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, good morning. This is Ravi Vaidya on the line for Todd Thomas. You guys weathered the pandemic well with perfect collections. Can you comment on the impact of the Delta variant and the Nevada announcement earlier this week? With masks being required in public places, what impact could this have to casino traffic and activity?

    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 I would say, obviously, when we look at Apollo's product platform, certainly, yield products are going to be the place we lead into the into the global wealth channel. And that -- we're already making inroads there. I think it's still early days to see sort of substantial move the line item type results, but really, we look at this over a 2-, 3-, 4-year investment period, whereby that time frame, you'll see meaningful progress there. But in the meantime, it's about taking products we have, getting it through the retail channel and continuing to develop and tailor products that we learn or more specifically targeting those components.

    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 just wanted to quickly add that if you looked at a couple of years, pre-COVID, pre-grounding, the rms business was running around $15 million to $16 million a year in revenue, and that compares to where they were in 2020, which was around $8 million. So just to give you some perspective of where they were in 2020.

    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 I'll reserve comment on -- as we give next year's guidance. We typically haven't gone out beyond that three-year window we provided. So why don't we chat about that when we come to our guidance call.

    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 wouldn't read too much into it other than just time and experience. If you go back, obviously, the initial experiences with FT516, we are talking about an IPS derived therapy, FT516 at the time that was engineered with CD16, very little clinical experience. And so we started and proposed to start at 30 million cells per dose. As we have gotten more advanced and build up clinical experience over time, we have gotten comfortable with the safety profile quite honestly of what we are seeing with our IPS derived NK cell therapies, including at much higher doses and so when we submitted our protocol for FT538, as well as FT576. Now, given all the safety history, we do have with our platform going back two years, we opted to start at a higher dose 100 million cells per dose. And the FDA was comfortable with 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
 
It's a very good question and touches on one of the more strategic pieces of the business of should we hold pat on our exclusive brand pricing? We tend to kind of treat all of the brands the same. If we see an increase in price in our own brand or a third-party brand, we would typically change the retail price to accommodate that. One of the things that will be important to see is, in some cases, our vendors have passed along a transitory freight charge. And so we're going to expect that to go away and maybe that -- then those prices come back down. From an exclusive brand standpoint, I think we will keep them in lockstep with their markup expectations and if the cost to make increases, we'll have -- we'll pass those through to the retail of the product itself. That has been less of an issue in exclusive brands than our national brands. So again, hats off to the exclusive brand team and the sourcing folks that are working on 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. I think I looked at SG&A we're with our during during the quarter and it's interesting that overall, we've taken about 8% of our people out since pre-COVID just from an overall standpoint and almost 2000 people. When you look at SG&A and our comp was up about 100 million during the quarter, that basically was based on variable comp and the margins that we have, but we look at SG&A will probably be in the low 70s, we're better than that today, we've come down from 77, but I don't want to mislead anybody. I think the growth is driving a much better looking number that might be on a going forward basis, but I would say low '70s.

    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, thank you. So you talked about the impact on sales of not doing the holiday program. What would be the effect on mix and gross margin? Are the gift sets actually a little bit lower gross margin?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So yes, it's a great question. And obviously, because we have not limited access into Medicare, we have really not made changes to our overall compensation system here while we sort of focus our efforts on getting the pricing improvements. And because the service remains in very much in high demand in terms of growth, we've seen the rep base obviously continue to be very focused on penetrating the market. Obviously, there is concern about the long term if, in fact, we can't get pricing adjusted. And obviously, the way to deal with that is being very upfront on all the efforts that we are doing with our field sales organization. So we're not in the headcount reduction mode for our direct sales activities. We're not really going after fundamental changes to compensation at this stage. And we're working real hard to basically get the value proposition to actually drive adjustments to what Medicare is providing. And our field has actually been very much responsive to their customers, saying they really want the service available to all their patients regardless of what their insurance carrying is. And it's really a tribute to our field implementation that our customers are so enamored not only with the technology and the report that we generate, but also the support they get from our sort of best-in-class field.

    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 I think it's credit to the people, the additions to the team.

    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 broke up a little bit. I think I heard you say you want to understand what the headwinds and tailwinds were, and were they included in our guidance.

    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
 
We are in the same situation as we said before, priorities for us is one, keep $100 million of cash on the balance sheet at all times. So we want to do that especially during COVID. We want to have the cash if we need to adjust or if we have disruptions at site because of COVID. So we think three months of spendings -- expenditures for the operation and the company that's what we want to have on the balance sheet at all times. We also want to make sure that when we get to Q1 2020 at -- 2022 sorry when we get into Q1 2022 that we have $200 million of cash on the balance sheet because we will have to pay $100 million for the convert that matures at the end of March 2022 and we want to keep $100 million of cash, we need to have $200 million at that point, between now and then it's a reducing our debt.
We are paying $17 million a quarter, we made a discretionary payment of $38 million this quarter, and we still have another $100 million plus of term loan debt that we need to continue to deal with, so that's our priority. Once we get there and hopefully COVID is kind of behind us. I'm not too sure about that but anyway we'll see when we get there, that's when we're going to start to think about what do we do in terms of capital allocation, reinvesting in the business, returning money to shareholders in different forms. But until then, our priority is reducing our debt, and maintaining a sound cash balance at all times.

