{
  "report_rows": [
    {
      "kpi": "Core Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$4.62B vs. cons $4.478B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Optical Comms Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.10B vs. cons $2.023B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.77 vs. cons $0.762",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Revenue (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.85B vs. cons ~$4.885B implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Core EPS (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.86 vs. cons ~$0.888 implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "reaffirm ~$18.4B vs. cons $18.392B",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 beat + in-line guide produces relief rally from deeply depressed setup; partial fade as sell-side models flat estimates, but stock needs to re-rate from ~19x toward 22-24x NTM EPS",
  "day5_confidence": "MEDIUM"
}