Cisco’s 2QFY10 UC Results Shine – Indicating Strong UC Market Recovery

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Cisco’s reported exceptional recovered results for its second quarter of its fiscal year (2QFY10) on February 3, 2010. Overall revenues finally turned the corner with both year over year (y/y) and quarter over quarter (q/q) improvements. For UC y/y growth was 17%. Given Cisco’s roughly 20% share of the UC market, this should be signaling a pretty strong recovery in UC for the industry as a whole. And, since Avaya, Siemens, Mitel are private, Cisco is the only public US company amongst broad tier-one UC-players, it may be the only firm indication of a strong market recovery we will see. Here is a link to the press release, the webcast presentation (registration is required), and the accompanying charts. Note: The UC results are shown on slide 21.  


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