{
  "report_rows": [
    {
      "kpi": "Core sales (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$4.70B vs. cons $4.63B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core EPS (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$0.78 vs. cons $0.75",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Optical Communications sales (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$2.04B vs. cons $1.99B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Core sales guidance",
      "prediction": "BETTER",
      "answer": "guide ~$4.85B vs. cons $4.80B (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$0.81 vs. cons $0.80 (2026Q3)",
      "confidence": "LOW"
    },
    {
      "kpi": "Core operating margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~20.2% vs. cons 20.2% (2026Q3)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Q2 sales of ~$4.70B versus $4.63B consensus and Q3 guidance of ~$4.85B versus $4.80B consensus should lift estimates rather than imply an out-period cut; Optical upside and a contained solar drag support positive revisions after the initial relief move.",
  "day5_confidence": "MEDIUM"
}