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
 
Sure. Let me start, I'll provide some color and then we can have Alejandro and Doug jump in as well. Specifically to just the overall timing, we don't really think about it as a year. We think about it as months. As I said, in my opening remarks, we expect to start generating electricity in 2025 and to complete -- have COD finished in 2026. So it's not really inconsistent with what we had, but that probably shift by months, not a year. The other thing is it really does come down to the BOEM schedule.
And I think that we're being conservative here based upon the Notice of Intent that came out. I think one of the things that gives us confidence that we're going to get through this again is because we're the first ones with Vineyard Wind. We know how the process works, they're comfortable with how we provide information and we've learned a lot and they have as well. So I think the slight shift in timing, we're still looking for, again, generating electricity in 2025, but having COD in 2026.
Alejandro, do you want to talk just a little bit more just about the process and what you're seeing 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
 
Look, we're seeing really encouraging trends in the business. We're expecting a strong Q4 even without PreCheck. We're actively working in partnership with TSA to bring Clear's brand to the TSA pre-check product as soon as possible. I think everyone is involved, is motivated to bring this to the traveling public.
And in the meantime, we're preparing internally to launch with strength.

    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
 
And a strong Q2, for sure.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, absolutely. Where as you know, if you rewind a couple of years back, it was largely Tenable delivering superior vulnerability management experience. So better coverage, better accuracy, better outcomes for customers. And we embarked on this, hey, it's not just provided better data, it's doing better analytics. So working with prioritizing vulnerabilities, and then -- and then ultimately -- and we embedded that into the core products, so that customers would start understanding that Tenable can be a strategic partner in their programs, not just delivering insightful tactical information. With Lumin, we really up-levelled the conversation to be able to start talking with enterprises about not just exposure but about risk. About how they're hygiene compares to peer group, about how mature their program looks relative to their peer group, and all the things that start getting at questions of standards of care and negligence. And ultimately, those are CSO, but those are also Audit and Risk Committee, CEO, Risk Officer types of questions. And so it's really enabled us to have much more strategic conversations with our customers, and we think also natural pre-positioning to what we're starting to do now with EP, which is really expand this -- the visibility into those types of insights beyond just traditional infrastructure and really across a much larger swath of their capture.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks so much. Good morning. Phebe, I was wondering if you could elaborate on these challenges. You'll see face some chip issues in Mission Systems, but it seems you're also conscious of some potential headwinds in the aerospace division that ramps up.
And one of your peers also talked about broader supply chain challenges in its defense businesses. I was wondering if you could comment on this topic generally and what you could be seeing in the future.

    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
 
Seifi, as you consider future projects in China, based on your experience with Lu'An, do you anticipate increasing a sovereign premium or your hurdle rate as you evaluate future projects? And then I had a second question on volume what was the impact from Lu'An in the quarter? And I think you also mentioned an impact from lower sale of equipment affecting volume in the quarter, if you could quantify that as well, it would be helpful.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I'll give you some directional guidance here. Keep in mind, when you start adding revenue to an already fully scaled SaaS business, the flow-through is pretty darn good. So the investments that we are talking about making are going to receive a pretty good return pretty quickly.
We're not contemplating running the SaaS business as a money loser. That's not what we're saying. But our new board said, are you guys out of your mind, why are you making so much money with your SaaS business? You want to just leave a little in it and let it flash around in there and let it grow. So that's probably the way we're approaching it.
I would say that we are definitely not going to run it a lot. It's not going all of a sudden, be a big investment. We're long past the investment cycle to get it up and get it going. Thryv has been -- has positive cash flow and positive EBITDA since the middle of 2019.
So I mean, we're long past that. But we may not be trying to get higher and higher and higher EBITDA margins out of it. We may just pick a few of those nickels and dimes and put them back into continuing to drive the 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 Andrew, good afternoon. Thank you for joining. Your line was going in and out a little bit. So I don't know if it's your line or our line.
I'm hoping it was our line. So a couple of things. There's been two papers published. This is a partnership that we started a couple of years ago in terms of evaluating their technology.
And as you hear from the earnings script that is focused on microRNA panel. So it's a collection of a panel, Harvard, as well as Dana-Farber and Brigham and the University of spent a number of years really studying the high-risk population. So this is technology looking at a specific panel for those high-risk patients. And as I said, they published two papers with significant PPV.
We haven't saved the PPV in public domain, but we can sell you the papers. And it's very significant PPV and very high specificity. The study that was initially done is about 454 patients. And of that study, about 34% of it was early stage.

