LLM-ADE
Collection
Large Language Models with Adaptive Data Engineering • 5 items • Updated • 1
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There's only three things you can do: keep the cash, give it back to the shareholders, or spend it on M&A. And so, on the M&A front, if things come up that we really think make sense to the Coke Company, of course we have lots of capacity to do so. One of the other categories where you've done M&A maybe a little bit ... |
So, when you think about, let's say, sterile fillfinish, we have large facilities in Western Europe in the UK in addition to the US, right. So you'll see us play that role. We have a large role in some of the Chinese products as well for that local market, right. |
The ocean rates getting vessels, getting containers. Our team has been incredibly entrepreneurial. Much of our volume is under contract, purposefully not all of our volume, and our teams have done some incredibly entrepreneurial things to get more freight. I would say on both the domestic and the ocean transportation, ... |
QuestionVivek Arya: Yes. So, just on the near term, you did reaffirm Q1. And, Dave, it would be helpful if you could give us kind of the updated free cash flow view for the year given all these changes in CapEx and OpEx. |
AnswerMichael Sullivan: Yeah. So, it's probably a better question for someone else. But clearly we are expecting to have China approval. There are customers there and we'll make that a part of our process. So, we have confidence on that. AnswerGary E. Dickerson: Maybe I can add a little bit more color on China. Wha... |
The value of our differentiating model we have built is increasing as we make the most of BlackRock's capabilities from the asset management to risk analytics to ESG solutions through partnerships and strategic advice. |
So time will tell. But as we look at things, we always look at overall financial envelope. What's the right portfolio of overall sports rights we want to have. So that's the way we would look at any of the rights that are out therein the future. AnswerMarci Ryvicker: Thanks, Craig. Operator Our next question comes fr... |
AnswerJames D. Taiclet: So Dish will be able to do an approach, I would imagine, much like Reliance Jio or Reliance Industries in India which is, without the legacy network in place, they can take advantage of a greenfield design, first of all, free spectrum that they're getting second of all, roaming prices to get the... |
That was up 25%. And as you point out, the last six quarters for the Mac have been the top six revenue quarters of all time. And what's further very good about this is we set alltime revenue records in Americas, in Europe, and the Rest of Asia Pacific, and we set a December quarter record in Greater China. It's almost... |
Before we begin, I would like to remind you that during the course of this conference call, our comments and responses to your questions reflect management's views as of today only and will include statements related to our business that are forwardlooking statements under federal securities laws, including, without li... |
HR departments today devote a significant amount of time to addressing questions from their workers. To help better manage this volume of worker and practitioner interaction, Intelligent SelfService uses predictive analytics to help proactively address common issues before workers need to contact their HR leaders. |
AnswerEmmanuel Andre Marie Babeau: Thank you. Operator Our next question is from the line of Chris Growe of Stifel. Analyst:Christopher R. Growe QuestionChristopher R. Growe: Hi. Good morning, Emmanuel. AnswerEmmanuel Andre Marie Babeau: Hi, Chris. QuestionChristopher R. Growe: I just had a question for you, if I could... |
The investments make our business more capitalintensive than years past in support of industrial dependability, a more robust supply chain, and lower product costs. |
We've got polling and Q&A for audience engagement, so that peopleeven if you have a large meeting, it can feel like a conversation. Ittai, I'll tell you this, we've got about 12, 000 people on my team and I do an allhands meeting. You don't have all These aren't just kind of features. They don't even have some of t... |
QuestionBenjamin Swinburne: How about Europe and Latin America ? How would you sort of assess how the toddler has done so far ? It is even younger if you extend the analogy in those markets, but why do you think penetration in those markets has lagged sort of what we've seen in the US so far ? AnswerChristine M. McCart... |
Maybe I'll pass it on to Julie. I don't want to hog all the time here. Analyst:Julie Hudson QuestionJulie Hudson: Okay. And of course, that really means the humans who work within Cisco are really important. In our own analysis, what we tend to do is from the ESG team, we look at the sector and what the main drivers ... |
Well, unfortunately, Colette, we're just about out of time. Want to thank you, as always, for your participation and support. Looking forward to the NVIDIA team driving a really strong growth profile this year. So thank you very much for participating. |
