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
 
Well, what we're seeing in our backlog margin is virtually no change. So, we feel good about that. The area where we will pick up a lot of margin in the second half is -- currently we're at 38% of our annual revenue. When we do that 62% in the back half, then the asphalt plants, the equipment accounts, all of those are going to show a very strong add to that gross profit because we're going to be utilizing them at a much faster rate and they have pretty significant fixed cost.
So, I would say, we have a high confidence level that we can get near that completion of that backlog that we've got scheduled that we'll have a very positive impact of that. We've talked about some of the headwinds with rising petroleum prices and we experienced that a little bit in this quarter, which is what we anticipated. We've certainly seen that stabilize toward the end of the quarter at those levels and going into this quarter. So, I'd say we have a pretty high confidence level in being able to get to that margin that we've kept in that guidance.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks so much, Keith, for the question. I mean, the way we see the results today reflect that, but more importantly, on a secular basis, as I think about -- I always go back to that number, which is 5% of the world GDP is tech spend, it's projected to double. I think that doubling will happen in a more accelerated pace. And we feel well-positioned because of the innovation across the stack.
Because if you think about it, what's going to happen is every business, whether you're a retailer or a manufacturer, in the service sector, public sector or private sector, digital adoption is the way you're going to be both, resilient as well as transform the core business processes. And the strength we have is that entirety of the Microsoft Cloud stack, right? So, it's not just about infrastructure or any application, it's the entirety of what we do. And so, I think it is durable. Quarter-to-quarter, depending on what happened during the pandemic, depending on the segments that were impacted, for example, the consumer segments that were impacted are coming back and then they'll normalize.
Whereas in our case, we do, in fact, one of the things I love about sort of our exposure is both, it's a worldwide exposure and it has got the right balance between the consumer segments and the enterprise business-to-business segment. So, it's a very durable long-term growth prospect that we have tough competition and we need to keep innovating, which is what we'll stay focused on.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, thank you for your confidence again and interest in Coca-Cola FEMSA. As stated, we are transforming this business into something that is very different than what a bottling -- bottler is. And we understand the capabilities of tomorrow's bear very, very different than what they were in the past. And I think we're making enormous strides to build those capabilities along all countries in Coca-Cola FEMSA.
So as always, our team is available to answer any of your remaining questions. And thank you for your participation today. Have a good 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
 
Yeah, yeah. On a cash tax basis you'll see we kind of noted that on again on Slide 6 in our presentation. Where things sit today and where commodity prices sit, we'll have to see how the rest of this year shakes out to give you an exact answer on where our NOL balance will land. But generally speaking, we think it's going to be around $3 billion that we'll carry forward into 2022.
On top of that, we'll have some foreign tax credits, which will also help us shield some of our income in next year. So again depending on where commodity prices shake out, we'll be in a pretty good position to shield a fair amount of that taxable income. However, we're guessing it's going to be somewhere in the mid-single digits will kind of be our current tax rate as we move in 2022, and that's what we've assumed in the forecast that we've outlined on that Slide 6 that I referenced earlier.

    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 to talk to you.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, so the pilot is running and the hydrogen into DRI is working. Clearly there are some other aspects to sort out as we take it to steel making, but those are aspects of the research that we're doing. I think we are in the process of examining how we can expand it to a demonstrator plant. So growth on the pilot to a demonstrator plant and that may be an announcement that we make in 2021, and we'll keep you briefed.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, I've done a lot of regulatory. One of the things I know that doesn't really work that well to ask some hypothetical questions because they won't commit to anything. So you can't say if they all look good there, will you do this. They'd say, well, let's see what that says. I just -- it's not really a productive thing to ask them. So -- but I know from history, and I can tell you, I've done on four other programs. I've gone ex U.S., obtained more data on safety, efficacy, come back to the U.S., got their agreement and got those products approved, right? So I've done it four times before. I think that's probably enough evidence that, that strategy can work.

