{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$0.84 vs. cons $0.81",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.93B vs. cons $5.98B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted Operating Margin (Q2, company-wide)",
      "prediction": "BEAT",
      "answer": "pred ~17.3% vs. cons ~17.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.80 vs. cons $2.79 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 Revenue guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$22.0B vs. cons $22.0B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026 Data Center Sales Target",
      "prediction": "BETTER",
      "answer": "guide ~$1.7B vs. prior target $1.5B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Free Cash Flow guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.0B vs. cons $2.0B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Q1'26 precedent (4/30 pop of ~+9% that held flat-to-slightly-down through day+5) suggests an EPS beat plus a data-center target raise gets an initial pop that mostly sticks rather than extends, since FY26 sales/EPS/FCF guidance is likely just reaffirmed (not raised) \u2014 meaning H2 out-quarter estimates aren't materially revised up even after a Q2 beat, capping follow-through. Offsetting downside from China/residential softness and no full-year raise keeps the move from fading hard, given the stock already pulled back ~9% off its June high into the print, reducing 'priced for perfection' risk relative to last year's post-Q2 -10.6% air-pocket.",
  "day5_confidence": "LOW"
}