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
 
Yes, Michael, thanks for the question. I don't think we're changing the range right now. I think as we get to the end of this year and we think about what investments are working. I think the reason why we can keep investing in the business and still show leverage, here's a couple of things. One is, and we've talked about this before on the R&D front, the single code base in the way we build our software allows us to make the significant investments you saw that we made in this quarter, for example, and continue to make those investments next year but still drive operating leverage in the business. And then I think why we want to keep that range open is because I think sales and marketing is where we always want to have flexibility, right? If we see really good opportunities halfway through the year or after the first quarter, if we see pockets that are really working for us, we want to maintain that flexibility to invest in those. And this is something that Ryan and I spent a lot of time on. Our teams work very closely together. Every month, we're viewing, hey, what's working SMB, what's the agency, how mid-market enterprise are doing. And so we want to always maintain that flexibility, Michael. And so we'll probably keep that range like that open for a while. And as we progress through the year, we'll have more to talk about as those investments play out.

    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. Good afternoon, guys. Appreciate the opportunity to ask question. So Glenn, just big picture, recognizing your point about July improving after June showed a little bit of softness, just thinking through sort of the complexities of the market and especially with RedfinNow, how much of your RedfinNow transactions are sold directly to SFR operators. And roughly, what percent of your transactions would be in your data and all of the research that you guys do, if you have any expectation of the amount of investors and just maybe quantify them as non-primary. I know that might be difficult because there's so many investors, whether it's a fix and flip or it's a second home, true co-primary or you've got all of your capital with institutional capital chasing so much opportunity, how can we really understand primary? So maybe you guys have done the research. It can help us. 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
 
Yes, good morning. Thanks for the question. When you look at the strong activity, it sounds like you had pre-Chinese New Year in China on the order front. Do you expect China to grow as a percentage of the order book over the next couple of quarters or is that being matched by growth in some of the regions?

    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, Sterling. We keep hiring. There's just a tremendous market opportunity in front of us. And as Guy said, there is a very strong understanding from our customers that they need to protect data and data is really concentrated in the assumption data repositories on-prem and in the cloud, and we are benefiting from it tremendously, but we need to enable them, and you know we need to make sure that we give them the right sets of the counsel, the total available market in terms of what we can -- how it can grow in the base and just the market opportunity which is captured is huge, and we're just going to grow the sales force, but we're just going to do it in the right way to make sure that we can support them. We have enough management in place. We have very diligent enablement programs, and we need to make sure that when people come here, we support them in the overall success.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It's not big enough. It's not meaningful impact on the P&L.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. I think that's really a part of, I think, the good dynamics we're seeing. Those are countries that we largely operate in. We have strong relationships with customers, and we see that momentum there picking up. So it's -- I'm not going to speculate here with specific elements of when some of those orders converts, but what I'll tell you as I look into the framework for, what I'll call, '22, '23 time frame, that's certainly a positive, and there's good momentum. I'm just not going to speculate in the elements of exactly when orders get finalized. But the momentum is there, pipeline is stronger, and we feel positive about growth in international market moving forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, I'll let Sonya talk about this question specifically. The biggest one obviously is L3Harris where we're very, very happy to have behaved to close this. After giving us really I guess three pretty much three full quarters. So what we said in the past that's probably a CAD500 million business, so we get nine months of it. So a quick math that tells me where we should be able to get. But having said that, you can well imagine that having closed it early brings its own share of complexities going through putting this two sets of numbers together, the teams together, so we're solely focused on the integration right now. So the heavy lifting before we can be very definitive. But I think that's what we -- just on that would be one, which is supposed to be the big dog in this we would get. And Sonya maybe will comment on the others.

    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
 
Great. Thanks for sweeping me in. Sticking to one question. Maybe just one on the 240 customers you talked about, Fermi, on CV, 60 of them, I think, in production in the first half.
What's the expectation for the second half? How many of those remaining customers do you expect also to be in production in the second half? 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
 
Yes. Great questions, Chi. So I'll ask Richard to talk a little bit about how we see angiopoietin-like 3 vupanorsen and APOC3 olezarsen differentiating in the market. We're very excited about both drugs and we're glad that we're developing and commercializing it olezarsen ourselves, and we have a great partner in Pfizer with vupanorsen, but they do differentiate. And Richard, don't you take us through 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
 
It did. We had in Q1 130 deliveries and in Q2 96. And Airbus had in Q2 132 units. So if you look at there, it was a little bit of destocking going on, inventory adjustments post-Brexit, nothing from our standpoint to be concerned about. Our rate remained the same. It didn't change. It's just -- they pulled a few fewer units just because they're probably adjusting their inventory levels. So yes, that was what happened. But as we mentioned, we were up significantly from Q2 in 2020. We only delivered 69 units then. 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
 
Hey David, it's Greg. Yeah, that's just competitively sensitive. So we give you exposure overall, we give you rate, we give you RPC, but we really don't break down exposure in terms of the insured exposure versus deal structure in terms and conditions. So that's just something we don't provide.

    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
 
Not really. I would say it's more of the same for us. There's just more of it. Now, I would remind everyone that we did increase our inside sales group in the past.
I talked about that, how we've grown that over the years. We now have 10 teams there that we have. Of course, they're bringing in smaller deals with a little bit lower revenue associated with it. But I wouldn't be -- really be able to call out that the mix is different than what we've had in the past.
It's the same type of mix. We continue to go more market like we always have. And so -- but the mix is very similar.

