Orange Business Services, the international B2B arm of France Telecom, posted a status update for its cloud computing business today, putting a few numbers behind their segment of the ongoing cloud revolution. Many telecommunications companies around the world have bet on cloud-based services as a new revenue opportunity, and any visibility into the status of the ramp is certainly welcome.
Orange says that they earned €113M in revenue from their cloud computing portfolio in 2012, up 33% from 2011, and that they are on track to generate €500M from it in 2015 as they targeted a couple years ago. The customers break down into 500+ for IaaS, 4000+ for CRM solutions, 1200 for messaging and collaboration, and 60,000 for Le Cloud Pro.
Numbers are often hard to come by with new revenue sources, as the ramp rarely seems to happen as fast as the hype. And for new technology umbrellas as wide as what is called cloud computing, some of the numbers we get from the industry as it tries to quantify the opportunity come from reclassifying existing revenue streams rather than the generating of new ones. For its part, Orange Business Services is reasonably clear what's being counted - so it's an interesting data point.
Orange Business Services also said today that they have integrated MicroSoft's Office Together Select into their Business VPN Galerie. The expanded strategic partnership will help them further drive the messaging and collaboration side of their cloud business.