{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$20.9B vs. cons $20.5B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 international Mounjaro revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.9B vs. cons $4.5B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Foundayo revenue",
      "prediction": "MISS",
      "answer": "pred ~$0.06B vs. cons $0.10B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$84.0B-$87.0B, midpoint $85.5B vs. cons $85.0B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS guidance including acquired IPR&D",
      "prediction": "LOWER",
      "answer": "guide ~$33.50-$35.00, midpoint $34.25 vs. cons $34.55 (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FADE",
  "day5_rationale": "International Mounjaro strength and a revenue-guide raise support the initial reaction, but implied H2 revenue of ~$44.8B versus consensus ~$44.7B offers little out-period upside; weak Foundayo sales and IPR&D-driven EPS-guide pressure should limit estimate revisions.",
  "day5_confidence": "MEDIUM"
}