{
  "report_rows": [
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$5.85 vs. cons $5.65",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free Cash Flow (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$13.5B vs. cons $14.8B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Worldwide Production (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~4,060 Mboe/d vs. cons 4,030 Mboe/d",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Op. EPS (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$15.2 vs. cons $14.93",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Production (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "reaffirm +7-10% YoY vs. cons 4,025 Mboe/d",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 Capex (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "reaffirm $18-19B vs. cons $18.1B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Microsoft Power Project (qualitative)",
      "prediction": "BETTER",
      "answer": "confirm FID before year-end; more structural detail",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 sell-side trims FY FCF estimates post-print; drift lower over 3-5 days before stabilizing once new consensus is set",
  "day5_confidence": "MEDIUM"
}