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
 
Well, as you look at the numbers, we've made some progress and we certainly want to make more. In that business, when you're growing it, there are some fixed costs and then there are some costs that you have to hire ahead in order to get the benefit of. And so, we've hired a lot of people this year. And so, one of the things that we look for is over a period of time, probably at least six months to a year, maybe a little bit longer, those folks would reach a level of efficiency. And so, that will be helpful to us.
As we add scale to that business, it helps us with fixed costs. Adding dollars to the net revenue line, is useful to us because it will help us with achieving bottom line improvement because again of the fixed cost nature. We have a larger fixed cost amount in that business than you might expect because of the investments that we've made in technology to advance our digital capabilities. And so, -- but I think, the main thing is scale and dollars to the net revenue line. And that would be true in every business line that we have in Asset-Light.

    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 think I would say that we don't feel like we can get price anywhere. We've worked again with all the subs as we went through the financial plans for '22. I mean that was kind of a key topic of what's the inflation expectation and and what are the levers we have to offset that. And so again, you do have some longer-term contracts that you can't open up in the short term windows. I don't have that quantified off the top of my head, but I would say it's not a huge part of the business. In general, we're able to get price as we operate.

    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
 
Sorry, you're a little staticky at there. Was the question that after the recent equity raise, you said that 10% of capital was undeployed, but that -- was it June 30th, right?

    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
 
Hamzah, I wouldn't think of it as a catch-up and we have not raised prices in two years. But these are Mike mentioned. These are strategic decisions, their pricing is a local subject. It really gets down to what type of -- what the industry is that business in, what even geography are they in, and what condition is their business and to be able to handle it. So that we are able to be fair with our customers as we look out, meaning that there are certain organizations that their business is doing a whole lot better than others and we're conscious of that.
But as far as the conversations again, that would depend upon the particular business, but it does there -- it does make the conversation easier when inflation is so much in the headlines. So that certainly gives us a little benefit. But these conversations are -- they're never easy, right, because from our customer standpoint. It's a tough subject. And we're focused on the long term value of those customer relationships and we handle them appropriately.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi. Good afternoon. Just looking at the quarter itself, obviously, the earnings results are strong. The cash flow before working capital maybe is a little less than I would have expected relative to the strength of the earnings, and there's some deferred tax and other things in there. So Kevin, is there anything kind of unique in the quarter around that, that drove 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
 
Good morning, thank you for taking my question. Just flipping back to Warehouse Anywhere. Understanding it's a pretty small portion of the business right now. But just looking toward the future, to what extent do you see that business line beneficial from sort of a customer diversification standpoint, perhaps in some markets that might face some supply moving forward in some of the out years?

    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
 
Maggie, I think that'll start to pick-up. So as the shortages potentially become a little more prevalent, I think you may see some things here. We haven't seen much yet. We're in constant contact with the OEMs, talking to them about any changes or things that they're seeing related to inflation/pricing increases. We haven't seen much yet, but would expect we might see a little bit of that in the future.

    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 don't think so. I think we reacted early on in the pandemic knowing that we had to solve our own problems. So we anticipated that we were going to do that regardless.
And I think we would behave exactly the same coming out. And I can't speak for everyone else. And we probably had a slightly different view on that program than maybe some of our larger competitors. But I would tell you that we -- I believe that we did everything exactly according to what I would have anticipated.
In fact, I think the group executed extremely well throughout the course of 2020. And now as we look forward into '23, we see the opportunity. And thankfully, we did make those moves because I feel good about the company's balance sheet. I feel good about the company's order book and our ability to tackle that opportunity, assuming I'm right.

