{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.95 vs. cons $0.92",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$7.67B vs. cons $7.58B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Cloud and Power Infrastructure revenue",
      "prediction": "MISS",
      "answer": "pred ~$1.73B vs. cons $1.76B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY27 revenue",
      "prediction": "LOWER",
      "answer": "guide ~$33.05B vs. cons $33.25B (FY27)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY27 adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$4.36 vs. cons $4.46 (FY27)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY27 CPI revenue growth",
      "prediction": "LOWER",
      "answer": "guide ~70% vs. cons 72% (FY27)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY27 capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.50B vs. cons $1.50B (FY27)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY27 free-cash-flow conversion",
      "prediction": "UNCHANGED",
      "answer": "guide ~60% vs. cons 60% (FY27)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -8,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$0.03 EPS beat versus $0.92 consensus is unlikely to offset a ~$0.20 FY27 EPS-guide gap versus $4.46 consensus and softer CPI revenue/growth math; unchanged elevated capex of ~$1.50B versus $1.50B consensus leaves cash-conversion concerns unresolved, driving out-period estimate revisions lower.",
  "day5_confidence": "MEDIUM"
}