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 think that's a fair assumption, Lucas. A lot has changed in people's psyche sense, the vaccine was so positive. We've seen it in the stock market. We've seen it in the financing market. 90 days ago I couldn't tell you that there was an active CMBS market for hotels for example, and we have clearly seen a bit of a thawing. I wouldn't say it's healthy -- at healthy level yet, but a bit of a thawing in the CMBS market where various banks are actually quoting CMBS for select service portfolios or maybe certain specific assets, particularly those that have higher levels of occupancy. I wouldn't say it's available for all hotels, but all of those things, I believe, as your question suggests, I believe that the ask on assets and the bid on assets is up from where it was 90 days ago.

    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. OK. So I can start on that. So in commercial -- in our commercial business, we're still down on orders.
So as we mentioned, orders were down around 15% in the first quarter. But we are seeing sequential improvement in orders. And then, of course, that turns into revenue. So we are still expecting a similar profile to what we've communicated in the past, which is a slow recovery sequentially each quarter.
And that's largely what we saw in the first quarter, and that's what we're forecasting for the second quarter. It's difficult for us to know exactly how much inventory is in the channel, so to speak. But on the OEM side, it's usually not a lot. The 737 would be an example of an exception where they're still shipping planes that were built a while ago.
But for the rest, on the OEM side, we don't see a huge impact from inventory. So we are seeing steady improvement as production rates start to improve. Regarding your second part of your question, capacity utilization at CIRCOR, we've got two primary factories that support our commercial business. Neither one of them is operating at 2019 levels of capacity.
So our European factory is running right now at three days a week, and that's consistent with the whole supply chain, customers, as well as suppliers. Our U.S. factory that supports commercial is also below capacity, but also has defense work. So we've been able to manage through furloughs and reallocation of resources into the growing defense side of the business.
That factory is still running five days a week, but at lower capacity levels than it was in 2019.

    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 international meeting in Asia and it's a well -- we don't -- because that moves around. So it is the pandemic. Things start and totally move around. It's due for Q1. And they've submitted it and that will be hopefully early in Q1 and a big international meeting. That's why they are waiting for. They are adapting [Phonetic] with the data, so they want to present it in a big conference.

    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. Thanks, Myles. I think California is slowly coming back. We're obviously seeing an improvement in bookings, but we feel pretty good about the way we've structured our network.
About a fifth of our ASMs in the second quarter will be in California. And we're still going to be down 50% in capacity. So we have plenty of room on the airplanes. And I think we're just seeing increasing trends, but it will -- come June will be the real tell tale about how big that step change is.

    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
 
First of all, we don't consider them too low. But because we still believe long term, when you get the economy back open and retail establishments and restaurants and all of that come back that we will see more supply side because it's just way more efficient on that than in the residential collection that's tied to the e-commerce stream. That said, all of the -- and we've had discussions with some of the national players and even regional players in recycling businesses. And all of them have plans to enhance their collection systems residentially.
That's part of what we're -- we believe will help mitigate further increases. And as the economy is just slowly starting to reopen, we think all of that will help. Like we said, we've got $82 in our assumption. We don't think there's risk of a significant increase.
Is there some risk in that? Yes. And do we have something built into our range for that? 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
 
And that's just -- Jeff, just one clarification on that one. That's just WSE growth, that doesn't count wage inflation or anything like that, but just pure WSE 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
 
Todd, I actually think it's a combination of both. One of the larger organizations that we haul peak season for, coordinates with us over the summer, right. And we kind of lock up rates and do that and get those certain amount of miles allowed to us and we run those routes. So there is a big piece of that but there is also a big piece of -- I'm sorry, ad hoc that we haul too. So I think what really drove it is the excess -- we get our allotted miles and next thing you know, the e-commerce just gets crazy and the ad hoc fills up. So it's kind of a combination of both that really hit us.
If you recall, when we were talking in the third quarter, we started to see in that substitute line haul pick up in August, which typically starts about mid-November that clearly at the front end of it was the ad hoc coming into about November and then we started with our traditional kind of contract but agreed upon rate dedicated...