    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. If you look at -- I'll kind of combine two things. One of them is what is the profitability of the loss business plus the overhead benefits, if we could have planned better and just having better leverage and that would have been 200 basis points, 250 basis points by itself between those two areas. So that's why we look at the second half saying we don't need it to be a record-setting quarter from a revenue standpoint to get back to that profitability measure we gave, despite the headwinds on the raw material side and freight. What we need is just enough visibility and then high enough level of sales that gives us that leverage point.

    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. I had one on this path back to normal and then one on the VA. On the recovery question, what do you see is the most important trigger for a normalization as it relates to your business? Is it primarily a patient demand issue and so vaccines are the key or state restrictions really keeping these clinics, below capacity and those need to be lifted? Just trying to get a better sense for what needs to happen to get from here to 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
 
Good morning, Vivien, and thank you. Yes, look, and as you rightly say the UK did open on April 12, I think it was for outdoor dining at pubs and restaurants. We've seen about 30%-40% of the establishments reopen and our volume in those establishments in UK is up double digits in the sort of first few weeks of April and I think the next step is on May 17, when indoors opens completely and then we have June 22, they will be fully open. So far just a few weeks into the business. It's actually been pretty positive. Thanks.
Sadie?

    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's a great question, Haendel. I mean the good part, as you point out, is there is very little in terms of debt maturities in the near term. So there's no emergency or real need necessarily today to monetize it. Two, we still have to manage our REIT taxable income position. The good news is the -- and I think we've talked about this previously, the built-in gain actually burns off next month. So the federal income tax piece of it is -- will no longer be an issue, but we still have to manage our REIT taxable income. In addition, there still are certain lockups related to our investment with our partners. So in order to monetize it today, we would need -- it would be subject to a marketed sale in agreement with the rest of our partners. Come June of '22, there are no further restrictions on the investment and then we'll also -- and when we look into 2022, we know we have two preferreds that are callable. We have bond that will come due. So there's lots of opportunities to use that capital to further deleverage the balance sheet.

    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. I mean, I'm not sure I would say today's a normal environment. I think people are starting to live in a new normal environment. But I think right now, it's still I wouldn't say, the completely robust environment. That doesn't mean we feel confident that the long-term prospects are much faster from a growth perspective coming out of 2020, then going into 2020. And so -- but we've seen a steady, as I mentioned earlier Dan that we've seen the steady increase quarter-over-quarter. So if you -- as I mentioned, we went up about six points each quarter and three points in the fourth quarter. But if you normalize some things, probably a little bit more. And so overall, we feel very confident that the five to seven is an achievable number here. And we're -- could there be a scenario that this is better than that? Yes. We -- I mentioned in my prepared remarks that we're not banking on any pent-up demand. But we can go through the end markets, and we feel like five to seven is an appropriate guide at this point in this market environment.

    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. So, last quarter the G10.5 market was frozen. There was virtually no demand across the industry. In the current quarter, we're expecting market demand to pick back up in G10.5. With our FPD capacity if we're not building G10.5 we're generally with those tools building AMOLED reticles which maybe it hurts the top line a little bit but it improves the profitability. So it's a balancing act, but I guess the answer to your question those tools our FPD factory was capacity was completely consumed in the quarter, the 82% high-end is the highest number I can remember here in Photronics and I've been here for almost 13 years now. So, the mix of the business was really good and that was essentially with the frozen G10.5 market. So, we're as I said expecting and already seeing we're as I said expecting and already seeing actually as we sit here, we've already shipped or either shipped or head in with more G10.5+ business now that we did all quarter last quarter. So that's the market is coming back.

    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, Sorry about that. Can you hear me now? Hey, Steve, first question for you. So it looks like this year, we're seeing kind of one of the most back-end loaded kind of Q4s that I can recall in some time, with the vast majority of net new ARR kind of projected to hit in that quarter. And it kind of goes somewhat counterintuitively, just given that in theory cloud, you should see faster and more straightforward expansions because you're not provisioning new on-prem hardware. I guess what about this year is making this such an unusual Q4? And just how are you thinking about kind of improving the linearity throughout the year going forward. So we're getting a little bit more consistent net new ARR on a quarterly basis.

