{
  "report_rows": [
    {
      "kpi": "ALM-Driven Service Organic Growth",
      "prediction": "BEAT",
      "answer": "pred ~21% vs. cons 17.6% (VA, Aug 4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data Center Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$268M vs. cons $257M (VA, Aug 4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2,010M vs. cons $1,969M (VA, Aug 4)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Revenue (FY2026)",
      "prediction": "BETTER",
      "answer": "guide ~$7,975M midpoint vs. cons $7,916M (VA, Aug 4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 AFFO/Share (FY2026)",
      "prediction": "BETTER",
      "answer": "guide ~$5.93 midpoint vs. cons $5.849 (VA, Aug 4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 ALM Revenue (FY2026)",
      "prediction": "BETTER",
      "answer": "guide ~$1,000-1,020M vs. prior guide $950M (Q1 call, Apr 30)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Revenue (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$2,030M vs. cons ~$1,990M (VA implied)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate revisions on FY raise and ALM acceleration drive continued buying; sell-side models move up",
  "day5_confidence": "MEDIUM"
}