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
CFLT Confluent, Inc.
CYBR CyberArk Software Ltd.
GTLB GitLab Inc.
JAMF Jamf Holding Corp.
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 2025), meetings at the RSA Security Conference (April 2025), Mizuho Technology conference (June 2024), many NDRs and fireside chats (including CRWD, SNOW, ADBE, NOW, RBRK, and GTLB), 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.