{
  "report_rows": [
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.97B vs. cons $1.94B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.67B vs. cons $1.63B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 adjusted EBITDA margin",
      "prediction": "IN-LINE",
      "answer": "pred ~84.8% vs. cons 84.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$2.12B vs. cons $2.08B (2026 Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 adjusted EBITDA guidance",
      "prediction": "BETTER",
      "answer": "guide ~$1.80B vs. cons $1.76B (2026 Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 adjusted EBITDA margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~84.8% vs. cons 84.5% (2026 Q3)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Q3 revenue and adjusted EBITDA guidance modestly above consensus should lift out-period estimates after the Q2 beat; continued gaming strength and credible consumer-advertising cohort expansion would support positive revisions rather than an initial-pop fade.",
  "day5_confidence": "MEDIUM"
}