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'll take that. Thanks, Rishi. This is Paul. Yeah.
So just to give you a little bit of color, if you remember back probably Q -- I think it was Q3 last year, we started talking about the idea that we were helping to make the industry more efficient. We were helping the industry move to digital. And as we did that in an accelerated fashion, they would realize the productivity and the efficiency gains of doing that, and there would likely be some reductions coinciding with that. We haven't seen them up until actually this quarter.
So we started seeing some of the first reductions from a small number of our enterprise customers, had some reductions that were a little bit out of the ordinary. So we just started seeing it this quarter. I expect we'll continue to see it through the second half of this year and also into next year. We do expect that will offset those reductions as we have this quarter with strength really broadly across Commercial Cloud.
We're going to continue to gain share in CRM. We gained share in CRM this quarter. I expect we'll continue to do that over time. And then we'll see strength in the add-ons and some of the newer products that you've heard Peter talking about, particularly in the data space like Link.
Link had a particularly strong quarter, and that's progressing really well. Crossix will be a contributor. And then over the long term, we'll see more contribution from Data Cloud. So a lot to be excited about going 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
 
Hey, guys. Good afternoon to you and thanks for taking the question here. So I appreciate the commentary on the year-over-year growth and how that's improving, but really, when we look sequentially here, the Q2 guide is flat to down sequentially in the quarter. I know this is somewhat asked in the prior question, but it would make three straight quarters at sort of that $365 million to $370 million range. Also, this quarter we saw NeuMoDx down about $3 million sequentially on the larger installed base, QuantiFERON is actually down a little bit, I think $1 million or so sequentially. So I'm just trying to understand how you guys are thinking about the sequential movement here because it would appear to us that Q2 would likely to have to have some conservatism in it or is it really just a flattening out of the actual dollars here? I know someone asked before, but I wasn't quite clear on the answer. So I wanted to go back into the sequentials and what you guys are seeing 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
 
David, it's Tom. I can start and Rod can add in. With regards to Europe, we think we have a really solid position in a few of the critical markets. We've got good scale in the market.
You've got a great relationship, obviously, with Telefonica and Orange in particular. And so we're energized by the type of growth that we're now seeing in the marketplace. But we continue to look at opportunities to further build scale not just in the three markets that we're in but also if there are other opportunities, but only if it makes sense, like everything else that we do. And so there are, I think, a lot of opportunities in the region, and we're evaluating them as you would expect.
And to the extent that there's some opportunities there to secure some of that portfolio to gain further scale even in the markets that we're in and relationships with key customers, we'll clearly look to do that. And so Europe is, as we've said, an area or part of the world that we look to continue to further develop if it makes sense. With regards to Telefonica, again, we've got a great global relationship with them. They're positioning to an MVNO, as you all know, and they're going to have some time for that to be able to -- for that to occur.
There will be some churn over time, but the contract that we have with them I think goes out for several years at this point in time. And so we'll continue to monitor that. And we've managed these types of events, I think, quite well over our history, and I'm sure we'll do that here.

    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, this is Mike. We estimated that to be between $2 million and $3 million of revenue for those -- essentially it was about four days, which carry roughly $0.5 million of margin. So it did definitely have an impact. Some of that revenue, for example, a field service revenue, some of it wasn't necessarily a push out and may have been lost, but a lot of it was shop work that will be pushed out and recognized 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
 
Yeah. Hi. Thank you. I was wondering if we could just maybe talk a little bit about the Aramus product line. So, there's a couple of moving parts here, but back on Investor Day, I think you called out the Aramus product as something that was going to account for a full 1% of company growth in 2021. And since then a number of things have changed. You've raised your growth targets. You've completed a capacity expansion. I believe you've called that out. So, I'm just wondering, if you could maybe update us on the expectations for the Aramus growth this year? And then secondarily, is there -- was the current capacity expansion, one of a planned series, or is that the final capacity expansion for some time now? 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
 
Thank you, Kevin, and thank you all for your time this morning and throughout the course of the past year. We are very much looking forward to speaking with all of you on our Investor Day on February 23. Any other questions you have today, please give me a follow-up with Investor Relations. And we hope you have a great day.

