Which companies discussed Cybersecurity Spend in Information Technology in earnings calls?
333 companies mentioned cybersecurity spend across 695 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Fortinet, Inc. (10 calls), Zscaler, Inc. (9 calls), Tenable Holdings, 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 | 77 |
| 2024Q4 | 157 |
| 2025Q1 | 155 |
| 2025Q2 | 130 |
| 2025Q3 | 142 |
| 2025Q4 | 177 |
| 2026Q1 | 182 |
| 2026Q2 | 176 |
| 2026Q3 | 82 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Fortinet, Inc. | FTNT | Information Technology | 10 | Jul 29, 2026 |
| Zscaler, Inc. | ZS | Information Technology | 9 | Jun 9, 2026 |
| Tenable Holdings, Inc. | TENB | Information Technology | 8 | Jul 29, 2026 |
| Rubrik, Inc. | RBRK | Information Technology | 8 | Jun 10, 2026 |
| Open Text Corporation | OTEX | Information Technology | 7 | Aug 6, 2026 |
| ServiceNow, Inc. | NOW | Information Technology | 7 | Jul 22, 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 |
| 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 |
| Intrusion Inc. | INTZ | Information Technology | 6 | Jul 22, 2026 |
| Palo Alto Networks, Inc. | PANW | Information Technology | 6 | Jun 2, 2026 |
| Elastic N.V. | ESTC | Information Technology | 6 | May 28, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 6 | May 20, 2026 |
| Akamai Technologies, Inc. | AKAM | Information Technology | 5 | Aug 6, 2026 |
| Arrow Electronics, Inc. | ARW | 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 |
| 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 |
| SailPoint, Inc. | SAIL | Information Technology | 4 | Aug 11, 2026 |
| Telos Corporation | TLS | Information Technology | 4 | Aug 10, 2026 |
| Cognex Corporation | CGNX | Information Technology | 4 | Aug 10, 2026 |
| Rapid7, Inc. | RPD | Information Technology | 4 | Aug 10, 2026 |
| N-able, Inc. | NABL | 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 |
| OneSpan Inc. | OSPN | Information Technology | 4 | Aug 4, 2026 |
| Atos SE | ATO | Information Technology | 4 | Jul 30, 2026 |
| Redington Limited | REDINGTON | Information Technology | 4 | Jul 30, 2026 |
| PC Connection, Inc. | CNXN | Information Technology | 4 | Jul 29, 2026 |
| Blackbaud, Inc. | BLKB | Information Technology | 4 | Jul 29, 2026 |
| Happiest Minds Technologies Limited | HAPPSTMNDS | Information Technology | 4 | Jul 28, 2026 |
| Prevas AB | PREVB | Information Technology | 4 | Jul 17, 2026 |
| F-Secure Oyj | FSECURE | Information Technology | 4 | Jul 17, 2026 |
| Proact IT Group AB (publ) | PACT | Information Technology | 4 | Jul 16, 2026 |
| Information Services Group, Inc. | III | Information Technology | 4 | Jul 9, 2026 |
| Climb Global Solutions, Inc. | CLMB | Information Technology | 4 | Jul 7, 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 |
Representative quotes
…believe is becoming increasingly clear. IPM is evolving into a higher-value enterprise infrastructure-focused company built around recurring managed services enterprise cybersecurity and cloud infrastructure. While this quarter's results reflected temporary supply chain disruptions that delayed revenue recognition and compressed margins on 1 large customer order…
…part of Machinery of Government. In future webinar recordings, there will be discussion around how identity governance can be integrated with cybersecurity as well as another session on AI in identity governance and what the impact of that is as well as the final recording in the series…
…better partners, not more tools. That is where Rapid7 has earned the right to win. Second, outcomes matter more than products. For years, Cybersecurity answered complexity with more complexity, more tools, more alerts, more consoles, more people. Customers do not need another dashboard. They need less risk, less…
…device. But at the end, you want to do the inspection on a device because you don't want to have the cybersecurity implications and you may have latency issues if you go to the cloud. So what we created with 1 vision is basically an online training…
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 July 29, 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 11, 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.