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
 
No. It's smaller than that. I probably would have showed it louder, if it was a Tier 1, but it's a meaningful size, wireless operator that obviously had leveraged Huawei infrastructure. That was a pretty meaningful win for us, and it's a great example of the power of the platform, the competitiveness of the solution that will bringing in the market here.

    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've said less, and I'll stand by that. How much less, not quite ready to put a number on it, but certainly less. We can -- we will get to our pre-COVID margin before we get back to $16 billion-ish revenue level.

    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'll let you know more in February. We're still working through the plans for 2022. We are expecting to raise prices, at least in the first half by mid-single digit. We're in the process of working through the cost for the second half of 2022. So I'll share more with you, but we are planning good growth in both sales and profitability for 2022.

    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
 
OK. So in the BOF, we are using prime scrap, and prime scrap is exactly the steel that we want to produce. So it's already done. We only need to melt.
So when you add scrap, you are basically melting. Like the EAF melt scrap, we also melt scrap in the BOF. But we use more prime scrap, we are melting more. When you are melting more, you need less tonnage of what we call hot melt, the pig iron that comes from the blast furnace into the BOF.
So less pig iron for the same ton of steel produced, we increase the yield of the pig iron. You stretch the pig iron to produce the same amount of steel. Therefore, you're using less pig iron, less coke to produce the same amount of steel. So the two components, more HBI in the blast furnace, more scrap in the BOF altogether, massive reduction of coke and co and less emissions, because coke and co are C.
And C plus O2 is what generates the CO2, and those are the emissions we'd like to avoid.

    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
 
Very pleased with where we are on the C3 relationship, and I think it's really just over a year that we've entered into this partnership. Put aside the IPO, because this is really a strategic relationship and partnership that we have for an increasing theme of providing artificial intelligence to our customer base across the energy landscape. We are seeing a number of applications that we've put onto the marketplace. You've seen the awards that have happened in Asia as well as Latin America. And the drive for our productivity, the drive for reducing non-productive time really aids the element of introducing artificial intelligence and the platform that C3 has in place. So we're continuing to see good traction with our customer base and we think that will continue with the drive toward reducing unplanned downtime.
Internally, we're taking the artificial intelligence and utilizing it within our process improvements of inventory, some of our internal processes, as well as then also on our manufacturing base. Looking at our own equipment, and increasingly also looking at some of the services that we provide to our customers as we look at --with drilling etc and seeing how we take the different information and anticipate, again, excretions that are taking place in some of the services we provide. So this is an opportunity that continues to grow very committed to the partnership. I'm happy with how it's proceeding.

    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
 
My pleasure, 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
 
Yes. That's a good question. I might let Brad or Jamie comment on the actual freight cost itself. But the other phenomenon you've got going on here too as well is, it's not only the US freight, freight in general is up, including seaborne, which, from our perspective, is additive and good news for us because it makes it harder on the importers.
That's not to say that we won't see them from time to time in our business as we have and probably will continue to, but it makes it a little more challenging for them. So again, I'll just answer, with the way we approach this is optimization and looking at our portfolio of assets and how we can deliver at the lowest price possible to generate the highest margin possible. So I don't know, Brad, Jamie, if you want to comment on rates of sales.

    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
 
Hold on one second, Rob.

    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. Thanks. Hi, guys. One just real quick question.
If you look at the pace of migration to the new pricing platform, how would you characterize that pace relative to what you were thinking even a quarter ago? Is it on track, faster or slower?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So, in the first quarter of 2021, it was $4.5 million and this quarter it was $3.8 million and we have about $38 million remaining of accretable yield that will come in over the course of couple of years, I would say.

    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 for letting me ask a question. I guess I'll ask two questions, and then I'll listen to the answer for sort of the question, the follow-up. So, first, Hock, I want to revisit kind of the quality of demand and maybe ask it a different way.
You've talked about under shipping what the actual demand or what your bookings are because you believe you can ship to actual demand. So, that delta between what you're shipping and what is being booked, is that changing? Is it shrinking, growing? Basically, trying to get at any change in customer behavior. And then the second question would be separate and one for Kirsten. You mentioned about the opex in the semiconductor side rising going forward.
Any more color about the linearity of opex as we go throughout the year? And any color on kind of the areas that would be focuses of that investment?

    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 it's a very fair question. We do recognize that there have been some very successful companies out there with a combination of aesthetic business with an eye care business. So, it is something we evaluate. We felt the best way to unlock value in this market and going forward for the future is to create the pure-play companies. The pure-play eye health company, which we will with B&L, and then a pure-play medical aesthetic company with Solta. There are some synergy -- your comment is fair. There are some synergies, but we felt the pure-play allow us to focus on these individual business was the approach that would realize the best value for our Bausch Health shareholders.

    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. So let me say that there are kind of three different drivers for the increased capital expenditure. The investments in 1,4-dioxane are kind of the largest component of it today. And as we said in the script that we were looking or working with our customers to make sure that we get an adequate return on those investments and so -- but there is, in 2021 and 2022, there is a spike in terms of our capex associated with 1,4-dioxane reduction projects.
The second thing I would say is because of the increased demand that we have on a global basis, particularly for some of the specialty surfactants that we manufacture in the amphoteric and the bio side line, we have a additional growth projects that we are looking at implementing in the United States, in Mexico and potentially in France as well to support our higher margin specialty product lines. So we're excited about those opportunities.
And then the third category, I would say that there is an infrastructure spend that we're working on. And one of the things I wanted to comment on is that the Chicago area is been labeled as potential serious non-attainment zone for the country. And so as a result of that we are going to be spending some money to reduce our emissions at our Millsdale site and so there is a peak in some investments at our Millsdale site as we look to reduce emissions so we can continue to support that site with future growth projects as we go forward.

