{
  "report_rows": [
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$6.10B vs. cons $6.014B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.83 vs. cons $0.806",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. Operating Margin (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~17.5% vs. cons 17.29%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$22.2-22.3B vs. cons $22.31B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.80 vs. cons $2.806",
      "confidence": "HIGH"
    },
    {
      "kpi": "Data Center Revenue (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide 'could exceed $1.5B' vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "New Mfg. Facility Announcement (Qualitative)",
      "prediction": "BETTER",
      "answer": "Formal announcement; CapEx ~$500M to ~$600M",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 6.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate revisions on 2027 data center revenue and resi recovery sustain the move; sell-side models CapEx raise and 2027 revenue upgrades over the week",
  "day5_confidence": "MEDIUM"
}