wehub-resource-sync
418 lines
40 KiB
Python
418 lines
40 KiB
Python
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""" This example illustrates how to use the slim-extract model to extract custom keys from selected text.
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We have included a set of sample earnings releases (comprising lines ~10 - ~385 of this script), and run a
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simple loop through the earnings releases, showing how to create an extract prompt to identify
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'revenue growth' from these examples.
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There are several function-calling models in the slim-extract family, fine-tuned on multiple leading
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small model base foundations - full list and options are below in the code. """
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from llmware.models import ModelCatalog
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# Sample earnings releases
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earnings_releases = [
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{"context": "Adobe shares tumbled as much as 11% in extended trading Thursday after the design software maker "
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"issued strong fiscal first-quarter results but came up slightly short on quarterly revenue guidance. "
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"Here’s how the company did, compared with estimates from analysts polled by LSEG, formerly known as Refinitiv: "
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"Earnings per share: $4.48 adjusted vs. $4.38 expected Revenue: $5.18 billion vs. $5.14 billion expected "
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"Adobe’s revenue grew 11% year over year in the quarter, which ended March 1, according to a statement. "
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"Net income decreased to $620 million, or $1.36 per share, from $1.25 billion, or $2.71 per share, "
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"in the same quarter a year ago. During the quarter, Adobe abandoned its $20 billion acquisition of "
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"design software startup Figma after U.K. regulators found competitive concerns. The company paid "
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"Figma a $1 billion termination fee."},
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{"context": "Dick’s Sporting Goods raised its dividend by 10% on Thursday as the company posted its largest sales "
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"quarter in its history and projected another year of growth. The company’s shares jumped more than "
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"15% in intraday trading. CEO Lauren Hobart said on an earnings call Thursday that Dick’s sales "
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"growth came from bigger tickets — either higher prices or more expensive items — as its transactions "
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"were flat. Many retailers benefited from a 53rd week in fiscal 2023, but Dick’s said it still broke "
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"records during its fiscal fourth quarter even without those extra days. Here’s how the athletic "
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"apparel retailer did compared with what Wall Street was anticipating, based on a survey of "
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"analysts by LSEG, formerly known as Refinitiv: Earnings per share: $3.85 adjusted vs. $3.35 expected "
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"Revenue: $3.88 billion vs. $3.80 billion expected The company’s reported net income for the three-month "
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"period that ended Feb. 3 was $296 million, or $3.57 per share, compared with $236 million, or $2.60 a "
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"share, a year earlier. Excluding one-time items related to impairment charges and inventory write-offs, "
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"Dick’s reported earnings per share of $3.85. Sales rose to $3.88 billion, up about 8% from $3.60 billion "
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"a year earlier. “With our industry-leading assortment and strong execution, we capped off the year "
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"with an incredibly strong fourth quarter and holiday season,” Hobart said in a statement. “We are "
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"guiding to another strong year in 2024. We plan to grow both our sales and earnings through "
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"positive comps, higher merchandise margin and productivity gains,” she added. During the quarter, "
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"same-store sales rose 2.8%, well ahead of the 0.8% lift that analysts had expected, according to "
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"StreetAccount. “Growth in transactions” and market share gains drove the increase, said Executive "
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"Chairman Ed Stack."},
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{"context": "Comcast topped both revenue and profit estimates in the fourth quarter as it lost fewer broadband "
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"subscribers than expected, and it raised its dividend 7%, the company said Thursday. "
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"Here’s how Comcast performed, compared with estimates from analysts surveyed by LSEG, "
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"formerly known as Refinitiv. Earnings per share: 84 cents adjusted vs. 79 cents expected "
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"Revenue: $31.25 billion vs. $30.51 billion expected For the quarter ended Dec. 31, net "
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"income rose 7.8% to $3.26 billion, or 81 cents a share, compared with $3.02 billion, or "
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"70 cents a share, a year earlier. Revenue increased 2.3% compared with the prior-year period. "
