{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.51B vs. cons $5.49B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.41 vs. cons $1.38",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "TTM Bookings / Book-to-bill",
      "prediction": "BEAT",
      "answer": "pred ~$30.0B TTM (~1.4x b2b) vs. cons ~$29.6B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 CC revenue growth guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~4.0-6.5% CC (mid ~5.25%) vs. cons ~4.7% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 adjusted EPS guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.63-5.77 (mid ~$5.70) vs. cons ~$5.71 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 adjusted operating margin guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~16.0-16.2% vs. cons ~16.1% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 revenue guide (H2 hockey-stick credibility)",
      "prediction": "LOWER",
      "answer": "guide ~$5.55B vs. cons ~$5.58B (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A modest EPS beat with in-line revenue and a held FY26 guide drives an initial relief pop, but the stock has already rallied ~30% off the June lows (~$38.73 to $50.33, +7% in the last two sessions), so much of the good news is priced. The FY26 midpoint still embeds a back-end-loaded H2 discretionary recovery; once the Street re-models the implied Q3/Q4 step-up against soft ACV and the AI-pricing overhang, out-period estimates get trimmed and the pop fades toward flat.",
  "day5_confidence": "MEDIUM"
}