Which companies discussed Cybersecurity Spend in earnings calls?

1,112 companies mentioned cybersecurity spend across 1,809 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
2024Q3194
2024Q4410
2025Q1408
2025Q2323
2025Q3363
2025Q4443
2026Q1483
2026Q2470
2026Q3219

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Rockwell Automation, Inc. ROK Industrials 11 Aug 4, 2026
Fortinet, Inc. FTNT Information Technology 10 Jul 29, 2026
Zscaler, Inc. ZS Information Technology 9 Jun 9, 2026
Ziff Davis, Inc. ZD Communication Services 8 Aug 7, 2026
Mastercard Incorporated MA Financials 8 Jul 30, 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
BCE Inc. BCE Communication Services 7 Aug 6, 2026
Honeywell International Inc. HON Industrials 7 Jul 23, 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
Orange S.A. ORA Communication Services 6 Jul 28, 2026
Infosys Limited INFY Information Technology 6 Jul 23, 2026
Intrusion Inc. INTZ Information Technology 6 Jul 22, 2026
AeroVironment, Inc. AVAV Industrials 6 Jul 8, 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
Alphabet Inc. GOOGL Communication Services 5 Jul 22, 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
VersaBank VBNK Financials 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
Mettler-Toledo International Inc. MTD Health Care 5 May 13, 2026
Waystar Holding Corp. WAY Health Care 5 Apr 29, 2026
COPT Defense Properties CDP Real Estate 5 Mar 17, 2026
N-able, Inc. NABL Information Technology 4 Aug 10, 2026
Globe Telecom, Inc. GLO Communication Services 4 Aug 10, 2026
Telos Corporation TLS Information Technology 4 Aug 10, 2026
Cognex Corporation CGNX Information Technology 4 Aug 10, 2026
NetScout Systems, Inc. NTCT Information Technology 4 Aug 6, 2026
Ducommun Incorporated DCO Industrials 4 Aug 6, 2026
Gen Digital Inc. GEN Information Technology 4 Aug 6, 2026
TechTarget, Inc. TTGT Communication Services 4 Aug 6, 2026
TriplePoint Venture Growth BDC Corp. TPVG Financials 4 Aug 5, 2026
OneSpan Inc. OSPN Information Technology 4 Aug 4, 2026
Atos SE ATO Information Technology 4 Jul 30, 2026

Representative quotes

…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…
Cognex Corporation (CGNX), August 10, 2026. Read the full transcript →
…solve complex mission critical challenges for our customers. TELOS helps the world's most security conscious organizations solve those challenges by combining proven cybersecurity, digital identity, and secure networking solutions, combined with deep mission expertise and a flexible approach to addressing unique customer requirements. Our solutions strengthen security…
Telos Corporation (TLS), August 10, 2026. Read the full transcript →
Pagliuca (Executives): Thank you, Griffin, and thank you all for joining us today. At N-able, we believe every business deserves enterprise-grade cybersecurity, and we're working to democratize cyber defense at a moment when the stakes have never been higher. That mission has continued to translate…
N-able, Inc. (NABL), August 10, 2026. Read the full transcript →
…financial inclusion. Recently, we also hosted the 5th Annual iGnite Innovation Summit at the SMX Convention Center Aura. The event covered AI, advanced cybersecurity and inclusive digital finance with Senator Bam Aquino providing the keynote to over 3,000 participants. We remain the trusted digital partner of LGUs…
Globe Telecom, Inc. (GLO), August 10, 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 August 4, 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: August 10, 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.