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
 
Yes. You got...

    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. So thanks, William. We -- we won't -- we kind of sharing percentage of Asian production. Right? I think that's a little too specific.
What I would say to you is that the -- the port issues have been well -- well-factored into our plans. And I think they're obviously affecting the auto industry as it relates to our own brand. The team did a really good job of thinking through the demand and upside potential of these brands. And so we got them in earlier.
We got them in which room to set up, you know, key learning from past experience to make sure we have it early and we're ready to set. And then, we can manage that accordingly. And they've also built capacity for upside. So at this point, we feel really comfortable about our preplanned set and protected our own brand launches.
Look we're working really closely without any device to restore a large chunk of our -- our business is in the national brand and in the replenishment of key items and, you know, they are getting back in that stock and therefore we've been getting in the back of stock throughout the end of performing the Q1 really, really well. We want to maintain that communication and partnership but the end of it is really critical.

    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. Let me address the closed-end fund question, and then I'll ask Joe to talk about inflation sensitivity and the implications there. As we've been speaking about for well over a year, we think that the closed-end funds version 2.0 are seriously attractive and competitive structure, with significant barriers to entry that we really like. We think it's great for the investor and good for us. We would like to do a steady flow of closed-end funds annually, or at least one a year, if possible. And as part of that, I think that market is evolving from strictly a yield market to one that really is looking to see unique strategies that offer investors access to securities that they cannot access on their own. And so that, to us, is a mix of listed, but also potentially significantly unlisted securities. And we see an exciting opportunity to collaborate with our partners on the distribution side to create these unique real estate, unique infrastructure, and alternative income strategies that combine public and private in ways that haven't been done before, and that investors have no ability to do on their own. And so we continue to be very excited about that opportunity. And again, we think it's a secular thing for closed-end funds.

    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
 
Sure. Thanks, David.

    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, Ken.

    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, that's -- thank you for the question. I think, for the time being, it's something that we are in discussion, so I will be able to answer to your question on that front. So I would say that at the latest would be March 2022, let me put it like this. 

    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
 
40. Yes.

    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. So -- I mean, the one thing we're looking at is on the demand side, I would say there is a few different opportunities that could come up as a result of the proposed stimulus that's out there. We have some heavy equipment business. I think some of the COVID products could increase even further from a demand standpoint. Certainly, I think it bodes well for semi cap as well too. The other thing we're looking at on the other side of the equation is what happens with the tax landscape and does that have any impact.

    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, hey Rick. organic ARR was actually up a little bit. We had interval business, but yes, organics improved a little bit.

    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, Alex, this is Dave. No, I think, what we had said earlier was, as we look at the back half of the year and how we've been pricing, what we see in backlog, we expect our margins in quarters three and four to be relatively constant with what we've been producing in the first half of the year. So I don't think you're going to see some of those skyrocket, but we'll be able to still produce healthy margins out of the homebuilding 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 our China management and leadership have indicated that if we see it, it could come in the second half of the year, and that's how we've kind of planned it 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
 
Thanks, Vince.

    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, the land team continues to perform very well. We indicated that our target productivity levels are roughly six deals per rep. They're comfortably exceeding those levels, providing us a ton of confidence that we can invest aggressively behind the opportunity.
And, you know, there's a lot of work that needs to be done to make sure we do that well. So, we're balancing both that aggressiveness and operationalization challenges, but we expect to roughly double the team over the next year. So, I'll give you a kind of order of magnitude sense for where we would expect to end up at the end of 2022. We really are excited by the opportunity with the enterprise space, both as, you know, Hayden just talked about that last customer represents an indication of what is possible.
Clearly, a bit of an outlier right now, but there's a significant opportunity here, and the execution by the team is really, really strong.

    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
 
Sure. So we'll provide more color when we get to our first quarter earnings. We're still in the midst of the integration of the businesses that we've just acquired, which all are going really well. I'm not sure if we're going be able to break out our specific product line growth by that time, but we will keep you updated. In general what I can tell you is that for fiscal year 2022, we still expect growth both on our acquisitions, on organic acquisitions that we've done as well as on our core businesses. And our core businesses, TMS and SUAS remains strong, the product gross margins going into next year also remain stable and healthy and so we expect growth on both organic businesses as well as our organic businesses for the next year. And as you heard my comments, this would be -- fiscal 2022 will be if we achieve the outcomes that we set for ourselves, a fifth consecutive year of double -- of top line profitable growth.

    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
 
Sure, Greg. I'll start with the quantification and let Jeff talk through the impact to our customers. On the quantification side, in Q3, we probably had about $3 million of revenue, kind of $3 million to $4 million of revenue left on the table that we would have captured had the supply chain issues not occurred. If you exclude divestitures, revenue was up for us Q3 versus Q2. Normally, Q3 is lighter than Q2. So if I think about revenue being up and the fact that we left revenue on the table because of supply chain, it's actually a pretty strong indicator of customer demand. I do think we'll see a little bit of impact in Q4, but like I said in my prepared remarks, we continue to do a yeoman's job of dealing with the issues out 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
 
Thank you, Sean.

