{
  "report_rows": [
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$8.75B vs. cons $8.681B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.52 vs. cons $0.506",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.82B vs. cons $1.774B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Revenue (direction)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$8.9-9.1B sequential growth vs. cons $8.88B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Revenue (if reinstated)",
      "prediction": "UNKNOWN",
      "answer": "likely still suspended; if given ~$36.5-37.0B vs. cons $36.46B",
      "confidence": "LOW"
    },
    {
      "kpi": "Middle East recovery tone",
      "prediction": "UNCHANGED",
      "answer": "gradual/cautious; no pre-war level recovery in Q3",
      "confidence": "HIGH"
    },
    {
      "kpi": "Digital ARR (Q2 2026)",
      "prediction": "BETTER",
      "answer": "~$1.05-1.08B vs. $1.02B at Q1 end",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.1,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 beat absorbed quickly; no FY guide reinstatement limits follow-through; sell-side won't aggressively revise H2 until conflict resolves",
  "day5_confidence": "MEDIUM"
}