    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
 
These two expenses are -- Sorry, I would like to clarify something. Down the road for 2021, we still expect to incur COVID-19 related expenses, probably for the first half-year -- part of the year, due to the lockdown, all the security measures that you need to take to protect our teams. Okay.

    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, thanks, Brian, this is Aaron. We are certainly very happy about the Q2 and overall the first half results when we look at our big deal metrics and our Suites adoption that we've seen. And as we look forward, and as I think you can tell evidence in the revenue guide up, we're also feeling really confident about the back half of the year and the momentum that we're going to see on Suite expansion, the large deals that we're now, we're not seeing in the pipeline and even within the large deals, 100k plus deals in Q2, we also saw a very healthy number, and an increase on the 500k plus deals as well so. So just nice set of trends within the customer base right now that we're seeing and overall customers are fully expanding into our multi-product plans and we're going to keep doubling down on that momentum.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We have to look at the specifics of that, but certainly, when you look at Hope Bay at reserves of 3.5 million ounces, resources of over 3.5 million ounces, still wide open. So it's likely going to be 7 million to 10 million ounces or so. We bought it, because of its location and its geological upside and our skill sets to operate in that area. So if we can leverage off of the existing infrastructure, because the mine life doesn't exist at Amaruq, we'll certainly be looking to do 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
 
I think you can go with the ranges you gave annually. If the east way 1% or 2% either way, it's not going to be material. But obviously, if they're going up, that's great for everyone. If they're going down, that means the top is growing.
So I think just taking that sort of directional guidance or aspirational guidance toward that range is plenty for models, both for you and the investment community.

    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, and we're not prepared prepared with the number at this point but I will tell you we are very pleased with our Halloween City performance. Our sales in the average store at Halloween City were at record levels. Our learnings from last year when we pulled back and chose to really lean into edgier, scarier, more adult-oriented products than we do in our Party City stores, along with updated store merchandising techniques all really resonated with the customer. So given the success in the business that we think was potentially even less on the table with the increase in demand and the implications of shifting to the adult business and weekend parties that will still exist with the Monday Halloween, we feel very good about '22.

    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. It depends on the engagement of the agents and how well those products are received. That would be our expectation.

    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
 
Thank you. Good morning. One follow-up on that -- the last discussion around demographics. Specifically, New York City and San Francisco, can you discuss a little bit more on who's returning, who's entering the portfolio? Any color on that to give us?

    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, Bob, the way I would answer that question is, in Q1, we had 95 force majeures. That was all early, right? And then we only had two in quarter two. And then we had 13 new ones added in the quarter three due to all the IDA issues. And there's been only one added in the fourth quarter. So the pace of force majeures has improved. And at these commodity levels, I know our suppliers, and I've talked to a number of them, are focused on smoothing out the supply chain.
And what I would tell you is they know we can sell, they know we're going to continue to consolidate the industry, they know we're going to win. And so they've been out there protecting PPG as much as they can within the limits of the force majeures. So I see these force majeures starting to decline in the fourth quarter. And so I think we're going to be in a much, much better place starting early 2022.

    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, it's a really good question, Gil and we appreciate it and that's absolutely correct. When we go in and we do a GMP run, not only are we doing GMP runs for our IND-enabling tox package, but we're also doing GMP runs for the entire cohort of a clinical trial because what we want to do is make sure that there is consistency between material giving to the same patient in a particular indication and not necessarily adding any unnecessary variability into a clinical trial by having a certain set of patients treated with one GMP run and then having another set of patients treated with another GMP run. And so what we can do is because of our capacity, we do have the ability to be able to manufacture GMP material for an entire dosing cohort within a clinical trial. So we're pretty excited about that.
Not only do we have that material, but we also have material left over for routines to make sure that we could do any type of needed analytical comparability between any type of preclinical material that we also keep and kind of put in the freezer to make sure there's always the ability to go back and do analytical comparability or any recharacterization that would be potentially needed to support a regulatory filing.

