{
  "report_rows": [
    {
      "kpi": "Q2 2026 core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.57 vs. cons $0.56",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.65B vs. cons $3.64B",
      "confidence": "LOW"
    },
    {
      "kpi": "Contracted data-center demand by 2035",
      "prediction": "MISS",
      "answer": "pred ~7.6 GW vs. cons 8.0 GW",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Core EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.72 midpoint vs. cons $2.74 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Capital investment plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.0B vs. cons $6.0B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Core EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.5% vs. cons 7.5% (2026-2030)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.3,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.7,
  "day5_path": "FADE",
  "day5_rationale": "The likely contracted-load shortfall drives an initial de-rating, but reaffirmed ~$2.72 FY2026 guidance midpoint versus ~$2.74 consensus and ~7.5% long-term CAGR versus ~7.5% consensus leave out-period estimates broadly unchanged; without an implicit earnings cut, the initial selloff should partially fade.",
  "day5_confidence": "LOW"
}