michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. I'll just start with -- I think there is -- the environment is there, as you mentioned, with the peers and others in the space emphasizing price. And I think they've also commented that their cost have increased and they've got pretty good inflation in their cost. And fortunately for us, we've got a reasonable, in our union contract, a reasonable cost increase. As we've talked about before it's on an annual basis about 2% including benefit package as well, which is also one of the best now in the business. And so our cost aren't pushing us as much as the -- as I would say the peers are. So -- but I think the environment is there forward. I think the capacity continues to be tight for the foreseeable future. The economic trends are, as you pointed out, are strong and positive toward that. So, yeah, as far as I can see in this -- what we're looking at, and again, we like to look at the PMI, it's somewhat of a leading indicator in terms of where that business is going. It's been positive and strong. So we'll continue to watch that as well as all the other economic trends, but it seems to be a good environment for price.

    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
 
Yup. Thanks, Bhavan.

    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, let me step back there a little for you, and first of all, I can give you the prepayment credits that we currently have is about $100 million. Obviously, we have talked at the beginning of the year, and we were still assuming a four-year period of time. And now -- so that you could have calculated what we thought the prepayment credits were then and then, what they are now assumed to be today. The big difference for us, is the fact that when we started the year, we weren't going to take advantage of the yield curves on the pension funding, because we don't really have funding, we are pretty well funded. But the other side of that coin is, that the government decided to take advantage of that yield curve and what they pay us. And so that does make a change in our funding. So, when we get our actuarial results here in the third quarter, we saw all of that next four years push out quite a bit in time. The government now will be taking advantage of market returns and -- to help their funding. So, that takes away from our funding. So, that would be the biggest change. There was also some market returns in there. But the NPV -- the $100 million just depends on when we have the funding that has to go out, to determine how that cash would flow. But we got $100 million in credits roughly.

    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
 
Let me take that question. What you have in the guide is what we think we based on the current supply that we see available we can deliver. Of course, if there was more supply we will be able to drive more, but I don't think we will quantify though what this number is. But let me tell you is, as I said in the prepared remarks, our backlog is at a record high. So it will be a significant number, but again we are seeing shortages given how strong the demand is across the board.

    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. Paul, it's really somehow depending on the target out there. The answer to your question is I will always love to do that. I really do. And so if there is also a question of affordability, but especially in the auto space, in the auto tech space, I think with our position with QNX and stuff we're doing on IVY with Cylance's technology that could go into a car, I think we are well positioned in terms of what we could put in. There might be some acquisition we need to make to further growth rate of our revenue. That will be an interesting target and you know today there is no specific target I have in mind. My people always have a list of names that they do look at, but I don't have any specific thing. But the answer to your question is the usage, those will be of a priority usage for 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
 
We do, Gavin. I think we are -- as we talked about in the prepared remarks, we're actually shifting our global commercial focus more back to the US and much more double down on cyber for this very reason. I think as the adversaries get more sophisticated and clients get more sophisticated, the demand for what we do grows. Quite frankly, when we first got into commercial cyber, I think we were so far ahead of many of our clients that it was hard for them to consume the type of cyber services, cyber capability that we could offer. Our clients are moving very fast or catching up. A lot of them are super sophisticated. And so that's why we see a significant opportunity and increasing demand.
The Tracepoint investment is directly related to our desire to be more involved in incident response. We do a good level of incident response, but that is a business that has evolved toward needing to have channel with insurance companies who are early players, obviously, when an incident happens and so forth. And Tracepoint does a spectacular job of that. And we believe that their ability to access our channel and our expertise can create real synergies and acceleration.