    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. So we do. I mean, we kind of hit a perfect storm with the combination of services we have, the integration and the pandemic. But we see -- we focus first on making sure that we preserve shareholder value. So thanks for pointing that out. That's the starting point, but there's a lot of work that's been done to make sure that we're not just adding revenue, but we're adding the right revenue. And that takes a little bit of time, but we see that coming back in the next couple of quarters.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, the number of R22 units is decreasing obviously every year. And my best estimate is it's probably 20%, 25% of what it was when we did the transition. So there's fewer units out there that we have to service. But the other side of R22 is that they would drop in replacements from both DuPont as well as from Arkema or Chemours and Arkema that we're able to work around any sort of higher prices of shortages in R22. We continue to see R22 sales as just a raw gas on the residential side at least continue to move down.

    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. Let me take that. It's not that we haven't wanted to raise price, we're very respectful about raising price because price, there's a couple of things. One, it impacts your customer relationship. It takes your selling organization or selling organizations, time away from doing other activities like selling in new and innovative products. And so it's a -- price is a great thing from a financial perspective. But we have to make sure that the price increases we put through, we're able to command that premium. We're a premium-based product, and we have a fantastic value proposition. We have to make sure that we can command the premium that we publish. So it's not that we're hesitant to put in price. We want to make sure that we can sell it in and make it stick with our customers. So having said that, we have implemented a price increase.
We've announced it. We just recently announced. And so it's obviously early to gauge customer -- customer feedback about that increase. I would tell you, this is just my opinion. I don't think that anyone will be surprised. The challenge is that we're facing within our business are macro market challenges. So the market and our customers are broadly aware of these challenges. So I think they'll -- if they weren't expecting it, I don't think they'll be surprised we have in the conversation with this about the price increases. And I'll just add, I'm really proud of our customer-facing sales and service organization that have to carry this message. They do a fantastic job of selling in the price increase, demonstrating the value that we can deliver and having to stick with our customers.

    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. I don't think the urgency for enterprise leads to close exist in the same way today as it did eight, nine months ago. However, in general, we are definitely seeing shorter sales cycles today than a year ago this time still. And we are seeing more opportunities than in the past, enter a sales cycle in a month or in a quarter and then close within that month or quarter.
So we like those trends, both the win rate and the shorter sales cycles relative to prepandemic.

    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
 
I'd say rather a little bit of both. So listen, a number of our clients, and I think we've talked about this in the past, it's been in the press that they've been acquired. One was acquired by a competitor from overseas that's kind of lining up to come into the U.S. I don't feel very confident that we're going to keep that business. The other ones I just think where we see it trending, yeah, I think out of caution, I would say we're lining up thinking that most likely because of other priorities that the acquiring organization is most likely will not stay with us. But yeah, when you started off the commentary, M&A we've dealt with this in the past, it can be a benefit to us or it can be a headwind. Over the past couple of years we've had some M&A that's been very positive for us and unfortunately I think we're going to have a couple of that are going to be negative for us this year. That's going to be a headwind, but I view it as a temporary headwind. That does not take away or distract from the momentum we have and I think quite frankly, my view of it is even if we do not retain a client from the acquisitions that gives us another prospect to go after in a larger way.

    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. Anthony, thank you. This is Iv. I think the cost that we think about that we are seeing the most impact today is probably freight. I believe that we've at least for now offset most of our material increases with our price increases. We're watching currency closely. Freight is one that we're experiencing some rising costs within. And to your point labor, in the US, it's definitely a challenge for us to. And we are -- we do have some jobs we're trying to fill, which is why though that we are so bullish on our global platform, because we have options in each business where we're not in any shortage of supply of our products. So we can meet the demand. And we talk about meeting the demand with strength. And that's how we look at it, but it does mean we need to flex our muscles globally more and just to be able to offset any labor challenges we may have here. We are doing enormous efforts to our human resource department to engage our employees more to look at tweaks to jobs where we need to adjust pay rates, and everything we can to make sure we're staffed well. I wouldn't call it any major concern, but we do want to keep our eyes on that labor ball at least in the short 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
 
