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
 
Oh, boy. My guess is probably about $6 million to $7 million on the old one, not counting the new stuff that's going out 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
 
Yes, sure. Mike, do you want me take those? Hello?

    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
 
No. It's roughly about an 80:20 split. So if you kind of look at the total CapEx, about 80% of that would be the offshore piece that would qualify for the ITC.

    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, as much as possible. Not every one of those 45 to 50 is signed, but they're certainly identified, right? And we have more than that, that we identified this far out in a class where we're looking at what that class could be with the goal and target of 45 to 50. But we named this and it's really important to name it, you're seeing more disruption than ever in the development side, right? Whether it is a landlord who can't get materials and, therefore, cannot deliver the space to us, permitting supply chain challenges, local governments, I mean it's just a series of cascading items that you hear about every day, you listen to the news. Now we still believe we can deliver on the 45 to 50. We think it will be more back-weighted, as often happens, but certainly going to happen next year. We know this. And where we can either prebuy or pre-prepare, we'll do that. And certain things -- you may have American-made items that are waiting for a part that couldn't -- that needs to go somewhere. You may have things as basic as some of our kitchen equipment, some of our WiFi equipment. From time to time, you're just having funky disruptions. And we expect that stuff is going to be choppy for a bit, and I don't think we're alone in that.

    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're investing at a pretty healthy clip, not only across our discussion around terminals, but equipment and technology and tools and investments on the dock, things like that, that we're always looking at new opportunities to put some capital work, where we'll see a gain in productivity or safety or efficiency. But beyond that, I think it's -- in a cyclical business, I think it's a good position to be in to be strongly free cash flow positive. So I don't think we're at a point where we're having a lot of discussion around dividend, potentially a share buyback, and it might make sense, depending on what the cycle looks like over the next couple of years. We do know.
And you follow the industry long enough to know, Jason, that there will be another round of cyclicality. I mean, we're an industrial-based business, and we like to be conservatively positioned to deal with any cyclicality and hopefully, take advantage of some opportunity that may arise in a downturn depending on how hard it is. So no other plans really then to invest back in the business 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
 
Yeah. Mike, I'm going to shy away from that one a little bit. I think the advancement to MRI-guided radiation therapy is an important one. It took us about a dozen years as an industry to go from two by two X-rays to cone-beam CT, what I call conventional linear accelerators.
I believe we're in the early stages, maybe maturing a little bit now, moving from conventional linear accelerators to MRI-guided therapy. Key opinion leaders have been very clear in their language that they believe we will look back with the benefit of hindsight that MRIdian and MRI guided is a new paradigm of care that we will shift to. So I don't really want to get into any of the comparisons there. We want our performance to speak for itself.
There are customers that have both a unity system and MRIdian system. We'll see what they choose to do with future purchases and we'll let that speak for itself.

    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, Chuck. We really didn't add a new categories at this point although we -- we significantly expanded categories. So, a lot of the salty snacks increased space, meat snacks doubled in space, nuts and seeds nearly doubled in space, package bakery, we really shifted away from some of the national brands in favor of our own private brand and then reduced space in some of those slower moving categories like automotive and pet and paper and that sort of thing. But, you know, at this point, we have not introduced new categories but the category management teams working hard on -- on what's next from that perspective.

    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
 
Sorry, can you say that one more time?

    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
 
Not for export, you mean. OK.

    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
 
This is Nick here. So, we really think about growing the business from a new logo perspective, as well as land and expand. If someone asked a question on that, the answer is yes, we're doing both. What we're seeing, and Tomer talked about this, is with the tremendous innovation, introduction of new modules, new surfaces to protect, new problems to solve, we've seen huge land-and-expand opportunities.
And in fact, 50% of our customer base is running our Core or Control package. We can upgrade those folks to Complete. We have many modules to cross-sell and upsell. What we're also finding is at time of sale for new customers, they're traditionally landing with a Complete package with other modules as well.
So we're really seeing a combination of both of those things driving our average deal size, our NRR, our retention. All of those things are up into the right for really those reasons. I think the last thing I would leave you with is just echoing sort of overall market momentum, awareness, and adoption of technology like SentinelOne is really taking leap in a big, big way. And so that's also driving a lot of the adoption.

    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 mean, we are continuing to purchase. I don't mean to make it sound like we're suspending that because we're going to have cash flows and things will need to be reinvested. But I would say that of the purchases that I have seen of late, they are a little below where the average was in the second quarter. But we'll see what happens through the quarter. We're still pretty early. So I can't tell you directionally what's either going to happen with rates or with purchases.
But at this point, I guess, we're down a little bit from where we were in the second quarter, but hopefully, that turns.

    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
 
All right, you can get -- I agree with you on that one.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, and Jim may want to jump in as well, but we really like where we are with our guidance, 3.5 to 4.5. And yes, what we accomplished, again, in the first quarter is revenues, profitability margins, everything improved. We executed on eight transactions, but still your leverage came down from 3.89 in Q4 to 3.79 in Q1 now. And of course, a big factor of this is we are just generating an enormous amount of free cash flow. Free cash flow available for capital allocation, which is I think a really important number to focus on, increased now by 52% versus prior trading 12 months basis. So we just generated $219.9 million in free cash flow available for capital allocation and that helps us on the leverage side. Having said that, our pipeline is excellent. You will see one announcement after the other. I feel very, very good about the rest of the year and not just because of Texas, just structurally, we are in an excellent spot and we simply want to have the flexibility to keep on deploying capital as we have in the past year, in highly accretive transactions. If anything we has demonstrated in 2020, in the middle of the crisis. Particularly also in Q2 when kind of the full headwind hit our business, your reality is we could really demonstrate the quality, the recurring nature yet the diversification of our cash flows to ultimately sustain this leveraged guidance very easily and really optimizing shareholder returns by using, of course, the very attractive capital that we have available to 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
 
John, the way we are looking at it is we have been improving our exposure to industrial, defense, medical those end markets, and that will continue to provide our expectation is that, they'll continue to provide good momentum into 2021. And the range -- the higher end of the range will be influenced probably more by how the transportation end market performs, and probably on the low side as well it will be more influenced by the performance in the transportation end markets.

