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
 
Listen, I can give you some qualitative views of things. We've already provided the second quarter guidance in which we believe the present trends will continue into the second quarter. And the second quarter also included the expected supply limitations that are going on. We're raising our prices, and we expect to run all the facilities at high rates. As you look into the second half, the third quarter, we think residential sales will continue to remain good. We think commercial demand will improve.
Our production rates should continue to increase. Those sales in some areas could be constrained by capacity or supply that we talked about a few minutes ago.
Last year, just to remind you, that market strengthened as it went in, it will make the comps higher in the third quarter. Also remember, in Europe, people take summer vacations in the third period, and it impacts both our resident -- both our Rest of World and ceramic segments, sales and margins as historical. Sales could also be impacted by changing consumer behavior or other government actions with COVID.
As you go into the fourth quarter, remember, we have 6 fewer days than last year, and we do expect more normal seasonality this year and production levels that occurred last year. For the full year, if you look at it, we expect strong improvement in sales and income. We see SG&A being leveraged and operational improvements also helping our margins. With the higher growth, we are evaluating -- raising the capital investments for both this year and next, and we're in the process of thinking it through. And the tax rate, as we said, will go up from last year to about 21. 5% to 22.5%. That is 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
 
No, nothing like that. No, nothing like 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
 
No, I can cover that. We have one big prepayment that's still in process, and we still expect to receive it. There are two properties in that pool that got held up for licensure purposes. They still haven't closed. And once that gets done, we do expect a pretty material repayment or prepayment of a lot of that seller financing. So the current balance today is in the -- just under $800 million. It wouldn't surprise us if about half of that got repaid by year-end based on current discussions.

    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 everyone. I hope you and your families are well. Tony or Adam, just on volume, it sounds like your volume expectations are comparable to what they were three months ago and that you expect flat to up volumes. Can you just talk about with the reopening, with the well-publicized declines in soup in March, albeit on a tremendously difficult year ago comp, with the pantry stocking, why investors should think that underlying demand is not going to deteriorate anytime soon? I know that you've got the inventory rebuilding among your customers for the balance of this year. But perhaps thereafter, can you just address that potential concern that soup is going to go down and the reopening is going to cause food can demand to revert to more normal levels, if not this year, then next 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
 
Thank you, and thank you to everyone that joined our call today. We're proud of our results and confident in our future. Record demand for Digi's offerings combined with COVID and supply chain challenges have made our customer focus even more imperative. We will be holding virtual investor meetings at the Canaccord Growth Conference on August 11 and the Colliers Investor Conference on September 9. In the meantime, staying safe and healthy.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, I mean not really. I mean, it's been consistent. And obviously, as the numbers get much larger, once you get to approximately getting close to $1 billion in ARR, to hold a high 20s, 120-plus percent net retention is -- it's pretty rare. So overall, we're very happy with the numbers that we see.
And at this point, every quarter, there's probably a little bit of nuance between -- is the growth coming more from logos or coming from expansion within existing accounts. Overall, pretty much everything is up into the right, right now with cloud. And we'll let you know if something changes. But I think the progress is pretty clear and something we're very proud of.

    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
 
You're going to see a balance. And Robbie, feel free to chime in here. But, you know, we talked about disruptors and we talked about incumbents. A lot of times, we do still grab disruptors and bring them on board but they're smaller companies, right? You talk about how we power Zoom but we started working with them when they were $30 million.
We started working with Box, and congrats to Aaron over there having a great day, you know, yesterday. But, you know, we started working with them when they were $3 million, right? So, those deals tend to start small and they're going to grow as those companies have success. But if you look at incumbents, you know, $100,000 is a small deal to many of these companies. And oftentimes, we'll start at a higher point, too.
And so, you're really going to see both effects in that 26 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
 
Well, I think if you consider where the big population centers are,10% of the United States is in California. You did know from recent reports that California's in worst situation then that was in the second quarter. Other population centers like New York is still struggling and I think that's kind of the profile, where we see, if you were to look at the total population as being affected by COVID. Fourth quarter wasn't as strong a pandemic relief as we had maybe thought it could be, but we were pleased with the strong sales through the end of the year and continued strong demand into this year.

    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 plans for biopsy in this study. It's just that the results will not be available within the 2022 phase. We've always said that we would not do the biopsy in their initial patients until we saw that the medicine was effective. And now we see the medicines affected biopsies will be part of the routine of the study.

    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
 
Ross, it's Akash. It's exactly the right question. We expect the two to move together in concert. As I mentioned in my prepared remarks, and that's why we highlighted it, we did see some pull-in from December quarter to September quarter within RF front-end.
And it was really where supply was available, our customers chose to take it sooner than receiving the chipset. And if you normalize for it, the two would have moved together. So we definitely see the growth in the Android opportunity as a tremendous growth vector for us with the RF front-end 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
 
You got 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
 
Tristan, this is Jen. I think ultimately it will depend on activity levels. We're certainly continuing to see good growth around our systems particularly on both, the Midland side and also the Delaware side in the Permian. So we certainly expect continued spending on gathering lines compression etc.. Plus we'll have the remaining spending of the Legacy Plant and then we'll be, having to likely think about the right timing for the next plant in the Midland Basin just depending on how forecast flows. So I think right now we're not in a position to give 2022 capex, but I think that my expectation was the -- would be that it would be more similar to this year versus we'd see a material drop-off year-over-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
 
It's not 100% uniform, but it's a pretty tight band. The coasts tend to be just a little bit more -- the uptake rate is just a little bit higher, but I don't -- I wouldn't say it's significant enough that you'd highlight 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
 
I wanted to -- big picture thinking about the longer-term opportunity for the business despite maybe some near-term noise and restart costs. But on the other side of all of this, it sounds like pricing is pretty good. I'm curious how you think about the margin opportunity, any learnings coming through COVID to make you more efficient. And then I think there's been some changes within the fleet that should improve efficiency as well.
So how are you thinking about that 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
 
To off-net?