    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. I'll turn it over to Fady who may also then turn it over to Stuart. But I'll say that for having now a couple of interactions with FDA pertaining to CK-274. I think it's affirming of our plans for the Phase three trial and Fadi and Stuart can pick it up from 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
 
Yeah. Good afternoon, guys. Congratulations, and thanks for letting me ask a question. Matt, one of the key strengths of your businesses is that the design cycles for a lot of your products are fairly long and fairly visible.
And I would argue that the revenue growth that you have confidence in next year, notwithstanding some of the supply constraints, was based upon design wins that you've had for a while. I'm just kind of curious, can you talk about the design pipeline and the momentum in the design pipeline today, and then how you expect it to progress through next year? And my guess is it's going to continue to be strong, if not accelerate. And if that's the case, not wanting to get too far out in front of you, the long-term growth rate you put out in the Analyst Day, why wouldn't that just move up structurally higher? I know it's less than a quarter since you did that. But if you could give us some sense of how you're feeling around the design pipeline.

    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, Kevin. I would say that we believe that where we're operating the margin that we're reporting today is a good barometer of where we are from an operations standpoint. We put out at the beginning of the year, kind of our medium term targets to be above 15% margin in that kind of two to four year time frame. I would say that the way we're looking at it, we're ahead of schedule. We've made some great progress on our way there. We certainly have accelerated a number of our initiatives. And so we do believe we're ahead of schedule of getting to where we think we'll, we want to be and we'll get. We're certainly, as we sit here today, I believe that over the next few quarters. We'll continue to make progress, continue to grow margins. As you can see from our guidance, we expect to be in the high 14% for the full year, which would indicate or imply fourth quarter at the midpoint, slightly above 15%. And I would say that our expectation is we'll continue to grow into 2022.

    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. We -- as you saw, we had a plus-9% across the property line and really the primary amount of growth underneath that is RPC-driven. And that's why we gave you that supplement exhibit where excess casualty and national property were two of our -- of many specialty lines that we have, but two, that's certainly been the poster children for some rate momentum over the last couple of years. And as I said, still getting double-digit but moderating somewhat. But that's what's driving that growth.

    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, thanks. Paolo, you mentioned the raw material inflation, which we've seen has been staggering recently, but you are getting pricing to offset that. And when we think about your goal toward getting to 20% EBITDA margins over the course of this year, what level of average selling price do you need to average into in order to get to 20% margins relative to where your Q4 ASP was?

    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. John, we explore that on the surface anyway. And I don't expect -- I mean, look, there is a lot of dislocation right now in terms of price volatility with wood and with steel as you well know. And historically there has always been a little bit of substitution here or there. But for the most part, the markets are kind of pre-established in terms of whether the buildings are built out of wood or out of steel. Now if steel were to stay at $2000 a ton and wood were to continue declining and the spread really increase maybe that would change. But I don't -- at least our guys don't foresee kind of a systemic change going forward in that. I don't know who was building the building on New Jersey shore, but I would encourage them to understand that hurricane codes are much more difficult for wood -- to meet with wood than they are with steel framing. So there is a separate issue related to that. But I understand the thought process. I think a lot of it sort of depends on where this thing settles out price wise over the long run in a more normal environment.

    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
 
This is Chris. I think we look at that as always -- it's advantageous to us in the short run because the distraction of putting companies together and entrants of new players and/or other people. We wish them well as they go forward. But the fact is I think it provides us with an opportunity to pick up some of that where there's a miss and/or they're focused on other things. We always envision that, that time frame is limited. After a couple of years, they get their quasi act together and come back full force. So I think that's helped. I think the other side of that, when we look at our competition of smaller institutions are trying to really put a lot of volume up, sometimes at levels and things that we wouldn't do and that adds to the competitive factors and pricing issues that we deal with. But for the most part, I think there's a lot going on in our market. It will be held off a little bit by Fed policy and waiting for those deals to be approved. So we're kind of in a wait and hold, but we think there's going to be an opportunity. On the other hand, we have participated with some of those players in the past, and we'll try to develop relationships with their ultimate successor.

