{
  "report_rows": [
    {
      "kpi": "Core sales",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.660B vs. cons $4.646B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$0.760 vs. cons $0.762",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Optical Communications sales",
      "prediction": "BEAT",
      "answer": "pred ~$2.050B vs. cons $2.023B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Core sales (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.00B vs. cons $5.036B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core diluted EPS (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide midpoint ~$0.86 vs. cons $0.879",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Optical demand commentary (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "robust AI demand but no incremental acceleration vs. May framework",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 lower Q3 EPS should pressure forward estimates",
  "day5_confidence": "MEDIUM"
}