, our procurement team has done an absolutely exceptional job at buying out the input materials and which has helped in Q1 and going into the rest of the year as well. So overall, we are seeing inflation, not to the same extent as many others. FX is helping us as well. And remember that we buy about 20% to 25% of our COGS, I mean in U.S. dollar. So at this stage, frankly too early to talk about 2022. But from what we see, we believe inflation continues to be manageable for us and we have the levers to manage it.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
[Inaudible] balance for the year, and as I mentioned, we're seeing relatively similar inflation as you are reading and hearing about elsewhere. Do I think it will trail off, I think it's not sustainable at its current phase. At what point that trails off, and how that happens, what drives it. Now your guess is as good as mine, but I think certainly where we are right now in the current environment does not seem to be sustainable for 12 months.

    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
 
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
 
Thanks very much and both Don and John, I echo the same sentiments. Congrats and good luck. Starting with volume. Obviously, the year-over-year compare is not as instructive as it would be in prior in other years. I'm wondering if you could talk a little bit, therefore, about the sequential cadence and how that compares to normal years in its cadence?
In other words, how are you looking at April and into May? And how would you judge that performance relative to where you'd be in April and May in a typical year? Is it -- are you feeling like things are getting sequentially stronger, faster? Are we starting to slow with some of the things that you mentioned on the recovery front, but just curious on the cadence side.

    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 so much, A few clarifications and a question. I guess the first 300 construction starts in that -- this last week and that's going to ramp. So if you end up doing sort of 5,000 a quarter or so, I thought at some point, there was a mention that maybe about 17,000 sites would get you to where you need to be. And it seems like you might be running well ahead of that. So I'll just ask one by one. Any thoughts on that?

    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
 
Great. Thanks for taking the question. Congrats on the quarter. I just wanted to come back to the conversation around labor and the changes you guys have made to the employee, I guess, compensation.
I think you guys mentioned there was a 30% reduction in – I think it's the GAAP versus headcount gap that you guys are expecting. Maybe can you elaborate there? And then just – have you seen any changes in your turnover rates? Have those come down as you've made changes to the compensation structure? 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
 
You're right. We've got modest growth. I mean it's nice growth for that business in and of itself but the value that was being delivered was out of our Cemetery Products side of the business. We also saw a pretty good mix of products coming through on our Funeral Home Products side. So as a result, the real drivers were first Cemetery Products -- secondary mix on the funeral home products and third our cremation business.

    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
 
Could you share how many MAX aircraft do you expect in 2021? And what your thinking might be in 2022 and 2023, at least kind of a high and low estimate? And around that, are you still thinking maybe roughly BRL two million for aircraft in kind of sale-leaseback gain from a cash contribution standpoint?

    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, the first part of the question in terms of margin progression, I think you're talking about the fact that the gross margins were about 1% down on game and creators -- the game and creators segment. I mean, that's down to two factors really. One is the fact that freight costs, you know, inbound freight start to go up significantly. We had to expedite because of the short supply.
And the second thing is I think the -- the -- the products you can imagine that are in most shortage of the high-ASP, full-featured products with high-semiconductor content. And so, that naturally is going to have a slight adverse effects. But overall, looks like there was about a, you know, 1% change and 6% -- 6% growth over the year. So, we weren't too disappointed with that.

    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. Thank you, Sunny. All right. Operator, let's move on to the next caller, 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
 
Trevor, thanks very much for the question and thanks for joining us. Yes. So certainly, a compression in primary secondary spread is baked into current MSR pricing. That's one reason why we've said in the past that while optically servicing prices might seem lower today than they did pre crisis, most of that reason is because the primary secondary is so wide and valuations are building in that compression.
And so from -- if you look at yields or spreads or things of that nature that incorporate that mean reverting of that spread, you would find that the pricing is similar to what it was precrisis.

    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, Joey and Andy. My question is on the marketing side. Our Q3 record margin saw over 6% year-on-year decline. I understand that it has been negatively impacted by the COVID outbreak in the quarter. However, if we look at Q2 and Q3 last year, we had a similar or even higher same-store sales decline, but our margin trends were better back then. I'm just curious to get more color on the different dynamics behind, in particular, our labor costs reduced, but up 4% year-on-year, which was higher than the net [Indecipherable] of labor cost increase in Q1 last year, which was the worst time of the COVID outbreak.
Apart from the wage inflation and sales deleverage, it actually deleveraged a bit more on other regions for us to better understand the reason or the dynamics behind labor cost increase. In addition, our occupancy and other cost ratio have also increased normally -- in normal times, it is always trending down and serves as a big driver to our [Indecipherable] margins. So do we still see further room of positivity line item in the future, barring extraordinary decreases, in like two or three years' time? 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
 
We continue -- I mean, undoubtedly, we continue to benefit from local negotiated and regional travel, more mid-market and smaller accounts. That's not atypical for our portfolio generally. But certainly, as we've recovered those small and midsized accounts have outperformed. As we look at the different channels that can be booked and look at our mix overall, we are starting to see some improvement on larger corporate negotiated accounts, which we also benefit from as they still continue to return.
So we do believe that part of the improvement that we're seeing, for example, in GDS bookings as we moved through the second and third quarter and into the fourth is through more larger corporate negotiated accounts. So we're starting to see improvement there even in the absence of everybody being back in office.

    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
 
Mitra, this is Brad. With respect to Medicare Advantage and other value-based arrangements possibilities, we're certainly seeing increased discussion around it, and we're actively engaged in those discussions. We've got several projects out there that are implemented or at various stages of implementation. So I think long term, it's a nice tailwind for the industry. There's a lot more discussion on the federal level about a long-term benefit just recently. So I think there's lots of opportunities. I think the MA piece is still, as we said, a couple of years away from seeing any real meaningful numbers there. But I think in the near term, we're starting to see some pretty interesting projects that we're participating in that I think will further demonstrate the savings that our services can provide

    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. So with regard to Horizon and TEPEZZA, if we think back to what the CEO commented on at JPMorgan, they certainly did indicate they're working hard to get into the clinic with that collaboration. We've certainly done our kickoff meeting, and we can expect, I believe, a steady start for that in 2021. With regard our ability to add new collaboration partners, I think Elaine mentioned this in her prepared remarks. We do have a lean and leverageable business model where individuals at Halozyme can support multiple partners at different stages of development. And so I would -- we've said that we only need a modest expansion in people if we were to see a significant expansion of the number of products in the clinic or a significant expansion in the number of partners. So the current operating expense is a good estimate for the next several years unless we see a big expansion in the number of partners and targets.

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