{
  "report_rows": [
    {
      "kpi": "Q2 2026 ongoing EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.62 vs. cons $0.66",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$930M vs. cons $919.7M",
      "confidence": "LOW"
    },
    {
      "kpi": "Contracted data-center demand",
      "prediction": "IN-LINE",
      "answer": "pred ~3.4 GW vs. cons 3.4 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Ongoing EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$3.41 midpoint vs. cons $3.43 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.0%+ vs. cons 7.0% (2027-2029)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Capital expenditure plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$13.4B vs. cons $13.4B (2026-2029)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.0,
  "day5_path": "FADE",
  "day5_rationale": "The initial reaction reflects a predicted ~$0.04 EPS miss versus consensus, no increase from ~3.4 GW of contracted demand, and FY2026 guidance midpoint ~$0.02 below consensus. The decline should partially fade from a day-1 residual of ~-1.8% to a five-day residual of ~-1.0% because the Q2 weakness is largely explained by previously disclosed tax-benefit timing, while full-year guidance and the 2027-2029 growth framework remain intact; major out-period revisions likely wait for the Q3 resource-plan refresh.",
  "day5_confidence": "MEDIUM"
}