    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
 
Sure. I can provide some high-level color. As you notice, we don't -- as you noted, we don't usually go into details on all of the smaller businesses. But broadly the one Toronto, the casino business in Canada, the casinos have opened back up, and we've seen kind of strong foot traffic there. So that's driving positive EBITDA. Our fuel distribution and marketing business in the U.K. and Canada has been performing quite well. You would have seen some of the news on fuel shortages in the U.K., which has been positive, just in terms of being able to supply additional volume in the market for that business. So that's had a positive impact as well. I'd say those are the two bigger drivers there.

    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, Katie. Hey, Alison. Just one question on capital, please. I mean the capital print today is better than expected in terms of Quarter 1.
And also, I believe some of the headwinds you have previously guided for seem to have shrunk a little bit, I guess, partly due to, obviously, the strong impairment print today. I was just wondering how should we interpret the stronger capital print today. Does this mean there is increased scope for capital return or do you see some of these changes and drivers here as more temporary in terms of nature. And just in terms of next key dates, I think in the presentation, back you state that the old market program is expected to complete early in 1Q '22? Could there be a scenario that there is an update on this potentially ahead of full year results? Is that an interval you frequently assess, scope or should we really wait here for FY '21 for any update? Thank you.

    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. So I think speaking about Flavor Solutions, I mean a lot of the technology, the complementary technologies in the realm of taste modulation, so things that help you have sweetness without using as much sugar, for example, help you have that salty sensation without as much salt actually being used. So yeah, they would provide some enhancement to, for example, our savory flavors platform. So that would be an example for you. With respect to other companies that could be on the horizon or it could be something that we're interested in, yeah, I mean, a lot of companies that there are auction processes, but in other companies, you forged a relationship over time that may then lead to an acquisition. In some cases, you made -- they're not acquired at all.
You may just license because then you get what you need without going through the dynamics of an acquisition. And so, I wouldn't tell you that it's any more or less competitive now to buy a company than it was a couple of years ago. It's really just a matter of whether a seller is interested in selling. Not every company is for sale contrary to some folks who believe that is the case. Many companies are family owned for many generations, and they have no interest whatsoever in selling to anybody at any price, but then, there are many others that it's a matter of timing and it's a matter of a win-win on a -- from a financial standpoint. So yeah, I wouldn't say there's anything necessarily unique about this time in place with respect to the types of businesses that we are looking at. Maybe others have a different opinion on that, but that's what I have seen for the last year.

    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
 
Thank you. Good afternoon, everyone. I want to come back to the same line of questioning on the clinicians and just make sure we're hearing you correctly. On the 7 to 9 million, is that value that you expect to recover as those new clinicians come on and ramp to capacity? So is it, maybe stated another way, more of a second-half phenomenon, which is why we're seeing it in the guidance, not really a multiyear reduction in the overall productivity assumptions?

    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
 
Thank you very much, Carlos.

    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. Arjun, I think we'll take this as a two-parter, so I'll answer -- I have a couple of comments, and I'll let Gene cover off. So I think two things we're trying to do is respond to customer signal. And when I think about what we did with accelerators in prior years, solving for very specific use cases, really letting people take advantage of this composite of our dashboards and our sheets and our reports and our forms, people like those.
But the things that we're seeing as we're scaling further in the enterprise is a different set of needs. It can be on the dimension of scale and control, things for which we're actually developing proprietary IP. So technology is being built. It's way beyond just the configuration of a solution.
So I'll let Gene speak to that in a second. The second piece around packaging and pricing, that's very important. Over the last few years, as we've created more and more capabilities, we have this ever-growing portfolio of things, and people want simplicity in how they engage with us. So for us to get our median sales rep to be able to sell quickly and confidently and let customers be able to react to that well, there needs to be a simplicity in the offer.
And that's what we're achieving now with the change in packaging, as well as with this newly enhanced set of offerings. Gene?

    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. Ben, so let's start with this. We have a selling process that looks at every technology we make, every government agency or every enterprise decision-maker that we have, and we do really a 3-dimensional view on any account. We're continually talking about not only our core technologies, but our emerging technologies with those customers. So in the mind of a customer, you first of all have to identify a need.
The second thing is really how do you fund it. So you asked the question, what has the ARP plan done? It's alleviated a lot of concerns around visibility to money. And so in that sense, in some ways, it's never easy to make a sale. But in a lot of ways, it clears up one of the biggest obstacles to sale. The great news is, albeit that there's some of the deadlines on this funding go all the way out to 2024. The reality is that there is no reason or no prohibition to spend that money earlier. So our sales team, obviously, has had many, many years at this with funding, and we can provide different incentives, etc., to get customers to move faster, if that may be the case. But just knowing they have visibility to that money, I think, provides a very good environment for 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
 
I think the important thing with that business as well [Phonetic] of all of ours, it is competitive. That's just the reality of the markets that we all compete in. With that said, we have a really strong position there. We've invested and continue to invest in differentiating our capabilities around compliance, around customer experience. We're early in this -- rolling out our SSP, our single source platform, which really differentiates our tracking capabilities. And, as we mentioned, we've renewed something like 85% of our relationships over the last two years, many of them early as we prepare to work with our clients on the conversion to our new tracking system. So, I don't see the competitive pressure changing a lot. It's always there. But we've shown our ability. If you look at the last decade, we've been able to grow that business dramatically, really driven off of the value that we're creating for our partners and for our customers.

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