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
 
That's not include within our cost targets. Any actions on those two areas will be incremental.

    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 for the question, Devin. There's not a lot beyond that. I mean, you kind of summarized it.
Look, things have come back in to be more competitive and a bit tighter here, which is, obviously, why you see a backlog in pipeline that's more in line with what we've seen historically. Obviously, Mike called that out in his prepared remarks, comparing where we were kind of, at this point, 2021 versus 12 months ago as we kicked off 2020. I'd say that the quality of the underwriting and, frankly, the quality of the businesses that we've seen are higher, right? And we made the comment too that most of them, now that we are out of the depths of March and April, are less COVID-sensitive companies, right? It's more regular way. And of course, with that comes folks willing to be more aggressive on leverage or terms.
I think that the quality of the underwriting, though, has reset a lot. Folks have used this in terms of leverage and negotiation with counterparties, companies, borrowers, etc., to try to structure really smart deals for lenders and that's continuing. But look, things have rallied back. And it is more competitive for sure now than it was.
We were coming through the spring and summer, obviously, when we're taking on a lot of this backlog and pipeline that we closed into this fourth quarter. But nothing earth-shattering beyond that, Devin.

    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 for the question. The package we sent in July was very comprehensive indeed. I won't comment beyond what information exchange might have occurred beyond that, since our conversations with the FDA are obviously very important. And as to label discussions again, I need to very much respect the FDA's need to very thoroughly and confidentially engage in all manner of discussions and meeting around the label. So, I'm going to respectfully put aside any questions on label discussions and label negotiations at this time.

    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, once again, Apple by their old words has no interest of going after customers who are actually have a system in place. Remember, the problem that I just described Apple's trying to solve, is for a new small business that isn't running anything that has some pretty simple capabilities that they want to take with the device. That has been a space that we've never really attempted to compete in, and Apple is trying to solve an issue for those customers. Yes, their literature says up to 500 customers, but there's another element of that.
We're up to 500 employees, but there's another element to that. It's up to 500 employees where the IT team only has a need for a few simple MDM commands. No security need, no -- or no identity cloud connection need, no threat defense need, no private access need, none of those types of needs with fewer than 500 employees, the need is for some simple commands. That's really where it's targeted.
And again, that's where the market needed a solution. And by Apple offering this, it is actually going to open up for more small businesses to start using Apple. And by that, I mean Apple devices, which is what we want.

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

    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, I think there's two drivers. I think as you note, the acquisition, the Signal Sciences product, does have a higher gross margin. Some of that is mitigated a little bit by purchase price adjustments that tend to get pretty de minimis as you go into 2022.
What's largely offset that has been our investment in the edge cloud network, both in bandwidth and in infrastructure to support the growth that we've seen in new customers and to be prepared for additional growth going forward. And as I indicated, particularly as we're looking at a global expansion, a lot of those costs in the international markets are costs that you incur before the traffic hits. And so that's been the bigger driver. I think from a price perspective, while there are price declines, we've actually seen a deceleration in the rate of price declines in 2021.
So, I think from that perspective, we feel that it's not really pricing as much as investment. There is this big year-over-year comparison where because of the COVID pandemic and the very quick spike in traffic, we saw exceptionally good increases in our gross margin in 2020. And what we're seeing this year is kind of returning to where we were before. And investment offsets some of the benefits from the Signal Sciences' higher gross margins.
I think if you look at the medium to long term, as we grow the security business, as we spoke about earlier, grow other products and Compute@Edge applications and continue to add and accelerate enterprise customers, those are things that will be accretive to gross margins over the long term. But to bring those customers on, we need to have a global robust network.

    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
 
Those were NDAs, Roger. Fully executed NDAs.

    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. No, it's -- look, it's a little bit judgment and instinct. And if there was another unexpected big step back, we don't want to be scrambling. So we've been talking a lot about this.
If cash flow generation continues to improve into Q3 and Q4, advance bookings look good, some business travel comes back, we could see ourselves going on the lower end of that. I think what we've committed to internally right now is no lower than $2 billion coming out of this year. We have a big capital commitment next year. And so we want to be mindful of that as well, Savi, but we're well above our normal sort of need for cash right now.
I don't know if we'll ultimately go back to one two to one five, that's something that I think we'll be sort of thinking about and making decisions about the next six months or so.

    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. That's a good question. I would tell you that we're in the foundation lane phase and not ready to give specific timing with regard to our participation in the space.

    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, Shannon.

    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 thanks guys. A quick follow-up on the insurance business. Did that affect all of Q3 or just like the second half? And then secondly, can you kind of bridge at a high level, 3Q adjusted EBITDA to 4Q adjusted EBITDA? It's dropping from a little over $40 million to maybe $20 million or so at the midpoint, and it sounds like it's insurance and mortgage. But could you kind of rank the segments the, which ones are kind of being -- which ones are the weakest?

    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
 
I think, Steve, yes. When we looked at the Ground Force would be kind of in line with our free cash flow profile. Deist is just maybe a tick below, but we expect with some of the improvements and as we push this product through the channel and expand it, we think they'll be somewhat in line. But I don't think there's a huge disparity between the profiles of the two businesses and our free cash flow profile.

