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
 
It is. We talked about a win we had a quarter ago, the samples started to come in now. So, this is a brand new customer for us. And it's a really significant one. I think you'll remember at the Analyst Day we had in September of 2019, we talked about doubling down and looking for more large customers, who would give us considerably more of their business and trust samples to us.
And it turns out this customer has not only given us samples to manage, we also had pretty significant large automated store wins to manage their chemical compound collections as well. And the magnitude of that win was even more significant. And that's a couple of years project that we're about halfway through right now. So, it was a major win for this large pharmaceutical company all the way around. Biological samples are heading into Indianapolis and Griesheim and large, automated store to one of their central research sites.

    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 what I said between 8 to 9 million tons that we need to strip or we can probably --

    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, guys. It's Aaron on for Jeff. Just first question, just curious to get a little bit more color around the messaging volume. So, you mentioned obviously that cohort and I think I caught they're running less campaigns. Is there a particular driver of that or anything you're seeing? Is it just bad luck? What's going on there?

    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
 
[Foreign Speech]

    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'd say this. This is Tim. Thanks for the question, Sean. I'm sorry, it was [Indecipherable] [Speech Overlap]. Yeah, our pipeline is really well mixed between early phase and late phase as far as new opportunities coming in. I would say it's more weighted toward the early phase which is nice because we tend to hold on to those opportunities throughout the entire lifecycle of those programs. But as an organization, we really maintain optimism and are optimistic about the future of the pipeline.

    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
 
Alexia, it's Mark. As we've discussed thus far, we've talked a lot about inflation and cost pressures, and that is of course the primary driver. And then the second one is supply chain, as you noted. I mean, if we really want to simplify, it's primarily those two factors.
There's a lot of unknowns, of course, about the pandemic and what course that may take, so we're watching that extremely carefully. But as to the supply chain, specifically, we do believe that the reason that we have had success is because of our ability to execute and manage the supply chain. There is no question that it is tight and there are a variety of issues, tightness spanning from all the way upstream to all the way to the shelf at the retailer. But I would submit that our team and our people have done such a good job of managing every single step of the way, engaging with suppliers and customers all the way through to the retail shelf that has been key to our success.
And so much so that it has allowed us to actually gain distribution at shelf because we generally have been able to deliver to our customers. We've gained some space in recent shelf set resets because of our ability to execute. And so if you think about that factor coupled with our new commercial model, which is truly focused on the retail shelf and delivering, I think that really has been critical to how we've been able to deliver results thus far, and we would anticipate continuing those trends.

    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
 
Mark, thanks for the question. I think we've -- one of the things that as I look at the free cash flow, the components and the leverage we get to build there, there -- as we've worked our way through the last few years, one of the things you have seen is capex as a percentage of sales moderate a bit more closer to the 5% number versus higher we were running a couple of, three years ago. That capacity that we have put in place is certainly we are benefiting from that now and particularly as we move forward, I think that number, 5%, maybe a tad under that this year is helpful in terms of how that converts to cash flow. The other thing that we obviously benefit from is the way we manage our cash structure and our ability to pay and our cash tax rate being much lower than -- well below our ETR. And so there is a few of those types of things. But working capital this year has been a good story for us, and our ability to maintain receivable days and payable days, improving year by year despite this volatile environment has been has been good. So nothing unusual in our FY '21 numbers or outlook from a cash flow perspective. I continue to -- we continue to monitor it and we're not starving the businesses for investments. The organic revenue growth, it's first priority, as you can imagine. So we feel good about how we -- how we've positioned that. And going forward, now if there's a year coming forward that we have a more significant step-up in terms of investment or restructuring or something, I will highlight that, but I think we're in a good position right now.

    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 for taking my follow-up guys. Tony, just a quick clean-off item. And again, apologies if I missed this one, but just looking at the 1Q non-op expense of that $1.7 million, I'm wondering if that's a good starting point for 2Q, I know there is a commitment fee here in the numbers, but I was wondering if the other moving parts that might drop off next quarter. Thanks so much.

    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, Tyler.

    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, that's a good question. I mean, typically, if we just hit one drill a hole with some interesting results, that wouldn't be considered material. But if we certainly got a handful, three or four, then we would be releasing a press release. So it is -- there's no hard science about a threshold, but I think once we've got a set of numbers that we feel are material, we would release that to the market.

    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. Two questions. Is there anything that suggests that some of these ATT headwinds for other people in the industry actually cost shifts in budget over to your different platforms. And then -- that's for Philipp. And then Ruth, just on the margins, is there anything other than revenue overage, that really strong revenue performance flowing against fixed costs and the extended depreciation schedules that's causing those margins to rise? Or have you been able to work out, out, tweak out new efficiencies in the model itself? Thank you very much.

    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. I would say the JVs are -- again, they're all unique in their own right. But if you're specifically referring to WAVE and ClarkDietrich, those are unique businesses. But I would say both of them have done exceptional work in terms of managing their inventory and managing price to try and stay ahead of cost inflation in their environment. ClarkDietrich has, I think, had a more orderly market than maybe in past cycles with competition sort of behaving more rationally, and so that's enabled them to do better on that front. But there's still -- it wasn't that long ago, a quarter or two back where we were talking about steel supply chain issues where people couldn't even get steel. And so those issues have somewhat subsided, not completely. But even if you wanted to build a bunch of inventory, in many cases, it wasn't possible.

    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 absolutely do. I think that we work every day to try to close that gap, specifically within our stabilized properties on those pages that you mentioned, Jon. And rather than try to give you an indication of where I expect us to be a year from now, I may say if you went back to 4Q last year or 1Q this year pre-pandemic, I think you see that that gap candidly almost didn't exist in hospitality, multifamily and office, and we had a very small gap within retail.
So we've shown that we're able to get to that stabilized number. And I think as we hopefully recover coming out of the pandemic, that gap will continue to close back to where it was previously.