Hey, Jason. Thank you for being with us today. Thank you for this question. We haven't disclosed a trial design yet, and we will do so. You know that we do that. I would suggest that you take a look at, for example, the CIDP trial, which we unveiled the trial design to give you a feeling of how you could work in this type of diseases. And we consider MMN to be very similar to CIDP when it comes to thinking through the pitfalls of clinical trial and execution -- design and execution. 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
 
This is Anna Baran on for Geoff Porges. Thank you for taking our questions. First, on TYMLOS. The 40-plus percent patient growth was, obviously, a big step up from last quarter's growth.
Is the 18% new patient growth that we saw in the first half a more reasonable representation of the underlying demand that you expect for the remainder of the year? And how do you reconcile the 40% new patient growth this quarter with the single-digit revenue growth?

    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. From a customer acquisition perspective, Brett came into the role of Chief Revenue Officer about six months ago, and he's been making some profound and important changes in that organization. I think, historically, you can see the trend. I think over the medium and long term, we expect that trend to uptick.
Now is it going to be linear? It won't be. If you look at how we count, for example, enterprise customer growth, it's a backward-looking metric where we're looking back in time and adding up that revenue. So, I would say over the short term, I think we will continue to see progress, but it won't necessarily be linear. But our expectation is that in the medium and long term, we will continue to see that growth as Brett transforms that organization.
We're already seeing that. Obviously, this quarter showed some real strength on the enterprise count number, and that is not surprising. It's sort of times, when he's come -- what he's done and how he's come in, he's a real hard-know sort of traditional sales leader who has brought a tremendous amount of discipline. Now with that discipline comes change.
And with change, you have to let that change play through, you have to let those players get on the field and you have to let them play the game. So, I think we're going to really see in Q2 and beyond, we'll see that consistent steady growth. This is part of the transformation we're in, and those numbers speak to real progress at this time. In terms of what percentage of sales from existing customers, I think that's something that we haven't disclosed.

    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 we've been doing about $100 million to $150 million. The odd year, we've gone past $200 million in dispositions on a stand-alone basis. We would like to inherit and really do a similar analysis on the portfolio that we are inheriting with VEREIT to see if that needs to be altered.
A lot of the capital recycling that they were doing pre-merger was on the office side of the equation. And so, I don't know if the number will dramatically increase beyond a leaner extrapolation of going -- adding another $10 billion, $14 billion of assets. So maybe the $150 million becomes $250 million, $275 million. But give us a quarter to digest this and filter it through our own asset management lens, and we'll be able to come back to you with a lot more precise indication.
But we don't suspect that it's going to be dramatically different from the run rate that we were doing on a stand-alone basis.

    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, the way we're thinking about this, first of all, we have capital available to us. I mentioned the cash on the balance sheet. We mentioned the proceeds. And so we will be focused on putting that capital to work in the best and most strategic way for us. And so think about -- we're looking at the next 12, 18 months that we're focused on redeploying capital. We're not going to get rushed into making any bad decisions or acquisitions that we will regret. But we think about a 12, 18 months' time frame to kind of make that up.

    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, well, it's interesting. We made some investments on the IP and I mentioned that better leveraging our global footprint as a channel for the IP. So that's that the highlight I gave on the 50% increase in acquired IP. But what I didn't say is that the deal size in the pipeline for our IP is going up and that's through -- partly through linking some of those IPs together, along with some of our other services, including consulting and BPO. And then the win rate is increasing. So, we're leveraging our global IP subject matter experts better across the company by bringing it into that global footprint. So, that's what -- so the win rate is actually increasing with our IP, and it's holding steady across the company.

    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. I think the shipment timing. I mean the overall consumption remains strong. And then I think within the shipment, you've got the away-from-home, as well, dynamic playing through. So -- but when you kind of look at retail consumption, it's strong.

    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
 
Matt, for reference, I think Centerbridge is a very large organization. I think they're like $28 billion under management. I don't want to speak for them, but my sense is $100 million might be their minimum investment.

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