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
 
Yeah. I think the short answer is we like what we're seeing. We think the growth we're seeing is sustainable and not overly weighted toward the addition of new accounts. I'll give you a couple of metrics that I think support that belief.
In Q4, we believe about 90% of our cases in that quarter came from existing customers, only 10% came from new account adds in that quarter. And if you look at it through the lens of growth in cases, sequential growth in cases that we saw incrementally in Q4, it was balanced about 50-50 between existing accounts and brand new accounts acquired in that quarter. So we like what we're seeing there. We think there's a nice balance where we are seeing evidence of success in supporting accounts for broader and deeper adoption of the technology.
And I think you see that reflected in those metrics.

    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, so the disclosure in the fourth quarter that Anat mentioned in her prepared remarks.

    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
 
But nice to hear your voice again and hope you're well. Listen, when we -- we have the benefit of working with HR and learning development professionals that have a variety of budgets across the talent or people perspective, everything from onboarding to succession to recruiting to learning, performance management and so on. So when you dial into any one of those specific arenas of people development, the answer would be different. On your particular point about learning, sure, learning budgets were alive and well in 2020, but if you would ask any LND buyer or persona inside of our customers, a lot of that money was going to providing content and, by the way, content was one of the areas that we've already mentioned but put our content side, a lot of attention was going to providing the content for people, as well as other engagement and development capabilities. So it goes beyond learning; the budgets that we serve, but yes, specifically, learning had a -- was not getting cut in 2020. I would not say it surged, either.

    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 the other 160 million square feet in 20 markets. There's a lot of things that keep you up at night. But I would tell you first and foremost is the supply side of the equation, if you look back at any of the downturns in our sector, the vast majority of them have been driven by oversupply, which is why we keep such very close eye quarter over quarter on the supply demand metrics and where overall vacancy is. As you heard us talk about our strategy is really submarket based, so we tend not to be too concerned about macro numbers, we've talked about some of the soft markets around the country and how little exposure we have in them. So that would be first and foremost. And I think beyond that, it's some of the issues that we have been dealing with, trade tensions that would affect imports and exports, sub-sector of that could be trade tensions or tariffs that affect some of the construction materials, create shortages or spikes in prices, labor always is a -- it's a big one for our clients, but it's one that we watch as well. So those are probably the top three or four that you know that we watch on a regular basis.

    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 we just say, overall, it's competitive out there. It's always competitive, as Eric highlighted very well. We love the model we have because the opportunity for colleagues at an individual level, and literally together, and that's really what we talk about individual capabilities, but also collective greatness, collective ability to succeed is exceptional at Aon. And that's, for us, has served us exceptionally well. But there's -- I would say, Eric, to comment on this any more or less competition than there's always been in terms of sort of what's been out there.

    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 mean, look at the math, I think the bigger question is that we said it, Mark. And just to caution, we are not trying to tell you what in place and is going to be like in 22, because we don't know.

    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, Matt. I think -- thank you for the question. I would tell you that what we've experienced is maybe some bookends, like our electrical physiology business, our AFib treating cardiac ablation has kind of recovered very expeditiously. And that team right now is just really working on refilling the patient funnel.
At the other bookend, I would say would be cataract surgeries, which are procedure volumes are still below in 2019. So we would expect that one to significantly accelerate on a balance to go. So it really depends by procedure. They really are meeting the bell curve, if you will.
And again, as I kind of come back to what's going to affect the pace, it's really the pace of vaccinations, pace of hospitals being able to match the capacity and keep a highly engaged, healthy workforce and managed through some of the surges that we're seeing right now in the U.S. and other pockets of the world. And then just really patient sentiment. There's been a lot of investment that J&J has been doing to reassure patients to go seek medical care.
And I think we've seen a lot of the facts and data and publications on the impact on non-COVID patients who haven't seeked care. So we expect that to continue. We don't expect, again, a perfect linear line. I keep saying that because we learn every week.
We take four steps forward or maybe a step back. 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
 
