{
  "report_rows": [
    {
      "kpi": "Q2 2026 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.03B vs. cons $3.00B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.92 vs. cons $3.86",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 2026 Non-GAAP Operating Margin Expansion (bps y/y)",
      "prediction": "MISS",
      "answer": "pred ~+80bps vs. cons ~+100bps",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Revenue Guidance",
      "prediction": "BETTER",
      "answer": "guide ~$12.85B vs. cons $12.80B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Non-GAAP EPS Guidance",
      "prediction": "BETTER",
      "answer": "guide ~$17.00-$17.10 (mid $17.05) vs. cons $16.93 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Operating Margin Expansion Outlook",
      "prediction": "LOWER",
      "answer": "guide ~+80-90bps vs. cons/prior guide of ~+100bps (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Even with a top/bottom-line beat, commentary reiterating or trimming the full-year ~100bps margin-expansion target (memory costs doubling, tariff drag) implies analysts must shave H2/FY2027 EPS estimates, echoing the Q1 pattern where a strong print still sold off on margin/cost fears; with the stock near all-time highs and elevated buy-side expectations already priced in, initial softness likely extends over the week as sell-side models get trimmed rather than stabilizing.",
  "day5_confidence": "LOW"
}