{
  "report_rows": [
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$17.20B vs. cons $17.83B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Op EPS (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$2.93 vs. cons $2.976",
      "confidence": "HIGH"
    },
    {
      "kpi": "Software Revenue (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$7.76B vs. cons $8.20B",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Revenue (FY26)",
      "prediction": "LOWER",
      "answer": "guide ~$69.6-70.2B vs. cons $71.45B",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 FCF (FY26)",
      "prediction": "LOWER",
      "answer": "guide ~$14.5-15.0B vs. cons $15.85B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Software Growth FY26",
      "prediction": "LOWER",
      "answer": "guide ~7-8% vs. cons ~10%",
      "confidence": "HIGH"
    },
    {
      "kpi": "Op PTI Margin Expansion FY26",
      "prediction": "UNCHANGED",
      "answer": "guide ~1pt vs. cons ~1pt",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consulting Trajectory FY26",
      "prediction": "UNCHANGED",
      "answer": "guide low-to-mid SD maintained vs. cons",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side estimate cuts pull stock lower as FY models reprice; no catalyst to reverse until H2 data",
  "day5_confidence": "MEDIUM"
}