{
  "report_rows": [
    {
      "kpi": "Gross Bookings",
      "prediction": "BEAT",
      "answer": "pred ~$58.0B vs. cons $57.2B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$2.83B vs. cons $2.77B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.85 vs. cons $0.83",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 Gross Bookings guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$60.0B vs. cons ~$60.0B (Q3'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3'26 Adj. EBITDA guide",
      "prediction": "BETTER",
      "answer": "guide ~$3.0B vs. cons ~$2.95B (Q3'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "Mobility Gross Bookings (AV referendum)",
      "prediction": "BETTER",
      "answer": "pred ~$29.3B vs. cons $28.97B (Q2'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "Uber One members",
      "prediction": "BETTER",
      "answer": "pred ~53M vs. 50M prior (Q2'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "AV/Waymo commentary (swing factor)",
      "prediction": "UNKNOWN",
      "answer": "30+ AV partners vs. 1 (Waymo) exclusivity ending ~Q1 2028",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "FADE",
  "day5_rationale": "Base case is a clean Q2 beat (GB ~$58B, EBITDA ~$2.83B) plus reassuring AV framing, driving a relief pop from depressed, AV-overhang-pressured levels (~$72, down mid-teens YTD, gapped to $66 on the July 24 Waymo-exclusivity-exit news). But the pop fades over 5 days on out-period math: a Q3 GB guide implying decelerating growth (~+21% cc Q1/Q2 trending toward ~18-19%) trims forward estimates even after the beat, and the unresolved Waymo/Tesla AV overhang caps multiple re-rating. Elevated Street EPS ($0.83, above the $0.78-0.82 guide) also raises the bar. Net: initial +3% residual fades toward +1%.",
  "day5_confidence": "LOW"
}