Analyst:Christopher Brett Danely QuestionChristopher Brett Danely: Hey, thanks, guys. So just specifically to DRAM, can you just talk about how the three main end markets did relative to your expectations ? So Chris, yeah, I can take that. So in terms of our end markets, FQ2 was a really good quarter. When we think a... |
Inc. AnswerLuca Zaramella: We are very pleased with what we did last year, the way it is playing out, I think you clearly see in the marketplace thatparticularly, the biscuit category in the U.S. is growing both through value and volume. And I think commercially, as you think about, both our big brands and we are doi... |
Analyst:Joseph Spak QuestionJoseph Spak: Thanks, Mark. Actually, I wanted to maybe follow on that last line of commentary. Is there anyway we could get that at least for the quarter ? And especially since and I was wondering also if you could comment, I mean, there is I think report out from Cox which indicated that a... |
We're sticking with the strategy that has been working well before and during the COVID crisis. |
Well, I would say, Betsy, we're already ramping. And in fact, we talked, even as we talked about the first quarter about the fact that thein the USremember, US is recovering more quickly than outside the US, in the US, the numbers of premium feepaying Platinum Card Members is actually at to (00:19:54), depending on e... |
Certainly, it sounds like there's a belief that Conoco can see enhancements to their Permian business. |
I think in terms of our contracting strategy, it's pretty important to just remind you that we actually don't cut contracts with that many OBL centers. As Rhonda said in her remarks, we really focus on OBL accounts that also focus on the treatment of complex peripheral lesions. So these are typically physicians that fo... |
AnswerJohn T. Stankey: Hi, Mike. And I think I've indicated that before. And I wouldn't quite pigeonhole it in the way you asked the question relative to households. I have an appetite to build fiber that serves a combination of our needs in the consumer space, what we need to do to deploy 5G, and what can help our ... |
There's a long way to go. But reaching the overall gamers, whether it be a high end overall laptop, whether it be a overall desktop card that they can buy in etail and selfbuild their overall desktops at home, and / or ability for them to share doing a highend overall compute with what they need to both work and / or l... |
It's something we can all do easily and we can look at our businesses, we can even look at our own lives and say how can we be a platform for change ? Certainly today, certainly in this world, certainly with everything that's going on and when we see everything that's going on, we can lookout there and we can say what ... |
Clients and prospects were able to spend time learning about new products and functionality not only from our experts but also from nearly 40 of our strategic partners including a record number from our ADP Marketplace. As a leading global technology company providing HCM solutions, we are uniquely positioned to help e... |
Appreciate the opportunity to participate. So thank you for inviting us. And we're just in the very early innings of that demand for compute power playing out and it's happening right when traditional Moore's Law to be scaling is beginning to hit a wall. It'sled the strong outperformance in 2019. We did it again i... |
That's why we were excited to announce earlier this week the creation of a team that has oversight for the endtoend customer experience under the leadership of our first Chief Customer Officer in McDonald's history, Manu Steijaert. |
As we've done in the past with other startup activities, launch costs related to Sky Glass and XClass were reported in our corporate segment, which could become more meaningful beginning with this fourth quarter. |
But as Mary mentioned in her comments, as we think about the industry, obviously we have just cycled past the China 5 and China 6 transition. We just don't know yet. And from a pricing standpoint, again, driven by this transition, we experienced more pricing pressures in Q2. That's something to keep an eye on. So all... |
Even in the new emerging companies, 70% of the top 100 unicorns run on Google Cloud. The number of deals we have sold, along with ISVs, independent software vendors, has grown 130%, and through our Marketplace, many customers use our technology and partner solutions together. You've seen our growth steadily over many... |
Lawrence Culp: Good morning, Andrew. QuestionAndrew Obin: Yeah. So a question regarding your range. You did say that you are holding the range initiated in late January but currently trading to low end, so two questions really. Because I do find it interesting that you stillit's still out there. And the second questio... |
Yes. And let me kind of unpack because there's really two questions. Let me very quickly open the PMT question. So, no, we don't envision Vimal holding onto both roles. But what we wanted to do is to make sure that it became clear that the PMT role is open because there's always, when we have big roles like that open ... |
