{
  "report_rows": [
    {
      "kpi": "Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$28.4B vs. cons $27.6B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Automotive Gross Margin ex-credits",
      "prediction": "MISS",
      "answer": "pred ~18.0% vs. cons ~19.2%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$0.55 vs. cons $0.55",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 CapEx",
      "prediction": "UNCHANGED",
      "answer": "guide ~$25B+ vs. cons $25B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Robotaxi/FSD monetization timeline",
      "prediction": "UNCHANGED",
      "answer": "guide 'material in 2027, not super material in 2026' vs. cons hoping for acceleration to H2 2026 (FY2026-27)",
      "confidence": "LOW"
    },
    {
      "kpi": "Full-year delivery/production growth outlook",
      "prediction": "BETTER",
      "answer": "guide implied FY2026 delivery growth low-teens % vs. cons prior flat-to-up-mid-single-digit % (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free Cash Flow path",
      "prediction": "LOWER",
      "answer": "guide reiterated negative FCF through 2026 vs. cons expectation of near breakeven by Q4 (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -3.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.4,
  "day5_path": "FADE",
  "day5_rationale": "Auto margin erosion from discount/financing-driven volume prompts sell-side to trim FY26-27 EPS (out-period math offsetting the revenue/delivery beat), producing an initial negative reaction; but given TSLA's pattern this cycle (initial delivery-beat selloff reversing into a Musk-complex/AI-narrative rally), speculative buying tied to Optimus/Robotaxi/SpaceX headlines partially reclaims losses over the week, capping full follow-through and leaving a modest net negative residual rather than a deeper cumulative decline.",
  "day5_confidence": "LOW"
}