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Cloudflare (NET) Q1 2026 (USD) Adj. EPS 0.25 (exp. 0.23), Adj. Net Income 94mln (exp. 86.9mln). Revenue 639.8mln (exp. 620.8mln). FY Revenue 2.81-2.813bln (exp. 2.79bln), Q2 revenue seen between USD 664-665mln (exp. 663.1mln)

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)