{
  "report_rows": [
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.50B vs. cons $5.487B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.42 vs. cons $1.378",
      "confidence": "HIGH"
    },
    {
      "kpi": "Bookings/ACV (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ACV modestly positive vs. flat in Q1; TTM bookings ~$29-30B vs. cons $29.3B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Revenue (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$5.55-5.65B vs. cons $5.493B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide maintained +4.0%-+6.5% CC vs. cons $22.289B",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide maintained $5.63-$5.77 vs. cons $5.704",
      "confidence": "HIGH"
    },
    {
      "kpi": "Demand tone / ACV (Forward)",
      "prediction": "UNCHANGED",
      "answer": "ACV modestly positive; H2 recovery on track; discretionary still 1-2 quarters away",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -5.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 sell-side models implied H2 math as back-end loaded; short covering provides partial floor but does not reverse; estimates drift lower on implicit H2 cut",
  "day5_confidence": "MEDIUM"
}