Which companies discussed Cybersecurity Spend in Information Technology in earnings calls?
333 companies mentioned cybersecurity spend across 683 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Fortinet, Inc. (10 calls), Zscaler, Inc. (9 calls), Rubrik, Inc. (8 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 | 137 |
| 2024Q4 | 157 |
| 2025Q1 | 155 |
| 2025Q2 | 130 |
| 2025Q3 | 142 |
| 2025Q4 | 177 |
| 2026Q1 | 182 |
| 2026Q2 | 176 |
| 2026Q3 | 11 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| 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 |
| Tenable Holdings, Inc. | TENB | Information Technology | 8 | May 21, 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 |
| Palo Alto Networks, Inc. | PANW | Information Technology | 7 | Jun 2, 2026 |
| SentinelOne, Inc. | S | Information Technology | 7 | Jun 2, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 7 | May 20, 2026 |
| Open Text Corporation | OTEX | Information Technology | 7 | May 7, 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 |
| 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 |
| CrowdStrike Holdings, Inc. | CRWD | Information Technology | 5 | Jun 3, 2026 |
| Gorilla Technology Group Inc. | GRRR | Information Technology | 5 | May 27, 2026 |
| Kyndryl Holdings, Inc. | KD | Information Technology | 5 | May 18, 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 |
| 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 |
| Infosys Limited | INFY | Information Technology | 4 | Jun 23, 2026 |
| F-Secure Oyj | FSECURE | Information Technology | 4 | Jun 4, 2026 |
| F5, Inc. | FFIV | Information Technology | 4 | May 28, 2026 |
| Rapid7, Inc. | RPD | Information Technology | 4 | May 20, 2026 |
| BIO-key International, Inc. | BKYI | Information Technology | 4 | May 18, 2026 |
| Data Storage Corporation | DTST | Information Technology | 4 | May 15, 2026 |
| GMO internet group, Inc. | 9449 | Information Technology | 4 | May 15, 2026 |
| WidePoint Corporation | WYY | Information Technology | 4 | May 14, 2026 |
| Esprinet S.p.A. | PRT | Information Technology | 4 | May 13, 2026 |
| Allot Ltd. | ALLT | Information Technology | 4 | May 12, 2026 |
| CSP Inc. | CSPI | Information Technology | 4 | May 7, 2026 |
| N-able, Inc. | NABL | Information Technology | 4 | May 7, 2026 |
| NetScout Systems, Inc. | NTCT | Information Technology | 4 | May 7, 2026 |
| Prevas AB | PREVB | Information Technology | 4 | May 5, 2026 |
| Blackbaud, Inc. | BLKB | Information Technology | 4 | Apr 29, 2026 |
| Varonis Systems, Inc. | VRNS | Information Technology | 4 | Mar 5, 2026 |
| A10 Networks, Inc. | ATEN | Information Technology | 4 | Feb 19, 2026 |
| CGI Inc. | GIB | Information Technology | 4 | Jan 28, 2026 |
| Wipro Limited | 507685 | Information Technology | 3 | Jul 16, 2026 |
| LTM Limited | LTM | Information Technology | 3 | Jul 11, 2026 |
| Redington Limited | REDINGTON | Information Technology | 3 | Jun 17, 2026 |
| SailPoint, Inc. | SAIL | Information Technology | 3 | Jun 16, 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…
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…
…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…
…addressed... Ratan Srivastava (Executives): I got that. new verticals we are planning to start. We have started working in that direction. For example, cybersecurity, we want to start as a new vertical we want to start this SAP because right now, we are very well know -- very well…
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 June 2, 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: July 17, 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.