{
  "report_rows": [
    {
      "kpi": "2Q26 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.87B vs. cons $2.828B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.91 vs. cons $0.89",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 non-GAAP gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~62.7% vs. cons 62.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "3Q26 revenue guidance",
      "prediction": "LOWER",
      "answer": "guide ~$2.92B vs. cons $2.97B (3Q26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 revenue outlook",
      "prediction": "LOWER",
      "answer": "guide ~$11.50B vs. cons $11.68B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 AI-fabric revenue outlook",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.50B vs. cons $3.50B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 non-GAAP gross-margin outlook",
      "prediction": "UNCHANGED",
      "answer": "guide ~63.0% midpoint vs. cons 63.0% (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -8.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$2.87B revenue beat versus $2.828B consensus and ~$0.91 EPS versus $0.89 consensus would be outweighed by a ~$2.92B 3Q guide versus $2.97B consensus and FY26 revenue held at ~$11.50B versus $11.68B consensus. The implicit second-half revenue math and supply-constrained shipment commentary would likely drive out-period estimate cuts after the initial reaction.",
  "day5_confidence": "MEDIUM"
}