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
 
Okay, thanks. Hey guys, good afternoon. So you guys have demonstrated some good progress on the take rate over the last several consecutive quarters. How are you thinking about that in the second half? What are the drivers to improve it? Separately, Andrew, you've noted that IDFA was not a concern for you with the business. Any early observations in terms of the impact that you've seen quarter-to-date or year-to-date rather?
And then lastly, what are the next milestones for the NFL Competitors Challenge along with Big Buck Hunter? And when would we expect to see any meaningful contributions from either one of those? Thanks.

    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. Thanks for the compliment on the balance sheet. We worked really hard to bring working capital down and cash up. We have cleared all the debts that we're -- the cash you see there is unencumbered cash. Our priorities remain and we still have an interest in building the business and acquisitions. There's a few opportunities in the pipeline that we continue to evaluate and sort of tuck-in businesses that would be complementary to what we already do. Second to that, opportunities to return shareholders' cash through share buybacks is probably the next run down and something that we had done prior to COVID and pulled back as we faced some uncertainty, but something that we would be willing to discuss over time here as the business recovers.

    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. Some of them do come off rent. What you certainly don't get is you lose all your momentum going forward. As we pointed out, our utilization had continued to step up.
Every week in January, I think I covered on our fourth-quarter call, every week in January was sequentially improving in physical utilization. When we had that call the second week in February, it was improved over the end of January. And we talked about that cadence just continuing as well in my prepared comments. But to answer your question, you do get some off rents.
You certainly don't -- you certainly lose all your momentum, and you just kind of stand in place or tread water for a couple of weeks in that broader geography. And so that hurt us. Good news is that since resumed and we're back off and running and as optimistic as we were before that storm hits.

    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, management. I have three questions. My first question is a follow-up on the regulation on the education market.
Given the unclear regulatory outlook, I wonder what assumptions on the regulatory impact we built into our full-year revenue guidance? And also, there's a narrative that regulation on education will favor those market leaders. I just want to understand what will be the impact to us if customers are getting bigger or in case market is consolidating. Will they be more incentivized to do it in-house or look for cheaper alternatives? This is my first question. My second question is related to R&D investment, given our R&D costs increased quite a bit in Q1.
So could management give us more color on the trend of R&D spending relative to revenue in this year? And what areas of R&D we are investing? Also, when do we expect these investments translate into growth in the future? My last question is how we can increase our customer stickiness, given I noticed that we have more than 2,300 active customers now. We also provide some start-up program to increase our RTE adoption. So apart from our technology leadership, what value or features we are providing that can increase the stickiness of our customers? I just wonder if there's anything that our competitors are unable to offer so that our customers will stay with our platform. 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
 
Thanks for the question.

    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. DRAXXIN KP was part of our defense strategy. I don't think it's going to restart growth for us necessarily to market as we're seeing generic competition, but it is as Wetteny outlined in his remarks at the beginning of this call. It's helped us retain our share. It provides incremental innovation and incremental benefit to our customers and a reason, obviously, to stay with that.
Yes, we have had in the US two competitors so far. We've heard up to three more are potentially coming. I don't know why they haven't -- we would've expected them this year, so their approval -- whether or not they actually entered the market, we're not really -- we not sure when and if on that, but we would've said we probably have a few more entering.

    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 don't think there is a dramatic change in the cash flow as a result of that. One might think that there is a bunch of BEACON prepayments and other things that happen with multi-years in advance. While that is an element, it's not the broad base of that revenue stream. A lot of that is month-to-month, so it doesn't necessarily change in a step-change way the cash flow profile.

    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, thanks. Just a question on development. It sounds like there's 10 stores that are in some form of planning now, but looking out beyond that big picture, do you expect Dave & Buster's to be a consistent unit growth concept once again? And if you do, could you just talk about the longer-term opportunity? Would you do smaller formats than prior? Would you go slower than prior? Just maybe none of that, but how are you thinking about this topic?

    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
 
No. Obviously, with the results we just delivered, we are increasing our confidence in our ability to reach and expand our margin going forward as the cycle unfolds. So starting with the next two or three years, we see now a strong case for double-digit flow as an activity growth with an upside scenario. We see that the contract wins and the market position we have will benefit us to pull from this additional growth going forward. And the operational leverage, the activity mix including offshore and technology adoption including digital will all cater [Phonetic] the condition as I commented earlier to expand our margin. So the ambition we have set to recover the net EBITDA dollar with less than half of the -- about half of the revenue recovery are still valid. Hence, a mid-cycle ambition to expand the margin visibly is in full play.

    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. 34, Jamie, is what we delivered to-date.

    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
 
Wendy, thanks for the question. I'll just start with, and you said it, our results have been inconsistent, and I'm not satisfied with that, and that is full stop. But if you look at the thesis, and you started to talk about this, we really do see these categories being a long-term growth runway for us. And that's why we got into these businesses to start because we see a nice fit in our overall journey to help people be well and thrive. What we've learned over the last few years as we've operated these is we made the choice to buy some small brands in a very large $12 billion space. And it's certainly been a hotbed for competition. And the lesson we've learned is the ramp-up for the brands is just longer than we thought it was going to be.
We see pockets of encouraging results in our RenewLife relaunch, for example, in our magnesium supplement business. But there are other places where we're not as satisfied. So if I take a long-term view to this, we still think these categories are attractive. We still see our ability to innovate, brand build really meaningful and a slew of a lot of things that are going on there, good claims, good science. But I think the perspective is VMS still only represents about 4% of our business, and it's going to take a while before it's a meaningful contributor, and we're going to be patient. But I still feel conviction that these are attractive categories to compete in.

