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
 
Sure. So I think if you take Q4's gross margin and adjust out the insurance charge, which was kind of a resident in that quarter, that gets you to about 11.4%. For the full year, we think anywhere from maybe 100 to 150 basis points on that -- for the full year. We think Q1 certainly will start off closer to Q4. Price is a very important driver of our gross margin profitability, and our -- what we think pricing -- repricings will be mid- to high single digits. The cadence of that reprice activity is much more impactful in the back half. For example, in Q1, we repriced about 41% of our volume but the vast majority of that happens toward the end of the quarter. So we won't see as much of that price impact on margin in Q1.

    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. So Maheep, as I mentioned in the comments, our commercial volume in megawatts from Q4 to Q1 grew by about 35%. This was primarily growth in Europe and rest of the world. Our commercial shipments also in the U.S. grew quarter-over-quarter, but to a lesser effect than they grew quarter-over-quarter in the other two regions as we characterize them Europe and Australia. At the same time, we began to see also in the U.S. higher installation rates and sales by our distributors and reduction in inventory levels. So we do believe that the U.S. will begin to pick up as well following the pickup that we saw in Australia and rest of world, not necessarily at that growth rate. So we are and we referred to this a few times in the past, we expected barring the improvement from the economies related to the pandemic, we expected beginning a pickup in the second quarter and usually commercial installations are back-end heavy in the year. So it is a reasonable assumption that the commercial shipments will continue to improve globally and in particular in the U.S. as I mentioned.

    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, team, you have Mike Cikos here for Alex Henderson. Thanks for taking the questions. On the EMEA, South Africa and some of these international markets that have been weaker to rebound versus what we're seeing in North America and Australia, can you comment on what gives you the confidence for these improvements or how the pipeline looks? And I just did want to harken back to an earlier comment, it sounds like part of the seat increases you're seeing is based on the MIME's ability to support its customers through the year. So we should expect that these customers will be coming back to you, based on those efforts that you had previously put in place. Is that fair?

    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, Tom.

    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. Sorry about that. Can you hear me now?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So on the first part -- thanks for your questions, Geoff. On the first part of your question, you're right. Sagen is now private and -- but we're still a regulated entity. And more importantly, we also want to make sure that we're managing the business with the appropriate level of capital reserves that are required for the business. And we're also mindful of the credit rating and because that's important for our customers and maintaining a strong credit rating for Sagen. Having said that, you're right. The MICAT we issued today is at 214%, which is significantly higher than the minimal requirement, which is 150, 150%. And the target that management typically operates with, which is 160% to 165%. So based on kind of the current available liquidity within the business as well as ensuring that we've got appropriate capital reserves, our view is that we could dividend out approximately at least USD500 million, and BBU would get its share of that USD500 million. So that's kind of the plan for now, but then as you know well, Sagen continues to do very well, continues to generate strong free cash flow, and there'll hopefully be opportunities for additional distributions down the road.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I was just chatting with Trish Rose, who runs our EVP of Retail Banking and Mortgages and we are still at a fever pitch. So we haven't seen a big drop off of that. But as you know, it's a lag. We're probably still working through stuff that was coming through the latter part of the year, but it continues to pick up on us. So it's a pretty strong market still for us.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No, really can't do that. I mean that's just giving too much advanced sort of perspective of things, and they can change over the course of time. But clearly, if you look at our history, you can tell that there have been some significant projects that we put together, and these certainly can fall into those same categories.

    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 is. So well, I -- a couple of measurements. What I've been kind of going to is locations that are over 80%. So right now, we have about 70% of our locations are over 80% occupancy on balance sheet. Compared to last year at this time, that's 145 more locations at 80% occupancy. And then, the average occupancy at those locations was 92.3%, which is 140 basis point improvement from where we were last year at this time.

    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
 
Next question please.

    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
 
Most of our capex, we have a ROOF plan that we've been implementing over the last couple of years. So we have ROOFs that were scheduled for this year. Some of them have got delayed actually in Chicago, so there'll be a few carrying over into next year, and then we have some more in the tail end of next year as well. So we're kind of catching up on all our ROOFs.

    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
 
Hey. Good morning, guys. Thanks for taking my question. As we [Phonetic] over the guidance increase, can you give us sort of the key drivers here between US revenues and international revenues? And how much of the guidance increase, if any, is due to 5.5 penetration to the positive ASP? And I asked just because ASP -- there was a large delta between the patient growth and revenue growth this quarter.

    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
 
And that's all baked into our guidance.

    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
 
New customer related.

    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, go ahead.

    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'll do the easy one first. The 107. And all of our deferred comp is amortized into the income statement over the vesting period, which is a generally pro rata over a four-year period.

    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
 
Roughly about $8 million one-timer.

    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
 
Well, Pito, let me start it out, Sam. I think it's a little early to put math to 2022 numbers. We obviously have some puts and takes going out through 2021. You are correct, we anticipate the government stimulus to approximate 600 million for full year.
But it's really too early to start putting numbers to 2021. We do feel confident in the general direction that the company is seeing. And so again, we'll reserve comments on specific guidance for 2022 at this standpoint.