    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 Emiliano, Claudio and Robert and all your team. Thanks for your presentation and the opportunity. My first question is on the political landscape, do you think that the voting on the fourth pension withdrawal could be delayed after the elections? And can you provide, who are the candidates leading the polls on the presidential elections?
My second question is on your expectations for the net interest income in NIMs next quarter and next year. Considering your expectations on interest rates for the rest of the year, next year and also the ones for inflation, what do you see the NIM pressure next year? And when do you see them recovering after the repricing of the loan book? Is this something that we can see maybe at the end of 2022 or it should be likely more in 2023?
And then my third question is on your mid-term ROE expectations, considering that 21% this year, well above the pre-pandemic levels and that you will continue to see high dividend payments. Don't you think that the 2022-2023 ROE should be more around the 19%, 20%? Thank you.

    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
 
Historically, we've never reached that point.

    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. I mean, I think bottom line, we saw a really nice recovery in some of the market trends and again coupled, I think with the great execution and focus of our team in the production animal business and I think really that's been a formula for success for us, not just in production but really across the business overall. And so again, our production animal team, they have been there every day with our customers in this -- in this space since the pandemic started and supporting our customers, managing through some very challenging period. And now that you know demand for dairy and protein products is really coming coming up and really driving some of those good tailwinds, again our team is there to support our customers and I think again our growth here was -- is outpacing the market. So we did have a tougher comp than first quarter. But we're really, really pleased with the results of our production animal business in Q2 and really through the first half and the team is doing a great job and executing and taking care of our customers and really bringing the value that our customers expect.

    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'll take that, Zach. Thanks a lot for this call, and I appreciate your supporting and covering us. So basically, we see that -- and this has been the phenomena that we see globally that telecom has suddenly become a very important driving force in the lives of people, which means that people are working remotely or using the telecom network more frequently, be it data or be it voice in an era where a significant part of the work is happening in such areas. Consumers are using these devices and this part of their spend significantly, and therefore, it is resulting into higher volumes and, therefore, higher consumers are seeking support.
So that's probably the reason that we have seen over the last, I would say, few months in the telecom sector. So this is going to be potentially, I believe, could be a trend in the light of our strategy of having a hybrid workforce where a large number of people will operate from home. And the on-campus work will probably reduce. And therefore, consumers will also spend a lot of time on their phone or on the data devices, and therefore, it will lead to additional engagement.
So that's the trend that we are seeing. 

    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. Thank you. Thank you. We will talk later. Bye, Janet.

    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
 
Hey, good morning, Toni. I'll start out and then flip it over to Gene on the M&A strategy. You're right, we've repurchased over a $1 billion worth of our stock through the first half of this year. As we've always highlighted, we have two priorities from a capital allocation perspective. And they're not stacked to prioritize. It's 1A and 1B. I would characterize it as, which is returning capital to our shareholders, through buyback programs, and strategic value enhancing M&A, which is largely going to be in the small medium tuck-in size. As we look forward, those remain the two priorities, given what we see in the market. Clearly, in the first half of this year, we put a bias or a priority around returning capital through our buyback programs. But as we move forward, we have ample free cash flow, ample cash on balance sheet, ample balance sheet flexibility for it to be an end. So we can do buybacks and strategic tuck-in M&A as opposed to it being an overstatement. We just happened to put a strong bias toward buybacks through the first half of the year. And I'll flip it to Gene to talk about the M&A side.

    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
 
Let me take the second part first. We're well along the way. I would say we're ahead of our plan on delivering that incremental margin per watt. I will tell you that the TCU percentage of our business has exceeded the -- our expectations.
And so as far as delivering on that incremental, we're very, very well along, and I think we will probably hit that earlier than we anticipated next year. On your first one, honestly, I would have to go get that number. I don't know off the top of my head what the percentage of -- what I guess you would say is the low-end TAM in our dealer base that is using our loan. I just don't know -- have that off -- I just know the kind of the raw number of dealers using.
But I can -- we can follow up and can get that data. I don't want to make something up. I don't know the number off the top of my head.

    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
 
Oh, on the call?

    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
 
And again, Jeremy, this one's for 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
 
Right. So first of all, for Bosch, when we started this business 12 years ago, Bosch, was the number -- the first one -- first customer to use our solution. And since then, we built a very strong relationship with Bosch. And throughout the years, they continue to use our product in most of their product line.
They also use other products like Qualcomm for some other product lines. But with the CV, I think right now, I think the [Inaudible] family series are the only products that have introduced for the CV product line, and they are all ours. So I think that our relationship with Bosch has been a long time. And I would say it's very strong because we collaborate in many different ways.
And also, I'm happy to see that they are going to do this three families business, CV product line, and I hope, and I believe there will be more to come from Bosch.

    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
 
No. They're irrigated. They're irrigated, and that goes a long way to keeping the tree healthy and alive and growing and producing, but there is something that happens to a fruit tree with natural rainfall that accelerates the growth of the fruit over and above just the health of the tree. And so that's really where we suffered this year.
Even though last year, we had sort of below normal levels of total rainfall, the way the rain fell in 2020 was actually good for the avocado crop, and we actually got good growth and size of the fruit. This last year, we had very, very little, so one of the lowest recorded years of rainfall, and the fruit just did not size.

    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 already comment that we will -- we are expecting quarter-to-quarter growth for the whole year of 2021. So yes, it's 1Q, 2Q, 3Q, 4Q, each quarter is better than the previous quarter.

    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
 
That was on the way to offset some of that run off. And once again, our focus when we're looking for originators, it's people with a strong purchase background, not a refi background.

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