{
  "report_rows": [
    {
      "kpi": "FQ4 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.66B vs. cons $3.61B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FQ4 Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$10.05 vs. cons $9.87",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FQ4 Non-GAAP Gross Margin",
      "prediction": "IN-LINE",
      "answer": "pred ~61.9% vs. cons 61.75%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FQ1 FY2027 Revenue Guide",
      "prediction": "BETTER",
      "answer": "guide ~$3.75B vs. cons $3.70B (Sept-quarter FY2027Q1)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CY2026 WFE Market Outlook (>$140B)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$140B+ vs. cons $140B prior commentary (calendar 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Advanced Packaging Process Control Revenue 2026",
      "prediction": "BETTER",
      "answer": "guide ~$1.05B vs. cons/prior $1.0B (calendar 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "CY2026 Non-GAAP Gross Margin Target (~62%)",
      "prediction": "UNCHANGED",
      "answer": "guide ~62% vs. cons 62% (calendar 2026, \u00b150bp, ~100bp DRAM headwind)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.0,
  "day5_path": "FADE",
  "day5_rationale": "A likely beat-and-reiterate should spark an initial relief rally given the stock's ~33% drawdown from its June peak, but the out-period math (Sept-quarter guide implies deceleration from the seasonally strong sequential ramp, DRAM cost headwind persists, and China indigenous-toolmaker/CXMT competitive risk plus hyperscaler capex jitters remain unresolved) likely causes analysts to trim out-year estimates even after headline upside, fading much of the day-1 pop over the following week as the market re-litigates AI-capex durability across the semicap complex.",
  "day5_confidence": "MEDIUM"
}