{
  "report_rows": [
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.61B vs. cons ~$1.59B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$0.73 vs. cons ~$0.68",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP Gross Margin (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~39.2% vs. cons ~39.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 Revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$1.68B vs. cons ~$1.65B (Q3'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 Non-GAAP EPS guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.78 vs. cons ~$0.77 (Q3'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3'26 Non-GAAP Gross Margin guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~40% vs. cons ~40% (Q3'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2026 AI data center revenue framing",
      "prediction": "BETTER",
      "answer": "guide ~2.0-2.2x vs. cons ~2.0x YoY (FY26, off ~$250M base)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Synaptics deal accretion/synergies",
      "prediction": "UNCHANGED",
      "answer": "guide ~$200M synergies, accretive in ~18mo vs. cons ~$200M (close mid-2027)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 4.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FADE",
  "day5_rationale": "Stock is deeply derisked (~$81.63 vs. $133 June peak, off ~24% on Synaptics + another leg lower into the print), so a modest beat and above-seasonal Q3 guide likely triggers a relief pop on day 1. But the rally fades over the week: the ~$30-40M non-core exits and 2H pricing-lag on margins cap out-period upside, the all-stock Synaptics dilution/distraction overhang persists, the multiple is still rich, and split sell-side targets ($60s-$110) mean estimate revisions net roughly flat-to-down even after a beat.",
  "day5_confidence": "LOW"
}