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
 
Yeah. I don't know whether we can put a specific number of quarters on it, because it will really depend on the blow-by-blow of the originations and repayments. But over the next period as the portfolio turns over and the demographics return to a more normalized level, we'll see if that happen. So it's anyone's guess as to whether it's two quarters or four quarters. But it's some period of time in the intermediate term.

    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
 
OK. I would address the cost issue, and I pass to the CFO the capital question that he can elaborate in more detail. On the cost issue, and particularly, you're referring specifically to the cost-cutting in Europe, we committed 1 billion nominal reduction in cost in the core business, Spain, U.K., Portugal, and Poland. We are progressing well in Spain and Portugal.
In U.K., we are a bit behind, but I do think that we are at the running rate. This year, we're going to be at a running rate of 600 million nominal cost reduction. And for next year, well, I remain confident that we can reach the 1 billion cost-cutting. The lag in the U.K.
is mainly due to some compliance investments that we are making, and this forces us to make these investments, but we remain committed to deliver the 1 billion that we told you in -- by 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
 
We expect to fully cover raw material inflation during the course of the year primarily via price pass-throughs. And if we think about that by business, in Refinish, we typically schedule price increases and they've been able to pass on raw material increases fairly efficiently. I think our value proposition is not based on material costs, but rather the technology we offer and the associated efficiency gains at the body shop level. For Industrial, end businesses should be able to increase price. But really full realization is determined by individual markets and competitive factors. Only a small portion of the total end market there is based on index pricing. So we're fairly confident of our ability to price through on the Industrial side.
In Mobility, roughly 25% of our business is covered by indexing, with the remainder under contractual language that allows us to discuss pricing. So we've generally been able to successfully over time pass through sustained inflation, albeit with some lag to the realized increases. And the price increases outside of the index will also be achieved with new colors and on leveraging our services.

    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, Mark, thanks for the question. We do think quarter-over-quarter that the price increase is going to be about $7 million to $9 million better off in the fourth quarter versus the third quarter.

    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 hearing us for taking my questions and congrats on the progress. I just had a quick one on Angelman. Could you tell us what the volume of the 2-milligram doses? And have you ruled out that injection volume was playing a role and we observed muscle weakness. And assuming it's not volume related, was this perhaps a sequel dependent effect based on the UBE3A sequence or just the result of any antisense oligo present in the CNS?

    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
 
Why don't I start with that Saket and then I'll certainly have others add. I mean as we look at the Digital Media ARR accomplishment over the quarter, firstly, it was a record quarter as well as it was a record year. And when we think about what our Digital Media guide was, I mean, we certainly expected frame to close in the quarter and it closed pretty early in the quarter. And so what we do is we think about a range of outcomes and what that might do and certainly we wanted to focus on frame as well, but it was probably not explicitly factored into the quarter.
When you consider it from different customer segments. The team business actually performed really well right through the quarter. And so the Teams offering and the strength in the small and medium business was great. Enterprise, we actually actively redirected and pivoted the team to think about video and frame and how we were continuously selling it, as I said it closed early in the quarter and so enterprise had the traditional Q4 strength as well that we normally expect.
The individual demand was actually fairly strong right through the year, as Dan mentioned, maybe the one slight change is that, as you think about what's happening with online shopping, while we continues to see demand up into the right we perhaps did not see as much of the spike as you would have perhaps seen traditionally in either the Black Friday or the Cyber Monday weeks. But apart from that strength and demand continues to be strong and clearly we've factored that into our guidance for fiscal 2022, which is the strongest ARR guide that we've ever guided to. I think as it relates to the product and the differentiation, maybe I'll have Scott touch on that and then David can certainly speak to other issues of the business.

