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Should Cisco Sell or Spin Off Webex?

September 28, 2020

Via: No Jitter

For some time, I have thought that Cisco should consider selling off its collaboration business unit or spinning it out to become an independent company. This thought first came to me when Cisco began investing heavily in Spark, for team collaboration, while diminishing investment in CUCM, Jabber, HCS, and Webex.

Let’s be frank: Cisco’s business model requires premium pricing. As shown in the chart below, Cisco is very skilled at generating a lot of revenue per employee.

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