{
  "report_rows": [
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$5.07 vs. cons $4.979 (+1.8%)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Oil Production (Q2 2026, MBod)",
      "prediction": "IN-LINE",
      "answer": "pred ~548.8 vs. cons 549.1 (-0.05%)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Free Cash Flow (Q2 2026, $B)",
      "prediction": "BEAT",
      "answer": "pred ~$2.799B vs. cons $2.578B (+8.6%)",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Oil Production - Q3 2026 (MBod)",
      "prediction": "UNCHANGED",
      "answer": "guide midpoint 551.0 vs. cons 549.1 (+0.3%)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Total BOE - Q3 2026 (MBoed)",
      "prediction": "BETTER",
      "answer": "guide midpoint 1,410 vs. cons ~1,396 (+1.0%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Oil Production - FY 2026 (MBod)",
      "prediction": "UNCHANGED",
      "answer": "guide midpoint 548.7 vs. cons 549.7 (-0.2%)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Capex - FY 2026 ($M)",
      "prediction": "UNCHANGED",
      "answer": "guide midpoint $6,500 vs. cons $6,490 (+0.2%)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH - sell-side processes implied Q4 oil softness; FCF revision partially offsets but does not reverse",
  "day5_confidence": "MEDIUM"
}