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"Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was flat year "
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"over year at about $8 billion. 'For the third consecutive year, we generated the highest revenue, "
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"adjusted EBITDA and adjusted EPS in our company’s history', Comcast Chief Executive Officer Brian "
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"Roberts said in a statement. 'We also reported the highest adjusted EBITDA on record at Theme Parks; "
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"were the #1 studio in worldwide box office for the first time since 2015; and maintained Peacock’s "
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"position as the fastest growing streamer in the U.S.'"},
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{"context": "Dollar General forecast annual sales above Wall Street estimates on Thursday, banking on higher "
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"demand from inflation-hit customers buying groceries and essentials from the discount retailer’s stores. "
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"Shares of the company rose about 6% in early trading, after falling nearly 45% in 2023 on rising costs "
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"and stiff competition from bigger retailers. But higher prices and borrowing costs have prompted "
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"budget-conscious consumers to cook more meals at home, helping Dollar General record stronger "
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"footfall at its outlets as shoppers hunt for lower-margin, needs-based goods, over pricier general "
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"merchandise. “With customer traffic growth and market share gains during the quarter, we believe our "
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"actions are resonating with customers,” CEO Todd Vasos said in a statement. Vasos’s strategy - to focus "
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"on the basics, like more employee presence at stores, greater customer engagement and expanding "
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"private-label brands - has helped stabilize Dollar General’s business. Over the last few quarters, "
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"Dollar General and rival Dollar Tree have struggled with rising costs linked to their supply "
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"chains, labor and raw materials, while facing tough competition from retailers like Walmart "
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"and Chinese ecommerce platform Temu. Dollar Tree’s shares fell more than 15% on Wednesday, after it "
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"forecast weak sales and profit for 2024 and laid out plans to shutter 970 of its Family Dollar "
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"stores. “Dollar General has a much rosier outlook than Dollar Tree... Dollar Tree’s challenges "
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"with Family Dollar were years in the making, while Dollar General has embarked on an aggressive "
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"effort to add more frozen, refrigerated and fresh produce,” eMarketer senior analyst Zak Stambor said. "
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"Dollar General forecast 2024 sales to grow between 6.0% and 6.7%, above analysts’ estimate of 4.4% "
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"growth to $40.33 billion, according to LSEG data. It still sees annual per-share profit between "
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"$6.80 and $7.55, compared with estimates of $7.55. Its fourth-quarter net sales of $9.86 billion "
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"surpassed estimates of $9.78 billion. It also reported an estimate-beating profit of $1.83 per share."},
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{"context": "Shares of Zara owner Inditex hit record highs on Wednesday according to LSEG data, climbing over 6% during "
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"intraday trading after the company announced its 2023 full-year results. As of 11:50 London time, shared "
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"were just over 6% higher at 43.58 euros, or $47.69. Sales increased 10.4% to 35.9 billion euros for the "
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"year, the company said, signaling this was a record high. Sales grew across all geographic regions and "
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"across Inditex’s brands and were “very satisfactory,” both online and in store, the company said. A total of "
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"5,692 stores were operational at the end of the year, Inditex said, adding it plans to expand further in "
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"2024, including with Zara shops in Los Angeles and Las Vegas. The company also plans to open new distribution "
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"centers in 2024 and 2025, as part of a major logistics expansion plan that will cost the company "
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"investments of 900 million euros in both years. Net income also reached a fresh high after soaring "
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"30.3% from 2022 to reach 5.4 billion euros last year. The company’s gross profit came in at 20.8 billion "
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"euros, up 11.9% on the year. “Inditex’s performance in 2023 has been excellent. Our teams have been able to "
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"take advantage of the opportunities to keep growing profitably. We are investing to drive future growth and "
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"continue to offer an attractive remuneration to shareholders,” Inditex CEO Oscar García Maceiras said in a "
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"statement. The Spanish clothing company owns a range of vastly popular brands including household name "
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"Zara, as well as Pull & Bear, Bershka, Stradivarius, premium retailer Massimo Dutti and sports and the "
