{
  "report_rows": [
    {
      "kpi": "2Q26 net sales",
      "prediction": "BEAT",
      "answer": "pred ~$6.36B vs. cons $6.28B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 non-GAAP diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.86 vs. cons $2.81",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 gross margin",
      "prediction": "MISS",
      "answer": "pred ~20.45% vs. cons 20.75%",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 non-GAAP diluted EPS outlook",
      "prediction": "LOWER",
      "answer": "guide ~$10.65 vs. cons $10.74 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 gross-profit growth outlook",
      "prediction": "LOWER",
      "answer": "guide ~3.0% vs. cons 3.5% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 gross-margin outlook",
      "prediction": "LOWER",
      "answer": "guide ~21.5% vs. cons 21.7% (FY26)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -8,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$2.86 Q2 EPS beat versus ~$2.81 consensus is outweighed by a ~20.45% gross margin versus ~20.75% consensus and FY26 EPS guide of ~$10.65 versus ~$10.74 consensus; investors should cut out-period estimates as hardware pull-forward converts into lower-margin mix and management retains a cautious second-half framework.",
  "day5_confidence": "MEDIUM"
}