{
  "report_rows": [
    {
      "kpi": "2Q26 non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.93 vs. cons $3.85",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.05B vs. cons $3.00B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 Software & Services revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.33B vs. cons $1.31B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 non-GAAP EPS",
      "prediction": "LOWER",
      "answer": "guide ~$16.93 vs. cons $17.02 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 revenue",
      "prediction": "UNCHANGED",
      "answer": "guide ~$12.80B vs. cons $12.84B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Silvus revenue",
      "prediction": "BETTER",
      "answer": "guide ~$775M vs. cons $750M (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 operating cash flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.00B vs. cons $3.02B (FY26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$3.93 vs. $3.85 Q2 EPS beat and ~$3.05B vs. $3.00B revenue beat are likely outweighed by FY26 EPS guide of ~$16.93 vs. $17.02 consensus: a modest Silvus increase does not fully offset implied second-half core-margin and interest-cost pressure, driving out-period estimate reductions from day-1 ~-2.5% toward day-5 ~-4.5%.",
  "day5_confidence": "MEDIUM"
}