Which companies discussed Cybersecurity Spend in Information Technology in earnings calls?
300 companies mentioned cybersecurity spend across 700 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Fortinet, Inc. (10 calls), Rubrik, Inc. (9 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
| Quarter | Calls mentioning Cybersecurity Spend |
|---|---|
| 2024Q3 | 44 |
| 2024Q4 | 157 |
| 2025Q1 | 155 |
| 2025Q2 | 130 |
| 2025Q3 | 142 |
| 2025Q4 | 177 |
| 2026Q1 | 182 |
| 2026Q2 | 176 |
| 2026Q3 | 127 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Fortinet, Inc. | FTNT | Information Technology | 10 | Aug 17, 2026 |
| Rubrik, Inc. | RBRK | Information Technology | 9 | Aug 27, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 9 | Jun 9, 2026 |
| Tenable Holdings, Inc. | TENB | Information Technology | 8 | Jul 29, 2026 |
| SentinelOne, Inc. | S | Information Technology | 7 | Aug 27, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 7 | Aug 12, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 7 | Aug 12, 2026 |
| Open Text Corporation | OTEX | Information Technology | 7 | Aug 6, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 7 | Jul 22, 2026 |
| Intrusion Inc. | INTZ | Information Technology | 6 | Aug 11, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 6 | Aug 5, 2026 |
| Check Point Software Technologies Ltd. | CHKP | Information Technology | 6 | Jul 30, 2026 |
| Infosys Limited | INFY | Information Technology | 6 | Jul 23, 2026 |
| Okta, Inc. | OKTA | Information Technology | 6 | Jul 13, 2026 |
| Elastic N.V. | ESTC | Information Technology | 6 | May 28, 2026 |
| CrowdStrike Holdings, Inc. | CRWD | Information Technology | 5 | Aug 26, 2026 |
| secunet Security Networks Aktiengesellschaft | YSN | Information Technology | 5 | Aug 13, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 5 | Aug 6, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 5 | Aug 6, 2026 |
| Kyndryl Holdings, Inc. | KD | Information Technology | 5 | Aug 5, 2026 |
| Qualys, Inc. | QLYS | Information Technology | 5 | Aug 4, 2026 |
| Ingram Micro Holding Corporation | INGM | Information Technology | 5 | Jul 30, 2026 |
| Redington Limited | REDINGTON | Information Technology | 5 | Jul 30, 2026 |
| CGI Inc. | GIBA | Information Technology | 5 | Jul 29, 2026 |
| Wipro Limited | 507685 | Information Technology | 5 | Jul 16, 2026 |
| Tata Consultancy Services Limited | TCS | Information Technology | 5 | Jul 9, 2026 |
| BlackBerry Limited | BB | Information Technology | 5 | Jun 25, 2026 |
| Accenture plc | ACN | Information Technology | 5 | Jun 18, 2026 |
| 01 Quantum Inc. | ONE | Information Technology | 5 | Jun 11, 2026 |
| Haivision Systems Inc. | HAI | Information Technology | 5 | Jun 11, 2026 |
| Palo Alto Networks, Inc. | PANW | Information Technology | 5 | Jun 2, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 5 | May 20, 2026 |
| SoftwareOne Holding AG | SWON | Information Technology | 4 | Aug 26, 2026 |
| Clavister Holding AB (publ.) | CLAV | Information Technology | 4 | Aug 20, 2026 |
| CSP Inc. | CSPI | Information Technology | 4 | Aug 14, 2026 |
| Data Storage Corporation | DTST | Information Technology | 4 | Aug 14, 2026 |
| BIO-key International, Inc. | BKYI | Information Technology | 4 | Aug 14, 2026 |
| Trend Micro Incorporated | 4704 | Information Technology | 4 | Aug 13, 2026 |
| WidePoint Corporation | WYY | Information Technology | 4 | Aug 13, 2026 |
| Allot Ltd. | ALLT | Information Technology | 4 | Aug 12, 2026 |
| SailPoint, Inc. | SAIL | Information Technology | 4 | Aug 11, 2026 |
| Telos Corporation | TLS | Information Technology | 4 | Aug 10, 2026 |
| N-able, Inc. | NABL | Information Technology | 4 | Aug 10, 2026 |
| Rapid7, Inc. | RPD | Information Technology | 4 | Aug 10, 2026 |
| NetScout Systems, Inc. | NTCT | Information Technology | 4 | Aug 6, 2026 |
| Gen Digital Inc. | GEN | Information Technology | 4 | Aug 6, 2026 |
| Yubico AB | YUBICO | Information Technology | 4 | Aug 6, 2026 |
| OneSpan Inc. | OSPN | Information Technology | 4 | Aug 4, 2026 |
| Atos SE | ATO | Information Technology | 4 | Jul 30, 2026 |
| Blackbaud, Inc. | BLKB | Information Technology | 4 | Jul 29, 2026 |
Representative quotes
…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…
…growth and outperforming expectations. These results reflect what increasingly defines SentinelOne: top-tier growth, expanding margins and undisputed technology leadership. Cybersecurity is at a fork in the road. AI is transforming the way software is built, businesses operate and adversaries attack. The speed, scale and sophistication…
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 Information Technology in the past year?
Fortinet, Inc. (FTNT) led with 10 calls referencing cybersecurity spend, most recently on August 17, 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 →
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.