{
  "report_rows": [
    {
      "kpi": "Broadband Net Adds (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~-145K vs. cons -165K",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Peacock EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~+$50M vs. cons +$27M",
      "confidence": "HIGH"
    },
    {
      "kpi": "Wireless Net Adds (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~+410K vs. cons +395K",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Broadband ARPU trajectory (Q3/H2 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide 'H2 relief' vs. cons $68.70 (Q3 2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Peacock profitability (Q3 2026+)",
      "prediction": "UNKNOWN",
      "answer": "guide profitable/sustained vs. cons UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH then FADE \u2014 spin uncertainty caps sustained re-rating; partial follow-through from broadband estimate revisions, then fade as NBCU spin overhang reasserts",
  "day5_confidence": "LOW"
}