{
  "report_rows": [
    {
      "kpi": "Total revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.70B vs. cons $1.645B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Energy Storage revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.29B vs. cons $1.237B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$820M vs. cons $791M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 total revenue (~$20/kg scenario)",
      "prediction": "LOWER",
      "answer": "guide ~$5.7-6.0B vs. cons $6.497B",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 Energy Storage volume/scenario",
      "prediction": "UNCHANGED",
      "answer": "guide maintained flat sales-volume / $4.0-4.2B scenario; consensus UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 CapEx",
      "prediction": "UNCHANGED",
      "answer": "guide maintained $550-600M; consensus UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.5,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 maintained FY framework drives estimate-gap reassessment",
  "day5_confidence": "LOW"
}