{
  "report_rows": [
    {
      "kpi": "Gross Bookings (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$57.8B vs. cons $57.24B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.82B vs. cons $2.761B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "MAPCs (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~210M vs. cons 207.3M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Gross Bookings (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$61.25B mid vs. cons ~$59.2B implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$2.95B mid vs. cons ~$2.84B implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross Bookings (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$237B mid vs. cons $234.3B",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate revisions pull consensus up over 5 days as sell side models the guide raise; Delivery Hero deal overhang limits but does not reverse the move",
  "day5_confidence": "MEDIUM"
}