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I mean with a bunch of asterisks on it, we're a month into the program, and we're getting early data, etc., etc. I mean yes -- from both the more detailed methodology that we now understand as we've gotten more into the program as well as what we're seeing from the initial revenue and kind of historical cost data, yes, we feel like kind of across the book, it will look a lot similar to MA.

    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 think one of the things that's a real attribute of this platform approach is that when you engage with someone initially in a comprehensive way, they become trained on how to deploy it. So when we think about investing in services team with one of our large customers who's scaling with Smartsheet Advance, that team becomes operators. So you don't have to go back to the services well every time you want to make the configuration or expand with another workflow.
So that's a big plus. As we think about international, we have a very good coverage on our partners today, and that's combining a partner coverage with our 200 employees who are today based in the U.K. and Australia, and New Zealand. So when we think about the seeds that have been planted, those have been planted over the next two years.
And now, it is really focusing on scaling. Next -- sorry, on June 8, we will be introducing Smartsheet Regions, which will be the first of which outside of the U.S., which will be on the continent in Europe, is one of those things that further lets us unlock opportunity in those markets. And Smartsheet Regions' plural. We don't anticipate spending with Continental Europe.
We will continue to go to other regions and pair that with our on-the-ground sales teams and services capacity. I think it is likely in international that we probably skew a little bit more toward partner as opposed to direct. But again, that will unfold more fully 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
 
Yes, the numbers that I shared with you are closer to 2% of our revenue. It is true we have a lot of folks doing awful lot of other OCONUS work. Very, very different from that number. That is all fully funded, no issues there, we don't see any material changes there. So, I would tell you that 2% of our FY2021 revenue is tied up in the efforts of what's going on inside of Afghanistan. And just for protection of our own folks, I'm probably not going to give too much of a finer point on that, because I don't want to get into number of folks we have there and the like. But very much appreciate that question Seth.

    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 at this point, I don't think we're prepared to quite talk about 2022, but we will see continued growth. As I talked about, the American E175, we have 20 of those coming into service in basically Q1 and Q2. And so we will continue to see growth there. And so we will have additional growth on top of that. But at this point, we're not prepared to give guidance on where it will be in 2022.

    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'll jump in on the timing and then hand to Kevin about the hires. When we look at the timing, what I would say is the first 100 million is kind of a two third, one third split, with expenses being two thirds of the first 100 million. And then that reverses for the 75 million. And so the second 75 million -- for the 75 million, it's approximately two thirds revenue and one third expense.
And obviously, all of that is in progress and in process. We have work streams identified but not picked off for that. And so it could evolve but that's how we look at it today. Kevin, I'll hand to you for the hire side.

    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
 
Absolutely. At the top it's all about motivated physicians and motivated patients. And patients who have untreated obstructive sleep apnea have a significant challenge with quality of life. And so if they're unable to benefit from CPAP, and I mentioned the Respironics challenges there, they're motivated to find alternatives. And so we work with those patients and the healthcare providers to find a different approach for Inspire. The next key is, we mentioned in the prepared remarks, that Inspire isn't really considered an elective procedure in a lot of centers because we are disease state management.
And because of that, we get a little bit more priority in scheduling cases. And we are purely outpatient, so we don't take a hospital bed, otherwise Danielle mentioned, there are challenges with staffing issues that we do have to overcome. But with our increased number of centers, it gave us the flexibility to move many of these cases to ambulatory surgical centers or, example, in Houston, we could move them to some of the suburban hospitals that aren't necessarily the main COVID centers that didn't have the same staffing challenges. So we just have a little bit more flexibility to take care of those patients.
And we stay very aggressive to find alternative approaches. So we really give our team a lot of credibility to not give up but continue to keep pushing for the patients and finding an alternative.

    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
 
Greg, Jason and Tim, good afternoon.

    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, Neal.

    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, Bonnie.

    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 so much. Yeah, of course.

