Tuesday, October 21, 2025
Cisco announced that two major enterprises placed mega-orders worth over $1 billion each during fiscal year (FY) 2025, marking a major milestone for the company’s enterprise growth strategy.
From a customer experience standpoint, both high-value deals included Cisco’s collaboration suite, featuring CCaaS, CPaaS, and UCaaS solutions.
During the company’s latest earnings call, Chuck Robbins, CEO of Cisco, celebrated the wins, stating:
“Two webscale customers each placed total orders of over $1,000,000,000 for networking, security, collaboration (Webex), and observability in FY 2025.”
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These billion-dollar agreements reflect the success of Cisco’s strategy to integrate Webex into larger enterprise contracts. In 2024, the company accelerated this approach by combining Webex with networking and security into a single business unit, aligning sales and partner go-to-market efforts under one umbrella.
Cisco also began embedding capabilities from one solution into another, driving differentiated innovation. A notable example is the integration of ThousandEyes into Webex Contact Center, enabling advanced troubleshooting and unique CCaaS features that competitors struggle to match.
As contact center technology becomes increasingly commoditized, these value-adding enhancements are giving Cisco a strong competitive edge.
Over the past 18 months, Cisco’s presence in the CCaaS market has grown substantially, driven by both cloud migrations from its large on-premise customer base and new enterprise wins.
Late last year, Cisco reported a 75% surge in Webex Contact Center seat activations, signaling strong adoption. The company’s efforts have also translated into higher customer satisfaction. In 2025, Gartner Peer Insights Voice of the Customer recognized Cisco as one of only two “Customers’ Choice” vendors for CCaaS, based on verified reviews from over 100 customers.
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Notably, 97% of Cisco’s CCaaS customers now say they would recommend the company—up from 78% just a year earlier. This surge in approval indicates that Cisco’s evolving strategy resonates not only with decision-makers but also with daily end-users.
Once criticized for entering the CCaaS space too late, Cisco now stands alongside the market’s biggest players, proving its integrated approach is paying off.
Beyond the billion-dollar deals, Cisco’s earnings report highlighted significant AI infrastructure growth. In Q4 alone, the company generated over $80 million in AI infrastructure revenue, contributing more than $2 billion for the full fiscal year.
Overall, Cisco posted Q4 revenue of $14.7 billion, an 8% year-over-year increase, surpassing Wall Street expectations. Looking ahead, Cisco projects Q1 FY 2026 revenue between $14.65 billion and $14.85 billion, again slightly above analyst forecasts.
For the full year, the company expects revenue between $59 billion and $60 billion, with earnings per share (EPS) of $4.00 to $4.06, continuing its trend of outperforming market expectations.
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The two vendors share a customer base of hundreds of thousands of users, highlighting their strong partnership and widespread industry reach.
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