{
  "report_rows": [
    {
      "kpi": "Net bookings",
      "prediction": "BEAT",
      "answer": "pred ~$1.39B vs. cons $1.35B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Recurrent consumer spending growth",
      "prediction": "BEAT",
      "answer": "pred ~-1.0% y/y vs. cons -3.0% y/y",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$184M vs. cons $169M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2027 net bookings",
      "prediction": "LOWER",
      "answer": "guide ~$8.10B vs. cons $8.58B (FY2027)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2027 EBITDA",
      "prediction": "LOWER",
      "answer": "guide ~$1.04B vs. cons $1.14B (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Grand Theft Auto VI launch timing",
      "prediction": "UNCHANGED",
      "answer": "guide ~11/19/2026 vs. cons 11/19/2026 (FY2027)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "An operational beat is likely to be outweighed by unchanged FY2027 net-bookings guide of ~$8.10B versus ~$8.58B consensus, implying ~$0.48B of out-period estimate risk; FY2027 EBITDA guide of ~$1.04B versus ~$1.14B consensus likewise leaves revisions biased lower.",
  "day5_confidence": "MEDIUM"
}