    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 if you recall, we touched on in first-quarter earnings, our advantage we felt like going into the IDFA change was -- compared to our peers, is that we weren't going to fall back from a completely personalized solution to a completely contextual solution that lacked the personalization you get with data. Our advantage truly comes from very scaled first-party data. We've got 200 million users playing games every single month that we've got good engagement data on.
We've got millions of customers having paid us over the history of our gaming business. All of that data remains intact and is in our models with or without IDFA. And so going into the quarter, we felt like we had advantages. We articulated it for you all in Q1.
And then obviously, you've seen in the step-up in performance that 3x growth in the software business and up 40% quarter over quarter and the huge ramp-up in clients that we're able to outperform in the marketplace because of those investments we've made over the last couple of years.

    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. Good morning. Maybe just as a follow-up to the -- one of the prior questions on leasing spreads and pricing. Jim, you talked in the beginning even about how high leasing spreads have historically been a differentiator for Brixmor, but it does look like that spread on like a trailing 12-month basis has come in somewhat on overall leasing and new leases. So I was just wondering if you could talk through that. To what extent have those mark-to-market has been impacted by the pandemic? Or do you expect the spreads to pick back up? Or is this how you are always expecting that the trend would play out?

    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. Thanks, Mike.

    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
 
Very good question and very good data that you got. That's true. The two IDIQs for the LEPs and MEPs, about close to eight or $850 million, $900 million. They have not released all that. We got the biggest share. And there is more opportunity. As the years go by, they look at the products, they look at it. And we keep talking about CBP. There's DoD. There's state department. There are other areas in the government also who use the similar kind of equipment. So there is a lot more opportunity into it. And what I emphasize was that as these units get deployed, as they look at and they fine-tune it, and I'm sure they're going to ask for some changes and fine-tuning them. Ultimately, this just basically says that the companies who got these orders, they will continue to grow their installed base as they progress to what CBP and DoD and other people want. So there's more opportunity.

    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 and thank you for taking my question. Could you please talk about the traction of the China A 50 Connect Index futures? How should investors think about the opportunity there? And then if there's any other potential partnership opportunities with the Hong Kong Stock Exchange to launch more new products, any more color would be helpful. 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
 
Sure. Two or three of those things, we'll try to get them all. It's not unexpected in a category that's continuing to bring in new consumers that you have some seasonality effect. We certainly saw a greater seasonality effect over this recent period than we saw a year ago, as an example.
Our view is that's likely because you have a significant higher percentage of either early or less consistent users. So it wasn't really a surprise. It still remains a growth sector within the beer industry. Our forecast is that it's going to continue to grow, and it's continuing to be a very important part, which is why we're more than doubling our capabilities against hard seltzer for this particular year coming that we're just starting.
We believe this is going to be an important part, and it also provides an interesting entree for people into the overall beer category. Relative to the market share. As you know, as we expanded our capabilities, that allowed us to do additional SKUs. We did almost 10 million cases this past year with one SKU, which is kind of an outstanding launch if you will.
But the expansion that we are putting in place is going to allow us to more than double that. We've already introduced SKU No. 2 and No. 2 Variety Pack, and we have Limonada coming online here this coming June.
So our expectation is you'll see a significant increase in our share proposition, in part, because we'll have more available to the consumer, and we'll have more shelf space on the warm shelf and more cold box space in the cold box as well. So we're very optimistic about what our profile will look like as the year goes on.

    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
 
We have additional eProbes machines, Gary. But it may be to replace some components on those eProbes machines for new applications that we're developing. So in that sense, it could have involved, but it is not just for specifically for the machine shift for the quarter, probably that machine had very little capex associated with that all.

    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. So it's -- we've said in our previous calls in December when we announced this transaction -- we'll continue looking at the portfolio and finding opportunities to inorganically add higher margin, less cyclical higher growth parts of the business. And we'll look for other parts of the more cyclical part of our business to separate to finance that. So I would anticipate that some of our more commodity plastics could be separated at some juncture when we find the appropriate opportunity. But we don't have any specific timeline. And it's an important part of our portfolio now from a cash contribution standpoint, so no specific timeline. And the other thing I would point out is we do have significant opportunities to improve our base plastics business with additional investment and the harmonization of our systems. So again, no immediate plans, but longer term that's our goal.