    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
 
So thank you and hi. Look. We believe that people having access to and control of their healthcare information is a global secular trend and it is vaccine status today but does go far beyond that and that partners are looking for trusted partners and a secure turnkey solution. And so what we're seeing is that Health Pass which is proven ready scalable is seeing a lot of new partner interest and that businesses are focused on coming back better so building a nationwide interoperable solution for private industry and state and local governments is crucial and doing it in an all in one way.
So this isn't just about your vaccine status but going into your office you are you, you are an employee, you are your building access card, and your vaccine status. So this is about again the power of the secure identity platform and creating all-in-one solutions. I think there is a lot of different apps out there and our focus is creating trusted scalable all-in-one solutions that drive the customer experience and the partner experience.

    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. Just a quick follow-up on the price elasticity on delivery, particularly, what do you think that was? What do you think the volume trade-off was?

    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'll take the first part of this. This is Chris. So we're hoping for approval by the end of the year. We would launch shortly thereafter. It will come out as a Category III. We're expecting code or the Category III designation in January similar to what we did with iStent when that was approved in 2012, but we will be working with all the max and commercial payers to get a fulsome reimbursement both for the facility fee and for the physician fee. It will be likely to be have a label that is approved for advanced glaucoma and that's how it will be positioned by our organization. So I would see that that will start as a slow ramp-up and we will continue to grow over time as we get more payment from these organizations.

    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, Tien-Tsin we feel very confident on the sales pipeline and like I said how well we're doing, the game plan, we're executing against is resonating with our clients.

    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
 
No. This concludes our fourth quarter conference call. Thank you for your interest in Vishay Intertechnology.

    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
 
Great. Hi, guys. Thanks for taking my question. So just first, I mean, you had a good quarter, it's still early in the year. I just would love to understand sort of the makeup of the guidance increase. Is it primarily just bullishness kind of in the core business? Are you getting more excited about PDN with the market development work just just any additional color there would be helpful.

    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, in the revenue guidance that we gave for IoT for the year, we are factoring in known supply chain constraints. So that is a supply constraint number.

    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 are at after the first quarter, it significantly exceeded our plan, the cash flow from Q1.

    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, it's a great question. We don't break it out. It just has a lot to do with our packaging strategy that we talked about earlier, especially if we do more of the experimentation, and we frankly do a better job of selling both the joint deal of the packages to customers. It becomes somewhat arbitrary about how you allocate some like this much value to this product versus this. So our primary way -- the reason we break out VM is because suppose you all and our investors are interested in understanding sort of like how things like VM performed and sort of our sole security transformation solutions. So we try to give you enough visibility, but also without distant too much from where the business is actually lending and operating. And the way that we operate the business is really focusing on always solving the customers' problems. And then we drive share of wallet so that customers are trusting more of their security operations spend budget with us and increasingly, the allocations when you have lots of our packets are somewhat arbitrary. So we'll continue to sort of articulate security transformation solutions at the high level, so you get some fits of the growth rates, but breaking it out within that become increasingly arbitrary over time.

    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 on the ADAS customers, we are seeing those projects aren't moving as quickly as we've indicated. They could take three to four, five years. And customer priorities are shifting on a pretty regular basis, and it's an area where we're very carefully evaluating the ADAS space, while we're getting tremendous activity from the industrial space.
So we are seeing that some of those projects are -- they're shifting. The OEM's priorities are changing and their commitment to incorporating Lidar into their solutions. We'll have varying priorities as we go forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Look, I think Ben captured it early in the conversation, but we've got a plan that's very affordable and reliable for our customers. Any incentives that come with that plan, make it more affordable and more -- and the opportunity to then look at other opportunities to accelerate either our own portfolio or potentially accelerate stuff like electric vehicles in the states and keeping customers' energy bills lower. So I think on balance, it's helpful. But we think we can do it at a very affordable price with or without it. And it's not contingent on legislation passing at the federal 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
 
Great question. So as I mentioned before, with this shift, as marketers are moving away from audience-based targeting to contextual targeting, they're looking for differentiated sophisticated contextual targeting solutions. That's exactly what Context Control is. We've launched that product early last year.
But the trend that we're seeing is twofold. The first, early adoption last year with many U.S. marketers, we're seeing a shift where U.S. marketers continue to adopt Context Control.
But now we're seeing more and more international markets adopting Context Control, both in terms of avoidance, but also proactive contextual targeting. The other trend we're seeing is more and more marketers leaning into our contextual targeting solution where they're seeking out appropriate content for their brands, and we're seeing nice adoption rate, actually dozens and dozens of new logos signing up for Context Control across all of the markets.

    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
 
Hey, Mike, congratulations. I have known you almost since the early days of this company. And congratulations, you've done an incredible job, and I wish you the best.

    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, guys, good morning. I just had a higher level question on holdings. Interest rates have come up a bit this year, they are still pretty low, COVID's kind of subsiding. Would you say there is an uptick in conversations on potential derisking there and if and when the time comes, just curious if you could comment at all maybe on which lines there that you're thinking you might want to work on first.

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