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"athleisure-focused Oysho. Zara, including the Zara Home range, was the biggest contributor to sales in "
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"2023, followed by Pull & Bear and Massimo Dutti, Inditex said Wednesday. The company also indicated "
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"that 2024 was off to a strong start, with sales in constant currency up 11% over the Feb. 1 to March 11 "
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"stretch, compared with the same period a year earlier."},
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{"context": "Oracle reported quarterly earnings on Monday that exceeded Wall Street’s expectations. Shares rose "
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"13% in extended trading. Here’s how the company did in the fiscal third quarter ending Feb. 29, compared "
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"to estimates by LSEG, formerly known as Refinitiv: Earnings per share: $1.41 adjusted vs. $1.38 expected "
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"Revenue: $13.28 billion vs. $13.3 billion expected For the fiscal fourth quarter, Oracle said it expects "
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"earnings of $1.62 to $1.66 per share. Analysts were expecting $1.64 in adjusted earnings per share, according "
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"to LSEG. Revenue growth will be between 4% and 6% over sales of $13.8 billion a year ago. The midpoint of that "
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"range would equal revenue of about $14.5 billion, while analysts were expecting a little more than $14.7 billion. "
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"Oracle CEO Safra Catz said the company was committed to hitting previously stated goals of $65 billion in "
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"sales by fiscal 2026. “Some of these goals might prove to be too conservative given our momentum,” Catz said. "
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"Revenue rose 7% in the quarter from $12.4 billion a year earlier. Net income climbed 27% to $2.4 billion, "
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"or 85 cents per share, from $1.9 billion, or 68 cents per share, a year ago. Oracle’s cloud services and "
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"license support segment, its largest business, saw sales rise 12% to $9.96 billion, slightly beating "
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"StreetAccount consensus expectations of $9.94 billion. The company attributed the rise to strong demand "
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"for its artificial intelligence servers. Catz said the company added several “large new cloud "
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"infrastructure” contracts during the quarter. The company’s cloud revenue, which is reported as part "
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"of the cloud services unit, rose 25% year over year to $5.1 billion, Oracle said. “We signed several large "
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"deals this quarter and we have many more in the pipeline,” Catz told investors on the earnings call. "
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"Oracle Chairman Larry Ellison cited increased business from Microsoft on the earnings call. "
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"“We’re building 20 data centers from Microsoft and Azure. They just ordered three more data centers "
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"this week,” Ellison said. The company’s other units didn’t fare as well. Cloud license and on-premise sales "
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"declined 3% to $1.26 billion, slightly beating StreetAccount’s forecast. Hardware revenue fell 7% to "
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"$754 million, while sales in the company’s services division slid 5% to $1.31 billion, both falling short "
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"of StreetAccount expectations. Prior to Monday’s report, Oracle shares were up 8.7% for the year, "
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"slightly outperforming the S&P 500."},
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{"context": "Porsche on Tuesday warned that profitability will decline this year as it launches new models amid "
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"tough economic conditions, but hiked its dividend on the back of a rise in 2023 operating profit. The German "
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"luxury automaker said it expects an operating return on sales of between 15% and 17% in 2024, down from the "
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"18% margin notched in 2023 and 2022. In the long term, the group targets an operating return on sales of more "
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"than 20%. Explaining the more cautious profitability outlook, the company cited “the comprehensive renewal "
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"of its product range in 2024, the global framework conditions, higher depreciations on capitalized "
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"development costs and the continued investments in the brand and the Porsche ecosystem.” The company’s shares "
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"were around 4.8% higher by early afternoon, having reversed opening losses of more than 2%. Porsche is "
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"launching four new car ranges in 2024 in the form of the Panamera, Macan, Taycan and 911 model lines. "
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"Porsche CFO: Expect significant growth in high-net-worth individuals in China WATCH NOW VIDEO 03:17 "
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"Porsche CFO: Expect significant growth in high-net-worth individuals in China “2024 is going to be a year of "
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"product launches for Porsche – more so than any year in our history,” Chairman Oliver Blume said in a "
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"statement. “We will be introducing a variety of exhilarating sports cars to the road, they will delight "
