{
  "report_rows": [
    {
      "kpi": "Total revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.55B vs. cons $3.55B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.04B vs. cons $1.02B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.61 vs. cons $0.60",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 total revenue guidance",
      "prediction": "LOWER",
      "answer": "guide ~$14.70B midpoint vs. cons $14.74B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EBITDA guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.30B midpoint vs. cons $4.30B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$2.40 midpoint vs. cons $2.43 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 free-cash-flow guidance excluding transaction and restructuring costs",
      "prediction": "LOWER",
      "answer": "guide ~$2.15B midpoint vs. cons $2.19B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest quarterly beat of ~$0.61 adjusted EPS versus $0.60 consensus is unlikely to offset FY2026 guide midpoints of ~$14.70B revenue and ~$2.40 EPS versus consensus of $14.74B and $2.43; unchanged guidance implies a more demanding ~$7.63B second half versus ~$7.50B consensus, inviting out-period estimate trimming.",
  "day5_confidence": "MEDIUM"
}