{
  "report_rows": [
    {
      "kpi": "Q2 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.10B vs. cons $1.077B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.66 vs. cons $0.60",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 Non-GAAP Operating Income",
      "prediction": "BEAT",
      "answer": "pred ~$255M vs. cons $236M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 Revenue guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.13B vs. cons $1.13B (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 Revenue guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$4.42B vs. cons $4.40B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Non-GAAP EPS guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$2.55 vs. cons $2.48 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-AI cohort growth / NRR commentary",
      "prediction": "BETTER",
      "answer": "pred non-AI ~mid-20s% & NRR ~low-120s% vs. cons ~low-20s% (Q2 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.0,
  "day5_path": "FADE",
  "day5_rationale": "Clean beat-and-raise drives an initial pop, but with the stock already doubled since Q1 and trading near highs into the print (rich valuation, heavy insider 10b5-1 selling), the whisper sits above the guide. Datadog's characteristic conservatism on its largest AI-native customer means the FY raise, while positive, likely trails the buy-side bar; out-period estimates rise only modestly, so part of the day-1 move gives back as positioning unwinds \u2014 net still positive but fading.",
  "day5_confidence": "LOW"
}