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
 
Hi, guys. Thanks so much for the question. My first question is in terms of the cost of care as we sort of move through the year. I think you talked about, I would say, some of the reopening and that kind of thing.
But is there anything else you would point to in terms of the pacing of that cost of care as we move through the 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
 
What we see with this company is, you know, the sales team had an excellent strategy in going after the right customer at the outset. And that really is the playbook they've been building. Then the ramp to the level of spend, the $10 million to spend in the first year is definitely not typical. We, you know, see a lot of customers ramping to a million dollars of spend faster and faster although, usually, they don't even get to that level of spend in the year.
But the good news is our team has been getting customers to that $1million mark even increasing rate, which has been great to see. And in this case, the team also did a fantastic job building this rapid expansion playbook once the account was landed in terms of getting more and more hiring managers within the company aware of the program, and migrating all of this talent that the company was already working with onto the upper platform using our Bring Your Own Talent solution out of the gate. And so, we just executed incredibly well kind of top to bottom on this account. And I think -- well, again, this is larger than the typical account that we might be closing is definitely not our largest, and it's a playbook that the team is getting better and better at replicating, which is a great sign.

    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. So far, we haven't seen a lot of those projects materialize. I know it's early, and we certainly know of a number of projects that are in queue and are coming to the market. I think they're frankly two different buyers. I think obviously as home prices continue to increase, there'll be demand for FFD for rent, which is the whole thesis behind that strategy. But I still think there's a -- homeownership is still highly appealing. And we don't feel like that's a direct competition for us where we sit.
And finally, the -- I'm not seeing a ton of that push that far out. I think it's sort of the second ring versus the third ring, if you will. And so where we're going, I think it's still more about the for-sale market versus the for-rent market.

    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. Thank you for joining us today, everyone. We'll speak to you again next 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
 
Yeah. I don't think I'd describe an actual dollar cost number. I think, I would say, for the full year, we expect to be flattish on price cost. It could be a little bit favorable, depending on where things fall out. But I think it's very volatile to call the year. Second half of the year, we've got from a commodity perspective, roughly 70% locked with copper, actually 60% locked now with aluminum. That's a step-up for us with some recent hedging that we've done in that space. So I think we still have a little bit of exposure on commodities for the second half of the year. So I hate to try to peg it to any one number, just given the volatility we've seen, but it's significant.

    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
 
Well, let me -- certainly, some of the expense benefit that we have seen are, of course, travel and entertainment, sort of in-person marketing events and those are the two main areas. Now fiscal -- everyone has a point of view about what is going to happen here over the next 11 months now and when people will start traveling and so on.
Considering the fact that our fiscal years cross over calendar years, we think that even if we start traveling and we start doing in-person events, that will probably only start impacting fiscal year 2022 and possibly only half of fiscal year 2022.
So that add back on expenses will not be as pronounced as perhaps for other companies that operate on a calendar fiscal year. But let's just say that our discipline in this company around expenses and delivering profitability will continue to come through even as we transition back to a normal economy. Let me just say that.

    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
 
Actually, I do. I mean, well I've got several observations. The first is the next time I see a black swan I'm probably going to shoot it. But beyond that the -- and I said in my prepared remarks, I mean, the amazing resilience of both segments of our company, both games and FinTech. And the amount of recurring revenue that was so resilient and came back as quickly, if not quicker than the equipment sales revenues to me really pushes make into the camp even further of these two businesses, finding a tremendous home and a great synergy being together under one umbrella. I'm constantly asked because I'm bullish on keeping both businesses in one company. I'm often asked about well would you split them up? And I've always said for the right dollars of course. But I don't see any reason to -- there's no strategic need to do that. I think they're highly complementary and this has really proven 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
 
That's SMBC Nikko. I have a clarification question. Matt, first, on the outlook for the networking segment, if my math is correct here, I think you're guiding Inphi to be up at least mid-teens sequentially. And your core networking business, you said it's going to be up slightly.
So I'm just trying to understand, is the difference primarily on the supply side? Or is it the demand, if you can clarify that? And then my second question, more of a longer-term question. You mentioned ARM servers and obviously, you've been the leader in that market for a long time. And there's been a lot of buzz, as you mentioned lately, and some of your peers are also announcing design wins. So my question is, when can we expect to hear from Marvell in terms of the design wins and revenue contribution from that market?

