Gregg Moskowitz
Software Largecap
ADBE Adobe Inc.
TEAM Atlassian Corp Plc
CHKP Check Point Software Technologies Ltd
NET Cloudflare, Inc.
CRWV Coreweave Inc
CRWD CrowdStrike Holdings, Inc.
DDOG Datadog, Inc.
FTNT Fortinet, Inc.
MSFT Microsoft Corporation
PLTR Palantir Technologies Inc.
PANW Palo Alto Networks, Inc.
CRM Salesforce, Inc.
NOW ServiceNow, Inc.
SNOW Snowflake Inc.
ZS Zscaler, Inc.
Software Small & Midcap
GTLB GitLab Inc.
NTSK Netskope, Inc.
OKTA Okta, Inc.
RPD Rapid7, Inc.
RBRK Rubrik Inc
SAIL SailPoint Inc
Differentiated Product
The 4-person North American Software Team is known for its extensive experience on Wall Street, robust industry relationships, comprehensive channel checks, and detailed modeling work. In addition, the group provides incisive and thoughtful analyses on product innovations, the competitive landscape, and key trends. We believe our approach enables us to deliver detailed, insightful research that informs and guides our clients in the dynamic software sector.
Key Reports
Notable Events
- Mizuho Technology Conference (June 2026)
- Meetings at the RSA Security Conference (March 2026)
- Mizuho Technology Conference (June 2025)
- Hosted many NDRs and fireside chats over the last 12 months (including PLTR, CRM, MSFT, ZS, NOW, SNOW and SAIL), and regular expert channel check calls
Analyst Bio
Gregg joined Mizuho in January 2019 as a senior analyst based in New York, covering the enterprise software sector. Prior to Mizuho, Gregg was managing director and senior software analyst at Cowen and Company, where he specialized in infrastructure and security software. He has also held analyst roles at Auriga, Level Global, and Susquehanna International Group. Gregg has roughly 25 years of experience covering software companies. Gregg earned a bachelor of business administration degree from University of Michigan’s Ross School of Business and an MBA from NYU Stern School of Business.