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
 
Thanks for taking my question. First one, just on gross margin. So good upside in the April quarter, but I think the outlook suggests some reversal of that. So I was just hoping for some color around what drove the upside in April and what will drive a different trend in July?

    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. Thank you very much, and I'll add my congrats. So, Tom, I wanted to ask you about the Google Cloud relationship and just whether you're expecting that to appeal to a different type of customer because I think we're aware that the Google Cloud platform has a different architecture. There's more private cable.
They have larger pipes. They can absorb more traffic. There's more local points of presence. Just wondering if it fits a different need, maybe certain verticals or machine learning models, that are maybe a little more demanding in some ways.

    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, happy to. What we're -- so this is an unusual year in that normally, we peak around July. And so starting, say, end of July, we started to have a deceleration for six months. This is an unusual year in that we have this huge ramp-up. We went from this -- a big negative, I think, like negative 10% of market rent growth in Q1, and we peaked around -- it depends on which markets, but the Seattle and Northern California peaked around August. And Southern California is just peaking now, like as we speak. So it's very different from that perspective. Having said that, that natural seasonality does play itself out. And so the question is really a magnitude issue. And what you're going to -- what we're going to continue to do is focus on at this point, wherever we can push rents, but more likely as we head into November, December and now focusing on occupancy. And I think some people noted that in the third quarter, we allow occupancy to fall a bit, but I want to emphasize that was because of the strength of the market. And now we are going to preserve those rents and focus on occupancy if we see that deceleration continue to continue.

    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. We actually did -- I didn't call it out in prepared remarks, but we actually did open up an office in this past quarter. We opened up a second Manhattan office there in New York City. As far as from sales, I think it's important to state that we are back in the office but we are selling virtually from our office.
And so, the change there is we were selling virtually from our homes. Now, we're back in the office selling virtually from the office. And so, we have the collaboration and it make -- just makes more sense for us to be there.

    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, 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
 
Sure. So it's 30% of U.S. pumping. Markets where we have a higher percentage of residential would be in the Mountain region and the Texas region and Colorado.
But that kind of ebbs and flows. But it is a market that we're -- it's not new to us. It's something that's always been very important to 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
 
Sure. I'll ask you -- I'll take the second part of your question. We had some cutting out on the first part of your question, if you can ask that again after we go through this one. But as we begin with, as we look at the margin performance, we're really pleased with the year-over-year growth and the sequential growth that we experienced in gross margins. The teams are doing a good job on that. We think as the situation gets resolved in supply bases and gets ameliorated in the second half of the year, then we will see improvements in margin. We have build capacity and we think it will be just instruction for all of us to think that margins are improving in the second half.
And then if you could just help me back with the first part of your 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
 
Sure. Thanks, Taylor for the question. As I noted, new business deals on average three years. We often do large deals that are even longer than that, right? And so when you look at RPO, if you do a three year deal, of course in billings, you get a one year, one year benefit in the numerator for the current period, but in RPO, you get a full three years benefit from that. Right.
So mathematically it's very strong. When you look at CRPO. As Rob mentioned in his remarks earlier, there is some near-term kind of friction or headwinds in the financial modeling perspective that pertain to some of the legacy agreements from LLamasoft and some of the other acquisitions we've done, which we are working through of course to benefit our stakeholders and our business in the coming quarters and years, you of course have the license migration that's going on and our push for professional services to continue to have our partners very strategically perform those professional services.
So some of the near-term noise in calculated billings, really you cut through some of that when you look at the current RPO numbers. And as I mentioned, we don't typically share those but this quarter, we felt like it was particularly important to give a clear picture of the underlying health of the business.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
And that -- and that opportunity is partially in 2021, we do believe there will be some opportunity in 2022 related to those vaccines. Thanks, Leigh.

    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. Thanks for squeezing in, and I'll keep it to one question. Just wanted to touch on agency partners. What kind of growth did you see here? And as you guys move deeper into enterprise, how are you thinking about the types of partners that you guys may need to attract to the platform?

    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 Chris.

    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
 
Tim will talk about the addressable markets and up beyond that, but just -- just to keep in mind is also the Sublime Radial Access platform. So it's really that in addition to the three you 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 Tien-Tsin.

    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
 
You're talking about automotive, just to be clear.

    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 morning. I wanted to get your thoughts on inflation as it relates to increased build costs, curious what are you guys seeing right now in terms of costs? Are there any issues in sourcing materials or labor? And do you think you'll be able to pass on a lot of these higher costs to your tenants in the form of higher pricing?

    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, guys. Thanks for taking my question. What I had was, you know, we're seeing quite a core cold snap come down through the U.S., and I was wondering if there's been any negative impact to the Nevada Gold Mines operation to do that coal? there is it anything that you would expect to maybe drive a bit of a soft Q1 or something that would, you know, probably bounce back with the resumption of kind of normal temperatures?