    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, the -- the -- there's really two categories within there. There's -- there's lending we do direct to consumer through our branches and then the autos -- our auto business. You know, auto last year was down dramatically and if you look at -- you take a -- an indicator from the commercial book, we were down over $1 billion, about 30% in terms of floor plan finance.
So, as that auto business starts to come back, you'll see that -- that portion -- portion of consumer lending spike back. And then just utilization of -- and consumer activity in terms of branch-based lending, yeah, back part of the year is -- is probably a -- a fair bet.

    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, Andy.

    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, Kartik, I mean, obviously, it's contemplated in our outlook that we provided and reiterated today. We are monitoring a couple of different buckets. Obviously, labor, as well as rent are two of our largest line items.
As you recall, our largest line item, which is tax pro compensation, is tied to the revenue they generate, and it's essentially a percentage of that revenue that ends up being their compensation. So it kind of flexes with the revenue base already. There are some positions that are paid on more of an hourly rate, and we've done things like adjust those over time to stay competitive. We'll continue to monitor where it's going long term, but we feel good that we've been able to, in some cases, renegotiate with certain landlords, take advantage of some of the real estate softness in certain parts of the country.
So while that's contemplated in our guidance, continue to monitor it over the long term.

    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
 
Leo?

    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
 
Hi. Good morning. There is a big echo on your call. It's not on my line thought but anyway. On your comment on life margins ex-COVID, I think you're assuming in your guidance that they might stay elevated. My question is more, if you look beyond COVID, is it reasonable to assume that some of these continue because I think you said people having difficulty getting care. Obviously, that improves or that goes away as hospitals have less burdened and stuff. But if it's related to opioids and stuff, it's easier to get on them, but harder to get off. So could that continue to be a drag for your results beyond the pandemic as well as at least for a little bit?

    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. Just to add -- most of my questions have been asked actually, but a couple of points of clarification. So thanks very much for the IFRS 17 disclosure on the insurance business. In terms of the two-thirds PBT impact that you kind of expect in 2023. I mean -- I guess that insurance profit that we would be making that adjustment to, are we talking -- is it around kind of $1.5 billion hit that we should be looking for kind of reported PBT in '23? Any clarification there would be really helpful? And then just a second on the cost to achieve, I know you are sticking with the guidance at $7 billion, but it does imply that you are going to do a lot next year. I mean could you help us understand exactly why you've not been able to spend it so far, and kind of what you are going to be doing next year with 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
 
Sheila, this is Chris. Thank you. And no pattern of conservatism here, but we laid out some reasons to be cautious, right. And so there are some unknowns. Last year with COVID, things whipsawed a little bit. So with Delta variant, we are being conservative there. We laid out for Civil, of course, we are expecting some uplift overtime from the security products business and not just the aviation side, but the ports and borders, which that business has performed very well for us on a legacy basis. So, there are some puts and takes. We are still intending to increase our level of investment on research and development. We built that into our plan all year long and so some of that is programmed in for the back half of the year, but we want to make sure that we can deliver on these commitments.

    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've got it in front of me by quarter, so I'm just looking at it. It's -- it was around $300 million in 2020 and drops to about $275 million in 2021.

    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
 
Alan, this is Dave. The closing guidance is doing about 1,000 a month. We feel comfortable with what we've been starting since the last part of last year. We obviously took a big pause in Q1, Q2 and then ramped it back up, and we've been pretty consistent with what we've been doing for starts through call it Q4 into Q1. And we feel comfortable with where we are today with what we're starting and what we think will ultimately deliver for the year.

    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
 
Great. Thanks Saba.

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