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
 
That's a great question that, insightful question. I think if you wanted to reflect on where we be might be seeing more activity, I would refer you to good source truth, which would be around the CDC and where they're seeing infections rise. What we shared in our scripts that is -- compared to last year 2020, we're already seeing the utilization of demands for our rental equipments really back closer to pre-COVID levels, not at the elevated levels that we saw last year. So, still very close to our expectations of utilization of our fleets at historical levels. So, that's in aggregate across the country for our entire fleet.

    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, guys. Really nice quarter. A question for Henry or Cameron, big-picture question here. I guess how much of the Q1 bookings outperformance and the pipeline build during the quarter, especially with the bigger deals, is coming from organizations that are still operating with the pandemic mindset versus organizations that are now really ramping up for the post-pandemic world? Thank you.

    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 that's fair.

    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. Thanks for the question, Larry. I think what you heard is, in Quarter 2, we were up about 7% relative to 2019. And that was pretty broad-based.
When I say all three out of four of our franchises posted growth versus 2019, orthopedics was down about a point. We were up in the United States about a point. Down about 3 points in orthopedics in OUS in Quarter 2 really due to some of the slower-moving countries, like Japan and India, and -- of kind of opening up and COVID. When I think about Quarter 3 and Quarter 4, I do expect continued momentum.
You'll recall last year, we were down about 3% in Quarter 3 versus 2019, and then we were down about 1.5% in Quarter 4, 2020 versus '19. So I do expect continued progress. I expect orthopedics to go positive. I expect vision to accelerate given a lot of the new product launches.
As we've discussed, we think the category is going to be high double digit, and we expect to be more in the high single digits at the end of this year versus 2019.

    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 was just going to add, when we're talking about those midterm deals, we did mention that all the deals we signed at is about $3 billion of fixed fees through the early 2030s. But just thinking about how much derisking of our cash flows has just occurred over the past quarter, we now have locked in this year fixed fees for about $400 million just in 2022, and comfortably over $1.5 billion through 2025. So just give you a perspective of how much has really been locked in, in the past quarter or 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
 
Well, what I can share with you is that we are continuing to see increasing enrollment momentum in our returning students at APUS. In fact, we had one of our largest returning students single-day registrations in five years at APUS in the past several weeks. And we have worked tirelessly as we began discussing on the last call about streamlining our enrollment processes and adding some new tools and capabilities under Harry Wilkins' leadership. So, we brought him in to bring the best practices that he had instituted at Hondros into APUS as well, and we're starting to see the fruits of that work really manifesting itself. We also have seen very strong top of the funnel lead. So, we're not seeing any declines in the lead. What we are seeing is some delay in people converting from an interested student into an enrolled student. And so, we're working very hard now to take all those really wonderful leads that we have and get those students converted at a faster pace.

    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
 
Very good. Thanks.

    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, Chris, this is Joe. It's interesting, we continue doing exactly the same things we were doing before as it relates to looking for acquisition opportunities as far as evaluating, those types of things. Having said that, we did make clear that we needed to digest this acquisition within this -- with this management team. And so you see the Shell JV announced that's a different management team and so you've got an opportunity to generate some organic growth through that initiative we believe with a different -- with the spec chem side of the business.
And so, our activities continue just as they were before. I would say, especially as it relates to product line extension, smaller acquisitions, I don't think we'd have any hesitation whatsoever in doing something like that. To do something else the size of TRUaire in the HVAC space with the same management team, there is a period of digestion that needs to take place here. But on the other hand, I'll tell you, I mean like TRUaire, we pursued that for two years and so we can't stop. We continue doing what we're going to do, the cycle on those, on the development of those opportunities takes months, if not years at times and so we'll -- I think we'll be prepared when the next opportunity arises, just because of the way the calendar works.

    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, 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
 
My first question, Rob, if you just, back on the RMS acquisition, you talked an awful lot about your climate risk models here, the data there, how it's applicable to the insurance industry. But can you touch on the other industries out there? This seems like a huge opportunity long term to sell those capabilities into other areas outside of insurance. That's my first one.

    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
 
So a few things. One, I think our partners have done a phenomenal job taking care of folks, turning out great, happy patients, good results, which creates more opportunity. I think we're probably moving market share. I don't know that there's -- and I've been saying this for a while. I don't know that there's a lot of pent-up demand. But naturally, as sports and things come back, I think that's fall school comes back and recreational sports, that will help us as well.
So we kind of feel like we can continue to do this. I will note one thing. We typically drop-off in June, July in the summer months, people take vacations, and that certainly is happening now. But volume from -- volume has continued to be very strong. We haven't seen yet the normal seasonal ebb that occurs in the summertime. And so what we've built in on the guidance is a little conservatism. I think maybe relative to this COVID wave that we're seeing right now, and that is really built in, in the fourth quarter. But it's minor, it's not a lot. So we think these numbers that we put out are definitely doable, and we're doing everything we can. The team has done a fantastic job to get this quarter back under our belt and continue to build from here.
So I don't know if that hit all your points, Larry?

    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, Linda.

    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, thank you for the question. No, we've had numerous transactions that comprise the $2.7 billion. I went back and looked at our original estimates, and we've -- generally to answer your question, been able to meet or, in some cases, slightly exceed what we had projected. We talked way back about maybe about $2.8 billion of gross proceeds from all these divestitures, we're at 2.7. And as I mentioned, a couple of small ones. So we'll will clearly get that within the range of our expectations. On the M&A front, we did come out of the box two years ago and said we really were going to stand down on M&A and focus on the integration and the divestitures. And as I've highlighted, that's gone very well or maybe even better than expected. But even during that two year period, we watched the market. I'm highly confident we didn't miss anything in that two year period. So we'll continue to survey the market.
We're looking at anything that is a "must-have" as we call it. And when I look at the portfolio, as we've said over the two years, we're in all five domains. I don't really see any glaring needs or gaps. So we'll either proactively approach companies or respond to inbound calls, but we're really going to continue to hold the discipline, look at things strategically, look at them operationally, make sure the financial hurdles make sense. So not really in a rush and very pleased with what we've been able to win organically. So hopefully, that gives you some insight, Robert. And we'll let you know as things progress.