    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. Let me answer the first question, Shar, and then I'll turn over the hedge question to Jim McHugh. As I've said previously, as we get closer to actual separation date, we plan to have an Analyst Day for both companies where we'll update all of the financial variables, so you have a complete picture of both companies, and you'll get insight into -- on the Exelon side, all the things that we normally provide, including earnings trajectories and rate base growth and so on.
And on the Constellation side, we'll give you the details with the updated hedge disclosures and all the other associated information that allows you to do your modeling. But that's not going to happen, obviously, until we get much more certainty and much closer to the actual execution of separation itself. And with that, Jim, I'll let you answer the hedge 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
 
I think the overall situation is that the equipment lead time is still long because there's still a lot of mismatches in the whole value chain. So it's kind of difficult to predict how long this lead time will -- how long lead time situation will resolve itself, how long it will take.

    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, Chris. I think that we see those opportunities existing now and growing. I think that our regulators have been pretty supportive of us moving into that venue. We have a lot of customers who are interested in harnessing the methane that is produced as part of their operations, whether you're a dairy farm or a sewage treatment plant or a landfill. Some of those same partners, maybe if you're a municipality, you have an interest in getting that renewable gas into your bus fleet, but the challenge for a lot of those customers is that they're not necessarily experts in operations of gas supply and distribution. So the Commission has been supportive of us being able to partner with them, investing capital and helping them accomplish those goals. So we think it's definitely happening right now and we expect that to continue to grow over time.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Typically, what we do is that the ones that came through the CARES Act and paid, they just continue. They go back to P&I. And the ones that need a little bit help, they requested that we offered six months. So, we'll take another hard look at them, which on April and May again. The April and May comes around and I think that if the reopening starts to take place, a lot of these guys are on the cost of going to the agency too. So, we want to protect our business. And like I said before in my opening comments, the agency is a fierce competitor. So, these -- some of these loans could go there. Even though they are considered on a cost of what we'll call a special mentioned type asset because of the lease up of the ground floor in particular, but I think a lot of these loans are in a very good spot where they actually can make these payments and protect the -- their assets from going to -- or asset purchases.
There's a tremendous amount of money out there that would love to buy these assets in the events things go sideways six months now. So, right now we're working through 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
 
Good afternoon, Art, and congrats on the nice quarter. My first question has to do with the equity co-investment strategy. Obviously, that's been a really successful strategy in the past. I'm just curious with the size of your equity portfolio today and the way it has been really for the last several quarters, have you guys modified that equity co-investment strategy at all? Or are you guys still trying to take equity co-investments as much as you can on new investments? And does the nice start of exiting proceeds from the recent equity investments of $51 million.
Does that help use that and allow you to be more a little aggressive in that area?

    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, sure.

    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, that includes the cash basis tenants that paid. So as we mentioned, 8.8% of the tenants or the ABR that we have is on a cash basis. Of that amount, 77% of those tenants paid during the quarter. It was about -- I think the number -- I think it was about $9 million that wasn't paid by those cash basis tenants during the quarter, and they are fully reserved in the 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, Fahad, Well Fahad I'm not in a position to talk about competitors. Maybe they'll share that with you. They really don't with us. But I will say that we're going to try our best to absorb the costs.
On selected models, we will have to where the increases are significant increase prices slightly, but we don't expect any impact on that on our backlog or existing inventory. So the real impact of any changes we make will impact our gross margin or our price changes 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
 
Yes, James, we've really seen, particularly in the API space, just a very diverse set of customer sizes, geographies or regions. I think that's -- again, as we've talked about, I think one of the powerful advantages that Vonage has is that we're basically 1/3, 1/3, 1/3 across the three big geographies and then really 12, 15 really strong industries. Customer size, we saw growth, as Steve mentioned, across every segment. Definitely, definitely a lot of energy out there. There's some momentum in the market, and we're seeing a fundamental shift in the way APIs and communication modes are used across productivity and customer engagement applications and workflows. So now we're seeing it across the board. Obviously, some of our products fit better in UC CC in that small, mid- and multi-location enterprise. But no, we're seeing it across the board. And that's good because the diversity says, if one gets a little bit slow or choppy on one industry, we have really good flexibility to kind of give us some insulation across any of those smaller variations.

    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. The third round of pricing will get communicated. We think it will all get accepted, but it will probably start to hit right at the beginning of next 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
 
Sure. Well, Julian. We think that about two-thirds of the capital projects that we're currently seeing in automotive, have EV content and EV power train is quickly passing the powertrain business we're seeing for internal combustion engines as a part of the mix within Automotive. And we see that trend continuing, and probably accelerating as new entrants into the EV market, either the established brand owners and then the start-ups are bringing their products to market. And our sales are of course directly to those brand owners, as well as all of the tier suppliers like Wipro PARI, that we mentioned a little bit earlier. So, around the world, we're very positive, very bullish on our portfolio and quite frankly we think Plex is going to help that with your suppliers, because that's one of their strengths, so providing the smart manufacturing platform to tier automotive suppliers. So we see this trend continuing, and we're expecting strength going into the next fiscal year in order.

    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, as we've shared previously, our billings results can be variable on a quarterly basis. So we've seen strong billings growth throughout the year. And for the full-year, we continue to expect to deliver billings growth higher than our revenue growth at roughly 15%. As mentioned, there are a couple of items, both foreign exchange rates and then a payment duration change from annual to semiannual in one of our largest customers, which combined account for a cumulative one-time downward impact to the billings growth in Q4. And we also have a somewhat tougher comparison in Q4, which is last year when we generated the highest billings growth for that year. But overall, again, this isn't impacted by any sort of unusual volume of pull forwards or any softening in the strong underlying momentum that we're seeing in the business and really the combination of some of those more cosmetic factors. And then, again, based on the factors that do tend to impact billings in any given quarter, as always, we want to be conservative with the expectations that we set.

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