    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
 
Oh, yes. So Snapchat is very exciting. I think for us, we think of ourselves technically in a super innovative sort of space and continue to invest in innovation across the board. If you go back all the way to when we started the company, we were the first people to bet 100% on iPhone and mobile back in 2010, 2011 when everyone thought you needed a website.
So when you look at this new platform opening up with Snapchat and Posh winning on Snapchat, it's an exciting place. The way we've designed it is that you can shop natively in Snapchat on Poshmark. You can shop the closets, you can shop the inventory, but you can also shop the virtual Posh parties there and make the purchase directly there as well. So that's sort of how we see it.
And it's -- the idea is to open up Poshmark to audiences and then bring them back into Poshmark as a broader platform of engagement. And the early results show that a significant number of engagement -- amount of engagement we are seeing, over 77% of what they call active daily users or active daily players are Gen Z. And so that just continues to broaden the appeal of Poshmark to different audiences overall. And we certainly see this approach as something that other platforms might take, and we'll be there to partner with them as we expand our footprint.

    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, it's going to be higher than market. That's the bottom 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
 
You bet. Yes, I'll start, Joe. So the one thing I'd tell you is, and when we file our 10-K, we got a really good disclosure in the back where we break out what's truly originations on new business for particular profit share versus what is the change in estimate based on better-than-expected performance like we had in Q4. So I'd tell you, it's pretty linear as you go -- cert will grow with revenue.
And you'll just need to kind of focus on that disclosure in the MD&A that kind of backs out the adjustments related to historical vintages. So I think you could think about that, they grow together with pretty linear growth.

    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
 
Well, in general, we're moving from markets, as I said earlier, with superior growth, moving to markets with superior growth prospects and Florida would be no secret as an example. And we're selling properties in markets with lower expected growth and often with unpredictable rule of law. And so blue states like California, New York and Chicago are ones that we have to keep a weather eye on what our future prospects will be.

    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 do. We do. And it has been reflected in our quarterly earnings, and it will be reflected in our fourth quarter earnings as well.

    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. Good morning, everybody. Mark, given kind of your view on the stickiness of the leisure traveler and some of these ADR trends, are you underwriting the current paradigm for these five acquisitions or what level of conservatism, I guess, are you assuming?

    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, we can. Thanks, Jeff.

    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
 
I'll make two points and then I'll turn it to Helen. One is we are also spending a lot on cash settlement of units that are presented to us, which are not in these numbers. So these are over and above what the Board authorizes us to respond to exchanges that are presented to us on a quarterly basis. So, a perfect example being this quarter, we're going to repurchase nearly 700,000 units for cash, which is effectively a share repurchase. We are mindful of the float. And as long as there is lot of supply available to us through exchanges that is going to be our preferred means. But to the extent those units that are presented to us reduce over time, then we're going to be more to the open market. So, I think that's really how we are thinking about this.
And then, the $150 million versus $100 million is partially reflective of the fact that our share is trading at higher levels today. So, it's the -- you need more capital to retire a share today than we did two or three years ago. And also, we are obviously a larger company with stronger cash balances. So, we are very comfortable with what is now, I guess, $186 million of total authorization.

    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 as you heard, we talked about the freight as a percent of net sales at 11% for the quarter versus 7.8% last year. We do have freight inflation in the first half of about 10%. The way that it splits out in terms of the inflation versus the fill rate inefficiency, about 100 basis points comes from the inflation in the first half, and the balance of it is coming from the fill rate issues.
So depending on the quarter, it's somewhere between 150 to 200 basis points of an impact.

    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, you know, that represents -- so there are fundamentally five studies organized in four pillars, and those four pillars are prenatal, postnatal, hematologic malignancies, and solid tumors. The hematologic malignancies has a leukemia arm to it and a lymphoma arm, so that's your five. And our plan is to have 1,000 patients in each of those five areas spread across the multiple sites that are participating as Alka said, at least three per site -- per pillar.

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