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
 
Stephen, it's Patrick. I'll talk about that. So on the PIK income, we saw a little bit of change into the first quarter. It's really driven by just a couple of assets. I think we've talked about some of these assets in the past, including our one hotel loan in Brooklyn, as well as a -- as well as the condo loan in New York. So we've got about $3.3 million in total.
I would note that in the quarter we also saw reversal of a PIK, one of our hotel loans or other hotel loan, which is the Fort Lauderdale hotel loan got modified. There was a $10 million pay down, a true-up of the PIK balance and that loan is now current going forward. So it's a modest amount that we had. I think the net change was about $850,000 for the quarter.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi Jennifer.

    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
 
Gavin a reasonable number would be this year, the $600 million plus the $75 million. We're able to offset the tax, which is $675 million, less $50 million of payroll tax. So, I would think 625-ish in terms of a good kickoff line.

    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, Shyam.

    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. First of all, we just signed the deal. We haven't closed on the deal. We expect to close sometime in the third quarter. This is not going to be a material acquisition for us from a top-line perspective. It really brings us technology and scaling their existing products. That gives us manufacturing in China, that will help us with our in the region for the region strategy, which also will as Josef pointed out continues to drive those margins upward over time. So we're looking at this not from a big plug on the revenue, top-line side but more as a technology expansion and footprint expansion within our electronics segment.

    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 did not sell the more positions so that, you should expect similar on a go-forward basis, more has been a strong contributor, and so you should expect similar.

    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, Gray.

    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
 
No, Andrea. No, Andrea. It's $250 million for the full year, forecast 2021 versus 2020. If we didn't have any hedges, you would add another $10 million to $20 million.

    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 nuance that you're picking up on. Most -- a lot of our advisors already have access to all our fiduciary suite, all our solutions suite. And as I mentioned in the script, I think my exact sentence said something like we are working to make all solutions and all of exchanges available to all advisors. So there's some contracting. There's some addendum work that we will be working with our clients to kind of sign as we identify for them the captive addressable market sitting in their books of business that make -- that will incent them to say this is a very good idea, I want these services, help me go get those assets because they're sitting in their book of business today.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, guys, thanks for taking my question. Dave, I just wanted to follow up on an earlier question that was asked. I think last quarter, you mentioned something like 10% of the net new ARR came from securing cloud workloads and IoT. Was that right? And do you have an updated metric there at all? I mean, it probably doesn't change much quarter to quarter but just curious.

    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. John, we -- I would say, somewhere probably in that $130 million-ish kind of range. I think where you think -- we were in the middle of the pandemic, and we were kind of in just normal business conditions, probably at that level.

    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 would just say, this continues to be a high area of focus both on our operation side and also working through this with suppliers and customers and implementing price increases.

    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, Ann. I think the real complex part here is we're dealing with several variables and trying to project where they go in the future when they've moved so much in the last four weeks. And we're not in a good position to really quantify it. In terms of the steel pricing situation, right now, obviously, there's some dislocation as demand is outpacing supply.
Our hope is that supply comes back on and pricing starts to plateau a lot like what we saw in 2017. So it's tough for us to give you a good number on where we think that sends, having only been off as strong as it's been for four, five weeks. Some of those other items, I think it's the same case scenario. Dave, do you want to just provide a little color on the issues of foreign currency?

    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. Thank you very much for taking the question. Following your prepared remarks on AML, you mentioned that-alluded to are being correlated with improved overall survival and obviously some of the more recent approved therapies for AML targeted therapies such as FLT3 and IDH inhibitors were approved based on the narrow measure of CR CRH. So I was just wondering, is there any specific reason with respect to cell therapies, the focus should be on ORR as opposed to CR CRH as in the case for the targeted therapies and have you had any discussions with the FDA on this nuance?

    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. Thanks. I think the big opportunity is Intelisys. I mean, we've seen growth there and we believe in that model. I think that's our biggest opportunity that's sitting out in front of 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. Look on LEAP overall, obviously, we talk a lot about the destocking we're going through. But as we mentioned, in terms of revenue, last year we produced close to $100 million of revenue in that program. This year it's going to be similar number trending a little higher than that. But a few million dollars higher than that this year but materially -- at roughly similar level as the growth in 1A has picked up nicely. And even though we're not generating a lot of revenue on 1B, it -- overall, it's about the same level of production as last 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. Great question. So I'll take maybe just part of it and then ask Jen Colosimo to share some thoughts on that as well. So yes, as we reported, we added -- we reported, we added 19 new client partners. We actually -- the 20th came on about a week after August 31st. So in our minds, we're saying we hit the 20. But -- and that was the projection we had for the year. We mentioned that we would hire -- we kind of back-ended our hiring because of the impact of COVID earlier in the year. So we felt great about bringing on the net 20. And we're projecting and planning to bring on the net 30 this year we've talked about. It is a different environment for sure right now, and Jen can talk about that.
But I would say, to answer your question specifically, I think we'll get there. And if we're a person or two short, we don't expect that, that would have any impact on new logo sales. As we mentioned and as I mentioned in the remarks a few minutes ago, we have 120 client partners that are still in the middle of their ramp. There's frankly tens of millions of dollars of latent potential revenue that's there as that group continues to ramp. And so, that would more than cover -- significantly more than cover any gap there might have been if we failed to get to the hiring number. But Jen, why don't you add a little bit of comment perspective? You're out there every day, helping us recruit and onboard these new client partners.