Sikorsky has been producing helicopters to transport every U.S. President and CommanderinChief since Dwight D. Eisenhower, and we are proud to build on this heritage to deliver this remarkable product for years to come. |
Our ability to advice, shape and deliver valueled transformation, leveraging the breadth of our services and industry expertise, from Strategy & Consulting to technology to our managed services, across industries and geographic markets, along with our privileged position with our ecosystem partners is what makes Accen... |
I think they will. On the Medicare side, it's all pursuant to the bid cycle. So, I feel like it's all manageable but I don't want to dismiss it. |
QuestionCallum Elliot: So, the question around that is, how do you go about doing that in a category that's completely new, where you are outside of the US, hard seltzers is very nice, and you're essentially building from scratch ? |
AnswerMark A. Nelson: Yeah. Thanks, Paul. Inventory has to fall into traditional ranges. If you'rein the US today, I think you're seeing much of that demand recovery with jet still to come. And that'seven with the offices not completely open and still some restrictions in place, inventory tending to find itself in ... |
And as we think about sort of the broader oncology pipeline, I mean, what about PD1 combinations ? Are there anyways that you guys are thinking about sort of leapfrogging some of the competitors through some novel combinations or other ways in sort of the IO field ? AnswerMarion McCourt: Absolutely. And because of Just... |
Well, we're all looking forward to seeing how this progresses. |
This next level of massive scaling makes the metaverse an even stronger candidate for cloud optimized silicon solutions that Marvell is currently enabling. |
AnswerHans Erik Vestberg: Thank you. Let me start by saying that we feel really good about our position and first of all with the network we have, the offering that we are doing based on the Mix & Match, but also the offering you're alluding to, and then of course the position we have when it comes to the iPhone 12 wh... |
Today's call is being webcast from our Investor Relations site at investors.micron.com, including audio and slides. |
Glad I heard that correctly or rather correctly yesterday. And then just on the buyback sides. This is a longerterm question, but first of all, again some uncertainty here. And then related to that just very quickly, like I don't think it'sin the presentation, but where are you starting now in terms of debt to EBITDA... |
I really like that line you used about the income statement as well as the cash. AnswerRahul Mathur: Yeah, absolutely. And two, that are important to our customers. So, many of our partners then are licensing what they see is that we'retaking the cash that they give us investing in other programs that are impor... |
We're being careful to make sure that above all else, we're managing quality for the vehicles, and the manufacturing and engineering teams have really done an amazing job of managing through the logistical difficulties of doing it. |
And we will see that in the engagement and see where we could take it from there. |
When it comes to PepsiCo Beverages North America, we will compete rationally and look to improve its core division operating margin by evolving our product portfolio mix to improve growth and profitability overtime; by doubling down on our net revenue growth management framework to drive affordability; by reducing our ... |
This is driven by new and proprietary consumer insight. As a result, we've grown China Oreo sales doubledigits. |
And good to see the strong results. AnswerCarlos A. Rodriguez: Thank you. Operator This concludes our questionandanswer portion for today. I am pleased to hand the program over to Carlos Rodriguez for closing remarks. |
AnswerEvan G. Greenberg: I'm going to turn it over to Tim Boroughs in a second and Peter. But I want to straighten out one thing in your mind that I've also read that one or two of you wrote. Heldtomaturity, if you're going to use that term, is a very specific GAAP accounting term and there are rules around it. And y... |
I think our team has been very disciplined to manage OpEx to make sure we follow our overall business model right, grow revenue significantly faster than OpEx growth and keep the gross margin right in the middle or even above the middle of our longterm target model, so we can drive the earnings expansion much faster th... |
Thanks, good morning. You've maintained your outlook for Commodity Insights revenue growth for the full year. Can you talk about the sensitivity of Commodity Insights revenue to a pullback in oil prices ? What are the puts and takes in the various parts of the business ? |
AnswerJohn T. Lawler: No. There's nothing that we would share right now. And until we're ready to talk about that externally, we won't put it on the table. But overall we'll continue to look at this. And so, there's a lot of work being done overall with our dealers, partners at this point in time. |
