{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$916M vs. cons ~$904M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$5.98 vs. cons ~$5.88",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP Gross Margin",
      "prediction": "IN-LINE",
      "answer": "pred ~55.7% vs. cons ~55.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 Revenue guide (midpoint)",
      "prediction": "BETTER",
      "answer": "guide ~$965M vs. cons ~$945M (Q3'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 Non-GAAP Gross Margin guide",
      "prediction": "LOWER",
      "answer": "guide ~55.4% vs. cons ~55.8% (Q3'26, 2H caution)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Enterprise Data/AI growth floor",
      "prediction": "BETTER",
      "answer": "guide ~90%+ vs. prior ~85% (FY26 AI YoY)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 6.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Stock has already de-rated ~24% off June highs, so bar is lowered; a beat with another AI/Enterprise Data floor raise and above-consensus Q3 revenue guide should drive positive upward revisions to out-period AI content estimates, giving momentum follow-through in a strong AI-power tape. Main offset is the telegraphed 2H gross-margin caution capping the multiple, so gains are modest rather than explosive.",
  "day5_confidence": "LOW"
}