    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
 
Look, the term loan one is not, so that assumes, it's 150 basis points for the rest of the year. So we do -- let's just give a hypothetical, if we're able to renew that on July 1st, that would save us about $0.5 million for that half of the year. And on an annualized basis, that would be a $1 million. So the pay-off of the mortgage debt is $58 million. We're getting six months of the benefit of interest savings there. I'd like to pivot back to the Investor Day where we said we'd get $7 million of savings from refinancing higher cost debt in the next couple of years, we're not seeing that's going to come more in 2020 -- after 2021, so we're really not seeing a lot of that $7 million savings flowing through 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
 
Yeah. Thanks, Max.

    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 think that we can continue to execute against the model, it generating so much value to shareholders, as we look forward 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
 
Thanks, Brooke.

    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
 
So we don't generally comment on those types of specifics, unfortunately. So I'm not able to answer your question.

    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, sure. I can take that. So the Hubs integration has gone well. Two teams are working together on the integration plan. As you think about this, we're going to be rolling out customer-facing capabilities incrementally, and our primary objective is to make sure that it's a really seamless and great customer experience. And so, those are things that we're working right now together. At the same time, we're still running the companies pretty independently. Hubs has their own set of growth targets that they are working toward, that just grew 45% in the last quarter, and we're happy with that. So we're working the two in parallel, as we work through the systems and back end to be able to present these capabilities to our customers on the front end, and we'll be doing that incrementally by service.

    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 for full year, we guided $3.37 with the tax impact, with the adjustment. So without that tax, the way we used to calculate the adjusted EPS, it would have been $3.63. So there was around 20-something cents impact coming from the tax, but we believe that it improves our reporting. So that's why we decided to walk ahead and make this change.

    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, good morning.

    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
 
I know the team is out working on looking at different deals. And I think we thought there'd be more, typically, the deals start to come up when there's transactions, but the transaction market is still sort of slow. So until there's more transactions I think that's not going to be, not have a huge amount of activity, but there'll be continued progress in it. And I think that it's meaningful, it's meaningful. Look, adding capital is meaningful. It's also meaningful from the standpoint of just growth in the team and feeling that, again, going back to that word progress, that we're making progress and that new stuff is coming our way and that people value our intellectual capital. I don't know if you can put a price on that, but it's really good for our people because it reflects well on, it's one thing for me to say you're doing great because I think they all, I think they've done fantastic, and it's a great team. It's another for someone to come out and validate that and send us some money at the same time. So I think there's a value 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
 
Sure. I can talk about the first element of that and offer my thoughts. So Mike, thanks for the question. So I think what's important to keep in context here is that fourth quarter is truly a large volume quarter. Many, a large number of our very large contract renewals are in the fourth quarter. We, of course, have ongoing discussions with these customers all year long, talking about the benefits of ultra-large deployment of our solutions. And we're making a lot of progress. So we are on-track for the full year. However, the extent that these customers make that decision in this timeframe at particular sizes will determine where we fall in that range. And so as you know, some of our contracts are getting pretty large and can swing the results, but we're really excited about the underlying momentum that we're seeing in this regard in addition to the continued addition of new customers. And we think it really does bode well for not only delivering on what we're telling you in the fourth quarter, but also setting us up well for 2022 and beyond. With regard to the COVID...

    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, Bill.

    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, Nathan. So you look when we originally build out that strategy, a part of our augmented strategy is to have a manufacturing roadmap that's supported by a strong plan in the supply chain, operations manufacturing, and materials area and build out a bps margin journey over the next two or three years. It will contribute to improved overall margin. So that strategy is complete and has been rolled out as we speak and led by a very strong team. So that's piece number 1.
Piece number 2, when we look at across our spectrum and some of the folks we compete with. Excuse me, tell lead times have significantly increased, where our lead times are back to where they should be in the leading categories, so that was data point number 2. And we certainly have taken pricing action on some commodities, but putting altogether and looking at this from a holistic strategic standpoint, I really felt that this is our time to take some market share and take advantage of the lead times we have.
We have very strong products has been launched in terms of new products, existing products and the customers have reacted. So that's why we are saying, yes, Balboa was very strong in terms of Q1. But let's not forget that organic business across the spectrum of our businesses has been also very healthy in the double-digits. So it's really a balanced approach and we are benefiting from those good lead times. We are benefiting and really strong orders and we feel good where we're going and that's why we are very methodical what pricing actions we are taking. Because we believe we can get to the other side, posted stretching supply chain much stronger, much better, with a significant organic growth component.

    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. Thank you for taking the questions. Kevin, maybe I'll start with you. You have been incredibly candid about your experience in triaging this incident internally and incredibly frank about the details that have emerged in your own process.
And one of the things, I think, you mentioned in some of your own blogging and literature to the security community is some of the red team tools that you had to "burn" as a result of some of the aftermath of what has happened. So I'm curious, how much of that has maybe translated into revenue implications or implications for your Mandiant franchise in terms of the tools, your Mandiant personnel used to assess victimized customers? And then I have a follow up for Frank, please.

    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, Harmit, you're on mute, I think. I think Harmit wants to answer here, Bob.

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