    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 think that it's just a product of the market. If you look at our cost of sale or average selling price in used cars, it increased 16%, and that is something that we're seeing. As inventories drop down in new cars, our cost of sale for used cars is going up. A lot of people, customers that have purchased cars in the recent years, their car is not going to be worth more than today. So they're opting to trade that car in or sell it back to us. So I believe that that's part of the issue.
The other aspect is we expect this to continue as long as the market conditions stay the same. And to be honest, we're not saying, hey, let's grow the used car business from a volume standpoint and sacrifice margin, we believe that we can get both in this 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
 
It's conservative. We are in middle of pandemic. We go off to a really strong start, and we see good strongs in bio business. We're seeing -- experiencing good business in Europe. In the U.S., we had a $4.5 million shipment on liquid biopsy. So, our NGS business is going strong. Synbio business is going strong.
Regionally, we're doing well, and at the same time, we're being conservative. We saw our gross margins increase to 36% and we feel good about improving our gross margins as we increase our revenue. Our longer-term gross margin targets for 5% to 6%, and we're on track for that. But just to summarize, we are being conservative and prudent in the middle of the pandemic.

    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
 
That's correct. We're not screening for CD38 in advance, but obviously, in getting bone marrow biopsies we'll be able to assess for them.

    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. Actually, I'm going to ask Jim to make -- Dr. Swift to make a couple of comments. As I said, we are operating in a more organized fashion, I think, than ever before with obviously first time of the year is where all of our focus in growth is in pediatrics and obstetrics. So we do see a very strong pipeline, and I would say, a full-court press from all of us to make that happen. Jim, you might want to.

    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, high net worth kind of fits in OCIO, really. OCIO brought in a couple of the two biggest accounts last year. And that kind of -- just in terms of its -- the way it looks sort of sits between pure equity institutional relationships and wealth relationships, given the nature of boards and the institutions you're dealing with. I don't have an expectation for one or the other, but I would suspect that institutional growth will outstrip our high-net worth growth in the coming year just because of the size of the pipeline and its growth, and what I see is the opportunity.
But there's really no way to -- it would be false precision for me to tell you what I actually expect for 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
 
No, it's a great question. I think it goes to the previous question on what's driving the profitability of that business and the increases and so what I sort of alluded to earlier is that it's sort of half ish driven by the gain on sale margins and the refi boom. So to the extent that those wane a little bit, you definitely see an impact on a year-over-year basis on that component. However, the growth on the purchase side and on the operating leverage because we have increased loan officers, is going to be a benefit but you've got to sort of like piece part it out between what you expect for refi and gain on sale, which has a sizable impact.

    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. So we -- the main capex is coming from a couple of our managed services contracts. So we came in a little bit lower this year than we were expecting at the start of the year because COVDID did delay some tech refresh on one of those contracts that we expect to kind of normalize in 2021. And then we are doing some facility expansions related to secure gift [Phonetic] space for -- to help support our customers. So those are kind of the primary drivers of capex. And I do think we've kind of like stabilized around that 2.5% of revenue and barring any significant changes I could see as the revenue growth continues that, that could drift down slightly.

    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
 
Pool pumps. It was pretty close there, Steve, 47 to 50, you know.

    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.ou..ood.orning..o..uess,.ticking.ith.he.21.utlook,.aybe.f.ou.ould.ust.alk.s.hrough.ow.ou.ot.o.our.ase.ase.eneral.ssumptions.nd.aybe.here.here.s.eaningful.oom.or.pside.r.otentially.ownside..he.ey.otential.-.he.ey.rivers.hat.ould.eally.ove.umbers?

