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, Fred. On that one, to point out, maybe focus on kind of three key with healthcare, education and hospitality. And I'll just start with healthcare in the sense that healthcare has been pretty steady.and as you've seen in the past in that kind of mid- to upper single digits lower. And that one, I think, as you start to see more vaccinations, just people being able to get out more, we would expect that to bounce back relatively quickly.
It's been pretty stable. And as -- in senior living, etc., people can have visitors get out, etc. That's to bounce back. Hospitality and education showing signs of improvement, but they're starting from much softer places than some of these other customer types.
But on those is, to your point, as schools, for example, start to reopen, you expect that to come back. We're working with some of our larger customers to really understand that demand in those couple of areas. Say, for education, the one thing I will remind is although it is -- and it's also a smaller part of our business, the profitability tends to be on the lower end. So that one impacts cases more than it probably does profit but still staying close to that from a product demand and then also with our customers on hospitality.
And that one, we would expect, just based on survey data, etc., that you see as the leisure side, which is the bigger piece to likely snap back quicker than business over the course of the 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
 
Listen, there's always a risk of double ordering and we have a lot of metrics, our sales-force and our operations team have way more data than I can tell you about how do we trend and make sure that there are inconsistency between what we expect, what the market tells us and what the orders on our books are. So, I'll leave it at that and whatever we see risk of double ordering, we pick up the phone and have to engage directly. We don't depend just on the backlog to drive our inventory and our wafer starts. So we do that again as a day-to-day. Typically in normal times, we don't have to do this, but again, it goes back to the comment I made earlier. When we get an order, I want to make sure to whatever confidence I can, 80%, 90%, 100% confidence that it's going to be on a board at a customer that's going to shift to an end consumer. That's the focus. So, we're trying to plow through it, but there are indications of some double booking that we just ignore, I guess.

    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. Definitely different class than where Square would go after. I mean you're really talking about, within the restaurant market, as of today, if you were to size it up, there's Shift4 and all the various applications we've got and then there's Toast. And we think Shift4 is in a pretty advantaged position because we already touch or power about a third of the restaurants in the United States already.
So that's beyond the foot in the door. That's a conversation any time you want it. It's actually -- it's a black email away. So we already touch one-third out there that we think are going to be interested in migrating toward that more modern architecture, that more modern platform that I just described.
And then we also have literally thousands of sophisticated distribution partners that are out there, able to have a conversation at a local level, which further differentiates us from really the only other player out there. So we think it's a pretty big opportunity. And we think the competitive landscape within this space is still quite narrow, and we have our natural advantages.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks guys. Just one more if I can. Looking at your cash flows here, it seems like you've been able to generate some nice string of cash flow profitability here, four straight quarters for the first time in a while. So I was wondering if you can update us on your thinking about capital allocation strategies from here, obviously investing in the right strategy is going to be a core part of that, but just wondering where the core investments are related to that it still remain. And as you're thinking about growing and expanding the business. Obviously, Machinio has been a big contributor to gross profit expansion recently. So just wondering kind of how you're thinking about the opportunity for potentially expanding in to other segments there to help bridge the gap to that $1 billion GMV target?

    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
 
Hey, everyone. This is Benjamin Burud on behalf of Jerry Revich. The balance sheet is projected to be in great shape post the U.S. Concrete acquisition. How would you characterize the M&A pipeline and the opportunity set from them?

    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'll answer that one Daniel, it's Matthew. Look, I think, based on what we're seeing right now with closing activity domestically and large infrastructure projects internationally, particularly in the U.K. where there are substantial long-term investments being made by the government that is, there is nothing really on the right now that would suggest that things are going to slow down materially, so we're quite encouraged.

    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 look, I think -- I would frame it this way. I think this is probably one of the most competitive environments we've seen. And there's been -- the space that's been gentrified for sure. There's capital flow into the space, both in the -- in a fund format, in the BDC format and I would call in the gray market for BDC. So definitely this is probably one of the most competitive markets. That being said, from a risk-adjusted return perspective, it's a pretty good environment to put capital out. I would expect default rates to be low going forward. Corporates are in pretty good shape.
And so although it's competitive, I think overall risk-adjusted returns given where we are in the economic cycle, which feels like it got reset, we're in the first to second inning, there's some small corner cases, but it feels like we're in the first or second inning. You feel like default rates are -- and losses given defaults would be pretty high in this environment. So I think there continues to be a path to generate strong risk-adjusted returns for shareholders in this environment. Bo, anything to add?

    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
 
Okay, great. The drivers you have pointed out are absolutely correct. The company is performing well, it's generating free cash, net debt will come down this year quite significantly as well. It also came down last year. The acquisition is doing well. In terms of future prospects, changing the JV terms, consolidating it, it's all a bilateral discussion with Nippon. At this point in time, that's not our focus. Our real focus is to grow the business. Clearly, we see tremendous potential of the business, both based on the existing assets that we have, but also in terms of future growth whether it's at Hazira or on the East Coast of India.

    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. Good afternoon, guys. Just staying on maybe the international side for a second. Jereme, last quarter, you talked about a $50 million incremental headwind. From Quentin's comments, it sounds like maybe those really haven't started to flow in yet. So do we think about that $50 million headwind kind of a next 12-month number?
Is that how to think about it? And then those initial $200 million headwinds that we kind of were expecting heading into this year, the first quarter kind of straight-lined in right at about $50 million. Did it straight line again in the second quarter at about the $50 million on the U.S. side and still thinking about the international then $50 million over the next 12 months?

