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
 
You know, Q2 -- the Q2 overlap in foodservice was by far the biggest overlap anomaly that we experienced last year. And so, we would see it returning to, kind of, more historical levels than more traditional overlaps. And that's why we've shared some of the 2019 numbers as we've gone through this as well is, obviously it's a little bit easier to compare to the pre-COVID dynamics of the business than always trying to explain the crazy overlaps from last 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
 
It is -- as I said, it's an industrywide issue, but we do a lot of work to build relationships with our suppliers and to put contracts in place to protect us. So it's going to be a challenge for everyone. But we believe that we're in a good position with our suppliers relative to our competition.

    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
 
Right. So as you -- so if you take Q4's revenue and you model out similar to what you -- to what we've done in the past, going from Q4 to Q1, you'll get that sequential growth that you just talked about and then you'll see a typical pattern of what we've done in the past with a stronger quarter in Q3 versus the other quarters. So you're -- when you go out and you model out your revenue, you're going to see a similar pattern this year from a more normalized year, not 2020.

    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 very much and congratulations on a very strong quarter. I wanted to focus a little bit on the forwarding, this morning, UPS reported and they had discussed about how procedures related to Delta variant out of Asia impacted shipments coming out of that region. I was just wondering, did this impact your forwarding business and was the net of that impact a positive or was the net of that impact a negative?

    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. Well, it's partially a contract churn. But I would say the larger impact is from the mix shifting more toward applied products than to the mill service contracts. Now with all that said, I think we really need to focus more on kind of the EBITDA minus capex kind of trends, of course, applied products being less capital intensive and also the environmental services that we provide also are less capital intensive than the more traditional logistics services that we provide. So we need to look beyond simply EBITDA margin or gross profit margin and also focus on EBITDA minus capex margins, and you'll see a pretty notable jump in those in 2022.

    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, Ken, it's Erik. I'll take that. I mean we're clearly still operating in a non-normalized environment today. And so I think when I look about margin, I think about two things. I think, one, as you know, is the expense piece and I think we're clearly experiencing some non normality there. And so when or if that returns, I think, is still to be determined. I think the other thing that you're starting to see and you clearly have heard from other players in the market is rising pressure on wages. And so I think while we've done a good job of managing that, I don't expect that -- I think our management team views that, that pressure is going to continue. And so there's going to be some rising costs associated with continuing to hire sort of the best and the brightest out there. Now that's sort of what would be potentially weighing on margins on the future. The flip side is that sort of mix of asset flow as we continue to see real strength in the specialized funds. As you know, those are coming with both higher fee levels as well as higher margin. And so that's helping to kind of pull the business up. I'd say, overall, I think management is doing a strong job here of managing the business, running it tightly, and I think we certainly have some wins at our back. But I would not suggest that today, we sort of see 47 as a new normal or a new benchmark for us.

    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 that, you know, we would expect to deliver a similar better gross margin than we have historically in the fourth quarter. But like I said, not necessarily the same level of outperformance as we saw in Q3.

    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
 
That was the question. Well, personally I might not have all the information about this, but it seems to me-- complex, especially for a non-internalizing antibody such as like alemtuzumab or like bi-generic of alemtuzumab to induce such type of course migration [Phonetic] that are quite classical in general, it's not something that has not been observed and is observed quite often in a lot of patient but potentially the global population. It's not that is not susceptible to chromosomal changes in there. So it's extreme, it's part of whole but extremely unlikely on the mechanistic side. Excuse me, like the second part of the question, I just stepped out?

    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, that's exactly why I'm using the process layers. The exact amount of photo layers is not necessarily a relevant number as there is other constraints and bottlenecks that are not necessarily photo related. And we're adding photo as time goes on. So that's not an area that we'll be presenting at all anymore. We've all just be presenting photo layers used and, on a comparative basis, it's a good operational metric.

    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
 
We always appreciate it. Thanks.

    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, look, I think that generally speaking, we look at about a six, nine-month sort of lead time. Obviously, there are some longer lead items in there around engines and stuff like that, but we maintain an awful lot of close dialogue with those critical suppliers to understand what flexibility we would have to tweak production rates up or down. And that's a real-time process, right? It's not like it's an annual thing. We maintain that dialogue on a very regular basis.
And that gives us some flexibility that I think is out in that six to nine-month window.

    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, Michael. As we guided for the full year, we're expecting gross margin at 56.75% to 57.25%. The seasonality of the first half to second half as we talked is pretty similar between Q1 and Q2 on the gross margin side. We are filing our 10-Q here shortly. It'll show operating cash flow of a positive $22 million for the quarter, and we'd expect that to continue to improve over the course of the year as we continue to expect to pay down $500 million of gross debt by the end of the 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
 
Let me -- I'll just leave it the way I said it. I believe that their activity levels will ramp as we move into next 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, Derek. I think as I've previously mentioned, I think the demand is there. We continue to asset manage no different today than we did pre-pandemic. We are always looking to get the right merchant at the right price to make sure they are successful and in turn drive sales and make us successful. So, again, we --right now the demand seems to be pretty deep, but we continue to be selective. We are generally never have been and don't intend to be fill it up with everything and hope they stick. We are very, very specific in our merchandising mix and really try to make good long-term decisions.

