Which companies discussed Cybersecurity Spend in Information Technology in earnings calls?
332 companies mentioned cybersecurity spend across 692 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 | 79 |
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 |
| Cognex Corporation | CGNX | Information Technology | 4 | Aug 10, 2026 |
| Telos Corporation | TLS | 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 |
| CSP Inc. | CSPI | Information Technology | 4 | May 7, 2026 |
| Allied Digital Services Limited | ADSL | Information Technology | 3 | Aug 7, 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…
…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…
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…
…changes are designed to sharpen execution, deepen customer engagement and strengthen our ability to capitalize on the significant opportunities emerging across AI, cloud, cybersecurity and managed services. The first quarter marks an important milestone in Allied Digital's journey. On a trailing 12-month basis, our revenues have…
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 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.