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, I think Q4 is going to return back to that 12.5 to 13 more long-term average. I think Q3, you know, with the IPO happening in July and so the transitions there, there was definitely some more discrete one-time items that weren't called out in that chart at the bottom of Page 10 of the press release. But we do think in the shorter term, the average is probably around 12.5.

    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, thank you, Max.

    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, Leo, this is Billy Helms. So on the capex side, certainly, part of our program, as we laid out earlier this year, was just advance some of our Dorado prospect in South Texas, as you know, it's a very competitive gas play with the rest of the plays in the U.S. And we've been very pleased with the results there. But we remain disciplined to only complete the 15 wells we targeted and laid out at the start of this year.
And it's really a little bit early to be talking about what we're going to look like next year. But obviously, with the results we're seeing, we're very pleased with the results being -- meeting or exceeding the type curves we have laid out. That certainly gives us an option to look at increasing activity there. So it's a little bit early yet to be saying what we're going to do next year, but we're very pleased with what we've seen. 

    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. So I just believe that as an organization, you have to continually pressure your cost base, and you have to continually find ways to take out cost. In healthcare, and I've been involved in healthcare for 35 years, it's very hard to pass on price increases. And other certain areas within our business where we may be able to, of course, we'll look at that. And if there are opportunities, we would work on those opportunities, but I don't think that's something you should put in your base case.
In your base case, I think it has to be how do you have cost reduction initiatives that continue to have the quality that you need, that continue to enable you to retain the people that you have, but also that you can do it more efficiently. So as we go forward, we're going to continue to really find ways to reduce our cost base.

    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, Mig. It's Matt. I'll try to answer the best I can. I think as you mentioned, we did see the inflation on labor accelerate in Q2, and we try to take that into our guidance, which is putting pressure in the second half as well as Brian mentioned, the inflation on logistics costs that are also in our guidance. As Brian mentioned, we are fairly well set up to address material inflation through pricing on the FoodTech side, but there could be some lag there as material costs continue to get worse in the second half of the year.
Additionally, on the FoodTech side, there has been a lot of inefficiency on the operation side, as we've had really difficult issues with vendor -- reliability of vendor supply and delivery, and that forced the business to be relatively inefficient sometimes on the operating floor, do the pickup and set down different various piece of equipment to deliver to the customer.
So, we tried to build all that into our guidance and that's what putting some of the pressure in the back half on the margins. What would potentially get us to the top end would be our ability to choose -- offset some of that inflation by our supply chain team as well as a favorable mix on the aftermarket side. If that continues to get better, we could see higher margins in the back half, if we see a higher mix of aftermarket and recurring revenue.

    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
 
I believe that we've put in a pretty serious effort initiative plan to reduce our overhead costs, and to drive out some pretty significant expenses, SG&A and otherwise a few years ago. And obviously, if you look at our EBITDA growth and so forth over the last two, three years, you can clearly see the benefit of that. I would say, overall, that plan is 90-plus percent complete. The key for us moving forward as far as driving incremental EBITDA growth or operating income growth is going to come down to the success of our new business model.
Some of these initiatives that Terrence has been talking about the last few quarters and top line sales growth. Top line sales growth clearly drive an incremental contribution margin, which is north of our overall fully reported operating margin. So the combination of growth and the success of some of these initiatives we talk about truly lend themselves to an even more enhanced operating and EBITDA margin going forward long term.

    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. Just to go back to the topic of like increasing competition in space. I've seen recent SPAC talk about having ADS-B receivers on like a micro constellation they're putting up. So, I was just wondering what the potential for a competing space to Aireon is? Like how you view that market or potential for increased competition going forward and maybe what the differentiator for Aireon is to just maybe some of the other services that are being launched?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Good question, Phil. We're pleased with both of them. The one in Kentucky is up and operational and doing quite well. The one in Texas is coming along as anticipated. I literally can't tell you when it's going to be up and operational. But we're on our game and so are they. And as soon as that thing starts cracking, we will too. Karla, you have something more color, I'm sure.

    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
 
Michael, this is John. We've never added a fuel surcharge. Well, I said never. We may have at one time we found out that it really ticked our customers off and so then what do you do when it goes down and you have to give that back. So I shouldn't say never, but we may have a one-time but we found out really quickly how that made our customers feel.

    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
 
No. Thank you.

    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
 
That is correct, Julien. Yes.

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

    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
 
Helo, Derrick. Autonomous Database only runs in the cloud. It does not run on-premise. It doesn't run on -- even at the Exadata appliance.
It runs on [Audio gap] customer or a public cloud. So right now, the public cloud is the most popular route for Autonomous Database, and Cloud@Customer is becoming more popular as people scale up. So -- but right now, the most popular way to use Autonomous Database is in the OCI public cloud.

    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 guys. So a question on the marine market outlook, up mid- to-high singles. I don't think the industry has really ever entered a selling season with inventories this low and retail is obviously a very seasonal business. So I guess, embedded in that market outlook, do you have any assumptions around being able to -- the industry being able to satisfy that demand? Or are you assuming some kind of headwind from low inventories?