Yeah. Going back to the beginning, I think biotech in our backlog, this may be going back to 2014, was in the realm of 25% of backlog. So the drivers from then until now, which includes your -- that IPO point, is a step in the journey to where we are now. There are two elements.
The first was we were challenging ourselves on how much visibility do we have to all the RFP volume occurring at biotech companies who were funded and had cash on their balance sheet to run the studies. And we found that our visibility back in 2014 was very low compared to what our aspiration should be. So we went after that. We did a very good job on lead generation, finding access to those companies, engaging them early, getting access to the RFPs.
As we started the early engagement on access at increased volume, our win rates started to increase and the increase in win rates hasn't stopped even through 2020. So if you look at there's capital flows and increase in R&D spending in biotech, in total, that's increased at maybe, let's say, 7% or 8% a year, maybe 9% a year. That's part of what drove it. But the bigger catalytic driver was increasing our visibility on competitive decisions.
And then increasing our win rate against that increased opportunity set. The -- I mean, really, COVID versus non-COVID is not relevant to us.

    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 is absolutely true. It's going to have benefits to customers in rates and offers us flexibility as we go forward.

    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. That -- yes, Michael, excuse me those penalties will expire as we move to in-service for each of the units. They expire by degree. So in effect, once we declare Unit three in-service and then Unit four in-service, we actually have a step change in growth that we're really not saying a whole lot about. The 5% to 7% of is what we think we can sustain and have sustained over recent history without this step change in the Vogtle uplift moving in the rate base.

    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 mean I would say that, first of all, all the categories have big opportunities for growth. I think brake calipers, you know, we're probably looking at 70%, 80% growth for this year. So, a lot going on there.
We're busy ramping up. You know, there's inefficiencies in the ramp-up in the beginning, but lots of opportunity there and lots in all the other product lines. So, you know, it's a tough market out there, as always, hard to predict, but we feel, again, pretty good about demand. We just, again, one more time, we just got to make sure we can get the supply.
And so whatever we can get our hands on in inventory, we're getting our hands on. You know, we may -- if we're going to make a mistake now, we're going to make a mistake on having more inventory than less just because of the supply. And I don't know what's going to happen, you know, as the -- you know, there has -- there seems to be a resurgence of the COVID issues in Asian countries. And certainly, India, Malaysia, Thailand, Taiwan, certain cities in China.
I mean, that, you know, all sort of having some type of resurgence. But we've got our eye on it closely. And, you know, I expect it to be a positive year still, but giving guidance a little difficult 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
 
Juan, I'm not sure I understand the question. Are you saying if sales rates slowed do we hit the goals or if sales rates accelerate we hit the goals?

    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, Joe. 

    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, Jerome and Jim. Congratulations on a nice fourth quarter, and Jim, congratulations on the promotion.

    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, I'll start, and then obviously key can jump in. I think when we look about, we think about M&A and OpCo PropCo I think we do it in the context of the same way we have done historically. That is we view owning real estate as important to the company. It gives us optionality with respect to flexibility down the road. Should we ever feel like we need to execute on that, but as you mentioned our balance sheet is significantly stronger today, and our cash flow generation capabilities are significantly stronger. So I'm not sure, how that makes sense for us in the current environment.
I think more broadly in terms of M&A I don't -- we're not going to do a deal just because we're low levered -- lowly levered and generating free cash flow, it's still, we will retain the same discipline that we have had throughout the history of the company. Even though the company has a long history of making acquisitions I think we believe we've been disciplined, strategic and value-oriented in terms of pursuing those acquisitions, and that will not change. So I think just as we have a what I would call a refined or our transformed view of how we're executing our business same thing applies to our balance sheet, but it does not mean that we're changing our philosophy about how we're pursuing growth in terms of acquisitions. Keith, I don't know if there's anything you will add to 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
 
