{
  "report_rows": [
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$14.70B vs. cons $14.43B (VA, Jul 22 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP Gross Margin (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~40.5% vs. cons 39.2% (VA, Jul 22 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.27 vs. cons $0.223 (VA, Jul 22 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$15.5B vs. cons $15.115B (VA, Jul 22 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$0.30 vs. cons $0.279 (VA, Jul 22 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Revenue",
      "prediction": "BETTER",
      "answer": "guide ~$60.5B vs. cons $58.892B (VA, Jul 22 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP Gross Margin (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~39.5% vs. cons ~40.3% (implied VA, Jul 22 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 8.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 Q3/FY estimate revisions up; GM friction limits magnitude vs. Q1 2026 outlier",
  "day5_confidence": "LOW"
}