{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.83B vs. cons $6.69B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.75 vs. cons $1.69",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~50.8% vs. cons 50.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "September-quarter revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$7.00B vs. cons $6.83B (September 2026 quarter)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "September-quarter non-GAAP gross-margin guidance",
      "prediction": "BETTER",
      "answer": "guide ~50.6% vs. cons 50.3% (September 2026 quarter)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "September-quarter non-GAAP EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$1.79 vs. cons $1.73 (September 2026 quarter)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Calendar-2026 WFE outlook",
      "prediction": "BETTER",
      "answer": "guide ~$145B vs. cons $142B (calendar 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Calendar-2027 WFE growth commentary",
      "prediction": "BETTER",
      "answer": "guide ~10% growth vs. cons 8% growth (calendar 2027)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 10.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$7.00B September revenue outlook versus ~$6.83B consensus, together with ~$145B versus ~$142B calendar-2026 WFE, raises out-period revenue and EPS math rather than merely producing a June-quarter beat; the ~10% versus 8% calendar-2027 WFE-growth signal should support upward revisions after the call.",
  "day5_confidence": "MEDIUM"
}