We have about $2.5 billion of land on the balance sheet, and that's worth about double, because we've been curating this land bank over the last 5 to 10 years, and we've been really focused on buying the right land in the right places, so we can build in these locations for our customers. QuestionThomas Catherwood: So... |
Weaker sellthrough of consumer electronics and our customers' factory shutdowns in China were headwinds for us late in our fiscal second quarter. In China, lower consumer demand was offset by stronger data center demand due to increased gaming, e commerce and remote work activity. We are also encouraged to see manufa... |
AnswerMichael K. Wirth: So the very first screening criteria is the quality of the assets and the opportunity to create value is where everything begins. I think that the commitment that Noble Energy has to ESG is very aligned with ours and I think you look at the trajectory of what they'redoing in a number of things,... |
So what we saw was that there was a drop. It started the drop with infections and asymptomatic and then infections with mild disease. But then, we saw it also in hospitalizations and severe disease. This is when the Israelis when they saw it, they took the decision to start vaccinating their people with a booster and t... |
And like we said, it's just the macroeconomic unpredictable tough market outlook, and inside of that, it's just hard to see any points of good news on the horizon, inflation in the US, the situation in Europe, with energy and the war, and in Asia. So against that backdrop, we're still looking to have economic headwinds... |
AnswerPreston Wells: Yeah. I mean, listen, it's a dynamic time from a supply chain standpoint. I think you're not going to hear anything different from us than you'rehearing from many others from that standpoint. If we think about that, that 50 basis points to 100 basis points, I think the last thing we said is we're ... |
We need to educate. I was in store this week with employees and they still have toit's kind sometimes of surprising for customers who's been used to wait like 14 days fora technician to show up in their room to plug the cable. So, it's really impressive. People that are using the product, they love it. So, I think th... |
So Giovanni, maybe back to you, one of the other issues as we kind of wrestle with questions from investors and I'm sure you have is thatis kind of why nowwhy the merger now, all thethere's all kinds of conspiracy theories. |
In addition, we are very pleased to have closed the Xilinx transaction and announced our intention to acquire Pensando. |
Carlos, I wanted to ask macro view, your outlook on the current employment market. AnswerCarlos A. Rodriguez: It's a great question because it's an important one for us to keep kind of asking ourselves because we do have somethings that as they turn onus would put pressure on us. So it isthat's going to be a very imp... |
As we think about the R2 platform, it's leveraging a lot of -- some of the technologies we're going to be introducing into R1 in terms of our updated electronics architecture and network architecture where we work to really consolidate a lot of compute functions into a smaller number of ECUs, which simplifies the harne... |
The primary concern of the company is to serve our clients, serve our community through thick or thin, and no one should ever worry about JPMorgan Chase. You all are doing estimates that show DFAST and Fed adverse. We will not lose that kind of money on credit, okay ? And on the next page, Jenn's going to explain so... |
Is this still an important and relevant program ? And if so, it's for what ? Are there other programs that you feel like you just need to keep Eylea ahead of the curve relative to ? I mean, as those of you who have been following this field now for many years, EYLEA has really been the standard for about 10 years now.... |
Over the past two years, delivery has become a $3 billion business for both McDonald's company and franchised restaurants globally. |
Going forward, I think having the CPU, the GPU, the FPGAs, the DPUs, I think it gives us actually a nice portfolio to really optimize not just on a single component basis but on sort of all of the different workloads that you need in the data center. |
And then you're kind of asking me I guess about the overhead ratio a little bit. I think it's more of an output than an input. And more often than not, it's driven by revenues not expenses. But having said that, in the assumptions that we'reusing to build up that 17% rate, we do get back to something like a 55% over... |
So we're kind of there in the US. AnswerBrian L. Roberts: And we saw all the benefits, we looked at all the numbers, terrific IRR and so yes, it's a capital, there's a loss upfront to go out to the home and hook it up or tothere'sit has hit EBITDA in that way. |
So first, having had the recent experience, and other retailers that you've had, as you did the assessment of Lowe's that resulted in the plan that you discussed at the Analyst and Investor Conference in December, what stood out as the most glaring areas for improvement or the lowesthanging fruit that you can tackle ba... |
