{
  "report_rows": [
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$5.03B vs. cons $4.95B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$11.58 vs. cons $11.28",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 operating margin",
      "prediction": "IN-LINE",
      "answer": "pred ~15.3% vs. cons 15.2%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 revenue guidance midpoint",
      "prediction": "BETTER",
      "answer": "guide ~$19.55B vs. cons $19.50B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EPS guidance midpoint",
      "prediction": "BETTER",
      "answer": "guide ~$46.25 vs. cons $45.75 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 operating margin guidance midpoint",
      "prediction": "UNCHANGED",
      "answer": "guide ~15.8% vs. cons 15.8% (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.4,
  "day5_path": "FADE",
  "day5_rationale": "The initial revenue/EPS beat and modest FY2026 raise support a positive day-1 reaction, but the guide likely absorbs mainly the Q2 upside: guide ~$46.25 vs. cons $45.75 implies limited incremental 2H estimate upside, while low-15% Q2 margins, price-heavy growth, premium valuation and CFO-transition optics encourage a partial fade.",
  "day5_confidence": "MEDIUM"
}