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"our customers around the world. This will put the wind at our back for years to come.”"},
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{"context": "Lego on Tuesday reported its full-year 2023 results, saying it’s revenue grew by 2% throughout the year, "
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"in line with expectations. The company made “very, very strong progress” and “grew comfortably” in the "
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"U.S., its CEO Niels Christiansen told CNBC. The toy industry has been struggling to maintain "
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"pandemic-era growth as inflation is putting pressure on demand and sales. In-store participation is greater "
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"than prior to the pandemic, Lego CEO says In-store participation is greater than prior "
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"to the pandemic, Lego CEO says The chief executive of Denmark’s Lego on Tuesday reflected on a tough year "
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"for the world’s largest toymaker, and outlined the firm’s long-term plans to stay relevant and “cool with kids. ”"
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"Lego said its 2023 revenue was 2% higher compared to the previous year, growing to 65.9 billion Danish krone "
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"(around $9.65 billion). This was in line with expectations, Lego said in a statement. “It was a difficult year,” "
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"Lego CEO Niels Christiansen told CNBC. However, he said the company had “managed to take quite a bit of "
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"market share.” The Danish toymaker said operating profit declined slightly from 17.9 billion Danish krone "
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"to 17.1 billion, noting that it had boosted spending on strategic initiatives designed to drive growth. "
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"Net profit came in at 13.1 billion Danish krone in 2023, compared to 13.8 billion the previous year. "
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"Consumer sales were up 4% despite slumping in China, Lego said, attributing the growth to increasing demand "
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"in the U.S. and central and eastern Europe. It comes as the wider toy industry has been struggling to "
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"maintain growth after booming during the coronavirus pandemic, when parents looked for new ways to "
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"entertain their children and adults re-discovered childhood pastimes. Toy company Hasbro earlier this month "
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"said its 2023 revenue fell by 15% compared to 2022 and that it expected to see a further decline this year."},
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{"context": "Adidas on Wednesday warned of a sales decline in its overstocked North American market in 2024, as the "
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"German sportswear brand continues to sell off its remaining Yeezy inventory. Currency-neutral sales in "
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"North America are expected to decline to a mid-single-digit rate in 2024, but are projected to notch "
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"mid-single-digit growth worldwide despite persistent “macroeconomic challenges and geopolitical tensions,” "
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"the company said. Adidas confirmed its 2023 operating profit came in at 268 million euros ($292.9 million) "
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"on the back of flat currency-neutral sales, significantly above prior expectations as the company continues "
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"to take a hit from the cessation of its line of Yeezy — footwear the retailer produced in a collaboration with "
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"American rapper Ye, formerly known as Kanye West. For the fourth quarter, the company posted an operating "
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"loss of 377 million euros. The board proposed a flat dividend of 0.70 euros per share. “Although by far not "
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"good enough, 2023 ended better than what I had expected at the beginning of the year,” CEO Bjørn Gulden "
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"said in a statement. “Despite losing a lot of Yeezy revenue and a very conservative sell-in strategy, "
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"we managed to have flat revenues. We expected to have a substantial negative operating result, but "
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"achieved an operating profit of €268 million.” Adidas was confirming preliminary results released in late "
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"January, when it announced that it would not write off the majority of its Yeezy inventory and would instead "
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"sell off the remaining shoes at cost. The sportswear giant was forced to axe the Yeezy line after terminating "
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"its partnership with Ye over a string of anti-Semitic remarks that the rapper made in 2022. Adidas said the "
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"discontinuation of Yeezy represented a drag of around 500 million euros in the year-on-year comparison "
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"through 2023, though the sale of parts of the remaining inventory in the second and third quarter positively "
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"impacted net sales by around 750 million euros. “With a very disciplined go-to-market and buying process, "
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"we reduced our inventories by almost €1.5 billion. With the exception of the U.S., we now have healthy "
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"inventories everywhere,” Gulden said. He added that the company is expecting some growth in the "
