{
  "report_rows": [],
  "guide_rows": [
    {
      "kpi": "FY2026 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$85B (midpoint) vs. cons ~$84B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 non-GAAP EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$37.5 midpoint vs. cons ~$36.5 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Foundayo (orforglipron) first-full-quarter launch revenue",
      "prediction": "UNKNOWN",
      "answer": "pred ~$0.4B vs. cons ~$0.4B (Q2 2026); qualitative launch read pre-Q3 DTC push",
      "confidence": "LOW"
    },
    {
      "kpi": "U.S. tirzepatide net price / low-to-mid-teens FY price headwind",
      "prediction": "UNCHANGED",
      "answer": "guide ~ -12% price vs. cons ~ -12% (FY2026); swing factor on multiple",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FADE",
  "day5_rationale": "Expect a beat-and-raise driving an initial pop, but out-period math works against follow-through: a Q2 revenue/EPS beat that is only partly flowed through to a modest FY raise implies an implicit H2 haircut, and low-to-mid-teens price erosion plus IPR&D lumpiness cap upside. With shares still richly valued (~12x fwd revenue) and priced for perfection, the day-1 gain partially gives back over the week.",
  "day5_confidence": "LOW"
}