    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, Darren. Good questions. So the digital growth has been obviously accelerated through the pandemic, but we believe that it will, but that trend will continue. When we look at our sales pipeline of new opportunities they are overwhelmingly digital versus physical and that digital presence there and also gives us a great way to enter new geographies usually, and as we discussed previously, the technology--with the underlying technology with the epay is what's enabling this whole digital adoption and distributions. So in summary, we're operating under the assumption that will continue to deliver double-digit growth in epay into the future.

    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, I'll start high level. It's a great question because it's something I (38.13) for sure, and I was just talking to our general managers and we just went through a bunch of operating views I think at a high level, we're in a good place right now. We are seeing no signs of lead times extending a little bit. It's still within our planning process, so it's not affecting production per se. And we got a little shortages here and there, some small things, sole source stuff but that's not really a problem for us. So on the material side whether shortage or availability, I think we're in decent shape.
On the labor side, honestly, same kind of situation. It's really kind of a case by case depending on which business we're talking about. I think overall with the channel reviews we just went through, and the things that we've already done, I think we're in relatively good shape. But we're going to continue to monitor it because people are going back to work. There's still challenge with the whole stimulus and unemployment and people where they're sitting and when they're going to actually get back to work and things like that, but we're pretty aggressive on that. I think we're feeling very confident that we're doing the right things to retain our people and attract the right types of people. So there's really no, I think, concern at this moment but again it's -- we're going to manage it very closely and carefully with what's happening with the COVID, the D variant coming out and things like 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
 
Yeah. Yeah. So more plans are wanting to have IKC type structures, correct.

    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, Ed. Yeah, so as you noted, we did make a change this quarter to show it adjusted diluted for net income, not net income available to common, sort of to be a little bit clearer on that. And also, so that would be sort of -- hopefully, we're not in a position of a GAAP net loss much longer. But while we have that, this would be the way we would show it.
What will happen, as soon as we return to GAAP net income, so likely in the coming quarters, is you would not include the dividend, and instead would show the roughly 25 million shares in your diluted share count in order to get to a diluted share base. And if you guys have further questions, you can ask Scott and Melissa, but hopefully that helps.

    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, so in terms of the December results, it's both. I mean, we started to normalize some of our production. But that being said, we still had some plants in the month of December that were 20% to 30% absenteeism, for example, and yet we were still able to drive that 10% revenue growth that I mentioned.
So, yes, there is certain plants where we got the production and labor availability sort of stabilize and a lot of this is really more on the order demand activity. And we've seen the -- sort of sequentially for the last few months, the open orders in North America or backlog, if you will, have been healthy, stable. And then, as I mentioned, year-over-year they're up as well. So I think this is -- it's -- the drivers of the demand are coming from both sides.

    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 mean, we really -- we don't have anything out in the market per se. We have our existing products out there. What I can tell you is if you haven't seen the video that we put out on the new electric RANGER, we're demonstrating its capability here in our very cold Minnesota backdrop.
And I can tell you, I mean, it's just a phenomenal vehicle and the team is continuing to refine it. And the best part about our strategy, we're working with Zero, who's got the powertrain expertise and understands the components and how to configure and we're dedicating our time and energy to what we do best, which is really around the design of the vehicle and the chassis. And when you marry those two together, I think it's going to be an incredibly powerful combination. And I think that's what you see coming out with the teaser videos that we have on the RANGER.
So we'll know as we get into 2022 and we launch that vehicle, but I fully expect it's going to be an incredible reception.

    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 it would be premature.

    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. Thank you. If I could start on Journeys. I know the math is a little rough here.
So just is there any more color on what you saw in January, I mean, the math would suggest it could have been a pretty healthy double digits for total sales. So any more color there? And then I don't think you commented on Journeys in the first quarter when you were discussing the comparison to 2020, so any more color on what you're expecting 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
 
I'll leave that to Jennifer.

    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, Matt. Great question. The way I look at it, and I believe I stated last -- on the last call, we ended the fiscal year last year with just over 30%. If you take out the one-time items, we're roughly at 27%. I think moving into fiscal '22 with the expansion and taking our capacity up to roughly 120, what is currently installed, we would typically be at 30% give or take gross margin. As we start to fill the Phase 1 and Phase 2, we'll see some incremental margins roughly 40% to 60%. But that's going to be based on the timing of the stairstep of cost. The earlier we bring in cost versus revenue, clearly that margin will go down. But over time, I would anticipate once we hit the ultimate capacity of $270 million, we'd be at a 40% plus or minus gross margin.

    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. Hi. Good afternoon gentlemen. So my first question is about what's your observation about the end demand trend because for some specific subsectors like TV, you see panel price drop a lot. And some consumer MCU market seems to see weakness, right? If you look at those spot prices, etc. So I know your fab is still full, but you -- can you kind of give us some comments about the demand or customers' inventory?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, everyone. Thanks for taking the question tonight. Just on the seasonality factor and the sequential decline in the third quarter, you came off the record sales in second quarter. I think consensus has you at 230 million for the third quarter.
Is that kind of the right way to think about the sequential decline, just given the momentum in the business? And it's just kind of difficult to look back at history and see underlying trends just given that the portfolio has changed and robotics has entered the picture. But any help in kind of framing what the seasonality and sequential decline will look like in the third quarter?

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