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
 
Great. Hey guys, thanks for taking the question. So first, can you provide some color on what categories are specifically seeing robustness with mobility improving in second quarter. And then on the commentary around the second-half GMV trends comps were also progressively getting easier once you navigate past second quarter but you're saying that potentially GMV trends could be similar to second quarter. I know there is one-time items in 2Q and there is potentially some geographies coming out later in terms of mobility. But can you parse out between those. And do you expect further reversal in terms of kind of comparable basis on volumes beyond 2Q?

    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 so much for those comments, Bobby. I've been -- it's been a long relationship for us with Raymond James, they knew for the last number of years as 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
 
Thanks, Bert.

    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
 
Absolutely. And most customers are interested in the diversity of supply and having a reliable supply of LNG, and that's what we offer but absolutely, yes.

    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. Overall software margins should recover given those two one-off items. And overall, the total gross margins of the company we should track north of 65%, which would have been the gross margin in Q2, absent those one offs. So the team is doing a lot of great work in terms of looking at our gross margins and software, but also in hardware. And we're looking at continuing to optimize our gross margin profile moving forward. We feel very confident about the margin trajectory in the company.

    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. Well, as I said in my prepared remarks, historically, Air Lease Corporation has always determined that the best use of our capital -- our shareholders' capital is to invest in new aircraft on long-term leases, with the most modern technology. And I also commented that we don't think that, that's changed. But this year, our Board also authorized -- did a modest share buyback authorization, and we look at that as well. So broadly, those two categories, further aircraft investments, combined with our potential stock buyback and our authorized stock buyback program as well as increasing the dividends.
So those are the three broad categories that we focus in on looking at capital allocation. Having said that, we continue to watch the landscape very, very closely for any opportunistic capabilities to buy new aircraft, possibly even a merger here or there, although historically, ALC has not found any compelling opportunities there. So all avenues remain open, and we continue to focus on those intensely. So I would say there's really nothing new in this regard than what we've already been doing.

    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
 
Can you kind of repeat that? I don't think --

    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
 
We believe it will be incremental revenue-wise. There might be costs associated with the rollout on the expense side. So it may not be incremental earnings-wise, but we think there are great opportunities into the future years. And we haven't yet put them in our numbers because we don't want to count on anything, including our own R&D pipeline until the products are out.
We're very meticulous about what we roll out. We want to protect our brand. We want to make sure it delivers on the promise of our brand and the quality, everything. So because of that and all the history of 32 years, we're not going to get ahead of ourselves.
However, as I said carefully in my prepared statement, we have a lot of things that have already been launched, that we're very excited about, and even new things. So I think together, we feel like it's going to be a really good 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
 
Yes. They both go together. You're correct. But total contract value, as we define it in the 10-Q, is what we signed this year.
And the performance obligation is the remaining revenue recognition that we have from these contracts. So they go together, but the total contract value is the total contract. Performance obligation is less total contract value less the revenues that were already recognized.

    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
 
My pleasure.

    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. And thank you for your comments on the quarter. We sat back and -- near the end of the year and into January, there were situations that occur where you're having to close down your plant for a couple of days, get everyone tested, clean it. And people were bringing the virus to work, I'll say, and it created a difficult operating environment. And certainly, it made us think through giving guidance for the quarter and for the year. But as we thought through it and we were executing well -- so well, that we got confident that we're able to operate and execute with the virus, and we have good processes and protocols in place. And we're seeing the -- we're mid-cycle and long-cycle businesses, and we're seeing those demand picks up -- pick up later in the year, we're assuming, and that all went into discussion. We talked about it several times. But we feel comfortable with the guidance that we're giving, and we feel comfortable we're going to be able to execute, and we feel the processes and procedures we've developed are allowing us to operate safely, and we also feel -- we're feeling an uptick. And we're looking to the short-cycle businesses and markets and seeing them trend up, and we're assuming that's going to happen for us a couple of quarters later.

    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 Stanley.

    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 morning, Deane.

    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, Jeff, great question. I do think that's kind of center to our organic growth story, right? It's the leverage that we get through higher sales, a lot of that higher sales are going to be coming through off-premise. And it's a combination, it delivers great margins in and of itself, and then it also allows us to leverage the fixed costs and grow the margins from that aspect as well. Without getting specific to what the numbers are, that's the strategy, and we're very excited about it and it's playing itself out as we would expect.
We're also not just counting on that. We're also, as you've mentioned, as others have said, there are other things we've evaluated aggressively to rethink, to make sure that we're as efficient as possible while we support our restaurant operators to deliver great guest experiences. And some of those things are proving to be sustainable as we get back to kind of more historic levels of dining and traffic, and that's encouraging.

    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. Thanks for taking the questions. First of all, on -- you mentioned some of the captives are outsourcing as they fill in more EUV in their internal shops. I was wondering if you could give us a sense of where captive versus merchant has been over the last few years, where it is today and where you think it might be in a couple of years from 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
 
You mean in other expense for 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
 
Yeah. I would tell you from a-excluding the weather that, I mentioned that impacted our plans. I think we're coping very well with the supply chain and we're certainly getting our fair share of the raw materials and so forth. So overall, I think we're doing well. We have a terrific operations and supply chain group. And we have terrific suppliers that they're working through their own capacity constraints as they're ramping up or repairing some of the things that were impacted out of the Gulf region.
So, I think we're doing well that's why as we get into Q2 and Q3, we get back to a normalized level. Our factories don't have a week out of production. So overall, and then, I would tell you from my perspective anytime you have any type of disruption, it's who executes the best. And there are some opportunities there. And those will have to play out over the next maybe Q1 and part of Q3.

