Which companies discussed Cybersecurity Spend in earnings calls?
1,018 companies mentioned cybersecurity spend across 1,813 earnings calls over the past year, spanning 11 sectors. The most active were Rockwell Automation, Inc. (11 calls), Fortinet, Inc. (10 calls), Rubrik, Inc. (9 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 | 98 |
| 2024Q4 | 410 |
| 2025Q1 | 408 |
| 2025Q2 | 323 |
| 2025Q3 | 363 |
| 2025Q4 | 443 |
| 2026Q1 | 483 |
| 2026Q2 | 470 |
| 2026Q3 | 315 |
Companies ranked by mentions
Representative quotes
…attracted some more expenses because of the geopolitical tensions. We had to invest in some of our technology related aspects to strengthen our cybersecurity risk or any other risk that we were seeing, there is also some cost that has gone up clearing to support the financial institutions…
…spending, again, modernizing their data centers, modernizing -- because they want to drive some AI activities. They need to buy more software, cybersecurity, and other things. So sometimes it's just what they have budget for and personal computing sometimes is getting put aside and we can sweat those…
…whole, when they witness the benefits of the Beonic product, although achieves different objectives, it is very valuable. Let's talk about cybersecurity, and again, Marc, I'm just going to hand over, if you don't mind just a minute or less just on the efforts…
…bring this up is because our Project Glasswing findings underscore our belief that we are in a singularity moment with AI and cybersecurity. As you might recall from my comments earlier this year, we are no longer in a world of human speed. A few years ago, humans…
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?
Rockwell Automation, Inc. (ROK) led with 11 calls referencing cybersecurity spend, most recently on August 4, 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 (198)
- Communication Services (36)
- Industrials (25)
- Financials (23)
- Health Care (15)
- Real Estate (5)
Related technology themes
Last updated: August 31, 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.