    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
 
Okay. Operator, if there are no further questions, I want to thank you for your help, and I want to thank all of you on the call for your interest in AIR. We will see many of you at NAREIT, in a couple of weeks, and at various conferences, and we look forward to it. Be 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
 
Thank you. good afternoon. And two questions please. The first one, going back to FME 25. Rice, could you update us on the time lines on when we will get the final details. Is that still with Q3 results? Or do you plan to do a Capital Markets Day around it? Any sort of time line here would be helpful. And given that you mentioned you're sort of still working through everything, how focused should the market really be on this EUR500 million net income savings number. And how sure are you that it will actually be the EUR500 million? Or could there be some variation depending on what you will sign over the next few months? And then my second question is on value-based care. Thanks very much for providing the patient numbers in your prepared remarks. Is there any way you can also provide a very rough revenue number of revenue that is coming out of value-based care and settings and even if it's just a range or a ballpark figure?

    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 for taking my question. Just maybe for Mike. As you've had the opportunity to review some additional data with respect to potential additional traffic that you can convert that's along CN line, KSU line, has that changed your opinion on the potential benefits of converted traffic due to the merger?

    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
 
Or another --

    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
 
Great. Thank you, guys, very much. It's been a while, and I hope you're both doing well.

    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, we talked about this in the quarters coming up to this. In general, a change in administration is good because from a demand perspective, because any type of change in administration brings new priorities, new priorities bring new opportunities for IT, but in the lead up to the election and the immediate aftermath where new people are getting in position, there is always a softer booking.
As you know, our bookings were strong. Our trailing 12 month bookings in federal continue to be well over 100%. So we certainly can weather this transition period, but yes, the bookings, that's really the reason for the bookings. It's not where we see demand going. In fact, there is a good alignment in demand right now of where we offer services and the priorities of the new administration particularly from an IT perspective.

    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, and we're tracking that daily, as you can imagine. Part of the reason Karthik is on the call is he's driving the product road map, so I'm going to turn it over to him to lay out the sort of key things that our clients and the market are expecting to see in the remainder of this year and reiterate the great progress that has been made so far. Karthik?

    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, each -- Francois, it's anecdotal story. I don't know that -- get the breakout between delays and holds and cancellations. I think the cancellations were two or three in number, gave you a little bit of a feel to this magnitude, most of them were on the PK/PD service side of our business where our project, average projects are 1 to 200,000 in terms of the average size. One of them into entered really [Phonetic] enough was a deal that the contract had just been signed within 30 days. The decision was made to discontinue the program. So we were quite surprised by some of them. And each of them has their own anecdotal story as to cause and the fact leading to their decision.

    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
 
Hi, Tim. How are 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
 
Sure. Yeah. No. Yeah, that's -- that's -- that's definitely a watch-out item for -- for the year.
And for us, inflation is -- is taking hold. That -- there's no doubt about it. We knew it. We see it.
It's real. And if you don't stay on top of it, the two areas where -- and this is not a surprise, steel, semiconductors, copper, ethylene. Those are the four elements that we saw substantial inflation in -- in Q1. I can tell you that we stood up a pricing team, which has been in place since the beginning of the year.
We're quickly taking actions. And, you know, we are staying ahead of it. And we're going to continue to model when that happens and stay ahead of it. But it's a watch-out item.
I don't think things are going to abate. You know, the short cycle is definitely hot. We also read the same articles around semiconductors and what's going on there, and -- and I think we're going to have to just stay ahead of it. But, you know, we do expect an inflationary environment this year and we're going to stay ahead of it.
That's our commitment.

    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, Gautam. The -- obviously, the commercial aviation market continues to be down the most. And that would be in our parts business, which includes PMA and distribution as well as component overhaul as well as the specialty products that go to commercial applications and primarily new builds. The specialty products area has been down significantly in the commercial area. Not in the defense, but in the commercial area because as you see, the build rates have gone down. So the -- you'll see our aftermarket replacement parts was down actually a little less than repair and overhaul and specialty products. However, a lot of our military business also goes through there. So that's one of the reasons why. But I would say, in general, commercial is what was hit. Defense and space, still relatively strong, in particular, on the products that we provide. So if that gives you an indication.

    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 think we're going to have a similar Q3 to Q2 on the truck side. That would be my thought there, just because the part shortages haven't really eased yet. And I do think that we're going to see, as best as I can guess, that some of those will begin to ease toward the back end of the year. So I'm hoping for a fairly robust fourth quarter on Wheels, at least I hope is not a strategy. But the answer is my thought is that it should be getting better and then like a really good 2022 because I say the order book is there. The backlog is just increasing, just because the demand is there, but it's the inability for truck manufacturers to satisfy the market at the moment.

    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'm sorry.

    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. Jack or Dave, on some of your competitors built to rent communities, do you expect over the next few years to be a consolidator of the early vintages of these built to rent communities, or is pricing too aggressive?

    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, Bhavan, great question. I'm going to -- this is Frank. I'm going to handle the first one and then I will pass the baton over to Max for the second question. Look, I think, it's a -- we play in a market.
If you look at the overall market it's growing at a really good clip, the imperative to get it right continues to grow. As you know we don't provide numbers and guidance, but we feel strongly that there's a -- as we've indicated in the past the kind of growth rates that we expect to see out of identity, we continue -- we think we continue to reach those growth rates. So without providing numbers and guidance, we're very bullish on what's happening in IDV, especially when you think of the extensibility of these new products that we're layering in the multi-modal biometrics, the ability for us to expand deeper in that marketplace, I think, bodes really well for us. So not getting into the numbers that we feel pretty good about where that business is going.

    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 it's starting to get a little bit of scale back in the Vaca Muerta operations there. So I think that's some exciting news for the Argentina team.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think that -- yes, that's pretty much exactly what I was going to say. On the basis of where our margins are currently, I wouldn't expect any kind of significant change in SG&A versus quarter 2.

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