{
  "report_rows": [
    {
      "kpi": "Q2 ongoing (non-GAAP) EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$0.67 vs. cons $0.66",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.00B vs. cons $1.00B",
      "confidence": "LOW"
    },
    {
      "kpi": "Contracted data-center capacity (executed ESAs)",
      "prediction": "BEAT",
      "answer": "pred ~3.4\u20133.8 GW vs. prior-disclosed ~3.4 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 ongoing EPS guide (reaffirm)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.36\u2013$3.46 (mid $3.41) vs. cons $3.42 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide ~7%+ vs. cons ~7% (2027\u20132029; real refresh at Q3/EEI)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Large-load pipeline / new ESA commentary",
      "prediction": "BETTER",
      "answer": "guide ~2\u20134 GW pipeline + potential new ESA vs. cons ~3.4 GW in-plan (2026+)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Capex / rate-base plan (EEI preview)",
      "prediction": "UNKNOWN",
      "answer": "guide deferred to EEI ~$11\u201312B+ possible vs. cons current ~$11.5B plan (Q3/EEI Nov)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Q2 is a small, on-plan shoulder quarter with a clean guide reaffirm and no capex/EPS reset until Q3/EEI, so there is no revisions catalyst to drive follow-through; a possible new ESA offers modest upside but the real re-rate is deferred. After an ~8% pullback from the July high (incl. \u22122.5% on 7/29), the setup is oversold enough to blunt downside, leaving idiosyncratic drift near flat as estimates hold pending November.",
  "day5_confidence": "LOW"
}