{
  "report_rows": [
    {
      "kpi": "Adjusted DEPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$5.33 vs. cons $5.29",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.10B vs. cons ~$2.09B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic revenue growth (Q2'26, pre-flagged trough)",
      "prediction": "IN-LINE",
      "answer": "pred ~+5% vs. cons ~+5.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted DEPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$21.90-22.15 (mid ~$22.03) vs. cons ~$22.00 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 organic growth outlook (the swing factor)",
      "prediction": "UNCHANGED",
      "answer": "guide ~+5-6% vs. cons ~+5.5% (FY26) \u2014 held despite strong bookings = conservatism",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 adjusted DEPS guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.58-5.62 vs. cons ~$5.61 (Q3'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "Enterprise software bookings/retention (health indicator)",
      "prediction": "BETTER",
      "answer": "guide TTM bookings ~low-double-digit / retention mid-90s vs. cons ~+10% (Q2'26 commentary)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "Stock capitulated ~7% into the print and trades ~15x, so a headline beat + reiterated/lightly-raised guide + confident AI framing likely triggers a relief bounce day-1. But the beat is share-count-driven (buybacks), organic is the pre-flagged trough and the FY organic range is held rather than raised, so out-period math offers no upward revision catalyst; as the AI-disruption/organic-deceleration narrative reasserts, the initial pop fades and residual gains erode over the week.",
  "day5_confidence": "LOW"
}