    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, Caitlin, we've never really had a 100%. I think that's a starting point, right? For the most part, on a historic basis, normally we would collect around 95% during a given month. And then over the following months, we would collect the other 3% to 4%. And then you have your credit loss that comes into play. When you look at the collections, again, collections were 92% for the quarter. So, definitely starting -- we are seeing improvements. 91% collected so far for January. We don't think that we've hit the peak yet; we still have more to do. And again, we're still being impacted on the closures that have occurred certainly out on the West Coast, hitting restaurants and a lot of the non-essentials. But collections are continuing to improve.

    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. So, just following up on the earlier question about capital deployment. I think in the past, we've talked about Fidelity National being able to go run at the holdco unencumbered with up to as low as $150 million of cash. So the question is where is a good place for it to be? I mean, what you were talking about being at $1.1 billion and with a lot of cash flow coming up to the holdco, what's kind of a comfortable area where you'd like to be? And perhaps you could talk about some of the specific M&A opportunities that you might be seeing out there right now.

    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. I had a couple of questions. Arnold, you mentioned in the prepared remarks that the Carnival brand is already at 90% occupancy, which is fantastic news. Given that we have the restart dates for all the ships at this point, they are pretty much fixed. So we can be hopeful that there might be upside from higher occupancy levels. Should we think that the Princess might be next brand that is getting to levels somewhat closer to the Carnival brand and possibly Costa? Is that a fair way to look at? Can I get my upside from occupancy?

    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
 
Thanks. And good morning, all. I wanted to come back, Ritch and Stu, to the market share question. I think you shared at ICR some market share. It's a delivery and it was, if I remember correctly, like 36%. That really didn't change from '19. So if that's correct, or if it's not correct, let me know. But why do you grow share in the past? This year what you'd think would be a year where you could have grown share more just given your capabilities. So why do you think that's the case? Is it just everyone got better? Was it independence suddenly got stronger? What is it in that dynamic that maybe changed in 2020 and how you think what were the causes of it?

    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
 
Sure. The Company is that visit on the wide box is a fairly sophisticated, so they're not short on talent. If they are committed to our mission, they will go ahead with us. I don't believe if any changes happen in the industry, it will be simply because the next-gen is harder to boot.
But it's much more about the collaboration we have with the vendor co-development partnership we have here. And we've talked about it in the past, and nothing has changed on their front. We are moving along on our mission. And the few situations where customers consider buying from the outset, then that will take a few years to actually materialize.
With no big change, very expected.

    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. Good morning. I'll try to keep it short. First on Hawthorne kind of M&A commentary, explain to me, I guess, the rationale behind -- you have a pretty broad base of products, most of the M&A you've done or announced in the past year has been really, really small.
And I understand that valuations are more attractive. But I mean, it's kind of to a wide bother if you could end up buying 300 different $10 million companies versus build it yourself. So help me understand why that -- what makes sense versus, a kind of a part two to that first question, of why didn't you actually repurchase shares in the quarter versus repurchasing them going forward?

    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
 
Angie, that's all. We're good and thank you very much. Thank you all for joining us.

    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 say 1% to 2%. I mean low single-digit, right, above the market.

