{
  "report_rows": [
    {
      "kpi": "Operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.690 vs. cons $0.664 (Visible Alpha, Jul 31 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.16B vs. cons $4.093B (Visible Alpha, Jul 31 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Capital additions",
      "prediction": "BEAT",
      "answer": "pred ~$2.75B vs. cons $2.689B (Visible Alpha, Jul 31 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 operating EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.57 midpoint vs. cons $3.562 (Visible Alpha, Jul 31 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data-center demand commentary",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm durable demand and customer-funded infrastructure vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "CVOW cost and completion commentary",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm budget and schedule framework vs. cons UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 maintained guide drives modest out-period derisking",
  "day5_confidence": "LOW"
}