Is that's something that's still somewhere in this part of the middecade or the next one ? AnswerClaire McDonough: So I would say there's a whole host and as you can imagine, there's many, many sort of additional vehicles that we'd love to be bringing to market. And I guess just from a financials point of view, then... |
These rate decisions are based on our current assessment of the demand environment, taking into account a host of risks and opportunities. |
This performance was driven by two key items: first, during the December quarter a year ago, we experienced significant supply constraints, while this year we had enough supply to meet demand; second, we launched our new iPad and the iPad Pro powered by the M2 chip during the quarter. The iPad installed base reached a ... |
And so there's a different strategy there. That becomesit's a core backbone across all the consumer side business, including the wealth management business for the financial advisor to have customer who, frankly, 90% of the wealthy customers have a selfdirected account somewhere, so why not with us, that difference is ... |
And there's still upside there because it's a different rate curve and a different pace of increases. And so, those will be some of the puts and takes to think about. Volumes, the rates, the speed of the curve moves, and then how betas evolve, that will kind of factor in. So, we just exited Taiwan. That's going to imp... |
Because one of the great surprises was that in 2020, people who thought that the COVID shock would derail discussions about sustainability because no one had the luxury of time or money to think about it, those people who said that, including myself by the way, were wrong, COVID19 actually accelerated that. |
Wanted to seeI don't know if Kenny, if you have some thoughts on this or Lance. Where do you think customers are at in this journey ofin focus on ESG, like just kind of thoughts of percent of the customers that can factor in ESG to the modal decisions and how that might evolve. |
It's about half of our real estate holdings, a little less than half live in some strategic capital vehicle, of which there are roughly 10; two of them public; one in Japan, one in Mexico; three of them are openended funds. And these are sizable ventures to our flagship European fund and our flagship US fund are $20 bi... |
Looking to the 2024 enrollment period which begins Sunday, we're confident our offerings will again resonate with consumers as they prioritize high quality care and stable benefits. Pharmacy as you know is the most common consumer touch point in healthcare. Optum Rx is delivering on those expectations. |
We've made great progress. QuestionTim Anderson: So, I mean, that's kind of what I had assumed it was, which is with all the R&D balls in the air, you don't want things to dragon longer. You want to get this integration process going. So, that kind of segues into the next question. What's going to be kind of the harde... |
Cytiva margins did come in north of 40% in Q2, which is obviously, like you said, better than sort of the recent performance that we had seen out of them. I think there's three things to think about on the reason for that. One, we had higher volume here. North of 20% core growth does give you lots of opportunities from... |
Freight revenue was up 14%, driven by higher fuel surcharges, strong pricing gains, and a positive mix. |
QuestionBenjamin Daniel Swinburne: I don't know how much you do want to share with us for competitive reasons, but I'd be curious at least at a high level how you guys decide when to implement a price increase in a certain market at a certain time. |
And then, the second question I have relates to the potential future litigation losses. And I know in thein your Q, you give that number, and it seems to be rising inmost quarters. Do you have that number ? What the number may be here in theas of September 30 ? AnswerJohn R. Shrewsberry: No, it will keepthe number will... |
I'm curious if you could sort of walk us through, because it was sort of hard to see from the outside, how much of that was driven by the adjustments you had to make as a business to your selling motion versus sort of just the client side people worried about staying in business, managing cost versus dealing with HCM v... |
I won't spend longer (00:09:51) on that right now. And I would certainly call out the confidence we have in our continued growth in UHC, particularly Medicare and Medicaid. But I'm going to reiterate our commercial business is super important to us and we will be continuing to invest and innovate in that business as we... |
So think of it as the real metric is, can we keep our members happy and grow that subscriber base as we did so strongly in Q1 ? QuestionEric J. Sheridan: So maybe sticking with you, Reed, you had a section in the letter about Disney, some of the competition that's coming to the broader landscape. Maybe just help people... |
