{
  "report_rows": [
    {
      "kpi": "Core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.78 vs. cons $0.76",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Core Sales/Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.65B vs. cons $4.63B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Optical Communications Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.03B vs. cons $1.99B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Core EPS Guidance",
      "prediction": "LOWER",
      "answer": "guide ~$0.80 vs. cons $0.82 (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3 2026 Core Sales Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.85B vs. cons $4.87B (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Springboard/AI Capex Run-Rate Commentary",
      "prediction": "UNCHANGED",
      "answer": "guide ~$30B run-rate by FY2028 vs. prior $27B risk-adjusted plan (FY2028 target reaffirmed)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FADE",
  "day5_rationale": "Headline EPS/Optical beat likely sparks a relief bounce off the 44% drawdown, but Q3 guide embeds memory-cost headwinds and solar ramp conservatism flagged for 2026, so out-period estimates get trimmed even after the beat, causing the initial pop to partially fade over the week.",
  "day5_confidence": "LOW"
}