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
 
Hi Shuky. Hi, Tamar. Hi, Matt. Great to hear from you. Thank you for taking my questions. So Shuky and Tamar, I really appreciated the mid quarter call, you're getting a lot of questions from clients, and there was some skepticism, that I appreciated you taking some time to answer some of those questions. One of the themes that sort of seemed to be up for question, when we did that last call was, the durability of your relationship with some big tier ones, particularly AT&T, at the heart of it. When I listened to your remarks today Shuky, it seems very, very clear, that not only is North America growing, but AT&T as a particular customer seems to be on very solid footing. So I'd love to hear, just your perspective on the durability and sustainability of the projects that you're working on. As you look at these type of projects, are they recurring revenue in nature and long-standing, that'll extend beyond just 2021? Tell us about the strategic nature of what you're doing there and getting tied into their future, as opposed to catch up projects and band aid fixes that might only be for, say, 2021? 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
 
Hey, Betsy.

    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 Alfonso. The update of the mining operation, I mean the mining operation in Mexico are producing at full capacity. As you know, most of what do we produce of pellet goes to our own facility. Although we are exporting or selling to third parties some of the extra we have, but it's not a huge volume. We expect that this is continue working as it is. To be honest, I know your question about violence in Michoacan and other parts of the south of Mexico we are not seeing any of that in our region.
Although one of our mining operations in Michoacan, it's very near the Colima border. So this is far away from the things you read in the news. South American operation and China I think the first benefit from this is -- remember China is the first importer for example in Brazil. I mean, as you know, the Brazilian market is importing some -- imports in Brazil are increasing and most of them are coming today from China. So I think the benefit of these new policy is changing as the industry saw the steel industry, there, it's got are going to ship more to the market and increase our market share because of these new policy of China. I don't see yet our business case -- to increase steel capacity in Brazil for example for exports to China. To be honest, I don't see -- today that case. I think that Brazil is going -- our steel mills our operations in Brazil, as have to be more focused on the Brazilian market and some export to some regional countries.

    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
 
It's 3.31 is our current net...

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, Adam, it's Steve, we'll be glad too. Most of the headwinds that we've talked about kind have rolled through in terms of the waterfall, the impacted volume mix because of the volume not necessarily being there. So that's where those headwinds showed up. We were very pleased with our overall productivity in the quarter and you're right. It was a pretty substantial number. Two primary drivers there, one, just very good core productivity in $30 million-$40 million range, that's kind of our expectations.
And then, on a year-over-year basis, we had significantly less maintenance downtime. Year-over-year, we had quite a bit last year, much less this year and our teams executed against that exceptionally well. So that positive for us in the quarter. So those are the two big primary drivers of positive there. You'll see that returned back to more normalized in Q4 and as we look out over time, our $50 million to $70 million of core productivity is the right kind of range for the business.
But now, it was a very strong performance relative to overall productivity in the 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. Well, I like to ask Dr. Jeffrey Skolnik to address that broad question.

    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. Thank you. Just hopping between calls here. The first would be on breast neurotization, apologies we're hopping among calls. So if any of these are asked, I apologize. On breast neurotization question there, just on backlog, how substantial can that be in terms of a turnaround, once we sort of evolve into the vaccine cycle. So, the first question again will be breast neurotization backlog and then on the new key account focus and we think about a champion on the event side, sort of using most of the -- using events across the majority of their procedures and there being at least one surgeon in that site. When you think of an existing [Indecipherable] in that site, already, how easily scalable is that two additional surgeons within those sites. Thanks again.

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

    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'm sorry for that. Sorry, I was on mute. Congratulations on the quarter and, of course, Ainsworth. Understanding Ainsworth as one of the larger players, can we anticipate continued unique content, either tuck-ins or exclusives going forward as either an opportunistic or even a core strategy? And understanding you're not disclosing exact acquired right purchase amount, can you give us some color on structure, like, you know, upfront cash component with some ongoing split? Is that sort of what we should look at either with this deal or something going 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
 
Great. Thanks so much and assuming that everyone is doing well, despite the recent bad weather in Texas. If I can drill one more question on the ancillary revenues. Is there a significant margin differential between those revenues and core revenues?

    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. Let me just turn that question over to Andreas.

    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 we typically raise prices once a year. And given the COVID disruption, we actually have calibrated to a January cycle. So that's when we're looking at our next increase. And so it's not to say that we couldn't do a midyear increase if there were some exogenous circumstance or change in what was going on. But we typically do it just at that time. So new families who are joining on the rate whenever they do, if they come in July, they pay that rate until the next cycle in January or when their child age is 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. I mean, I wouldn't want to forecast price looking forward. I talked about how we think about it at the moment, what we believe we're seeing. We're seeing a bit of a pullback in some of the markets. But our view at the moment is that things are more stable and there's no -- and you have to look at not only the underlying demand levels but at the transportation difficulties which are really, in effect, extending supply chains at this point. So you're right, full commodity product, but our view at the moment is this is a bit of a correction, not a complete turn.

    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 afternoon, Paul you Gilberto. Thanks for squeezing me in. Paul, I wanted to go back to one of your earlier comments. One was just on -- you talked about offloading the customers where -- with whom you have previously qualified for battery grade materials. Should we presume then that when Bessemer City is up and running that you would be immediately selling battery grade that you would be qualified already there or would there be a lag with that plant?

    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 believe we did.