    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 I think, you know, thinking about at least the hydrogen component of it, it's a proof of concept. The volume is pretty small, compared to our own system. So really, it's a minimis impact on pricing and such. And as far as looking ahead of the winter, what are we going to displace, there's not enough volume there to really make any impacts. And I think we're a few years off before we get to scale, where you see numbers, I think, where you're going and want to talk about is how this is impacting the overall supply chain for natural gas coming to the system. So I think it's too small right now to really predict or talk about the way that you're asking that 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
 
Yes. Anita, just on the strategy there, the strategy is sort of be cash-neutral on that as we drill and get more information. What we think, based on what we've seen so far, is we think there's more at Doris, so that would extend Doris longer. As we said, we've stepped back at Madrid because we just don't like the location of the ramp, particularly at the type of rock it's in. So it's required us to sort of rethink that. But again, as we've said, we're not in a hurry -- we're in a hurry to drill it and to understand it, but we're not in a hurry to ramp up capex. We just see this thing as very, very long term. We're going to find more ounces there. So we're going to take our time in terms of next big steps. But in the meantime, if we can keep it sort of cash-neutral and keep those drills turning, that's a good objective 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
 
It is. And so if you look at the disclosure you're looking at Note 4 that has a slight loss on a net income basis and then you just refer back to the back of the Q where it shows the net income to adjusted EBITDA walk, you'll see a line on there for those entities. And you can see that we've got geographic entry costs for the new ones coming in. That basically bridged that gap.

    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 won't get into details, but you know our rough dynamic, about 4%, 5% of our customer base being the pro makes up 45% of our sales. So this is a number in the mid-millions of our core pros. Very strong number of those, percentage of those, are in the pro extra program.
And now, as I mentioned in my prepared remarks, we are building a B2B website, and all of our pro extra members now have been transferred over to that B2B experience. So with the combination of the benefits that you're getting with pro extra -- we've stood up a separate pro extra app that those pros are using -- and the ability to engage on the B2B website, which has all sorts of functionality built out specifically for the pro, so think of bills of material for jobs, tracking jobs, quotes, building quotes, reorder capability, tracking all receipts, preferred pricing in certain instances, all of that is coming together, as well as personalization and building relevance on that pro B2B website. So think of something like search results, if you or I would put in pliers, we have thousand suppliers that could be returned in that search result. We're getting to the point now that we know an electrician is performing that search.
So we're going to provide relevance and we're going to provide our electrical pliers as the first results in that search query. So this is just another great add to our pro ecosystem and just been tremendous engagement with the pro loyalty app, the pro extra program and now the B2B website.

    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
 
[Technical Issues] talk about the international business and you think about those two-year trends those materially inflected, how much of that was just a result of maybe the increased international lockdowns? You have any anecdotes as this -- is your underlying business trends just broadly strong or is it really just those lockdown markets are getting a benefit? And maybe, if you want to just highlight a few of the key drivers? I know you talked about development, but just on a comp perspective, what really contributed to that significant acceleration in the international markets?

    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
 
On capital allocation, I think the first and foremost priority is investing in the business, whether it's organic investments such as we've done in IT and land and other areas or acquisitions opportunistically like SYNETIQ that are going to be very complementary to our business. So we are going to take any and all of those internal growth opportunities. And then I think we've got the right strategy in terms of share repurchase. It's a great way for us to return capital to shareholders and still leave opportunity for those organic investments 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
 
Thanks, Ken.

    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're anticipating starting to contribute assets to the FDIC in the next few weeks. The first asset will probably go in, in the next two or three weeks. So we'll initially put equity to work. We're still waiting for approval on the leverage application, which is just a, you know, paperwork to get completed.
But once that occurs, you know, we'll be basically funding our first 40 million, and then we'll be drawing 20 million of capital, so a half tier. You have to ask for an examination by the FDIC just to review your books and records at that point, and then they release the additional $20 million. So, I'd say, we see that 80 million. And if you think about the way we'll allocate assets, we'll be putting essentially approximately 50% of an asset -- originated asset into our credit facility and 50% in the SBIC.
So, in terms of putting the capital to work over the entirety of the program, say six to nine months for the first 80 million, we probably anticipate it will be in the three to four years before we fully utilize the 175 million. And then, obviously, we'll be replenishing that as repayments come in over the 10-year life.

    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. Good morning, guys.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, we're still looking through the potential of the combined tax rate. We don't believe it's going to move dramatically from where we are. Maybe it will be a slight benefit when we put the two together based on state apportionment. If you look at the second quarter, the -- there's two reasons why it was higher. Our merger-related expenses are primarily nondeductible, given the type of expenses that they were, and also New York State increased the tax rate from 6.5% to 7.25%. So we did have a one time hit to revalue our deferred taxes for that tax increase. On a run rate basis, I would say we're just under 26% is a good run rate for us on a stand-alone perspective. We're still doing a lot of work on the combined basis. We don't expect it to be significantly different than that, though.

    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 would say last year was a strong year for us as well and so in general, as you well know, the Chinese economy did actually grow in contrast to some of the western economies. The hope, of course, is that the west will start to grow as COVID gets hammered down more, but in general, there's no reason to believe that China will not continue to be a very live market for us and in general, I would say, overall, everything touching chips and around it right now is doing well because of the overwhelming demand of all the end markets and the specialized verticals.

    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
 
Well, I mean, given the fact that we report those things on a trailing 12 basis and knowing what we add in the Q -- fourth quarter a year ago and first quarter of this year, I think it's going to build, Rick, as we -- at least as we move into the middle of next year. Then we'll see what happens with lease up then because then we'll start to have some year-over-year comps that we're going to be working off some pretty good numbers for the back half of this 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
 
We're looking to-this is Adam, again. We're looking to get into the negotiations over the next month or so. So, we're cautiously optimistic that it'll be by the end of the year.

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