{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$11.48B vs. cons $11.30B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Data Center revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.76B vs. cons $6.65B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 non-GAAP gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~56.2% vs. cons 56.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BETTER",
      "answer": "guide ~$12.8B vs. cons $12.5B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP gross margin",
      "prediction": "LOWER",
      "answer": "guide ~56.0% vs. cons 56.3% (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Implied revenue from Helios ramp commentary",
      "prediction": "LOWER",
      "answer": "guide ~$15.4B vs. cons $15.7B (Q4 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 1.0,
  "day5_path": "FADE",
  "day5_rationale": "The Q3 revenue guide of ~$12.8B vs. $12.5B supports the initial move, but implied Q4 revenue of ~$15.4B vs. $15.7B and Q3 gross margin of ~56.0% vs. 56.3% limit estimate revisions and cause part of the day-1 gain to fade.",
  "day5_confidence": "LOW"
}