{
  "report_rows": [
    {
      "kpi": "Internet net adds",
      "prediction": "MISS",
      "answer": "pred ~(158K) vs. cons (142K)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "MISS",
      "answer": "pred ~$5.51B vs. cons $5.58B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Mobile net adds",
      "prediction": "BEAT",
      "answer": "pred ~405K vs. cons 380K",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EBITDA growth ex-Cox transition costs",
      "prediction": "UNCHANGED",
      "answer": "guide ~+0.5% vs. cons +0.3% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$11.4B vs. cons $11.4B (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Cox run-rate operating-expense synergies",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.80B vs. cons $0.80B (post-close run-rate)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -6.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Internet loss of ~(158K) versus (142K) consensus would force lower 2H26 broadband-volume and residential-revenue assumptions; mobile strength and unchanged ~$11.4B capex guidance are insufficient to offset weaker out-period EBITDA/FCF math.",
  "day5_confidence": "MEDIUM"
}