    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, Ghansham. I think for how we look at that category is, and I think I've made this comment before, we look at sort of the ready-to-drink alcohol space. And maybe just to give you some context, for Ball Corporation, hard seltzers of our unit volume make up less than 5%. We've seen -- obviously, we participated in the growth of that space, but it is not -- the underpinnings for the things that we've been talking about in terms of long-term securitization of contracts, EVA accretion, it's not on the backs of that category specifically. And so I think it will continue to grow. It's clearly not going to grow at the rate it has been.
I think what's been clear in that space is the folks that continue to innovate and innovate effectively are the ones that are taking share. And so from that perspective, we're -- we believe that we have a right to play in the innovation space, and I think we benefit from those customers in particular. And so that's where our focus is. I'm leery to comment on unit volumes across the entire space for the back half of the year, but maybe that gives you a sense of how we at Ball kind of view that category. We're continuing to bet on the long-term trajectory of the can and can wins in every channel. This is one that has done really well over the handful of years, but we like a lot of other categories and a lot of other spaces equally.

    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 start with impact on the quarter that -- from a quarter perspective, I would say, roughly call it $1 million topline, somewhere in there. So -- and it's just definitely a split between Q2, Q3, Q4 -- likely Q3. So not a huge impact but an impact nonetheless as the margin flow through on those products, on that work is pretty good. So that's what we see in terms of impact. Timing, it is a split between Q2, Q3. And we did start to see that will come back online as we kind of navigate it through the quarter. So that's how we think about the impact from the weather in Texas. Jeff, do you want to talk about 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
 
Good morning. Dave, in your opening remarks, you talked a lot about wealth management specifically on the U.S. side. And if I look at Slide 4, you've onboarded $40 billion-plus with new advisors over the past few years which is a significant amount.
Maybe you can kind of talk about that onboarding process. Is it benefiting from new geographies? And -- and -- and kind of looking out over the next two years, is that going 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
 
Thank you for your interest in American Equity and for participating in today's call. Should you have any follow-up questions, please feel free to contact 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
 
Yeah. Thanks, Richard. So, we're in discussions now with FDA on finalizing that clinical trial design. I think the discussions are very positive both on dose and duration, but we haven't finalized the design.
Hopefully, by Q1, we'll be able to give you at least a perspective on what the agreed design of the study is, assuming we get off clinical hold later on in the year. So, still more to come and we'll keep you posted. Next question, operator?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I don't know if I would use the word gun shy per se. To be fair, it is a discussion. And -- but I think as we mentioned in previous periods as well, what we work with customers on a stocking plan.
So we -- and we walk them through our inventory approach as well. So we hold upstream raw goods material and inventory to absorb any upstream supply chain stocks. And we also maintain downstream finished goods inventory as well in our various stocking locations. So this tends to get customers comfortable.
Moreover, as I mentioned in my prepared remarks, we're also building out our secondary consumables manufacturing site in the Lexington, Massachusetts area, which provides continual continuity and business continuity within our system once it's online. And we're also -- I think I mentioned as well in previous discussions, we're also looking at -- given our strong base of customers in Europe in future periods, a consumables manufacturing capability in that region as well.

    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 so much for the question, Mark. And, first of all, we're very, very excited about what's happening again with Dynamics 365. And when you ask where is the share coming and where is the growth coming? It's coming from all those categories. But the most interesting thing is, as somebody wants to deploy even an omnichannel solution, for example, in a world where what's physical and what is digital need to come together unlike anything before because the pandemic is bringing about such structural change.
You need both that federated inventory management distributed inventory management system I referenced in my remarks, and you need the customer insights product that is probably one of the fastest-growing modules, which is that 360-degree view on customers and customer engagement, and then including the supply chain. So bottom line is that every customer is looking to digitize and bring together the data silos, in fact, silos of CRM and ERP systems. And that's probably one of the most interesting things we have observed is it's not about replacing even an existing ERP or an existing CRM, it's not buying Dynamics and helping them bridge even some of the disparate CRM and ERP systems they may have. So we do see this as a huge opportunity as the world modernizes and puts in a complete next-generation, more proactive versus reactive business systems, and that's what Dynamics has been architected for.
So I feel like coming out of this pandemic and the architecture and all the hard work that team has done over the multiple years now positions us very well.

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