{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.40B vs. cons $4.35B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.94 vs. cons $2.95",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Book-to-bill",
      "prediction": "MISS",
      "answer": "pred ~0.85x vs. cons 0.95x",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 revenue guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$18.20B vs. cons $18.22B (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY26 non-GAAP diluted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$12.30 vs. cons $12.32 (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY26 operating cash-flow guidance",
      "prediction": "BETTER",
      "answer": "guide ~$1.80B vs. cons $1.78B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA margin / 2H recovery commentary",
      "prediction": "UNCHANGED",
      "answer": "guide ~13.5% vs. cons 13.5% (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.8,
  "day5_path": "STABILIZE",
  "day5_rationale": "A modest revenue beat and maintained FY26 EPS/revenue framework should limit estimate cuts, but sub-1x bookings and a low-point Q2 margin print leave the 2H ramp unproven. The initial negative reaction should stabilize as unchanged FY26 math prevents material out-period revisions.",
  "day5_confidence": "MEDIUM"
}