{
  "report_rows": [
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.103B vs. cons $1.090B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.60 vs. cons $1.45",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 remaining performance obligations",
      "prediction": "BEAT",
      "answer": "pred ~$7.05B vs. cons $6.90B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 revenue",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.14B vs. cons $1.13B (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 non-GAAP EPS",
      "prediction": "LOWER",
      "answer": "guide ~$1.62 vs. cons $1.66 (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year revenue",
      "prediction": "BETTER",
      "answer": "guide ~$4.54B vs. cons $4.51B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year non-GAAP EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.78 vs. cons $6.82 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Cloud Infrastructure Services growth",
      "prediction": "BETTER",
      "answer": "guide ~55% vs. cons 50% constant-currency growth (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.2,
  "day5_path": "FADE",
  "day5_rationale": "Contract RPO validation and stronger CIS growth drive the initial gain, but guide of ~$1.62 versus $1.66 Q3 EPS consensus implies heavier LayerX and infrastructure costs; maintaining FY2026 EPS near ~$6.78 versus $6.82 consensus shifts the burden to Q4 and limits upward revisions.",
  "day5_confidence": "MEDIUM"
}