    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
 
Okay. Thanks for joining us today. We continue to maintain a busy IR calendar with many upcoming virtual events, including JPMorgan, Raymond James, Bank of America and Stifel, and we look forward to connecting with many of you there. And I hope that all of you and your families stay safe. Thank 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
 
Hey, Aaron, thanks for the question. I think longer-term, you'll see a normalization of that. I think we had a very strong Q4 free cash flow and it was driven by, as I said, a record Q3 performance and we did have some one-time items that showed up in there in the form of time to go to payroll and also some IRS tax refund. So, we can't count on those repeating every quarter. So longer-term, I would just say keep mimicking basically our free cash flow follows our EBIT -- our non-GAAP EBIT performance, and there is a correlation there over time.

    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, Doug, it's Doug here. I'll take that one. Historically, if you look back over the last several years we've had anywhere from $0.02 to $0.04 on a per share basis of prepayment income. I think on average, as a matter of fact, it's $0.04. It tends to be lumpy. So that's not a regular number per quarter, but that's the average over the last several years. This quarter was significantly less than that, closer to $0.01, it's been between nothing and $0.01 in recent quarters. And that's a function to your point of the seasoning in the portfolio decreased velocity in 2020, and then the resultant aging of the portfolio, the prepayment income obviously is a function of the aging of the loans.
As the portfolio turns over, as originations and repayments resume, and the portfolio turns over into the more typical demographic, so to speak, over the next several quarters. And we'll see that velocity resume and the potential for prepayment income resume, and that additional yield return to the portfolio.

    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 -- good question, Jason. So yeah, on the specialized side, we'll start there, we kind of highlighted the year-over-year tough comp right being the wind energy. And I think we all kind of -- we're anticipating that this could be pretty tough to have an improving rate environment in the face of that tough comp. That was down meaningfully year-over-year. The end markets that actually did fairly well and were key contributing factors to both the sequential and year-over-year improvement that we realized in the quarter were really the construction, kind of high security cargo munitions business that we do, as well as some of the commercial flight glass which all -- there was a lot of end market strength in those spaces that helped drive some of those rates that kind of help offset the pressure that we saw from the prior year's tough comp.

    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
 
Apparently, you can hear me, many of you can hear the operator, I think some of you can hear us as well, but we cannot hear you or the operator, so we're trying to work through here the technical difficulties, if you just give us a moment.
[Technical Issues]

    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, George.

    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, something interesting. We continue to have dialogue with our customers. And it's interesting, I would say, believe it or not, the channel inventory from a year ago is probably flattish. However, the channel wants more inventory given the current demand and volume out there, right? So, I think it's a mixed bag. People want more because of the supply chain concerns and they're demanding more. So, overall, I would -- they would tell you if they want more.

    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
 
Great, thanks for taking the question. Just as a follow-up. I know you talked a bit earlier about the potential timing of transactions this year and I guess it's one thing for an operator to tell investors that margin improvement is going to be sustainable, but it's another thing if they're willing to kind of commit that to future rent that will have this higher margins. So I guess how is better transaction would happen this year? I guess, I'm just wondering if -- as everybody has to underwrite some kind of rate of recovery and then whether margins are sustainable or not, is it really reasonable to think that anybody is going to have enough visibility on that in 2021 to actually be willing to commit to those terms and permanently in a 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
 
So let me kind of rewind us back to winter storm Uri because I saw that up close and personal. And the mid-continent area, which is defined as Southwest Kansas and the Texas Panhandle in Oklahoma, is a net exporter of natural gas even during the month of February, during the middle of winter to the tune of about 3 Bcf a day. That turned back between the demand that we saw in the mid-continent and the lack of production for various reasons to basically only 5% exports. So the real issue is to talk about resiliency of the supply chain and how we can potentially get gas in those kind of situations back from maybe the southeast up into the mid-continent if it ever happens again.
So those are things that we would be looking at. But it really is looking at not necessarily the capacity that's there today or the contracting of that capacity, we are addressing a little bit of that, which is some uptick in storage and some additional volumes there. But that's not going to get you through a second winter storm Uri. So it's going to have to be a holistic approach between the exploration and production folks, the midstream folks and the utilities to really get us to a point where we can take on another winter storm Uri.
I will say, volumetrically, there were very, very few customers lost in the state of Oklahoma. And so, that biometrically was a very positive for us. The issue was where the price went to, not necessarily the stability and the reliability of being able to perform. So I think the focus needs to be on resiliency and there's going to be a lot of people that's going to be involved in that process.

    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, as more and more of our business is subscription-based and recurring, the visibility gets better every quarter. So we feel pretty good about the airtime business continuing to grow. And the churn rate on the HTS network is much lower than on the legacy network, and AgilePlans' churn is lower than both of them. So we feel pretty good about that.
The FOG business is growing, and we've got a huge backlog now. As Roger mentioned, it was $24 million. So we're starting to get good visibility on the FOG side of the business as well. Probably the only part of the business that doesn't have great visibility is the one we always talk about, which is TACNAV, which is purely military.
And those orders tend to be binary so the visibility on those outside of what's in backlog is not as good.

    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, it's doing really well. We couldn't be more pleased with the team. Pat can talk about some of the cultural excitement that we have on that. But financially, they're growing in double digits still. Their margins are north of 30%. We see terrific opportunities for that business.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, guys. Thank you so much for the questions. I was wondering if you could talk about any impact you're potentially seeing on the front end, either in the fourth quarter or in the first quarter, from the stimulus checks, and anything that you have seen from like our merchandising opportunity or just results so far.

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