    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'll hop in there but when we give that guidance, we talked about, hey, milestones, hard milestones. So either milestones that if we hit the milestone, we take a step up as we check the EACs, we sell a ship off, really defined milestones that will bring in additional margins. I mean that's true when we guided it in Q1, and it's true right now when I look at it punched here through Q2 into Q3.
As I mentioned, there was 62 up 27 net of 35 and the 62 is 14 of it, right? So as you do the math of that, I guess you're asking, hey, 0 or $20 million or $40 million, a lot of catch up. As I mentioned to you, 60-40 Ingalls versus a Newport News there. But hey, just steady performance down at Ingalls, LHA/LPD programs. And there wasn't a specific hard milestone, but as we come through recall EAC processes, we check the burn rate and the risk registers and where we stand. The programs are running smoothly right now. So I don't think out of ordinary performance there. And I think our guidance still holds true about Q3 is going to be light on milestones and there's opportunities over the next six months to retire additional risk.

    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
 
Sophie, I think we've talked about 12% to 13% no later than 2024. I think we would want to improve from there over time knowing that in our current business plan, probably 65% of our capex is formula rate spend, which provides incremental FFO each and every year. So, I would like to get to a spot where we're 12% to 13% and improving over the long term.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Nick I know you'd be asking about that. This is John. We love Cosmic Wings. I referenced that we held off on a very meaningful expansion to DoorDash, the number one delivery player because of supply challenges in particular around boneless wings and bone-in wings.
I anticipate expanding Cosmic Wings from a delivery perspective to DoorDash in very early Q1. That supply of product will be there. And the reason we're being prudent and thoughtful on that front is we're going to generate some incremental demand there. We want to be able to satisfy it. And then the final point I'll leave you with is a little tease that in a couple of weeks there's going to be some meaningful news on the Cosmic Wings front. So stay tuned. And there will be something buzzworthy that comes across the transom very soon.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, I think the biggest thing is more rent. We continue to drive ABR per foot and we're real proud of that. And I'd say that there is a great -- greater breadth of tenants that we're doing business with now and also we're really pleased with the demand that we're seeing from grocer type uses, because we think that adds a lot of incremental value and traffic draw to the centers. Brian?

    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. I think you're right on your assessment of that. This is right down what we call distribution automation, and this is a business that even before we acquired Aclara and when I ran that utility business, we talked about investing in it. We actually broke out a group to focus on that. We developed products, our recloser products, for example, was that. So, we've actually been looking at Beckwith for a number of years already. But this is controls for distribution automation.
The nice thing about it is, and on that slide that Bill talked about on the organic development, you see actually a controller there that controls a three-phase recloser which we recently launched with a Beckwith control. So, it's distribution automation that Beckwith supplies and it fits really well with the components -- the other distribution components that we have on the grid.

    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 said about the -- you -- I don't think that tests on our franchisees' confidence. I should note of the 47 net centers we've had over the last 12 months, 23 percent have been added in California. So, I think that signals our franchisees are confident in continuing to invest in the brands in the state of California.

    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. The customer notifications are either on their way out or heading out soon and obviously we need to give people the heads up in advance of the conversion. So, those dates and milestones are things our team is tracking closely and everything is kind of following the normal process there. But yeah, everybody will be notified and will have the opportunity to touch base with us and make sure they're comfortable that it will be a smooth transition.

    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 for squeezing me in, and congratulations on the very strong results. Matt, I wanted to ask about the enterprise networking business. You talked a little bit about your share growth in Ethernet, I believe. I was hoping you could elaborate on that a little bit, what's driving the success and if you can speak to sustainability there.
And then as my second part, again, sticking to enterprise networking, I think all of us appreciate the secular nature of your business in data center and 5G and auto and industrial. I guess, enterprise networking is perhaps, at least on a relative basis, a little bit more cyclical in nature. With the business growing, you know, kind of in the 50 percent to 60 percent range year over year, how should we think about sustainability of growth as we transition into 2022? Thank you.

    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, Keith.

    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
 
Yes. For two years, we can recycle the pay downs that we received in that securitization, our fixed cost of capital there. So in credit card deals, the recycling happens much more frequently. In these types of deals, it's maybe one or two times a month where you look at the paydowns and you recycle with new portfolio opportunities.
So the -- like a CLO, as an example, you're able to enter, add new assets to that portfolio over the course of two years, which is what you'd like to see on a 1.5, one-year duration type of asset, when you're doing a securitization, which is why we opted for that structure.

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