{
  "report_rows": [
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$10.96B vs. cons $10.78B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.33B vs. cons $1.29B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 total orders",
      "prediction": "BEAT",
      "answer": "pred ~$20.2B vs. cons $19.4B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$45.75B vs. cons $45.48B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA margin guidance",
      "prediction": "LOWER",
      "answer": "guide ~13.5% vs. cons 13.7% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free cash flow guidance",
      "prediction": "BETTER",
      "answer": "guide ~$8.0B vs. cons $7.19B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.7,
  "day5_path": "FADE",
  "day5_rationale": "The Q2 adjusted EBITDA beat of ~$1.33B vs. $1.29B and FCF guide of ~$8.0B vs. $7.19B support the initial move, but an FY2026 EBITDA-margin midpoint of ~13.5% vs. 13.7% consensus limits forward estimate revisions and causes most of the day-1 gain to fade.",
  "day5_confidence": "MEDIUM"
}