    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
 
Fortunately for us, it's not -- because the number as you know is much higher these days having more than $60 per ton of EBITDA. In general the numbers of Brazil is much higher than this number. And you are right that this was a number at the very beginning that we were looking for because it was the typical margin of slab producer.
I think that that improves and will sustain at a higher level than this one. But of course, I don't want to repeat what Maximo was saying because we understand that pricing environment will be adjusting a little bit, but we will continue to have -- and this is our expectation, at least, enter into next year better margins than expected.

    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. So -- so, we definitely see the deductible seasonality in -- in both markets as -- as fairly pronounced in acne. And usually, you -- you start to see emergence from that in the -- the manageable timeframe. So, we would expect to see that ease over time.
You know, as it relates to disease state seasonality, we do see very clear seasonal patterns in rosacea, both in how those patients search for symptoms online, and also what we see in diagnosis rates. So, we see the diagnosis of rosacea patients start to increase in late March, April, May, June. That's typically when the weather changes, that's when the symptoms become more pronounced and for [Technical difficulty] system. So, we're just on the -- the tip of that happening now and we would expect next two to three months to see additional flows of patients.
And -- and by the way, we do take advantage of that as we think about our consumer-paid search, buying, and advertising for rosacea. We typically press that into those -- those peak months. So, we're ramping up those efforts now as well.

    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, hi. Thanks for the question. I think maintenance came in about where we anticipated with regard to, it's came in about 70% of the total ARR. I think on the flip side, we saw ARR come in a bit better than we anticipated with that 41% growth really coming from the SaaS and the subscription component, which was now 30% of that ARR, that's compared to 12% if we look back in the first quarter of last year. So, we're pleased with that. And so, I think on maintenance, we're getting the right renewal rate that we expected to get, but really the bonus is coming from doing better on the SaaS side.

    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
 
So, Ella. This is Assi. I will answer, as of the end of the quarter, it was roughly $1 billion. We do expect we close the transaction in July of the Terra-Gen that's for a total of $380 million. So that will immediately increase our net debt, roughly $1.4 billion. And then if you look from now until the end of the year, we did give guidance of roughly $275 million of capex. Net of our free cash flow, this should result in additional increase in net debt of roughly $7200 million. When you take it all to consideration, our net debt toward the end of the year will be closer to $1.5 billion. I will say though, at that point we already invested the majority amounts to -- If you look at the page of the asset that we are building, most of them will start during 2022, but the majority of the amounts [indecipherable] North Valley was already invested and that's why when you look at the net to debt, our EBITDA at that point be closer to the $500 million and that will put us back to roughly three times net debt to EBITDA.

    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 reality, Matt, is -- it's Vivek, volumes went down on a number of those products. And that hurt us. And I think I just described the second part of your first question is, I'd just say, at least we've tried to structure so that we don't encounter more turbulence, negative turbulence going forward, it's all part of making solutions stable and predictable, but not only revenues, but profitability. On the second part, I think we've been a bit reticent in exploring some of those areas because we just don't want to at least until the performance recently, we haven't wanted to enter a category that was frankly declining in units, what was given on -- or value, which was going on in regular solutions. Anyway, we weren't trying to compound that problem. I don't want to say -- never say never because we do have manufacturing assets and production scale that can be used there, but I think we have to be very selective about it.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So let me take quickly the first two. And then, for JAK, Mikael, maybe you can switch. The pediatric study, we are -- as you said -- as we have said, we are projecting in the September timeframe or immediately after summer to be due.
But FDA has asked some requirements, and we are looking at them. But our intention is to try to -- even with these requirements to try to come in the same timeframe. So we are not changing right now our expectations as to when the study can recruit. We just -- if we need to do more in less time, we will try to accommodate that.
So that's the first one. On the oral supply -- on the oral and the supply. As you know, this is not a compound that we have seen clinical efficacy data yet. So the risk is there a bit higher than anything else.
But of course, the disease is moving. So I have authorized our team to invest and manufacture at risk significant quantities of the oral so that if we are successful we will have quantities for the world as much as possible. That's a significant investment that we are doing. At risk, it could go all the way to $1 billion, including some of the research work that is happening.
So -- but I think it is the right thing to do, and I gave them the green light. They should not be thinking about cost right now. They should be thinking about success of the oral program. And then, for the JAK, Mikael, any -- do you know when the study will be published or the results?

    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 that would be a good question for Derrek to take around some of the cost savings. And I can probably add some more color after you speak, Derrek.

    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
 
So we haven't seen the data yet. Those are -- these are going to be patched, and so we haven't seen any data yet. Although James, do you want to talk about how many biopsies we've had so far?

    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 go ahead. Go ahead, Darren.

    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, good morning, guys. I just looked at the production commentary Tony and Brent discussed in the downstream demand recovery you're seeing. Does this put us on a path for a stronger 2022 even despite sort of the nonrecurring margin capture we saw in the first quarter?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. 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
 
Hello, can you hear me now?

    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. Across the board, we've had many customers that are actually offering to pay expedited fees or offering to pay for increased component costs to make sure that they secure demand.

    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. All right. Lynn, can you just give us an update on how it's going in terms of moving more of your products over to AWS at this point in time? When do you think you can have maybe a plurality of products running on AWS and some of the benefits to the business model from them? I'm just trying to get a sense of how far along we are on that front.

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