{
  "report_rows": [
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$5.93B vs. cons $5.81B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 GAAP diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.87 vs. cons $2.80",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 segment operating margin",
      "prediction": "IN-LINE",
      "answer": "pred ~15.9% vs. cons 16.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$23.75B midpoint vs. cons $23.58B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "GAAP diluted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$11.60 midpoint vs. cons $11.54 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free cash flow guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.00B vs. cons $2.99B (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.6,
  "day5_path": "FADE",
  "day5_rationale": "A revenue and EPS beat plus a modest FY2026 revenue raise should drive the initial gain, but unchanged margin and free-cash-flow guidance imply limited out-period EPS revisions; investment, working-capital and transaction complexity should cause part of the day-1 move to fade.",
  "day5_confidence": "MEDIUM"
}