Cisco has confirmed that two enterprises placed mega-orders worth over $1BN during fiscal year (FY) 2025.
Notably, from a customer experience perspective, both deals included Cisco’s collaboration suite, which comprises CCaaS, CPaaS, and UCaaS solutions.
Chuck Robbins, CEO of Cisco, celebrated the wins during the company’s latest earnings call. He said:
Two webscale customers each placed total orders of over $1,000,000,000 for networking, security, collaboration (Webex), and observability in FY 2025.
The megadeals underscore the growing payoff of Cisco’s strategy to pull Webex through as part of larger enterprise deals.
In 2024, Cisco accelerated that strategy by centralizing Webex with networking and security in one business unit, unifying the go-to-market for sales teams and partners.
Additionally, Cisco kick-started a drive to build capabilities from some solutions into others, enabling differentiated innovation.
For instance, it’s embedding of ThousandEyes into the Webex Contact Center aided troubleshooting, boosting the CCaaS platform with unique capabilities.
As contact center tech becomes increasingly commoditized, these are value-adding capabilities that rivals can’t replicate.
The Webex Contact Center Rises
Cisco’s standing in the CCaaS market has grown significantly over the last 18 months, as its large base of on-premise customers slowly migrate.
However, it’s also winning new business through broader enterprise deals, differentiated innovation, and rising customer confidence.
Regarding that growth, Cisco reported late last year that it had achieved a 75 percent surge in Webex Contact Center seat activations. While it hasn’t shared numbers since, that’s a big jump.
In terms of rising customer approval, it was recognized as one of two “customers’ choice” vendors in the Gartner Peer Insights Voice of the Customer for CCaaS 2025.
That report is based on verified reviews from 100+ Webex Contact Center customers, with 97 percent of Cisco customers now willing to recommend the tech giant for CCaaS. That’s up from 78 percent 12 months prior.
The external validation suggests that its changing strategy is resonating, not just with buyers, but with the people using its contact center tech day in, day out.
Moreover, it underpins how Cisco can now rub shoulders with the biggest players in the CCaaS market, after it had originally caught a lot of flak for moving into the space too late (and rightly so).
Crunching the Numbers
While the two $1BN+ deals might catch the eye, Cisco’s earnings calls also underscored Cisco’s AI infrastructure surge.
Indeed, the company reported earnings of over $80MN in Q4 through AI infrastructure alone, and more than $2BN in FY 2025.
When it comes to overall earnings, Cisco reported Q4 revenue of around $14.7BN, up about eight percent year-on-year (YoY), and above Wall Street expectations.
Looking ahead, Cisco sees Q1 FY 2026 revenue between $14.65BN and $14.85BN, again slightly ahead of analyst estimates.
For the full year, it projects revenue of $59BN to $60BN, and EPS between $4.00 and $4.06, again nudging ahead of market expectations.