    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. As it relates to Energy, it's a good -- the good news is we're seeing an uptick in the rig count. And that will equal some modest growth, but frankly, we're of such a low base in the Americas that we're thinking that we're going to see some growth there, but not a huge amount. So it might start to benefit us maybe in the fourth quarter, Steve, but maybe not so much in the third quarter. That's -- it takes maybe three to six months for that to kind of flow through to us, if you will.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No, it's a challenge. We were -- as I mentioned earlier, we been spending quite a bit of capital to increase our capacity in key markets. In addition to that, we're driving productivity and efficiencies to just gain any incremental capacity that we can, I think, given the strength of the market and the adoption rate of what we're seeing. We're going to fight that for a bit, but we're not losing sales today because we can't supply. The challenge, as Peter talked about earlier, has been in some of the upfront supply chain challenges and just getting materials. We are not the bottleneck currently, but it's something that we've got to be diligent about and stay on top of.

    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. So let me jump into that in the context of Star Wars. We won't be announcing new things here. But what I would say is if you look at our history with Star Wars, we've had a long and very profitable relationship, first, with Lucasart and then with -- or Lucasfilm and then with Lucasfilm as part of Disney.
We have generated a number of great franchises, Star Wars: Knights of the Old Republic, Galaxy of Heroes, Battlefront, Jedi: Fallen Order and most recently, Squadrons. That represents over $3 billion life-to-date net bookings and 52 million games sold. And Galaxy of Heroes is a $1 billion franchise. As we've established the very strong part of that franchise, you should expect that we will continue to invest in those as well as some new experiences across platforms for the future.
With respect to engagement more broadly, I think that we've seen strong engagement throughout the last year. Blake and I have both been relatively conservative, I think, as we look to the future at each moment in time, but we feel good about where engagement has been. And we feel -- we now feel more confident that the increased engagement we've seen in our experiences is likely to continue on a go-forward basis. Blake, I don't know if you have any more to add to 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
 
Thank you and good afternoon. A couple from me as well. Apex performance looks really strong. The season updates are driving a lot of usage and monetization growth.
But I'm curious beyond those updates and the mobile extensions, is it fair to say that you don't really see a need still for a bigger refresh or sequel to be the Apex or the Legacy franchise? And then secondly, I might have missed it, but I didn't see commentary on fiscal '23 growth in the release, which I think you had included last quarter. Thanks.

    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 a couple of things. One, we've been working at pricing all year long. And I think what you're remembering is we offset the tariffs, but on a one-for-one basis. And so that created an operating margin drag, because equal amounts of price and cost will do that. In this case, what we've been doing is staying ahead of that, and getting, as Jim mentioned, in our hardware business is up to 300 basis points of price. And we still are getting PPV and taking it out of the business, but we are seeing that getting chipped away at, but we've been able to stay ahead, and that's why we're delivering margin expansion.

    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 Ghansham.

    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, we're going to be hiring over the next several years. I think at the present time, we're looking at hiring a couple of thousand pilots over the next 18-or-so months to that question. At the same time, we had a pretty considerable number retire a year ago, about 2,000 also. So we've got this mapped out pretty effectively.
We obviously need to forecast where the international demand is going to go to ensure that we're able to supply it and have pilots in the right spot. But we're, I think, doing a pretty good job of keeping our pilots and our staffing availability for crews in line with how demand is shaping up.

    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. OK. OK. Well, look, I leave the consensus for the consensus for now.
But I think what I think -- what I find important is that we have just taken a first step by doing a share buyback, which we have not done for -- And so -- and we got approval for that share buyback. And we've also said that after we have completed a share buyback, we will announce new specials. And I do realize that with our dividend policy of 50% of resilient profits that require us to pay a significant higher amount to be able to bring capital down. Now, I cannot tell you about our conversations with the supervisor.
I will never do that. But I would like to point out of the good outcome and the pleasant conversation that we've had with the supervisor when we talked about the share buyback that we're currently executing. And that is in that conference, I want to exuberate when we move to the next steps when we talk about the specials to move to us to 12 to 12.5% over the next couple of years.

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