    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. Thanks for taking my questions. My congrats as well on the strong results. I want to start with automotive. I was wondering if you guys could provide any more detail about what's sort of going on in there on the upside. I think in the past you guys have received upfront payments in that segment. Is that the reason at all for any of the upside? And if you guys could sort of segment where that revenue growth is coming from by application now is it primarily a touchscreen, infotainment systems and how much of it is screens versus buttons and the steering wheel? Anything there would be great.

    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, it's Karl speaking. Yeah, obviously, the Music Locker experience is very unique. It's a terrific application in GTA. Music has always been a really, really important part of the Grand Theft Auto franchise, and it will continue to be.
It's always been part of the culture of the Grand Theft Auto franchise. And people explored and enjoyed and found new music through the franchise over and over again. I don't want to speculate about what's in Rockstar's plans as it relates to music, but rest assured music is always, has always been, and will always be a large part of what GTA is all about.

    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. And I'll also confirm, Ric, 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. So, John, I'd kind of break it into three categories. The first is the capex, as you mentioned. Call that $100 million, $150 million or so increase. The next is the 100 or so million that we had with the EU settlement, which has already been paid here in the month of January. And the last area is kind of what I would call working capital rebuild a bit here. Obviously, working capital came way off during 2020. We also saw raw materials fall a lot. So, that was magnified.
Now, we see as business really returns and things move up, there is a natural rebuild of working capital that will come with that. In addition, we're expecting higher raw material environment. So that will then kind of add another layer on to that working capital.
So, those are really the three components. I would not look at things being anything fundamentally different in our operations. It's just more kind of timing of some of these things coming in.

    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 think on a simplistic level, yes. I mean, I think, look we have growth in 2022 just not in auto. We have growth in medical, we have growth in electrical. But I mean, we also do expect to have some lingering impacts of the shortages of resins, glass and flame retardants as we go into 2022.
So I would expect a higher level of growth in 2023 based on the regrowth in auto and hopefully the full resolution of all those supply chain issue.

    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
 
Morning, Rob.

    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
 
Congrats on all the initiatives here this morning of the transactions. Couple of questions. One, I'm wondering if you can just add some more color around the Smiles transaction. So the $400 million synergies highlight in the release, what are the timing of these synergies, are they immediate? Do they ramp up, say, over several quarters? And then how do they break down revenues versus costs? And then just finally on this, I'm wondering if you can just share with the final mix of equity versus cash that was opted by the Smiles shareholders?

    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
 
Sure. The cyclic contract for the packaging business affairs, what we've seen to be in the two to three-year type framework. We know that through the diligence, there were already begun negotiation with some contracts in 2020 and that is continuing through 2021. So the short-term, most of the contracts, or build facility is basically booked for the balance of this year. And they are currently looking out through the 2023-2024 timeframe.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, thanks for that question. I appreciate it. I think if you look at packaging in general across a wide swath of different packaging mediums, they're all inflating at relatively similar rates. And so the substitution piece of that is going to be pretty minimal based on how we see it. iIn terms of lightweighting and your packaging optimization, those are things that we deal with, with our customers all the time and will actually create some opportunities for us, particularly on the fiber-based side. So we would actually see that probably as more of an opportunity than a threat going forward.

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

    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, this is Vasu. I can take that one. Look, we're -- we've been really encouraged by what we've seen over the last, let's call it, three or four weeks at international at large, but especially at Transatlantic. Certainly, after the regulatory restrictions changed, we saw a big spike in bookings in the two or three days after it, but at -- which is it's not that surprising.
What has been more encouraging to us is that it's really sustained itself. But what we are seeing out there is what -- you see from us right now is a little bit of cautious optimism. In November and December, we are absolutely seeing bookings coming in at a greater rate than what we saw in 2019. A lot of that has a pent-up demand effect.
As we get into next year, with every passing week, we see our bookings step up more and more across Transatlantic. And so we're really encouraged by that. But the big variable will be when corporates start returning back to office and start traveling again for business, which we anticipate being more in the Q1 time frame than in the Q4 time frame. But more so for us, we -- our Transatlantic network is really concentrated around London.
So we don't anticipate as much of a business recovery in Q4, but we are seeing a really, really meaningful leisure recovery. And all the more so as British Airways builds back its connecting schedule at Heathrow, we anticipate taking an increasing amount of demand as Q4 goes along. So though you see that number in aggregate, we see that something as changing a lot from where we are in October, to November, to January and beyond.

    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
 
Pretty balanced. 21 and 28 should happen right at the beginning of '22, actually. And then, 73 is more Q2-ish, and 96 is later in 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
 
No. That's not an option. Then you misunderstood me. There is a clear regulation between the partners NBA and Sportradar that we want to be able to give the data to some innovative companies.
We keep that open. And there is a partnership agreement on this, and there is a clear regulation in between, which I can't go now too much into detail. But, it means that Sportradar will be the very preferred supplier of NBA data to the U.S. marketplace in the next eight years from the season 2023 onwards.
So, that was the reason of the deal. This is not the option where we have to pay more money. That deal is closed now for clear financial terms. And there is nothing on top of this.

    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 right.

    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. We don't give guidance, but -- and in Bob's comments, I think were designed to highlight. Things we talked about when we raised the capital was that, we expected to see more margin in our underwriting portfolio. We expected the increase in pricing to be broadly across lines and we anticipated that it would last more than a single renewal cycle.
We saw the increased margin. We did observe that it was broadly across both Property and Casualty segments, and our conviction that the market will continue to change through 2021 persists. So when I reflect on 2020, my comments suggest that that was a higher than average cat year. So looking at the drivers of our profitability and hoping for a more average cat year than what we experienced in 2020, one should anticipate an significantly enhanced margins, but again, it's not something that we provide guidance on.

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