    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. Kit Gray is just doing a spectacular job of taking PodcastOne which, as you know, required right in the hardcoded advertising was dramatically off at the time. He's done an amazing job of really turning that business now. And we've added, I think it's now like 43 new podcasts.
And you're starting to see podcasts that are moving over with substantial traffic. If you watch the news last week and a half, we've announced two of them with over 50 million views already on them. So people are recognizing the brand and the 10-year history of it and understand that we give them a full 360 play, not only do we help them the production, we deliver revenues for them on the sales side, the marketing side of it, and overall performance from -- so I couldn't be more excited about where PodcastOne is going and what Kit and the team have done with that franchise.

    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
 
Good morning, everybody. Hey, two for me if I could squeeze two in. First, just on Matco. Can you elaborate a little bit more of just kind of what you're seeing kind of underpinning the demand? Would you view it as just kind of a bit of a pent-up recovery? I would not suspect that maybe the shortage of new vehicles or anything is impacting aftermarket demand yet.
But if you have any thoughts about that, that would be kind of an interesting footnote maybe to the main question.

    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, we feel good about Concentra's return to even enhanced profitability just as employment and as the economy ramps up. And the expense management was mentioned and the testing, the only comment I would make, Frank, to your question was the testing was not so much drug testing, but it was COVID testing. So it is a testimony to the platform and the market share that Concentra has with its platform across the entire United States and being literally, I think, the only nationwide occupational medicine provider that we are able to accommodate some very large employers for services that they need uniformly across their business, that maybe involves testing for their employees. Like, as you recall during the pandemic, many employers who had essential workers were doing testing -- temperature testing and other testing at their workplace, and Concentra was able to accommodate many of those large employer clients that we have.
So we think that some of that will not continue. But on the other hand, as the economy opens up, it will be a more return to the more traditional business that they have as we think that injuries will naturally go up. So we'll get a return of the volume on injuries even if testing may abate. Although at least as far as the I can see right now, testing is still going on and perhaps we may have some opportunities even of doing some vaccinations for some of our large employer clients.

    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. Great question Matt. We think that, businesses small to the mid-market that we serve they need this. They need financial operations in their back pocket. They need to automate the paper processes. They need to get it online. COVID was a wake-up call for them. And the opportunity is across all those businesses. We believe that, there is significant synergy for a business once they get their systems digitized. And so, we have done our own analysis to look at kind of which are the most likely customers to start and that's the cross-selling efforts that we're focused on right now is to start with those. But there's a good opportunity in front of us and we're excited about it.

    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, David. So you're right, these are exceptional times, so the positive pricing will -- may not be something that is going to carry on. There are a few buckets. The first one is the pricing that we traditionally give to our customers, and that's generally offset, I would say, by pricing that we get from our suppliers. That's how we think about it. That's our business equation. So that's got to be neutral in the grand scheme of things for 2022. And then the other element is essentially making sure that any inflation that is either temporary or will last longer gets us well recovered. So we are -- these are two different buckets, but we are negotiating going into '22 the overall equation with our customers. So a little bit early to say where we'll land, but that's how we are looking at it.

    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
 
Hi Jackson. Sourced Group have over 150 top professionals, that understand the cloud environment extremely well, develop their own tools, landing zone, other capabilities. When you search in the market today for cloud capabilities, it's not easy to get talent. What we were able to get, really top notch talent with the Sourced Group, that actually -- we have obviously at the same time, we are reskilling our employees, we have thousands and thousands of employees, which are cloud certified, AWS, Azure and more, and this is a great addition, but more from the consultancy perspective that we added to our capabilities. So it complements our cloud native system implementation capabilities, operation capabilities. Now we have also a very strong consultancy, with topnotch experts.

    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 take the first part and then maybe, I'll pass it on to John for some comments on the store base. Yeah, we will set up a new segment starting first quarter. So that will be the first time we will issue it. We won't really have to restate the past because it didn't exist in the past. The three recent acquisitions will be in the segment, plus the organic healthcare development. So that's why we gave guidance for both separately, And then, TCM, we are really happy with the program. I'll just cover that for a second. We saved $800 million just in the past fiscal year, and we're looking for probably $500 million to $600 million in the one we're going into now.
I know there was some doubt, certainly, investor market as to what is the funnel longer term on cost reduction? We don't see it going down and we see continued opportunity to optimize costs in the business over time. And one element of the guidance that's been completely factored into the guidance we provided this morning. We actually went out, because, and this is interesting. I actually -- I just want to make the point, I came from a pharmaceutical company. And pharma companies do 10-year and 15-year models. So actually, we started modeling out our healthcare business on a 10-year horizon. So there is a big shift even within the Company on how we think about financial forecasting, because in many case, its a three-year plan horizon. It doesn't even begin to show the returns in a healthcare investment.
So with that, I'll pass it over to John.

    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, Nat, it's Bill. So there is, but it's not material. So, we haven't broken it out. It's relatively small, but it's just not material enough for us to breakout.

    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, thanks for taking the questions. I just want to make sure I get my housekeeping right. Gary, I think you mentioned you're going to try to get opex for the coming quarter at around $9 million. Was that GAAP or non GAAP?

    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 of now, Vikram, we've been very comfortable with the 5 to 5.5 range. We don't anticipate changing that materially. And we'll always kind of watch that and consider depending on what's going on in the market, whether that we should make some adjustments. But at this point, we don't have any expectations of adjusting our leverage targets.

    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. From a marketing perspective, I mentioned in my remarks that starting in Q2, the aggressive cost savings initiatives really kicked in, and the team really stepped on marketing expenses. So we expect marketing and that impact compared to the original plan in Q2 was $10 million. In addition, Mindy's mentioned that we expect to lean into our marketing campaign as consumer sentiment rebounds. Over the summer. And so at $55 million, that will be up in Q2. And I expect that to read-through on the full year, I expect back half levels to be fairly in line with 2020.

    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
 
Hi, Barry. Yes. It has this year.

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