{
  "report_rows": [
    {
      "kpi": "Adj. Operating EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.25B vs. cons $1.191B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.80 vs. cons $1.662",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data Center Deal Announcement",
      "prediction": "MISS",
      "answer": "pred no deal vs. market pricing optionality",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adj. EBITDA (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$5.575B mid vs. cons $5.506B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS (FY 2026)",
      "prediction": "LOWER",
      "answer": "guide ~$8.90 mid vs. cons $9.014",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data Center Commentary (Qualitative)",
      "prediction": "UNCHANGED",
      "answer": "reiterate urgency, no new deal",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 EPS guide below consensus triggers sell-side cuts; initial beat relief fades as market digests implicit EPS trim",
  "day5_confidence": "MEDIUM"
}