I think my final prediction will be mostly unchanged, except for one car I hit upon when I was out at a dealership today. Mostly safe picks, except for the FL5 and Sterrato--nothing really earth-shattering.
The Track Day Vibe
Series Reward: 2023 Honda Civic Type R (FL5) OR 2022 Lamborghini Huracan Sterrato (if a Series Reward is in the cards; depending on which is chosen, one of these will be the headline car.)
Summer: 2020s Saleen S302 Black Label (This ties into FM2023's Mustang Month, and is effectively the first tuned Mustang Saleen will get in FH5. A decent choice, if ever there would be one, even if it's yet another Mustang.)
Autumn: 2022 Porsche 911 GT3 RS (992) (Headline car. If we don't get this somewhere I'll be surprised, but it does come off as the sorta car Motorsport would get first.)
Winter: BMW M5 Competition OR 2019 McLaren Senna GTR (This and Spring are toss-ups for me because it'll depend on what kind of track day PG is thinking of. If they're thinking of specifically the Track Day Vibe, then it'll be the M5 Competition. If it's more of a Track Toys update then the Senna GTR, a New-to-Horizon pick.
Spring: 2022 Hyundai Elantra N OR 2023 Subaru Impreza RS (I'll err on the side of Impreza for this one because this update sounds like it could use at least one versatile/leaning off-road car, but the Elantra N would be a very good pick if we wanted to finally get the Elantra TCR's street car variant--it's the only TCR in FH5 without one.)
As for why the Friday stream... I think there's three possibilities outside of 'this is just the new normal'. One is the possibility that the Horizon Test Track is either getting some kind of '2.0' update or is getting a new start location, probably at the oval track. The second involves them using the extra time to discuss the Holiday Update we'd be getting right after this and what it'll entail, assuming they go on that far, and the final, longshot theory I have is that this is where they start the process of sunsetting FH5--or even reveal this is the final update, though I don't know how much of a warning FH4 had before Series 37 dropped and ended the live service. Anyone willing to fill me in on that?