{
  "report_rows": [
    {
      "kpi": "Q2'26 Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$915M vs. cons ~$903M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2'26 Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$5.95 vs. cons ~$5.78",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2'26 Enterprise Data segment revenue",
      "prediction": "MISS",
      "answer": "pred ~$308M vs. cons ~$323M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 Revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$955M vs. cons ~$945M (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 Non-GAAP Gross Margin guide",
      "prediction": "LOWER",
      "answer": "guide ~54.9% vs. cons ~55.6% (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Enterprise Data YoY growth 'floor' commentary",
      "prediction": "UNCHANGED",
      "answer": "guide ~85% vs. prior stated floor ~85% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2H26 Gross Margin headwind commentary (qualitative)",
      "prediction": "LOWER",
      "answer": "guide ~cautious/reiterated headwinds vs. cons expecting ~55.8% steady-state (2H 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Street's Enterprise Data model (~$323M, implying >120% YoY) has run well ahead of management's own communicated '85% floor,' so even a solid headline beat likely disappoints on the single metric that matters most for the AI narrative. Combined with reiterated (not raised) 2H margin caution amid mix shift toward lower-margin AI/module business, sell-side analysts are likely to trim FY26/FY27 EPS and margin estimates over the following days as they rebuild segment models around the lower implied growth rate and margin trajectory - consistent with the broader AI-supply-chain pattern seen this week (Amkor -23% despite an EPS beat, SK Hynix circuit-breaker on a miss) where markets are now punishing anything short of accelerating beat-and-raise. That argues for follow-through weakness rather than a one-day air-pocket that stabilizes.",
  "day5_confidence": "LOW"
}