    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 a broad question. It can take a while to answer all of it. So I'll try to give you a high-level response here. But first, we haven't closed on the acquisition yet, but we are certainly excited about it. We have worked with Fetch as a venture investment for quite some time. So we believe we understand the market, we understand the team, and we see great opportunities to leverage the Fetch's broad portfolio of AMRs. They have the broadest portfolio of autonomous mobile robots in the industry. And they have a very strong, very capable cloud-based software platform for how to deploy and manage these robots.
And then here at Zebra, we have been more focused on technology enabled, the workers in warehouses. And by combining those two to be able to control and optimize both the flow of robots and the workers, we think we can offer a superior ROI to customers in manufacturing, in warehouses and a number of these use cases. Fetch has say, initially been mostly focused on the kind of contains market. So more of movement of goods, but we see there's a number of other use cases that are also growing fast where they have solutions that are very well suited to pursue those also. And here is another area where I think our strength that we have in our go-to-market organization, I'll ask Joe to comment on this also, will augment as well.
We know virtually all of these large customers in transportation logistics, in manufacturing, retail, whatever industrial vertical we're going after, and we can help, I think, with providing those introductions and position to be our broader automation workflow solutions with those customers.

    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. Well, FARA is out a ways. It is behind FLRAA. So, I'll concentrate my discussion on FLRAA.
We think that the architecture that the army wants, favors our technology very strongly. We think there's going to be a down select between the Lockheed, Sikorsky team and the Bell team sometime late first quarter or end of the second quarter of 2022. We are a primary team member of -- on the Bell team and our role there is pretty defined, although still evolving. And we're hopeful of opportunities with Sikorsky, if Sikorsky team where to be successful, but that's less from at this point.
But if the Bell team wins, it'll be a real significant program for us as early as the second half of next year from a development perspective. And ships that contents will easily be the biggest we've ever seen in that type of product, the electrical power distribution system today. So more on that as it happens, but it's basically a first half 2022 event.

    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 think we always look at the marketplace opportunistically. And there's a lot of factors, but we obviously expect we're going to grow our business, particularly in the retail wireless business. And we do think that our spectrum -- we think we can monetize a little more spectrum. But yes, there could be cases where we go to market as well.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Our goal has been around November. And right now, we're on track to meet 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
 
Well, it could. I don't -- you know us. We don't tend to try to overly speculate on the positive aspects until they happen. So sure. I mean there is some logic you see consolidation, and that would certainly be a good thing. Like I said, if you're making the kind of investments that have been made in that market space, a certain amount of consolidation to be sure that's not oversupplied is important, and there are some spaces that have been oversupplied in recent years. So I think the -- maybe the balance is a little bit favorable on that side but not enough that it's really made any major changes yet.

    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 evening. And just wanted to, I guess, follow up on one of the questions just earlier on the revenue guidance there. I know you didn't really mention too much about kind of the impact of backlogs.
But I just want to get a sense, I mean, are you, by chance, having to see any slowing in demand at all? Is that implied in the 4Q guidance? Or should we take it that a lot of this comes down to the backlog side of things and not being able to kind of keep up on that front? Just want to get a clarification there.

    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
 
Just a couple of quick follow-up. I was confused a little bit by your answer to Mike's question about the rate on the Waterland loan versus the GAAP yield. I think in a previous question -- previous answer, you said that they were the same yield, but then straight-line rent is supposed to kick in as you close these properties. So, I guess, from a modeling perspective, are we modeling the GBP800 million at an 8.6% yield going in?

    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. So, let me take me take the ESG and then I will hand it out to Laurie to talk about cash runway. On the ESG side, we issued a 2020 ESG report last year and so feel free to peruse that. We took a lot of pride in going through the audit process internally. We had multiple conversations at the board level in terms of the importance of ESG long term. Many of our shareholders as you know are Long shareholders. We have a considerable amount of European shareholders and we take their concerns very seriously.
So we started on this process two years ago, in terms of understanding what it means for a smaller company like ourselves to be highly engaged and active in managing our broader footprint, our environmental, social and governance footprint. And we've made critical improvements based on that feedback between 2020 and 2021. We'll be issuing our 2021 report later this year.
So you'll be able to read a second report. So we're extremely excited by that. We have set the governance up to the board, we are always side up to the board level. We've got an internal executive level sponsorship on this. And again, we're constantly trying to make sure we're improving who we are as a company, and what our footprint is long term and we think that's important for building a sustainable vibrant company.
Laurie, do you want to take the cash runway question?

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