{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.87B vs. cons $2.828B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 non-GAAP diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.91 vs. cons $0.89",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 non-GAAP gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~62.4% vs. cons 62.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$3.00B vs. cons $2.94B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 non-GAAP diluted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$0.92 vs. cons $0.91 (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3 2026 non-GAAP gross-margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~62.0%-63.0% vs. cons 62.5% (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$11.75B vs. cons $11.62B (FY 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "AI fabric revenue target",
      "prediction": "BETTER",
      "answer": "guide ~$3.75B vs. prior/cons $3.50B (FY 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$2.87B Q2 result plus ~$3.00B Q3 guide and ~$11.75B FY guide implies roughly $3.17B of Q4 revenue versus an approximately $3.14B consensus run-rate, supporting modest positive out-period revisions; the follow-through is constrained by the pre-earnings run-up and continued 62%-63% gross-margin pressure.",
  "day5_confidence": "MEDIUM"
}