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"first quarter of 2024 and a further pick-up in the second half of the year. “We still have a lot of work "
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"to do, but I feel very confident we are on the right track. We will bring adidas back again. Give us some "
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"time and we will again say – we got this!” he said. Adidas projected an operating profit of around "
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"500 million euros in 2024, with unfavorable currency effects expected to “weigh significantly on the "
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"company’s profitability” because of adverse impacts on both reported revenues and gross margin development."
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"Adidas shares were flat by mid-morning on Wednesday. Mamta Valechha, equity research analyst at "
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"Quilter Cheviot, said that, given that the headline numbers were already pre-released in January, the most "
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"interesting aspect of Wednesday’s report was the “clear acceleration of the Adidas brand.”"},
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{"context": "Costco on Thursday missed Wall Street’s revenue expectations for its holiday quarter, despite reporting "
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"year-over-year sales growth and strong e-commerce gains. Shares of the retailer fell about 4% in aftermarket "
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"trading. The company’s stock had hit a 52-week high earlier in the day. Here’s what Costco reported for its "
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"fiscal second quarter of 2024 compared with what Wall Street was expecting, based on a survey of analysts by "
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"LSEG, formerly known as Refinitiv: Earnings per share: $3.92 vs. $3.62 expected Revenue: $58.44 billion vs. "
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"$59.16 billion expected In the three-month period that ended Feb. 18, Costco’s net income rose to "
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"$1.74 billion, or $3.92 per share, compared with $1.47 billion, or $3.30 per share, a year earlier. "
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"Costco’s revenue for the quarter increased from $55.27 billion in the year-ago period. Comparable sales for "
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"the company increased 5.6% year over year and 4.3% in the U.S. Excluding changes in gas prices and foreign "
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"currency, the metric increased 5.8% overall and 4.8% in the U.S. Sales of food and sundries, a category "
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"that includes snack foods and beverages, were up by mid single digits in the quarter, CFO Richard Galanti "
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"said on the company’s earnings call. Fresh foods were up high single digits and nonfoods were up mid single "
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"digits. Ancillary businesses, which includes more service-related purchases like travel, were up by low "
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"single digits, he said. Costco’s food court, pharmacy and optical centers were top performers in the quarter "
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"and gas was down low single digits as the price per gallon fell. More shoppers came to Costco, and they "
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"spent more on their shopping trips during the quarter. Traffic increased 5.3% across the globe and 4.3% in "
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"the U.S., Galanti said on the earnings call. The average ticket increased in the U.S. and worldwide, he "
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"said. Inflation was roughly flat year over year in the quarter, which allowed the retailer to reduce "
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"prices for some items, Galanti said. For example, he said, it’s been able to cut the price of reading "
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"glasses from $18.99 to $16.99 and slash the price of a 48 count of Kirkland Signature batteries from "
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"$17.99 to $15.99. In the prior quarter, he said inflation was as much as 1% year over year. Galanti said many "
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"new items in categories like sporting goods and lawn and garden will also have lower prices compared with "
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"a year ago because of falling freight and commodity costs. Costco has 875 warehouses, including 603 in "
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"the U.S. and Puerto Rico. It also has clubs in about a dozen other countries, including Canada, Mexico, "
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"Japan and China. In the second quarter, Costco opened four new clubs, including three in the U.S. "
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"and one in Shenzhen, China. That marked its sixth club to open in China, Galanti said. Two of the three "
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"new U.S. locations were Costco Business Centers, which are specifically geared toward small business "
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"owners like restaurant operators. As of Thursday’s close, Costco shares have risen nearly 19% since the "
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"start of the year. The stock touched a 52-week high of $787.08 earlier in the day and closed at $785.59, "
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"bringing the company’s market value to nearly $350 billion."},
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{"context": "Shares of Teleperformance plunged 23% on Thursday, after the French call center and office services group "
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"missed its full-year revenue target and flagged a “volatile economic environment.” Investors have been "
