{
  "report_rows": [
    {
      "kpi": "Residential Internet ARPU (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$70.50 vs. cons $70.97",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Internet Net Adds (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~-155K vs. cons -141K",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Mobile Line Net Adds (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~390K vs. cons 383K",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 EBITDA (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~'slight growth' (~$22.5B) vs. cons $22.513B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Broadband ARPU trajectory (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "reiterate 'close either way to flat'; cost pass-through late summer",
      "confidence": "HIGH"
    },
    {
      "kpi": "Cox acquisition timing",
      "prediction": "UNCHANGED",
      "answer": "reaffirm Aug 13 CPUC deadline; deal not yet closed",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -8.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -12.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 implicit H2 cut pulls estimates lower; high short interest creates partial floor",
  "day5_confidence": "MEDIUM"
}