With the rise of AI and highperformance computing applications, our advanced packaging business is proving to be yet another unique advantage. We have seen a surge of interest in our advanced packaging from most leading AI chip companies. |
These costs include: extra payroll to clean the store and monitor occupancy levels; payroll for some store associates that we kept active to support the business, while stores were temporarily closed; the cost of PP&E; and the fourth quarter appreciation bonus for certain associates. The increase in our costs versus th... |
Well, I don't want to specifically talk about a direct competitor, but what I would say is that strategically, everything that I've mentioned from the history to brand of what we do, where originally benchmarks were used decades ago for (07:06) active management relative performance. That evolution and our history in t... |
AnswerDavid A. Zinsner: No. I mean, I think it's really customer to customer specific. And, obviously, the timing around those are moving around a little bit for sure, given the COVID situation and the economy. Another kind of broadbased demand question and we'll dig into some of the market segment stuff for NAND an... |
AnswerSundar Pichai: Thanks, Doug. As I said to the company, I think it's a good time to sharpen our focus. Personally, I find moments like these clarifying. So, it's a constrained optimization problem. But our focus on the longterm areas, be it AI, be it Cloud and other critical areas, will continue. AnswerRuth M. P... |
AnswerChristopher J. Kempczinski: Sure, and thanks for having us here. Well, our strategy, Accelerating the Arches, came from a few different insights that we had. Before we had Accelerating the Arches, some of the observers of McDonald's may remember we had a plan called the Velocity Growth Plan. And Velocity Growth P... |
AnswerDanny Shapiro: We're very active in that with standards bodies, with SAE, with others that we'refocused on, ISO 26262. The key thing here has been engagement that we have with the industry, with our partners. We'reworking with NHTSA. We'reworking with federal highway safety boards and the DoT. And soand then also... |
They are part of NVIDIA's RAPIDS opensource Python data science kit. RAPIDS has been downloaded 0.5 million times this year, over four times more than last year. cuNumeric is built on Legion, which schedules tasks across CPU, GPU, and DPU computing units, across the data center in very similar ways as a modern CPU sche... |
Couple of questions. There's been a number of papers out on the importance of Treg depletion and ADCC with parts of the CTLA4 mechanism, and I know you have your afucosylated molecule in a fairly large trial. Obviously, you've been invested historically in that space. Is this a catalyst for Bristol to reenter that ... |
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Dataset Summary
This dataset is curated to train (next-token) the LLM-ADE model(https://arxiv.org/abs/2404.13028), specifically designed to imbue it with financial domain expertise. It consists of 75,849 sequences, amounting to approximately 16.8 million tokens, using the Llama tokenizer. We have deliberately unlabled the sequences wrt the company to reflect real world data and train the model to process knowledge from unlabelled data.
The data focuses on the 500 constituent companies of the S&P 500 index as of January 2024 and includes:
- Sections from the Management Discussions and Risk Factors of the most recent 10-K filings.
- Transcripts from earnings calls over the last five years, sourced from the companies' investor relations sections.
- Transcripts from various investor events, including analyst day presentations, company-hosted or industry conferences, and business updates.
We have deliberately excluded financial statements due to their graphical and tabular format, which is not compatible with next-token prediction training methods.
The original data, predominantly in PDF format, underwent the following preprocessing steps after Optical Character Recognition (OCR):
- Conversion of Unicode/HTML entities to ASCII characters.
- Correction of spacing errors and punctuation mistakes.
- Removal of sequences with excessive references to images or tables.
- Exclusion of sequences with excessive OCR artifacts.
- Separation of incorrectly merged words.
- Deduplication using locality-sensitive hashing with MinHash (threshold of 0.95)
While we have made efforts to ensure the integrity and cleanliness of the dataset, it is important to note that some imperfections may persist. This was an intentional decision so that the dataset can reflect real-world applications. Our preprocessing was biased towards exclusion, resulting in the removal of approximately 35% of the tokens initially captured through OCR to maintain a high-quality corpus.
Looking ahead, we are committed to expanding our dataset by:
- Broadening the number of companies included and extending the historical data.
- Refining our filtering techniques for cleaner data and reduce the need for data exclusion.
- Implementing semantic deduplication to enhance the dataset's utility.
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