    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. When a community is open Truman, we'll price it to the opportunity. We -- before we open a community, we create interest while we call and intend, we can figure out where demand is and where the price can be and if it's above your pro forma, you'll take the higher price and you'll run. And so we're opportunistic once we're open in that submarket. When it comes to the investment in the new community in a submarket, we're very mindful of affordability and household incomes and needs to be attainable and we can move around with lot size or the size of the homes that we offer in a model park to get close to that median income and then if you open up and demand is stronger you take advantage of the opportunity. So it's per community and its pricing to market not to -- not necessarily to cost. So if we can be opportunistic, we'll take it.

    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. Thanks a lot for taking my questions. Now that food-away-from home sales momentum has really picked up, have you seen independent restaurants start to work with more distributors again or are they still concentrating more of their business with larger players that can provide more consistent service levels? 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
 
All right folks that wraps this up for today. Look forward to talking to you in the days ahead and those that are still in the queue, I'll get back to you straight away. Thanks so much.

    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, this is Mark. So on the acquisition, it's -- obviously, we have a leg up in the existing markets where -- and we like them, that's why we bought hotels in those particular micro markets. We think we have a leg up of synergies, and we have deeper relationships in those markets. What we've targeted overall, I was just going back and looking at our strategy that go next to strong growth, we have about 50 micro markets targeted throughout the U.S. And so it's other markets like Jackson Hole and things that you would think have similar characteristics to the markets we're in now. So we're not wedded only to the markets we're in.
We are actively working on other opportunities. We are concentrated. If you look at kind of our deal sheet, it is primarily off-market deals. We do think the pricing has gotten ahead of itself on some of these fully marketed deals. So we're spending the bulk, 80% of our energy on off-market deals. Not that we couldn't do a marketed deal and maybe have a different twist. But primarily, our energies are dedicated to off-market transactions. Jeff, do you have anything to add to 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
 
You bet. 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
 
Okay, sure. I will be thinking reverse order, Christian. So, there has been a number of customers in China, we generally don't take them on a game share basis, because we deploy them on us, basically, on a system basis the gain share means we are going to provide teams with the technology and help them ramp yields. And that is a big invest on our part two.
So, we have been very selective on where we have taken off and prices, always seen good potential as customers we have been working with for a number of years in the early nodes, they did take longer to get to a gain share than we would have liked. But we did start seeing their gain share numbers trickle up through the second half of last year and into this year that gave us some confidence that they would be a good partner on gain share basis. This contract, the solutions part of it, the booking is, in the eight figure range, and there is a deployment period, which is, on the order of a few years, and then there was gain share period, which is 10-years. So, the title of the contract is actually longer than 10-years. But it is quite a substantial activity.
In terms of how much the contract is eventually worth Christian that is still hard for us to estimate. We have very little history with our Chinese customers in terms of how much volume they get to historically they have been very, very slow to ramp volumes, but we are seeing some improvements there. I think as the technology as they started advancing their ability to manufacture more semiconductor technologies than they have in the past.

    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
 
All right, thanks very much. We noticed -- a couple of questions on Crysvita. First, we noticed that the label was updated in Europe to allow patients to self-administer therapy. And we're wondering, what impact do you expect this to have, if any? And do you think we could see a similar change take place in the US at any point in the foreseeable 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
 
Great, thanks. I guess you had mentioned that aircraft values have improved and I'm just wondering if there is -- could a finer kind of point on the improvement that you've seen since you negotiated the transaction in terms of values and maybe if you could also relate to the level of interest costs based upon the fundings that you did compared to what you had assumed at the time you negotiated the transaction.

    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. So Charles, nice job sneaking in two questions there. With respect to HCSC, we will see a significant set of growth in the first quarter, in the beginning of '22. But I would expect that will grow and continue to grow over at least to probably three years' time.
So that's an opportunity that we're very excited about. We'll begin to harvest that opportunity at the beginning of '22, but we'll continue to see growth out of that over the course of at least two or three years. And as I mentioned, I think we have significant expansion opportunity beyond what we've contracted for today. So -- and then with respect to myStrength Complete, myStrength Complete is really a B2B offering that brings together the best of the Livongo digital mental health assets and underlying data science with the Teladoc Health therapy and psychiatry network to deliver virtual visits.
It is not delivered on a direct-to-consumer basis. And we are very excited and continue to be extremely positive about the BetterHelp brand, the growth of BetterHelp in the direct-to-consumer markets. And we think that there's a very, very strong sort of complementary nature to our direct-to-consumer offerings and our B2B offerings. And the step care that we bring into the B2B markets helps to deliver more efficient care for the payers who are buying those services on behalf of their members.

    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'd love to, Matt, but I don't think today is the day.

    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, there's always pushback regardless in a price increase situation. I do think that there's some weariness out there in wallboard for sure. I mean, we just keep every quarter we're going out there and having to take additional pricing. And that's very difficult for people to plan with. On the commercial side, it's a little easier because we can "with escalators" based upon the expectation of when that project might be happening. But on a day-to-day basis, and on the residential business, in particular, builder business in particular, they're buying a house every day, right multiple houses every day. And so they've had to try to bake those prices in going forward. And that's where it's a little more difficult. And that's where we'll get the majority of the pushback. And again, we'll have to wait and see how this one comes in and how much pushback there is in the marketplace for it. But you asked for the differential, it's a little easier to quote higher prices out into the future for commercial than it is for builder world.

    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
 
Celso, congratulations on the promotion. Well-deserved.

    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 for attending this conference today. We appreciate your questions. As always, if you have any additional follow-up questions, please feel free to contact UMC at [email protected]. Have a good day. Thank you.

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