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IR Playbook

Storyline: highlights and CEO quote

Purpose

Decide the quarter's narrative deliberately: the 5-7 highlights and the CEO quote that carry the investment case, responding to the assessment's gaps — so that alignment happens on a concrete proposal and the report never invents narrative at assembly time.

Output package

Produce these sections under these exact headings, in this order. The headings are a machine contract: report assembly parses this document — never rename or merge them.

  1. ## Highlights — 5-7 ranked bullets. Each top-level bullet is the report-ready highlight text, verbatim as it should print. Directly under each, one nested bullet beginning Rationale: with the one-line reason for CL. Nothing else in this section.
  2. ## Exclusions — one bullet per excluded or routed item with its one-line reason (including anything routed to the CEO quote or financial review, with the routing noted).
  3. ## CEO quote — the quote text only, as it should print, [brief input] markers included. No commentary, no attribution line.
  4. ## Self-QA trace — the number → source table, the open [brief input] markers listed, and the one-line consistency and voice checks. State the reporting period by its canonical id (e.g. 2026-Q2) on the first line of this section — report assembly refuses a storyline it cannot date.