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"spooked by the potential impact of artificial intelligence on its business model, as companies become more "
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"able to tap into the technology directly for their own benefit. Teleperformance shares dropped 16% last "
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"week, according to LSEG data, after Swedish financial services company Klarna said its Open AI-powered "
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"customer service assistant was handling two-thirds of customer service calls. But Teleperformance CEO "
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"Daniel Julien on Thursday said that AI would be a positive for its business model — and that it will never "
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"fully replace the value of human interaction. “AI is part of the solutions we provide to the clients,” "
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"Julien told CNBC’s “Squawk Box Europe.” “AI helps to increase the accuracy of our employees ... which is "
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"great, but at the end of the day we are here to reduce the friction between the citizens, or the customer, "
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"and the companies they have bought a product and service from.” He stressed, “It’s not just a transactional "
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"relationship, it has a lot to do with reassuring, with trust, with empathy. So we perceive AI as enhancing "
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"the job that our human employees do, but absolutely not replacing them.” hide content Teleperformance SE "
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"RT Quote | Exchange | EUR 87.16 quote price arrow up+0.68 (+0.79%) Last | 03/15/24 CET WATCHLIST + QUOTE DETAILS "
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"Teleperformance share price. Teleperformance reported 2.3% higher revenue at 8.345 billion euros "
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"($9.091 billion) in 2023, as net profit fell year-on-year from 643 million euros to 602 million euros. "
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"Diluted earnings per share hit 10.18 euros, down from 10.77 euros. In its results, the company said it is "
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"working with clients on 250 AI projects, including in generative AI, and it has expanded its portfolio "
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"with new partnerships in the space. “Even the most high-tech or the most AI-involved companies are clients "
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"of Teleperformance. We chose that there is a complementarity and not separation,” Julien told CNBC, "
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"flagging the company’s agreement with tech giant and major AI player Microsoft. “They are there to provide "
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"a solution that is going to augment the productivity, augment the quality of the information that can be "
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"given to the customer, but, at the end of the day, the customer is a human being. The day the customer is "
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"going to be a robot, maybe AI will replace the humans.”"},
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{"context": "CrowdStrike shares surged as much as 21% in after-hours trading Tuesday after the cybersecurity "
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"company reported a beat on the top and bottom lines, plus issued stronger-than-expected guidance for "
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"the upcoming quarter and full year. Here’s how the company did compared to consensus estimates "
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"based on a survey of analysts by LSEG, formerly known as Refinitiv: Earnings per share: 95 cents "
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"adjusted vs. 82 cents expected Revenue: $845 million vs. $839 million expected For the period that "
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"ended Jan. 31, CrowdStrike saw net income of $54 million, or 22 cents per share, from a "
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"$48 million loss, or a 20 cent loss per share, in the year-ago period. CrowdStrike has now "
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"reported GAAP net income for the past four quarters, Chief Financial Officer Burt Podbere "
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"said in the earnings release. Full-year revenue rose 36% year over year, from $2.24 billion "
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"to $3 billion. The company also announced it would acquire Flow Security for an undisclosed "
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"price in a cash-and-stock deal, slated to close in the company’s fiscal first quarter. "
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"The company has been stepping up its merger and acquisition activity in recent months. “CrowdStrike "
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"is cybersecurity’s consolidator of choice, innovator of choice, and platform of choice to "
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"stop breaches,” co-founder and CEO George Kurtz said in a release. The company also guided to "
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"fiscal first-quarter revenue between $902 million and $906 million, better than a consensus "
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"estimate of $899 million. CrowdStrike also expects earnings per share for the period between "
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"89 cents and 90 cents, better than the consensus estimate of 82 cents. Podbere also reiterated "
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"the company’s focus on achieving $10 billion in annual recurring revenue by 2030. The company "
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"reached $3.4 billion in annual recurring revenue in January."},
|
||
|
||
{"context": "Shares of Amer Sports, the maker of Wilson tennis rackets and Lousiville Slugger baseball "
|
||
