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
 
I'll start that one off. We are seeing a lot more, lot more discussions with the clients, especially in the Gulf of Mexico. The Gulf of Mexico as we came into this year. That's very bleak. But what I can say since the last earnings call, we had and well intervention, we've been awarded 15 projects and over 100 days of utilization between the Gulf of Mexico in the North Sea. The North Sea has taken longer to come back, but we feel that leaves more work coming in '22 and '23 because the wells are older there, you can't just leave them. And the Robotics side since our last earnings call we've been awarded seven major trenching scopes and over 380 days of trenching. So between the last earnings call just over 800 days of utilization has been awarded to the fleets. There is talk going on this projects happen but it's not as visible as it used to be. We're going quarter by quarter. We're on discussions with the clients where it's more of a quarterly discussion. I would like to also point out that we are in discussions with full clients for multi-year contracts, not full utilization, but good utilization and obviously we want to be careful we don't walk into too many of those because those guys a good clients but they're obviously looking for longer rates for longer lower rates for longer, sorry.

    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
 
Thank you, Leo.

    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 sure. I'll take the first stab on it, and then Eric can add. No, I think relative to the actions that we took last year to restructure some of these assets and then the mix of the businesses within the portfolio that have performed extremely well here over the last couple of quarters. So the combination of, hey, a much better foundation to build off of.
They did have significant growth and then the mix of sales within the different businesses were the primary drivers. So I'd say, we would look for them to be at this level of profitability here, going forward.

    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
 
Doug, first of all, congratulations on your move to a new shop. So, look forward to working with you going forward. I would say that falls under the operational side of things and I think when we mentioned sale of fixed assets, that would fall under that. So, we have had over the last 18 months a couple of situations where customers have decided to buy assets, but we retain the O&M side or the aftermarket. And that certainly is -- we have a couple of those, obviously, we always have those kinds of discussions going on and there are a couple of those that are kind of in front of us as we talk. Nothing tremendously significant. They tend to be oftentimes smaller in scope, but no, that would be something that if someone has an interest in some existing assets and it makes sense for them, it makes sense for us and we retain the O&M contract, that absolutely could fit into our view of operational opportunities.

    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 Mike. This is Scott. Let's start with the institutional side of the business. The demand is happening in the marketplace today. So as the economies around the world are opening up the restaurants, the hotels, cruise ships are starting to open up, that public disinfection is part of that regimen. So I would say, we're beyond the inventory build and into actual consumption on the institutional side.
On the consumer side, great question. It's not as clear to understand what is still destocking in the marketplace versus what's being delayed due to supply chain disruptions. You could argue that hand soap, which was a very high-demand product during the pandemic, the peak pandemic in 2020 that may still be going through some inventory reduction. But across the board, I'd have to say that the supply chain disruptions are probably restraining more demand than there is on the destocking side.
And I believe -- I think, we believe inventory levels across the value chain remain depressed until these supply chain disruptions get alleviated.

    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
 
We're having productive conversations and negotiations with all the leagues at this point. And the existence of a deadline being the next season that comes up we think will be a helpful forcing factor to finish those, drive them to the finish line.

    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. The stimulus effect is tough to pick out, Sam, I understand the nature of the question. But as you pointed out, we really had three major factors hit at once. What we believe is that the marketing was probably the most powerful because it really drove awareness and we -- and it -- on the products that we also then saw pull-through, obviously, the relaxed restrictions in many markets had effects, that was a little bit more sensitive, geographically. In some areas, it was a big effect, in others, the market had been open for a while, so it really depends on the geography there, so overall, probably wasn't as pronounced. And then, the stimulus checks came in at about the same time, but we've tried to look at it in detail, it's just very difficult to tease out that number overall. What I would say is on the e-commerce question, if we take into consideration the totality of our commerce business, so domestically, internationally owned markets, China, it's definitely in a mid-teens number this quarter, which is definitely an overall positive trend in the trajectory of our e-commerce 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
 
So the conversion tools and technologies that VetZ has are extremely powerful. And they've done data conversions with just about every major practice software solution competitor out there. I think the whole market and I think our competitors agree is in for a really, really substantial refresh cycle. So you are seeing more investment in the PIMS space. And so, converting people, converting their data, I don't think is a barrier. The better providers have good technology for that. Workflow is always an issue. And so that's where having 25 years of experience like VetZ does and super highly trained very precise wonderful German teams, I think, is a good thing just in terms of converting people to the platform and making them happy.

    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, we're looking -- we're looking broadly across a market that may be $1 trillion of assets and our pipeline is $3.5 billion. So it's not like everything is for sale. Our pipeline is larger than it has been, which I think is due in part to what you're alluding to, but it's not-- again, it's not like everything is for sale. It's still a relatively small part of the overall market. And certainly, people are looking at the prices being paid. Perhaps they're worried about increases in interest rates. On the other hand, an increase in interest rates probably is indicative of inflation, so rents are probably going to go up too. So maybe they should be looking to hold on and achieve a perhaps a higher NOI and reflected in the higher prices in the future. There's a lot to balance there, but we're certainly seeing more activity.

