{
  "report_rows": [
    {
      "kpi": "Total ADV (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~29.8M vs cons 30.26M",
      "confidence": "HIGH"
    },
    {
      "kpi": "Diluted Operating EPS (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$2.82 vs cons $2.897",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$1,660M vs cons $1,678M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj Opex excl. license fees (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.695B vs cons $2.108B total opex",
      "confidence": "HIGH"
    },
    {
      "kpi": "Qualitative: H2 volume/OI trajectory (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "OI at record highs cited; cautious on near-term ADV normalization",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 estimates cut modestly on FY implied math; no near-term catalyst; CEO transition discount persists",
  "day5_confidence": "MEDIUM"
}