{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.64B vs. cons $3.610B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$9.98 vs. cons $9.91",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "SPC systems revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.56B vs. cons $2.538B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue (F1Q27)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.95B vs. cons $3.954B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP diluted EPS (F1Q27)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$11.05 vs. cons $11.06",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross margin (F1Q27)",
      "prediction": "UNCHANGED",
      "answer": "guide ~62.0% vs. cons ~62.2%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "WFE / 2027 demand commentary (CY2026 / CY2027)",
      "prediction": "UNCHANGED",
      "answer": "reaffirm >$140B WFE and 2027 growth at least as fast as 2026; consensus UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 in-line guide leaves forward estimates flat and keeps multiple risk active",
  "day5_confidence": "LOW"
}