{
  "report_rows": [
    {
      "kpi": "Fiscal 1Q27 net bookings",
      "prediction": "BEAT",
      "answer": "pred ~$1.39B vs. cons $1.35B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fiscal 1Q27 GAAP net revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.49B vs. cons $1.48B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fiscal 1Q27 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$175M vs. cons $167M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Fiscal 2027 net bookings",
      "prediction": "LOWER",
      "answer": "guide ~$8.25B vs. cons $8.58B (FY2027)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Fiscal 2Q27 net bookings",
      "prediction": "LOWER",
      "answer": "guide ~$1.78B vs. cons $1.82B (2Q27)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Grand Theft Auto VI launch date",
      "prediction": "UNCHANGED",
      "answer": "guide ~2026-11-19 vs. cons 2026-11-19 (FY2027 launch)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest quarterly beat and unchanged 2026-11-19 GTA VI launch are outweighed by FY2027 bookings guidance of ~$8.25B versus ~$8.58B consensus; the ~$0.33B gap should drive estimate reductions after the initial reaction.",
  "day5_confidence": "MEDIUM"
}