{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.00B vs. cons $1.97B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$730M vs. cons $715M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 AFFO per share",
      "prediction": "BEAT",
      "answer": "pred ~$1.43 vs. cons $1.40",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Full-year revenue",
      "prediction": "BETTER",
      "answer": "guide ~$8.00B vs. cons $7.92B (FY2026 midpoint)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year adjusted EBITDA",
      "prediction": "BETTER",
      "answer": "guide ~$3.00B vs. cons $2.96B (FY2026 midpoint)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year AFFO per share",
      "prediction": "BETTER",
      "answer": "guide ~$5.94 vs. cons $5.86 (FY2026 midpoint)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data-center leasing",
      "prediction": "BETTER",
      "answer": "guide ~140 MW vs. cons 125 MW (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.1,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A broad beat plus higher FY2026 midpoints should lift estimates beyond the reported-quarter upside: the predicted revenue, EBITDA and AFFO-per-share raises imply positive second-half revisions rather than merely absorbing the Q2 beat. A materially higher data-center leasing target would reinforce the out-period growth narrative, although the premium valuation limits upside.",
  "day5_confidence": "MEDIUM"
}