{
  "report_rows": [
    {
      "kpi": "Net Bookings (Q1 FY2027)",
      "prediction": "BEAT",
      "answer": "pred ~$1.39B vs. cons $1.363B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Recurrent Consumer Spending (Q1 FY2027)",
      "prediction": "MISS",
      "answer": "pred ~$1.135B vs. cons $1.162B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Mobile Net Bookings (Q1 FY2027)",
      "prediction": "MISS",
      "answer": "pred ~$730M vs. cons $758M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Net Bookings - Q2 FY2027",
      "prediction": "LOWER",
      "answer": "guide ~$1.875B vs. cons ~$1.95B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net Bookings - FY2027",
      "prediction": "LOWER",
      "answer": "guide reiterate $8.0-8.2B vs. cons $8.543B",
      "confidence": "HIGH"
    },
    {
      "kpi": "RCS - Q2 FY2027",
      "prediction": "BETTER",
      "answer": "guide ~$1.275B vs. cons ~$1.22B",
      "confidence": "LOW"
    },
    {
      "kpi": "GTA VI Launch Date (qualitative)",
      "prediction": "UNCHANGED",
      "answer": "reiterate Nov 19, no change vs. market expectation",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.5,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 sell-side trims Q2/FY estimates toward guide midpoint; no near-term catalyst to reverse until GTA VI launch in November",
  "day5_confidence": "MEDIUM"
}