{
  "report_rows": [
    {
      "kpi": "Q2 2026 total revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.28B vs. cons $4.22B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.96B vs. cons $1.94B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$11.78 vs. cons $11.57",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Total revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$17.25B vs. cons $17.20B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA guidance",
      "prediction": "BETTER",
      "answer": "guide ~$7.80B vs. cons $7.78B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free cash flow guidance",
      "prediction": "LOWER",
      "answer": "guide ~$2.30B vs. cons $2.34B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.6,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.4,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A revenue and EBITDA raise to ~$17.25B and ~$7.80B versus consensus of $17.20B and $7.78B supports modest estimate revisions after the initial beat; unchanged free-cash-flow guidance of ~$2.30B versus $2.34B limits, but does not reverse, the follow-through.",
  "day5_confidence": "MEDIUM"
}