{
  "report_rows": [
    {
      "kpi": "Domestic broadband net subscriber losses (Q2)",
      "prediction": "BEAT",
      "answer": "pred ~145K losses vs. cons 165.3K losses",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~$29.15B vs. cons $29.3B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS (Q2)",
      "prediction": "MISS",
      "answer": "pred ~$0.95 vs. cons $0.97",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Peacock EBITDA loss trajectory",
      "prediction": "BETTER",
      "answer": "guide ~-$50M vs. cons -$150M (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Broadband ARPU growth easing",
      "prediction": "BETTER",
      "answer": "guide ~-1.0% vs. cons -2.0% (H2 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Net leverage trajectory into spin prep",
      "prediction": "LOWER",
      "answer": "guide ~2.5x vs. cons 2.3x (FY2026 year-end)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.7,
  "day5_path": "FADE",
  "day5_rationale": "Initial relief rally from better-than-feared broadband net adds and a Peacock profitability inflection should lift the stock day 1, but the EPS miss, confirmed leverage tick-up, and lingering ARPU pressure into H2 give analysts reason to trim out-period (2H26/FY27) estimates even after a headline broadband beat, plus continued uncertainty on spin-off stranded costs/dis-synergies caps follow-through, causing the initial pop to fade over the week.",
  "day5_confidence": "LOW"
}