"bats, fell on Tuesday after the company reported strong sales in China but a slowdown in "
|
||
"wholesale orders. Here’s how the newly public athletic company did in its fourth quarter. "
|
||
"CNBC didn’t compare the results to Wall Street estimates because it’s the first earnings "
|
||
"report since Amer Sports went public. Loss per share: 25 cents Revenue: $1.32 billion In the "
|
||
"three months ended Dec. 31, the company reported a net loss of $94.9 million, or 25 cents "
|
||
"per share, compared with $148.3 million, or 39 cents per share, a year earlier. Sales rose to "
|
||
"$1.32 billion, up about 10% from $1.2 billion a year earlier. Shares closed about 5% lower. "
|
||
"Amer, which also owns Arc’teryx, Salomon, and a number of other athletic equipment and "
|
||
"apparel brands, operates in three distinct business segments. They are technical apparel, "
|
||
"which includes its pricey Arc’teryx winter jackets; outdoor performance, such as Salomon’s "
|
||
"winter sports equipment; and ball and racquet sports, which includes equipment and apparel "
|
||
"from Wilson and Louisville, among others. During the quarter, sales for Amer’s technical "
|
||
"apparel rose 26% year over year to $550 million, driven by a 42% jump in direct sales. "
|
||
"Sales in the segment primarily come from shoppers who are buying directly from Amer’s "
|
||
"brands rather than from wholesale partners. Sales for outdoor performance increased 2% to "
|
||
"$523 million, driven by strength in the segment’s winter sports equipment franchise, "
|
||
"which was offset by a slowdown in wholesale orders for Salomon footwear. Ball and racquet sales "
|
||
"declined 3% to $242 million as the segment lapped tougher comps. In the year-ago period, "
|
||
"retailers were still dealing with supply chain issues and had over-ordered equipment like "
|
||
"tennis rackets and baseball bats. As they looked to keep their inventory levels in check, "
|
||
"some wholesalers pulled back on orders during the quarter, but Amer expects the segment "
|
||
"will level out in the quarters ahead and end fiscal 2024 with sales up in the low- to "
|
||
"mid-single digit range. The company started trading on the New York Stock Exchange last "
|
||
"month under the ticker “AS.” The shares rose just 3% in Amer’s debut on the public "
|
||
"markets after it priced its IPO at a discount. Sellers showed muted interest in the "
|
||
"stock during its first day of trading over concerns about its connections and exposure to "
|
||
"China and its debt-laden balance sheet. Founded in Helsinki in 1950, Amer was a Finnish public "
|
||
"company until it was taken private in 2019 by a consortium of investors led by China’s Anta "
|
||
"Sports, FountainVest Partners, Anamered Investments and Tencent. Since the acquisition, "
|
||
"sales grew about 45% from $2.45 billion in 2020 to $3.55 billion in 2022. Revenue jumped "
|
||
"again in 2023 to $4.37 billion, the company said Tuesday."},
|
||
|
||
{"context": "Shares of Dell Technologies popped more than 15% during extended trading Thursday after the company "
|
||
"released fourth-quarter results that beat analysts’ estimates and showed strong demand for its "
|
||
"artificial intelligence servers. Here’s how the company did: Earnings per share: $2.20 adjusted vs. "
|
||
"$1.73 expected by LSEG, formerly known as Refinitiv Revenue: $22.32 billion vs. $22.16 billion "
|
||
"expected by LSEG Dell’s revenue for the fiscal 2024 fourth quarter fell 11% from $25.04 billion "
|
||
"in the year-ago quarter. The company reported net income $1.16 billion, up 89% from the $614 million "
|
||
"it posted in the same period last year. Chief Financial Officer Yvonne McGill said in a release "
|
||
"that the company is increasing its annual dividend by 20% to $1.78 per share, which she called "
|
||
"a “testament to our confidence in the business.” Dell’s Infrastructure Solutions Group (ISG) "
|
||
"reported $9.3 billion in revenue for the quarter, down 6% year over year but up 10% from the "
|
||
"third quarter. Servers and networking revenue made up the bulk of that, with $4.9 billion in "
|
||
"revenue driven by “AI-optimized servers.” Storage revenue came in at $4.5 billion. The company’s "
|
||
"Client Solutions Group (CSG) reported $11.7 billion for the quarter, down 12% year over year. "
|
||
"That includes $9.6 billion in commercial client revenue, which fell 11% since the fourth quarter "
|
||
"of last year, and $2.2 billion in consumer revenue, down 19% year over year. “Our strong AI-optimized "
|
||
"server momentum continues, with orders increasing nearly 40% sequentially and backlog nearly "
|
||
"doubling, exiting our fiscal year at $2.9 billion,” Chief Operating Officer Jeff Clarke "
|
||
"said in the release. For its first quarter, Dell said during its quarterly call with "
|
||
"investors that it expects to report revenue between $21 billion and $22 billion. The company "
|
||
"said it is encouraged by momentum around AI, and that it expects to return to growth for "
|
||
"fiscal 2025. However, the company noted that the macroeconomic environment is causing some "
|
||
"customers to be cautious about infrastructure costs."},
|
||
|
||
{"context": "Birkenstock on Thursday beat holiday quarter revenue expectations, reporting a 22% year-on-year "
|
||
"jump, as the German sandal company benefited from higher pricing and rising U.S. demand. As a newly "
|
||
"public company, Birkenstock is still getting into a public reporting rhythm and only just "
|
||
"released its fiscal 2023 results and 2024 guidance a little over a month ago. On Thursday, "
|
||
"it said it stands by guidance issued then and still expects sales to be between 1.74 billion "
|
||
"euros and 1.76 billion euros ($1.89 billion and $1.91 billion), representing growth of 17% to 18%. "
|
||
"The shoemaker, which started trading on the New York Stock Exchange under the ticker “BIRK” in "
|
||
"October, saw a muted debut when it first hit the public markets, with shares sliding more than "
|
||
"12% on its first day as a public company. The stock has since rebounded and is up more than 5% "
|
||
"this year, as of the Wednesday close. Birkenstock’s shares closed more than 2% lower Thursday. "
|
||
"Here’s how the shoemaker did in its fiscal first quarter compared with what Wall Street was "
|
||
"anticipating, based on a survey of analysts by LSEG, formerly known as Refinitiv: Earnings per "
|
||
