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
QuarterCalls mentioning Cybersecurity Spend
2024Q344
2024Q4157
2025Q1155
2025Q2130
2025Q3142
2025Q4177
2026Q1182
2026Q2176
2026Q3127

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…
Dicker Data Limited (DDR), August 28, 2026. Read the full transcript →
…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…
Beonic Limited (BEO), August 27, 2026. Read the full transcript →
…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…
Rubrik, Inc. (RBRK), August 27, 2026. Read the full transcript →
…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…
SentinelOne, Inc. (S), August 27, 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 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.