{
  "report_rows": [
    {
      "kpi": "ABF Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$250M vs. cons $236.3M",
      "confidence": "HIGH"
    },
    {
      "kpi": "Net New Recurring Sub Sales (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$51M vs. cons $52.7M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Run Rate (Q2 2026 EOD)",
      "prediction": "BEAT",
      "answer": "pred ~$3,520M vs. cons $3,481.5M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FCF FY2026 (formal range)",
      "prediction": "UNKNOWN",
      "answer": "guide ~$1,470-$1,530M vs. cons UNKNOWN",
      "confidence": "LOW"
    },
    {
      "kpi": "Adj EBITDA Expense FY2026",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1,305-$1,335M maintained vs. implied midpoint ~$1,320M",
      "confidence": "HIGH"
    },
    {
      "kpi": "ABF/Subscription tone (qualitative)",
      "prediction": "BETTER",
      "answer": "Strong momentum, trending top half \u2014 better than feared",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -5.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 subscription miss pulls estimates lower on out-period math; sell-side trims subscription run rate",
  "day5_confidence": "MEDIUM"
}