{
  "report_rows": [
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.92B vs. cons $2.828B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Non-GAAP diluted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$0.93 vs. cons $0.89",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP gross margin (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~62.0% vs. cons ~62.4%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$3.0B vs. cons ~$2.93B (Q3'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 revenue growth guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$11.8B (~31% gr) vs. cons ~$11.6B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 AI fabric target",
      "prediction": "BETTER",
      "answer": "guide ~$3.75B vs. prior $3.5B (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Gross-margin outlook (memory/mix)",
      "prediction": "LOWER",
      "answer": "guide ~61-62% vs. cons ~62.5% (2H'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "New 10%+ customer confirmation",
      "prediction": "UNKNOWN",
      "answer": "pred 1 new whale vs. cons 0-1 confirmed (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Beat-and-raise on revenue/EPS with an AI-fabric bump lifts out-period sales estimates, but the ~+17% pre-print run (into a ~2.1 beta name) and memory-cost/mix margin pressure cap EPS revisions higher \u2014 so the initial idiosyncratic pop largely holds rather than compounds; margin debate offsets revenue raise, keeping follow-through muted.",
  "day5_confidence": "LOW"
}