{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.47B vs. cons $2.42B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$795M vs. cons $780M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.29 vs. cons $1.24",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$2.50B vs. cons $2.47B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 adjusted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$1.29 vs. cons $1.27 (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EBITDA guidance",
      "prediction": "BETTER",
      "answer": "guide ~$3.13B vs. cons $3.11B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$5.05 vs. cons $5.14 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 free-cash-flow guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.80B vs. cons $1.80B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A ~$1.29 EPS result versus $1.24 consensus and ~$3.13B FY2026 EBITDA guide versus $3.11B support an initial positive reaction, but the ~$5.05 FY2026 EPS guide versus $5.14 consensus leaves modest out-period estimate cuts after CAM financing and capacity-investment effects.",
  "day5_confidence": "MEDIUM"
}