Which companies discussed Cybersecurity Spend in earnings calls?
1,012 companies mentioned cybersecurity spend across 1,815 earnings calls over the past year, spanning 11 sectors. The most active were Zscaler, Inc. (12 calls), Fortinet, Inc. (10 calls), Rockwell Automation, Inc. (10 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Cybersecurity Spend |
|---|---|
| 2024Q3 | 44 |
| 2024Q4 | 410 |
| 2025Q1 | 408 |
| 2025Q2 | 323 |
| 2025Q3 | 363 |
| 2025Q4 | 443 |
| 2026Q1 | 483 |
| 2026Q2 | 470 |
| 2026Q3 | 372 |
Companies ranked by mentions
Representative quotes
…sharing with you here 3 of the enterprise level risks that we take great care to manage well. Top of the list is cybersecurity. I have historically run a cybersecurity business. I know a little bit about it, and we need to be as tight as we possibly…
…discussed this quite extensively in our latest results call after the first half. Many of you probably know from the media about the cybersecurity attack on the karastan system, which did impact the whole market, the whole real estate market. So this revision, it considers the net profit…
…will be processing almost 100% of the debit transactions. We will be able to apply services such as cybersecurity. So yes, there's a sovereignty agenda, but we are completely relevant and in play in the UAE. So we actually find this playbook very, very strategically important because…
…like fearmongering. Gabriela Borges (Analysts): There's a little bit of... Nikesh Arora (Executives): I spent 8 years trying to convince people cybersecurity is important. Dario did it in 1 week. Better than me, clearly. Mythos has been more useful for me as a marketing tool than anything…
Frequently asked questions
What is Cybersecurity Spend and why are companies discussing it?
Rising security budgets and breach commentary across boardrooms — a defensive line item that keeps growing every cycle.
Which company mentioned cybersecurity spend most in the past year?
Zscaler, Inc. (ZS) led with 12 calls referencing cybersecurity spend, most recently on September 9, 2026.
How can I track cybersecurity spend mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Cybersecurity Spend by sector
- Information Technology (193)
- Communication Services (34)
- Industrials (33)
- Financials (29)
- Health Care (10)
- Real Estate (7)
Related technology themes
Last updated: September 12, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (cybersecurity, cybersecurity, cyber security, cyberattack). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.