    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
 
You bet. Thanks, Julien. Look, we are encouraged that the Federal regulators and State regulators are not only talking, but they are trying to find a path forward. Because as I have said now several times on this call, the transmission is going to be a critical component of getting these major transmission projects done for our country. And so as we all know, the Federal regulators, FERC and the State regulators, their jurisdictions or lose the issues can sometimes overlap. And so things that are really important all the time is how we can sort through permitting and sighting.
And clearly, another issue around transmission projects, especially these regional projects, which we are talking about in large part with these MISO projects, how you allocate the costs fairly and appropriately. And so what I think, Julian, what will happen with some of these conversations and what we hope to have happened is that there is a better understanding of the issues, perhaps a bit of a meeting of the minds, and so we can start moving forward in a more timely fashion than we might have otherwise had.
And of course, when we are making the types of investments that we are making that we want to have, let's say, greater levels of regulatory certainty. And so these things, I think, will be helpful. I am not suggesting that this task force will solve it all. But I think what it will do will provide a great forum for stakeholders, not just regulators, companies like ours and others to come to the table and say, "Okay, here are things that really matter, and here is how we can lean further forward in the transmission space," which we, needless to say, strongly support the need to lean forward, further, faster in the transmission 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
 
Yeah, John. So your number is reasonably close to that. I think everybody has hit around that number. And our anticipation of all the things that we've done, our anticipation of customer behavior, our transparency, we're providing which is allowing customers to understand where they stand intraday on things that will pose to their account, the following night of a given day gives them more opportunity to take care of a negative account situation. So we've tried to anticipate what all that is and our guidance on our service charges being down 15%, it was done because of that. It was done because we are doing things to help our customers. We reduced our overdraft caps and things of that nature in a given day. So now you've asked a question what could happen. We don't -- we don't know, we're trying to do what we think is the right thing, and what the government of regulators do, we'll have to adapt and overcome, if there is any change at all. So I think our 15% below the -- 10% to 15% below pre-pandemic is our best answer 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
 
Jeff, I'm going to answer to both because, really, the model we have today cover both. So you mentioned that we have executed very well in terms of price/cost. And price/cost is actually one of the, of course, foundation of our operating model. Let me mention a few levers we are using today. One, we have priced projects through last year, anticipating some level of inflations. That's point number one. Point number two, we had modified about two years ago our contract agreement to allow us to adjust pricing. For number three, we have identified now, because of our business intelligence, part of the market which are less sensitive to price.
Point number four, and George mentioned that today, our offering now provide great value to our customers: decarb, sustainability, indoor air quality. And we offer great ROI for our customers and then price to value. Our backlog is now also shorter, so we can adjust pricing faster. On materials, for a large part of our whole materials today, we have ESG program covering costs for about six months. And last but not least, across the enterprise at Johnson Controls, our workforce is incentivized to drive pricing, pricing rate. So as a result to all of this, you end up with the results we have been posting, Jeff.

    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
 
No, I think, beverage and food. I mean it's half of that 3.2 is beverage and food, beverage and food, beverage is certainly a greater percentage of it and then the other half of that is some of the recovery in these markets like particularly foodservice.

    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, so for 2020, we're sitting at call it 13% to 15% apparel as a function of the BD business [Speech Overlap] but as we've discussed before, the way that we think about both of these opportunities over time is that we view these as needle movers and in particular with apparel and the progression that we're seeing, long-term, we have a target of at least $100 million for this category, for the brand and it's going to evolve over the next couple of years the way that it does, but that's how we're targeting at least the opportunity in the near-term.

    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, and good afternoon, everyone. So it was good to hear you guys talking about the green shoot and street and urban retail leasing, but I'm curious what takes -- what are the retailers looking for to turn that kind of a positive attitude that you talk about to much more of signings for it to be more -- on a solid footing?

    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 for taking my question and congratulation and best wishes to both Hassane and Bernard.
Hassane, for my first question, I'm curious as to your insights on the current demand environment. I think you mentioned auto units were down kind of in the mid-teens, but you say they're only down 7.5% last year. And in fact, are at a record in Q4. And this delta between auto units and auto semiconductor sales is perhaps one of the widest we have seen.
So, my question is, how much are you shipping to real end demand versus customers stocking up when they just read about the shortages and the auto production shutdowns? How do we get the confidence that these above seasonal quarters that you're seeing in Q4 and Q1 will not be followed by some process of normalization later in the year? What is your level of insight into actual consumption of what you're shipping into the automotive supply chain?

    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, I certainly am not going to try to speak for my good friend Chris. He's more than capable to speak and to set that tone. And he's a dynamic leader, and I would expect that he will arrive at the right conclusion. I was crystal clear in my remarks out at ALIS, and I'll say it again.
We're not going to get to the other side until we have leaders leading and mandating. And we're doing it at Park, and I'm doing it and saying it on this call and any forum I get. And look, there are going to be exceptions, whether it's for medical or religious. But the reality is we've got to get shots in arms to move forward.
So I've said my piece.

    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
 
Chris, we really don't provide that information, but I think that maybe one other way of looking at it is that cotton has been trading quite significantly higher on a year-over-year basis for some time now. So I mean the higher cost of yarn or cotton, let's say, for example, is probably already impacting our cost of goods sold as we go forward. But I don't really -- wouldn't want to say exactly our position in terms of cotton. But I would just say that the cotton is definitely moving up. We don't know where it's going to land, obviously, because it's still volatile. I mean -- but we have a position that we feel comfortable where we are today. We have good visibility. We have our pricing strategy, which is in line, and I think is not -- we have lots of room on pricing if we need be. And we're going to deliver 18% operating margin regardless of the price of cotton at this point in time. So we really are pretty comfortable where we are, I think, as we move forward into 2022.

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