    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 100% right, Casey. We couldn't be more pleased and feel more fortunate with how this has worked out. And if we had been able to forecast it, we could have slept a little better. But we're clearly way ahead of our cash flow, liquidity projections, amount of net debt relative to our EBITDA is significantly lower.
Our degrees of strategic freedom going forward are much higher. And things such as the Five Iron investment, which we're excited about, would not have been a likely possibility. Our overall capital allocation priorities don't really change, but our strategic flexibility and are in a lower overall risk factor because of the lower leverage is dramatically different.

    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 60% independent, 40% franchised.

    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
 
Okay. All 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. The gross number, Alex, is probably $130 million, of which we've done some financing around that just to help from a return perspective, call it, 60% of that number. Going forward, it will be a few hundred million, but that's built in our overall land and development budgets. And still, even with that, we're going to throw off operating cash flow of $600 million or more each 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
 
Yeah, that's a great question. I think there's gonna be some -- as we usually have some additional integration costs associated with Acuity with the integration of Acuity. And I think that should -- we should see that in October and maybe a little bit in November. But post that, I think it's full steam 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
 
Again, the difference Andreas, plus industrial products, the demand is much higher than 2019. Construction products for commercial side, it's lower, so they are different in the market size of.

    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, 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
 
Thank you, Keegan.

    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, I would reinforce that we do believe that we will hold the vast majority of the gross margin gains that we've had over the two-year cycle. The one thing that you might need to think about on the two-year basis is that remember at some of the improvements in margin actually started in the fourth quarter of 2019. So Jack joined us just before that at the beginning of the third quarter and started rolling some of the changes that we have today, and the fourth quarter was the first quarter where you would see some of the pull back of the very inefficient promotions. So that's why you will just see a little bit less of a full two year stack gain in the fourth quarter, then you see the balance of the year only because we actually captured it a quarter earlier. if that makes sense.

    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 Andrew, in terms of chief product officer, from a change perspective, the only change I'd highlight is speed, right, that we're going to go faster and faster. And so as we think the initial phases of our transformation was putting us in a position. We talked about acquiring more data, improving the quality of the data and the technology, and our analytics. And so right now, from a product perspective, it's really building on those improvements in the earlier part of the transformation, to launch more capabilities, to have them more integrated, etc..
And similar, obviously, the technology plays a key role in the creation of that as well. From a cloud perspective, we've virtualized a lot of our environment. We're pretty close to where we think we'll ultimately land. It was never to be 100% in the cloud but to have a majority -- a strong majority of our systems virtualized, and we're there right 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
 
Good morning, Michael.

    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
 
So, for paper, we have already implemented, most of our price increases that we have announced, so we should not expect any carryover.

    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 don't. I think that's a double-edged sword. It's -- in a sense, it's a good thing. It's great that our fleets and -- are very healthy. So when you think about local transport, I don't see -- I don't -- that's a crystal ball call that I don't know how that's going to work out. It's just a question of, as we have seen cyclicality and different -- faced different challenges, it's just a different challenge that we have to figure out how we're going to work through. And it certainly worked out really well, as I think about the last quarter and the strength, it's really a testament to the team and their ability to really work through 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
 
Yeah, I mean if we say look at in the same state that we're operating today with no changes, I think to be [Technical Issues] I think the big drivers and what happens with our tax rate is what will happen in Washington and what may come out of that and globally or domestically. Those would be the big drivers of future tax rate, whether that even ends up being in next year, I mean I think its -- those kinds of things getting resolved, put in place and effective can take time. And so I would say excluding any of the kind of legislative change, you should assume a very consistent tax rate in the next 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
 
Good question. It has been provided, and of course, they have their own actuarial, they use some of the largest firms in the country make household names that are recognizable to you. So they have their own actuarial resources. But yeah, that's exactly the point. And as trends come back to normal without these mini and micro inflections that happen across the country. We believe and I believe the actuarial committee believes that will just revert back to the traditional rate setting process on a prospectively set basis.
Eventually costs end up in rates, when costs are inflecting high they lag and managed care suffers and when trends are trending low and rates lag you win and you just work the ebbs and flows and the mini cycles of the business. That serve this business well for decades and decades and we believe that most Medicaid directors and most actuarial firms get that and are of the mind that as the pandemic subsides and disappears, these constructs will disappear as well.

    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, Hendi.

    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 don't break it out necessarily by the individual areas. What I would say is that we've shown strength across all three of the therapeutic areas. If you looked historically, we have real strength in early clinical development. We're a leader there. We have strength in our Central Laboratories. We're a leader there.
Where we're continuing to progress and where we want to grow most substantially moving forward is in the clinical trials, in particular, later stage III clinical trials. So you're going to see us continue to have a major focus to win more in that area as we move forward. And I would expect over time that we would disproportionately grow from that area.

    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 was going to answer the aid -- particularly, we've collected around $1 million dollars of aid across our various markets from local aids that's being offered outside of everything and the stimulus packages.

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