    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 you have muted that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Look -- I think probably the underlying -- premise of your question also points out that we obviously will have a really good working relationship with our pilots throughout the pandemic, worked hand in hand with them. And at the end of the day, we are confident that when we do get to an agreement that will be one that works for our pilots and for the overall Company. But as you can, I'm sure, appreciate we don't get into discussing the specifics of our discussions or negotiations or the time frame for reaching agreements in public or on earnings calls. But I appreciate the 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
 
Yes, John, thanks for the question. The pipeline is healthy. The number of properties that have either come to market or that we've scouted out, is probably as healthy as we've seen since we've become more acquisitive and it's become a bigger part of our strategy. The properties that we're looking for are, what we refer to as a platform, like a Softworld and by platform we mean a company that has exceptional growth prospects, high-quality management, excellent technology and processes that we can build on, not only expecting them to contribute revenue and earnings, as they were before we acquired them, but at an accelerated pace.
So using Softworld as an example, we saw Softworld as one of those platforms and supported their growth through investment in additional recruiting and sales resources, as early as the first month that they were part of our company. So, those are the kinds of properties. I think there will be a bias toward properties in our fastest growing specialties. So, that would be science, engineering, technology, telecom, our OCG practice and education. And just, and maybe I'll ask Olivier to comment, in this market, while there is a lot of activity, we're very mindful of valuations and ensuring that we don't overpay for these companies that we're looking at. And I'll ask Olivier to comment on what standard we hold ourselves to -- in order to ensure that.

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

    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
 
There are significant number of coal gasification projects and their consideration, not only in China but also in India and Indonesia. Those are the places where we see the most activity. And we expect, I think, with COVID, everybody pulled back, as you know, very well in terms of capital expenditure and so on. But as time goes by, we do -- we are optimistic about gasification. We have a very, very strong position there. Quite frankly, we are by far the market leader. And if there is another gasification project in the world, I would bet you 90%, that Air Products will get that. So I think that we continue to be optimistic about that.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Certainly. Yes, Adam. I think Brink was historically a very tiny business. And given -- as you get scale, you see immense impacts.
And remember the last two years, none of the focus of management has been on margin. It's been 100% on getting the product right, which was I don't want to overengineered, but it was a ton of focus on building out a product group, building on engineering teams putting a ton of investment spend behind that. And so we haven't got the benefit of that -- of those investments, but those are to come, particularly as we launch new products off of that same team. You see the margin expansion from scaling our existing products, but also each additional product should be incrementally much higher gross margin, which I absolutely expect for us to be the case.

    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 David, thanks for the question. The company has been following with interest Chicago for some time, and that obviously predates me. But our interest became very serious when the city moved to rationalize the tax structure. I think we've got a very comprehensive plan that we're proud of the George has been dealing with much of that plan over a much longer period. So maybe, George, can you comment to Chicago and the future capex investments?

    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
 
Jefferson, can I answer that one?

    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. Myles, this is Mike. Right now, we're, I'd say, roughly around 75%. We've seen a tremendous uptick in the last 30 days in folks getting the vaccine. I think the breaking news right now, it looks like the executive orders being moved out into January and the -- and they're talking about having your shot by January, not completely through the quarantine.
So we're going to have to interpret how all of that plays out. We're working very closely with our customers on how do you implement the executive order. I mean the executive order is -- we've been -- we have been -- from a policy standpoint, we have been directly aligned with what the White House put out. But as you -- as you kind of hinted out there, the executive order is not contractual.
And so working with our customers on all of our contracts to figure out how best to implement that executive orders, what we're doing, and we're doing that across the board. So we're continuing to move ahead. Our ambition is to get as many of our employees vaccinated as we possibly can because we are committed to a safe workplace, and we think that's the best way to do it.

    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. Thanks, Christine. That's absolutely fair. It is a -- the market continues to contract for term. We've always been in the camp that long-term contracts are a key building block to this market as it continues to grow and develop. And as we talked with Shneur, it is a period -- we've gone through a period where oil indexation was more attractive to buyers than NYMEX. Now we're entering a period where we firmly believe the opposite will be true. We are quite optimistic on the Chinese market for gas and for LNG. We think this is a critical component of its economic and environmental objectives. 14th five year plan continues to to commit to that, President Xi has committed to limit and actually decrease the amount of coal generation in subsequent five year plans, which all bodes quite well for us. We're very proud of what we have done to date.
We have a great commercial engagement with our Chinese counterparties, the SOEs and the Tier two and Tier three players, and we fully expect to have more commercial success there. It is a very large and important market. As Jack has said in previous calls, it can double the size of Cheniere in and of itself. And and we continue to be quite engaged there. But I will tell you one of the reasons we highlighted on this call, non-China Asian markets is because there's there is a broad range of opportunities beyond China as well. So just like on capital allocation, it will be all of the above. And again, we're entering now what we see as a multiyear period where NYMEX based contracting, long-term contracting will be very attractive.

    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, Samik. So let me start on software. Yes we are, we are, as Frank just said. Our conviction in our growth in software continues to increase and continue to get stronger for a couple of the reasons. The first is, we are indeed seeing very strong utilization of our multi-year subscription agreements, getting better visibility into expansion and true forward and so far what we're seeing on expansion in true forward and even our renewals, but the performance of these aspects of our software business is well ahead of our own internal targets. So that is an important part of our confidence.
But the second part on our confidence is that we also have some catalysts in our software business that are starting to play out as we thought they would and perhaps even better. If you look at NGINX, the momentum of adoption of NGINX is accelerating in part because we have a larger set of products and modules on NGINX from the investments we made a year and a half ago. So the controller App Protect, the security beep [Phonetic] on NGINX moving into API Gateways. Those are growing the addressable market for NGINX and some of these catalyst haven't even played out and will play into 2022. We see growing demand for security, including Shape and a lot of that is consumed in software. And BIG-IP is also growing in software, as I said in public cloud and private cloud environment. So if you combine all these, you answer that, that we see a 5G opportunity that's in software in 2022 for the 5G core. Those are all catalysts that will continue to drive the growth that we expect to see software.

    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. We were up in March over February, I believe, 20% on transaction volume and 20% on dollar volume. So a dramatic step-up in March.

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