瑞穗前瞻软件行业Q3财报季：云服务与AI需求强劲 有望交出超预期“答卷”

Group 1 - The core viewpoint of the articles indicates that the U.S. software industry is expected to achieve better-than-expected growth in Q3, driven by strong performance in public cloud, consumer data, and the continued adoption of artificial intelligence [1][2] - Mizuho's analyst team, led by Gregg Moskowitz, reported robust survey results for Q3, highlighting good demand in cybersecurity and resilience in the Software as a Service (SaaS) sector, with some improvement in specific sub-segments [1] - The strongest performing software companies identified by Mizuho include Microsoft, Datadog, Palo Alto Networks, and CyberArk, all receiving "outperform" ratings with target price increases [1] Group 2 - Mizuho expects Atlassian to deliver solid performance, with a current target price of $235 and an "outperform" rating [2] - The anticipated median revenue growth for the industry in Q3 is approximately 3% quarter-over-quarter and 18% year-over-year, slightly lower than the strong growth rates of the past two quarters [2] - Mizuho's survey results for Microsoft Azure are optimistic, predicting a year-over-year growth rate exceeding the company's guidance of approximately 37% [2]