    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. Ed, it was even in the prepared remarks. We are seeing a consolidation. I mean this stuff is it's great technology.
It's wonderful. It's amazing for the consumer, but it's really, really hard. And for those companies that have the ability to invest in scale and technology are going to win. And that's not for everybody.
I mean it's not for everybody. And it's -- we're not the only game -- and I think we've done a great job of advancing in that area and developing the technology. And we build our stuff in-house, which has been strategically advantageous for us. But when you look at China, we provide the perfect recipe.
We can scale. We can provide content. We can provide coaching and flexibility in the architectures and bring them to market in a technology that is just incredible today. So all that comes together.
And as you said, the smaller players right now, it's a difficult task. It's a difficult task. The technology bar is really, really high in 5G. So it's not a slogan, right? It's not a -- it's a really, really high bar to get there.
So I think fewer and fewer companies can do it. Those that can are going to be successful, and we want to be part of that.

    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, this is Peter. I can address that one for you here. So we did have an elevated level of charge-offs this quarter and it really was a combination of various factors, the loan sales, we had the one large relationship as well and a couple of large payoff. We are in the process of multiple workouts with current customers, so we can't share a lot of detail in terms of that breakdown. But we will say that the discounts on the loan side, loan sales side actually we're still very reasonable. We thought that we had a significant amount of reserves attached to those discounts and a good portion of the larger elevated charge-offs was due to the larger relationship that we discussed.

    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. Well, David, I mean, I think as we've given color all year long, our expectation was that we would get kind of halfway there this year and get back to the '19 levels and in 2022. I think that's still good color to have on it. Obviously, we won't guide until we get into the January time frame.
But for sure, the order activity which has been getting stronger as we've worked our way through the year and remain strong, supports that number, and we'll be looking hard at that backlog and that order rate as we finalize our production ramps and Aviation. I mean, clearly, right now, we are in the process of ramping up production with the goal, as we stated, to get up to that 2019 level and there's probably room for a little bit beyond that, but we'll give you the final guys when we get into January.

    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
 
Good morning, Benoit. First, Juarez 3 is on plan, then this is doing good, then we are planning to ramp up production on the back end of Q3 and Project M in Sturtevant is also on plan. Manufacturing the motorized haul will be made in Queretaro, this is on plan and the Sturtevant facility revamp is also on plans then in end of Q4. We'll start production then.
And in terms of engine and maybe to complement on what I answered to Robin in the first question, overall, the engine -- we have a very good dealer network -- supplier network. We manufacture our key component ourselves and we were already in an investment mode to satisfy to the growth we had. And obviously, there is some timing of equipment, but the engine capacity is a very short period as far as ratio, period of time. Then overall, we are happy with -- you need to realize that in fiscal year '23, Juarez 3 will be fully running, Queretaro with watercraft 30%. There will be Project M and we are tweaking to optimize production in other sites. Then we feel we have the right capacity for fiscal year '23.

    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, I think it depends really a little bit line by line and then also how the business is structured. I think the most obvious is really motor. But then already on the fire side, I'm not so sure really because as soon as people stay at home more, there might even be a risk of more fire claims. And so it -- I don't think it's that straightforward. It's clearly not a trend, which is so significant that we have been discussing it exhaustively here.

    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. Yes, it does.

    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
 
Like I've mentioned, we've managed the situation very well, probably as well as anyone could ever imagine. And I would say, in this environment, of course, we're very sensitive to the profitability. So we're using this situation to reevaluate pricing of both existing products as well as new product introductions and promotions that we do in order to adjust.

    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. Let me -- let me try to break that down. First, as I mentioned in my remarks, the normal cadence of operating margin from the second quarter to the third quarter always shows a step down as we exit the holiday season and lose some of the operating leverage from the lower overall sales dollars. Second, when you look at Q3 operating margin a year ago, there were some benefits from reduced incentive comp accrual and SG&A a year ago in Q3.
Third, inflation for the third quarter is now estimated to be around 3.5%, whereas, in Q2, it was up around 2.8%, 2.9%. And then lastly, as we just discussed, we are accelerating our A&P investment in the third -- third quarter to support increased e-commerce marketing that we started in Q2. So, we expect double-digit increase in A&P in the third quarter versus a year ago. So, there -- there are really the factors and -- and with that, that we still -- with our guidance, for implying a -- a 30 to 80 basis point improvement in operating market in the third 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
 
You know, any assumed benefit in because we build our budget around the forward market on currency. So, to the extent that it shifts -- and we hedged a good fit from a cash flow perspective. So, we, you know -- we're not like building in any benefit from currency, so to speak.

    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
 
This is Mackie again. Yeah, as Tom was referring to, optimization opportunities, especially material ones like we saw in 2020, you can't predict those. You can't predict a pandemic. You can't predict oil going to a negative zero and you can't predict it bouncing back up in a relatively small period of time to the mid-40s or $50 a barrel.
So the fortunate thing about our assets, both our crude assets, our NGL assets, and our natural gas assets is we have a tremendous amount of storage. So it does give us the ability to put products into storage and hedge them out, say, for example, this winter. And then if we have any type of winter events or any type of pricing volatility events, we are able to really benefit from pulling our products out at much higher margins than we expected. So it's hard to predict.
We certainly position ourselves to take advantage of any of that volatility in the market, like we saw this past February. But we certainly don't project that into our budget or into our outlook in the coming years.

    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
 
Do you want to talk about the e-commerce?

    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
 
This is not an economic cutoff, Don, it's basically drilling.

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

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I mean, obviously given the three to five year targets is OK. There is some variance. And obviously if we've got tailwinds, we will move faster. And if headwind or something else comes and flips around, that's the reason in the three to five. But right now, yeah, it looks good.

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