    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, Bob.

    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 questions. Michael, in terms of planning, the way we planned our business, we think about our subscription revenue accelerating over the course of the year. And as you see in our guide, we're looking at a midpoint of 26, going up to 34, and ex Machina certainly features in that. So we have thought about it in terms of our go-to-market teams, and we planned it in a detailed level as we thought about the outlook for the year and how to continue to accelerate our growth.
That's in terms of Ex Machina. And then in terms of TCV in the quarter, we're at about 7.5 million of TCV in quarter.

    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 Stephen, I'll take that one. Look, pilot profession, it's never been a better time to get into it. And what I'll tell you is, we will attract people to the profession given the kind of starting salaries that we are offering right now and ultimately what pilots top out at. So I do see this is ultimately an economic issue that will be solved.
You've seen us do some things recently with regional pilots to make sure that they stay in position and progress on to American Airlines. And we'll continue to monitor that. Over time, just as we saw a few years back, this will be brought into balance just simply based on economics. People will wanna come into the profession. 

    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, let me talk about the shortages. The shortages are primarily on the SMB side. And while the destock is mostly on the CHP side. And, Bryan, you could add more color to 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
 
I believe the Q5 is going to have disproportionately larger impact due to the comparison to the historic rates that they were both on.

    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 Will.

    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
 
From a -- that's a great question. I would say that our contract types essentially today allow us to act along[Phonetic] any of those costs have increased -- those increases in cost for providing those different kinds of services. And definitely the development of alternative service models and approaches will -- as those get implemented and impacts on a more permanent basis, those will be baked into our contract structures. So I don't anticipate any margin implications for Aramark. And we may find that we actually have margin improvement potential as a result of these -- some of these secondary offerings that we're adding to that core contract. So the costs will be variable, and we think we can manage through those to effectively deliver service offering for our customers.

    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, Andrew. Sean here. As I've said many times, some years, you get to your sales number on the back of volume. Some years, you get there on the back of price.
And obviously, this is a year of inflation, which means a year of price. And what I can tell you is, overall, we think our sales outlook is a prudent guide based on prudent assumptions, particularly around stickiness and elasticities. We did plan for some stickiness, but as Dave said in his prepared remarks, we also plan for some erosion to creep back in as we get closer to fall. On elasticities, our early elasticities do look good versus our estimates.
And in my mind, they're likely to be aided by the ubiquity of the price increases in the grocery store. I think you call it strength in numbers, but in addition to that, even more so by higher prices in away-from-home food, which could further help stickiness. On top of those factors, we expect improved supply, which is going to help our service. We have an excellent '22 innovation slate.
Our '21 innovation slate still has a lot more trials yet to happen, and we will be adding back some very select and prudent promotion dollars because we have confidence that the sales they'll generate will be incremental versus not adding them back. So overall, we like where we sit at the top line.

    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 afternoon. Thanks for taking my questions. My first question is actually a follow-up from the last one on Alagoas. I just wanted to put in all the way the question. How easy it is for the civil defense or the municipality or any other public entity to like go and reopen the agreements that were already signed? I just wanted to understand to what level the agreements already signed are written in stone or they can still be modified? And the next one, we saw a material impact of working capital and cash generation. I just wanted to get your view on what should we expect into the next quarters and for the full year? 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
 
They're all they're all They're all brand names in the securitization and money management world. Exactly. Right.

    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
 
Well, I'm biased. I don't think anybody is in a position to do what we do. There are certainly some people that have good fiber networks. There are certainly people that have great cloud capabilities.
There are certainly a few people that have some orchestration capabilities. I don't think anybody can bring those things together in the way that we do. But we certainly have very good and strong competitors, but we just think we're unique and we think it'd be hard to replicate for others.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We would expect that. We have some really exciting innovation that's coming to market. I mean we've mentioned disinfectants as one piece of that, but there are going to be additional pieces of innovation, which we're going to reset in the February-March timeframe as those spring resets are established.
It also has a little bit to do with the seasonality of the business. As you get into this part of the year, obviously refrigerants doesn't play as big of a part in the overall category as much as it does for us in the summer season. So some of that issue get caught up in the seasonality of the share. Most important one, the biggest sub-segment for us is appearance. And yes, we would expect that share growth to happen in the spring season.

    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. You guys talked about your digital evolution as you gain more customers and launching Thighstop virtually. So can you maybe first remind us where does your 25 million customer database stand compared to a year ago or maybe the beginning of this year? And then what's shifting in your data strategy? If you could highlight maybe some of those levers that you believe you have left to pull? 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
 
So it's a very precise question. Typically, the first half as Johnson Controls has represented about 30% of the total year. We believe we'll be in the mid-30s in the first half, considering, by the way, the supply chain constraints we are seeing today or it's factored in that statistic.

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