    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. Thanks for taking questions here. So, I guess first if we can come back to VITAS. And I guess a question about margins for the segment. So for the year, you reduced the guidance versus your initial expectation for the margins for VITAS, despite the fact that now I guess, the sequestration left that was extended it wasn't initially anticipated. So, what is driving this dynamic? I guess, that's the first 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
 
Hi, Andrew.

    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
 
To add to what Zafar just said, a lot of people think you can just put any hole in the ground and it will stay -- and the CO2 will stay in the ground and that's a complete joke. It's a very serious business. It's the reason why very, very few people doing it right now because it's a serious complicated business.
And the hole is not something to be just taken lightly. It's a very, very difficult part of the process. And like Zafar said, we have been working very hard at it for a long period of time. And people announcing that they're going to capture the carbon that's really easy to announce, but it's a lot harder to find a legitimate hole where it will stay in the ground. We have identified an area close to one of our plants where we are working hard to make sure that if we do have a project it will be a legitimate project and the carbon -- the CO2 will stay in the ground.
And again we think we're ahead of virtually everyone in this business.

    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, that's what we are seeing for sure. And we've spoken about this quite a lot. And certainly, Arlo is no different from the rest of the market. Certainly, airfreight rates, we've seen elevated rates there all the way back from the back end of Q1 last year, and that's showing no signs of abating.
And that will turn back around perhaps toward the back end of this year, perhaps, but it's all reliant on the pandemic and how it plays out. I wouldn't want to guess how that's going to pan out. But certainly, airfreight rates still elevated. We've also seen a more recent phenomenon of sea freight rates also being elevated.
And due to the additional pressure on sea freight, we're also seeing actual elongated shipping times as well and somewhat -- some degree of congestion at ports as well. So that side of things still continues. We haven't really seen any change. It's probably, as we've gone through the pandemic over the last six months, it probably got a little bit worse due to the pressure on the sea freight.
And right now, we don't see any signs of that abating. But everything depends on how the pandemic plays out.

    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, we really don't, Jeremy, I would just offer perhaps anecdotally when I hear an operator, then it's hard to hire people, and you ask what the wage rate is. They're needing to go $1 above whoever is closed by, Starbucks, offering $16 an hour. They've got to be above that. So I might offer it's $1 or $2 an hour over where it was this time last year, but it would just be anecdotal.

    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. You know what, that's a fair question. We do anticipate seeing increasingly difficult comparisons as you get through the year, right? You're looking at the beginning of the year last year, pretty modest numbers across the board. And by the end of the year, looking at record commodities, record starts, a lot of records in there, which have been pretty fun, I could admit. But yes, the comps will get harder in the back half of the year. The real question is what happens with commodities and starts. There's the numbers that we've got laid out here would indicate some tough comps, but if things stay elevated, it will stay good. But overall, the year looks great, a lot of confidence in both the overall industry and our performance.

    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, yes. Certainly Q4, yeah.

    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. We called out the inventory-related costs that were basically fully offset, as Jeff just said, by the channel mix and the supply chain headwinds. But other than that, it was equal, Jeff?

    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, first, we feel great about our capabilities and the total hand we have, The tuck-ins have played very, very well for us for a very long time. I think if you'll look at Ondot and you're going to see that gets spread across the product base, to client base that digital capability and integrated fashion. I think Pineapple takes us on another area around our ISV capability. I think if you look at Radius8, it is about bringing that across this large platform, so they played very, very well for us. We've been very committed to our capital allocation strategy, tried and true and all of these acquisitions fit exactly within that envelope but of course, we pay attention, think about everything and as a dynamic world it keeps changing. So I think we're pretty committed to the path we're on, and we think about all things in the market always around the table. And so it has to work for our shareholders for it to make sense and that's why we held our capital allocation strategy.

    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 felt good.

    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. They were, as you know, the 10% customer in Q3, and I believe they were 10% customer in the second quarter as well. In Q3, there was a pretty strong contribution from their foundry business as well. And thats probably the only customer worldwide where we have a significant DRAM business and a significant Foundry and Logic business, not to mention the Systems business as well. So theyve been a customer of us on the probe card side in Foundry and Logic for many years. There is, I think, as they grow their capability and capacity in competing for fabless customers, I do think theres an opportunity there. Probably not much of a share gain opportunity because we feel like we do have reasonably high native share with that customer and a strong relationship across both the DRAM and Foundry and Logic businesses. But as we talked about some of the other customers making big capacity investments this year, theyre certainly in that group. And so as they expand their foundry and logic business, we would expect to grow 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
 
Hey. Good evening. So I wanted to come back to leasing for a second. Clearly, the industry has gone through some changes here in the last year, a few more shorter-term deals being done.
Percentage rent deals are a bit more prevalent. I guess I'm curious, as you look at the US mall business here over the next year or two, and more especially, in the period from '23 to '25, I'm thinking about how do you assess the likelihood that leases perhaps don't necessarily go back to being long-term with fixed rate, contractual rent bumps or maybe they become more like in Asia where they are more percentage rent and perhaps the leases are shorter in nature. And so, I guess, I'm curious if you're seeing what you're seeing, the tone of the conversation, what your thoughts are on there. And maybe some color on the average change in lease term here being signed in the portfolio the last couple of months.

    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. Ken, we can't hear 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
 
Yea. Thank you Jonathan.

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