    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. Can you hear me, OK?

    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 haven't really seen it, Tom, but I would also say, we don't really have that kind of visibility in terms of a customer maybe having some kind of limits of their production because of chip shortages, that'd be a little difficult for us to say. So if it's happening, it's probably very minor.

    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 afternoon. Can you hear me?

    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 think I'll start and maybe turn it to Al if I miss anything. I think part of it is mix of business. We've been very selective in our strategy on what we pursue. And we pursue businesses that are interested in coatings and solutions that will help them make more money, not necessarily just commodities. So you're not going to see us in areas where it's just that, commodities. So we've actually walked away from some of those businesses and we've focused on areas that are more high value. So we often talk about bridge and highway, you're going to see us on the high-value bridge area as an example as opposed to other areas that are just low-margin commodities. And I think that plays an important part in the alignment and our approach is just that. We want to be partners with our customers, help them to be more successful. And in return, they understand that our ability to serve them and make them successful comes at a cost to us and our shareholders and we're sharing that reward. Al, anything else you'd like 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
 
Yeah. You know, the automotive market had a very solid quarter in Quarter 2. And is driven by some return to normalcy for manufacturing. And I know that as the automotive end market production is projected to increase in the second half, that should be a favorable dynamic for the business.
But consistent with what we saw even through last year, the demand for R&D offerings in auto continues to be steady. We actually saw an uptick in that, especially around EV and AV. And our funnel for the automotive EV offerings that we have is very strong looking into the second half. We just launched solutions to solidify our EV portfolio in charging test, and we continue to see a long runway for those offerings.

    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 mean -- so I'll talk in general, and then we're going to bring Ross in. We've got to wake him up over there so he can chime in here. So look, when I think about what we're doing is the large amount of our customers. I mean that's what's so unbelievable. We have this huge cross-section of businesses. And I know everybody is focused on e-commerce and I'm sure we'll get questions on VAT. But there are a lot of businesses that didn't do as well as everybody thinks around the e-commerce area. And we know that there are people that want to do this but just decided to push out that decision-making process until COVID is over, so they're back at work and the trigger events will start to be at play again. So I mean, we know that there's a pent-up group of customers out there that want to continue to automate, need to automate but are sitting on the sidelines a little bit. So I expect that to be a tailwind for us as we move into 2021 and beyond. Ross?

    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
 
It is a very competitive market right now. What we have always done -- we have tended to have very low attrition within our employee base and the reason is really all about the culture that we provide. So our employees come to us because they want to be something part of -- they want to be part of something bigger than just the company that they work for and our culture is all about collaboration and solving interesting difficult problems that are going to change, healthcare and actually have an impact. We also have a culture of giving back to the community.
So we have our Definitive carries program where we provide volunteer opportunities for our employees. We have had 100% participation in that every single year that we have had it and it's just a great way for employees to get to know other employees and take leadership roles and all of these results, we have been at best place to work five years in a row. We are the number one place to work in all Massachusetts in 2019. Hopefully, we are going to be number one again this year.
We are awaiting the results. But if you can develop a culture like that, it gives you a real competitive edge as you try to find the very best and brightest to work at our company.

    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 very much. Appreciate it.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, of course, COVID has impacted positively any type of business that dealt with online in the last year, and iLottery in that perspective was no exception. The book on post-COVID has not been written, as I said a few times. We may anticipate that some of that will turn into additional entertainment options that the players will start to reengage with. However, we are confident that the player base that joined during this more than a year of those two-year-and-a-half process will allow us to create longer-term relationships with them and reengage.
And we are definitely happy with the retention rates that we're seeing. So, it's still an unknown question, I would say carefully, on how much of that remains. But our view and what we are, I would say, anticipating is that we should be able to retain a major portion of that through marketing efforts.

    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
 
[Foreign Speech].

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