{
  "report_rows": [
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$14.75B vs. cons $14.40B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 non-GAAP gross margin",
      "prediction": "BEAT",
      "answer": "pred ~39.8% vs. cons 39.0%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 DCAI revenue",
      "prediction": "BEAT",
      "answer": "pred ~$5.75B vs. cons $5.60B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$15.05B vs. cons $14.90B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 non-GAAP gross-margin guidance",
      "prediction": "LOWER",
      "answer": "guide ~39.5% vs. cons 40.0% (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 non-GAAP EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$0.24 vs. cons $0.27 (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Q2 beats of roughly $0.35B in revenue and 80 bps in gross margin are outweighed by Q3 EPS guidance near $0.24 versus $0.27 consensus and gross margin near 39.5% versus 40.0%; those implicit out-period cuts should pull estimates lower after the initial reaction.",
  "day5_confidence": "MEDIUM"
}