{
  "report_rows": [
    {
      "kpi": "CIS Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$108M vs. cons $101.7M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.60 vs. cons $1.58",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Security Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$608M vs. cons $600.6M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "CIS Growth FY2026 (full year)",
      "prediction": "BETTER",
      "answer": "guide ~at least 55% CC vs. cons ~50%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "GPU Pipeline / Additional Orders (qualitative, H2 2026)",
      "prediction": "BETTER",
      "answer": "guide additional orders confirmed vs. prior 'may place'",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Revenue",
      "prediction": "UNCHANGED",
      "answer": "guide reiterate/narrow upper half ~$4,500M vs. cons $4,501M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Non-GAAP EPS",
      "prediction": "UNCHANGED",
      "answer": "guide narrow to $6.60-$7.15 vs. cons $6.69",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 5.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 short covering (13.5% of float) + CIS estimate revisions drive continued bid; no single-day catalyst but incremental positive revisions as sell-side updates models on raised CIS guide",
  "day5_confidence": "MEDIUM"
}