Which companies discussed Cybersecurity Spend in earnings calls?

1,103 companies mentioned cybersecurity spend across 1,774 earnings calls over the past year, spanning 11 sectors. The most active were Rockwell Automation, Inc. (11 calls), Fortinet, Inc. (10 calls), Zscaler, 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
QuarterCalls mentioning Cybersecurity Spend
2024Q3379
2024Q4410
2025Q1408
2025Q2323
2025Q3363
2025Q4443
2026Q1483
2026Q2470
2026Q321

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Rockwell Automation, Inc. ROK Industrials 11 Jun 11, 2026
Fortinet, Inc. FTNT Information Technology 10 Jun 2, 2026
Zscaler, Inc. ZS Information Technology 9 Jun 9, 2026
Rubrik, Inc. RBRK Information Technology 8 Jun 10, 2026
Mastercard Incorporated MA Financials 8 Jun 3, 2026
Tenable Holdings, Inc. TENB Information Technology 8 May 21, 2026
Ziff Davis, Inc. ZD Communication Services 8 May 18, 2026
Okta, Inc. OKTA Information Technology 7 Jul 13, 2026
Tyler Technologies, Inc. TYL Information Technology 7 Jun 9, 2026
Cisco Systems, Inc. CSCO Information Technology 7 Jun 4, 2026
SentinelOne, Inc. S Information Technology 7 Jun 2, 2026
Palo Alto Networks, Inc. PANW Information Technology 7 Jun 2, 2026
Motorola Solutions, Inc. MSI Information Technology 7 May 20, 2026
BCE Inc. BCE Communication Services 7 May 18, 2026
Open Text Corporation OTEX Information Technology 7 May 7, 2026
AeroVironment, Inc. AVAV Industrials 6 Jul 8, 2026
Honeywell International Inc. HON Industrials 6 Jun 11, 2026
ServiceNow, Inc. NOW Information Technology 6 Jun 3, 2026
Elastic N.V. ESTC Information Technology 6 May 28, 2026
Check Point Software Technologies Ltd. CHKP Information Technology 6 May 20, 2026
IonQ, Inc. IONQ Information Technology 6 May 6, 2026
Waystar Holding Corp. WAY Health Care 6 Apr 29, 2026
COPT Defense Properties CDP Real Estate 6 Mar 17, 2026
Grameenphone Ltd. GP Communication Services 5 Jul 15, 2026
Information Services Group, Inc. III Information Technology 5 Jul 9, 2026
Intrusion Inc. INTZ Information Technology 5 Jun 30, 2026
BlackBerry Limited BB Information Technology 5 Jun 25, 2026
Accenture plc ACN Information Technology 5 Jun 18, 2026
VersaBank VBNK Financials 5 Jun 3, 2026
CrowdStrike Holdings, Inc. CRWD Information Technology 5 Jun 3, 2026
Gorilla Technology Group Inc. GRRR Information Technology 5 May 27, 2026
Raymond James Financial, Inc. RJF Financials 5 May 27, 2026
Orange S.A. ORA Communication Services 5 May 19, 2026
Kyndryl Holdings, Inc. KD Information Technology 5 May 18, 2026
Mettler-Toledo International Inc. MTD Health Care 5 May 13, 2026
Arrow Electronics, Inc. ARW Information Technology 5 May 7, 2026
Qualys, Inc. QLYS Information Technology 5 May 5, 2026
Ingram Micro Holding Corporation INGM Information Technology 5 Apr 30, 2026
Alphabet Inc. GOOGL Communication Services 5 Apr 29, 2026
Akamai Technologies, Inc. AKAM Information Technology 5 Feb 19, 2026
Proact IT Group AB (publ) PACT Information Technology 4 Jul 16, 2026
Climb Global Solutions, Inc. CLMB Information Technology 4 Jul 7, 2026
FactSet Research Systems Inc. FDS Financials 4 Jul 1, 2026
Infosys Limited INFY Information Technology 4 Jun 23, 2026
Jack Henry & Associates, Inc. JKHY Financials 4 Jun 9, 2026
Omnicell, Inc. OMCL Health Care 4 Jun 9, 2026
SEI Investments Company SEIC Financials 4 Jun 9, 2026
TPG Telecom Limited TPG Financials 4 Jun 9, 2026
F-Secure Oyj FSECURE Information Technology 4 Jun 4, 2026
BXP, Inc. BXP Real Estate 4 Jun 2, 2026

Representative quotes

…shape vision making. Technology investment has not slowed. They have become more focused. Clients continue to invest in AI, data, cloud, modernization, cybersecurity and productivity-led transformation. Spending today is measured with more regal and longer decision cycles. The AI disruption is expanding the market, not shrinking…
Wipro Limited (507685), July 16, 2026. Read the full transcript →
…based administration services across a complex mission-critical environment and enhance the customers' long-term digital transformation objectives through AI-driven operations, strengthen cybersecurity and compliance and cloud-ready operations. We were selected by a leading global payments technology company as a technology partner to support…
Tech Mahindra Limited (TECHM), July 16, 2026. Read the full transcript →
True -- this is part of our strategy that's becoming more and more trustworthy and also provide other solutions when it comes to cybersecurity to our customers. A key thing, and we probably will dig into that a little bit later also in the closing and the question…
Proact IT Group AB (publ) (PACT), July 16, 2026. Read the full transcript →
…quarter impact on the annual merit increases. Outside data processing and software costs increased $10 million, reflecting continued investments in technology, infrastructure and cybersecurity. The efficiency ratio improved to 52.8% compared to 58.3% in the linked quarter. Next, let's turn to Slide 16 and 17 for credit…
M&T Bank Corporation (MTB), July 15, 2026. Read the full transcript →

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 June 11, 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

Related technology themes

Last updated: July 16, 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.