"share: 9 euro cents adjusted vs. 9 euro cents expected. Revenue: 302.9 million euros vs. 288.7 "
|
||
"million euros expected. The company reported a net loss of 7.15 million euros for the "
|
||
"three-month period that ended Dec. 31, or a loss of 4 euro cents per share. A year earlier, "
|
||
"it reported a loss of 9.19 million euros, or a loss of 5 euro cents per share. "
|
||
"Excluding one-time items, Birkenstock reported a profit of 17 million euros, or "
|
||
"9 euro cents per share. Sales rose to 302.9 million euros, up 22% from 248.5 million euros "
|
||
"a year earlier. Adjusted earnings before interest, taxation, depreciation and amortization "
|
||
"(EBITDA) rose 12% year on year to 81 million euros, with an adjusted EBITDA margin of 26.9%, "
|
||
"down from 29.1% a year earlier. The retailer has been making strides to grow its direct-to-consumer "
|
||
"business, which comes with better profits and more customer insights than relying on wholesale partners. "
|
||
"CEO Oliver Reichert has said the company deliberately engineers its distribution strategy so "
|
||
"demand is higher than supply but it’s working to double its production capabilities over "
|
||
"the next three years to narrow that gap. The chief executive said those investments, "
|
||
"along with other efforts the company is undertaking to drive growth, is having a “planned” "
|
||
"but “temporary” impact to profitability. The company’s gross profit margin inched down to "
|
||
"61% from 61.7% during the same period last year, with Birkenstock citing “unfavorable "
|
||
"currency translation and the planned, temporary under-absorption from our ongoing "
|
||
"capacity expansion.” The company said it continues to carefully track input costs and "
|
||
"is mitigating inflationary pressures with “executed, selective price increases.” In Europe, the "
|
||
"company said it had “two consecutive price adjustments” with “no signs of rejection.”"},
|
||
|
||
{"context": "Best Buy surpassed Wall Street’s revenue and earnings expectations for the holiday quarter on "
|
||
"Thursday, even as the company navigated through a period of tepid consumer electronics demand. "
|
||
"But the retailer warned of another year of softer sales and said it would lay off workers and "
|
||
"cut other costs across the business. CEO Corie Barry offered few specifics, but said the "
|
||
"company has to make sure its workforce and stores match customers’ changing shopping habits. "
|
||
"Cuts will free up capital to invest back into the business and in newer areas, such as artificial "
|
||
"intelligence, she added. “This is giving us some of that space to be able to reinvest into "
|
||
"our future and make sure we feel like we are really well positioned for the industry to "
|
||
"start to rebound,” she said on a call with reporters. For this fiscal year, Best Buy anticipates "
|
||
"revenue will range from $41.3 billion to $42.6 billion. That would mark a drop from the most "
|
||
"recently ended fiscal year, when full-year revenue totaled $43.45 billion. It said comparable "
|
||
"sales will range from flat to a 3% decline. The retailer plans to close 10 to 15 stores "
|
||
"this year after shuttering 24 in the past fiscal year. One challenge that will affect sales "
|
||
"in the year ahead: it is a week shorter. Best Buy said the extra week in the past fiscal "
|
||
"year lifted revenue by about $735 million and boosted diluted earnings per share by about "
|
||
"30 cents. Shares of Best Buy closed more than 1% higher Thursday after briefly touching "
|
||
"a 52-week high of $86.11 earlier in the session. Here’s what the consumer electronics "
|
||
"retailer reported for its fiscal fourth quarter of 2024 compared with what Wall Street was "
|
||
"expecting, based on a survey of analysts by LSEG, formerly known as Refinitiv: "
|
||
"Earnings per share: $2.72, adjusted vs. $2.52 expected Revenue: $14.65 billion vs. $14.56 "
|
||
"billion expected A dip in demand, but a better-than-feared holiday Best Buy has dealt "
|
||
"with slower demand in part due to the strength of its sales during the pandemic. Like "
|
||
"home improvement companies, Best Buy saw outsized spending as shoppers were stuck at "
|
||
"home. Plus, many items that the retailer sells like laptops, refrigerators and home "
|
||
"theater systems tend to be pricier and less frequent purchases. The retailer has cited other "
|
||
"challenges, too: Shoppers have been choosier about making big purchases while dealing "
|
||
"with inflation-driven higher prices of food and more. Plus, they’ve returned to "
|
||
"splitting their dollars between services and goods after pandemic years of little "
|
||
"activity. Even so, Best Buy put up a holiday quarter that was better than feared. "
|
||
"In the three-month period that ended Feb. 3, the company’s net income fell by 7% to "
|
||
"$460 million, or $2.12 per share, from $495 million, or $2.23 per share in the year-ago "
|
||
"period. Revenue dropped from $14.74 billion a year earlier. Comparable sales, a metric that "
|
||
"includes sales online and at stores open at least 14 months, declined 4.8% during the "
|
||
"quarter as shoppers bought fewer appliances, mobile phones, tablets and home theater "
|
||
"setups than the year-ago period. Gaming, on the other hand, was a strong sales "
|
||
"category in the holiday quarter."}
|
||
|
||
]
|
||
|
||
# *** Execution script starts here ***
|
||
|
||
# specialized function-calling extraction models on top of several leading small model bases,
|
||
# ranging from 0.5b (qwen2) - 3.8b (phi3)
|
||
|
||
slim_extract_models = ["slim-extract-tool", # original - stablelm-3b (2.7b)
|
||
"slim-extract-tiny-tool", # tiny-llama 1.1b
|
||
"slim-extract-qwen-1.5b-gguf", # **NEW** qwen 1.5b
|
||
"slim-extract-phi-3-gguf", # **NEW** phi-3 (3.8b)
|
||
"slim-extract-qwen-0.5b-gguf"] # **NEW** qwen 0.5b
|
||
|
||
# load the model
|
||
model = ModelCatalog().load_model("slim-extract-tool",sample=False,temperature=0.0, max_output=100)
|
||
|
||
# iterate through the earnings release samples above
|
||
for i, sample in enumerate(earnings_releases):
|
||
|
||
# key line: execute function_call on selected model with 'custom_key' = "revenue growth"
|
||
response = model.function_call(sample["context"], function="extract", params=["revenue growth"])
|
||
|
||
# display the response on the screen
|
||
print("extract response: ", i, response["llm_response"])
|
||
|