I think it's a little bit of both, Alex. I mean, ultimately, we'll have a diversified portfolio. Some of it is where we want to buy versus where we want to build. So if you look at what we've done in Denver, the assets we bought have tended to be more of the garden assets on the perimeter. And where we're developing, we have a deal in RiNo. We just started a deal in Westminster, which is kind of a second-ring suburb, but we're -- we have a deal that will start here shortly in the City of Denver.
So we're trying to balance out the development which tends to be at the higher price point with -- particularly in these Sunbelt markets, where historically, over time, more of the rent growth probably has come in more of the moderate price point. So we are more focused on acquisitions that are younger assets but not necessarily kind of the downtown $350 a foot-type rent. So we like the position. The Charlotte acquisition was a little bit different just because it was an opportunity to pick up a three-community portfolio in the South end, which is an incredibly dynamic part of Charlotte, where there's just tremendous amounts of growth, retail, employment as well as residential.
But I think the Grapevine or the Flower Mound acquisition that you referenced is probably more in keeping with what we bought in Denver and what we've mostly been buying in Florida and where we're looking.

    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. Well, wed like to thank everybody for joining us today and look forward to our future conversations. Have a great weekend.

    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
 
Galileo is a -- Galileo was acquired by SoFi. Galileo's capability is processing. We're not a processor. There are occasions where a processor can also be a program manager. So if you think of the three parties involved, there is the Bank, there is a processor and then there is the program manager. Those are the three main partners and they're not a competitor to the Bank, they can be a competitor depending on if they're captive with other program managers, if you have a processor and program manager together, but they're not a competitor of ours generally.

    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, Jayson.

    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, it's a great question. I think, we've talked about this before, and I would encourage people to look at some of the public available information in terms of our investor count. Because typically when you look at the fundraising, it's about in terms of number of investors, it's typically about 50-50 existing investors, but when you look at capital, it tends to skew to 70% to 80% of capital coming from new investors. So the fundraising cycle or lifecycle of investor here, if you will, is they'll typically start in one part of our platform with a core commitment, and then over time they will not only grow in that part of our business with increasing commitment sizes, but then begin to invest across the platform.
So when you look at the number of investors, the number of investors is steadily increasing year-over-year despite the fact that we're monetizing greater wallet share with those investors. So if you go look at our investor presentation, you'll see a nice depiction of how that plays out in terms of the percentage of investors that are getting cross-sell -- cross-sold, if you will into multiple funds in a given strategy, but then also investing across multiple business lines at Ares.
So we continue to put a lot of global resources against our asset gathering and investor relations infrastructure, it continues to pay significant dividends. But telling you what you know, the global demand for our product is significant and growing as well. So it seems that the more resources we put against it, we're just uncovering tons of white space. So I would expect that trend to continue.

    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. Yeah, you mentioned you accelerated -- saw accelerating brand spend in the quarter and many investors are asking the sustainability in what you're seeing in that as you head into at the beginning of this year. If you could just talk directionally in terms of how your clients are acting as they head out of the holiday season, that would be helpful. Thank you.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, guys, thanks for taking the question. Maybe just the first one around -- kind of piggybacking on Sterling's question around new customers launching -- new logos launching new brands when they adopt Duck Creek. Roughly, what -- when you think about the percentage of your new logo wins or lands, how many of those are resulting from that type of activity versus maybe like a core system transformation or replacement?

    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, Steve. There is a tied to seasonality, so Vertafore's Q1 is usually -- seasonally the best quarter. But you're right, it's just a few million dollars difference.

    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. Mig it's fair to assume that the majority of that backlog will carry 2022 pricing? It's just...

    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. Nick, I think it's right to say that is occupancy growth you're going to have some level it's not a perfect linear one for one relationship whereby you had occupancy you had ahead. It is more of a step change type function. There's always creates a beta as to what level that is. I think, qualitatively, we would tell you we're in that we're growing labor as we're growing occupancy right now. As a consequence of having come out the other side flexing labor as you say, which should reach a level where then there is some, there is some scale advantage, if you like that you can then hold off until you get to the next level of occupancy. I can't give you a number on that, but we're certainly in that upward trajectory right now.

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