Hard to tell but my take is that McLaren looks good on mediums and the car looks stable, fast and predictable.
On softs they matched Ferrari around the same time in the session. Verstappen was out on softs later and there was a lot of track improvement. He is probably flattered by it.
On team radio apparently Lando was not happy with his diff settings so there is plenty room to improve. I think we can be happy, they tested different front wings as well.
Btw kind of embarrassing of Antonelli. Going to be hard to announce him today after he crashed out after 10 minutes.