The News:  Oracle Cloud Infrastructure (OCI) and Druid Software are announcing the validation of a 5G core network on OCI. Fully tested and verified on OCI, Druid’s Raemis core platform can provide enterprise customers and telcos with a turnkey solution targeted at deploying a private 5G network and running custom applications on top of it. Read the Oracle blog here.
OCI and Druid Software Ready to Stimulate Private 5G Network Uptake
Analyst Take: Oracle Cloud Infrastructure and Druid Software are partnering to ease and accelerate the implementation of private 5G networks for enterprises and telcos. By offering Druid on OCI, the private 5G network market gains a new solution ready to generate competitive waves due to OCI’s global cloud presence and Druid’s diverse portfolio and extensive deployment experience across private 5G & 4G cellular environments.
The Druid core uses Oracle Container Engine for Kubernetes (OKE) and cloud native tooling, backed by testing with multiple simultaneous devices on the network, indicating reliable end-to-end data connectivity and low-latency performance. I anticipate that the partnership can establish initial inroads in verticals that Druid Software already has presence including mobile enterprise communications, remote industry & Industry 4.0, industrial IoT, defense, fixed wireless access (FWA), and mobile healthcare while also leveraging Oracle’s extensive presence across key industry verticals. For instance, the extensive, diverse Oracle Cerner portfolio aimed at the healthcare segment.
As OCI unfolds and augments its Oracle Cloud for Telcos proposition, OCI’s 41 public cloud regions across the planet can play an increasingly pivotal role in driving broader enterprise and telco interest in the partnership’s private 5G network solutions. OCI’s distributed cloud portfolio supports core network functions and applications on-premises using OCI Dedicated Regions or Oracle Compute Cloud@Customer. For example, Vodafone migrated a huge number of database and OSS/BSS applications to Oracle Cloud Infrastructure Dedicated Region.
Deployment of Druid’s Raemis core in an OCI public region:
I believe OCI is making a sound calculation in directly targeting the private 5G market which is expected to generate compound annual growth rate (CAGR) of 51.2% between 2023 and 2030, expanding from $2.0 billion in 2023 to a revenue forecast of $36.08 billion in 2030 (according to Grand View Research).
OCI will face stiff hyperscaler competition by entering the private 5G network sweepstakes as its major cloud rivals have already forayed into the competitive mix. Specifically, AWS offers AWS Private 5G managed services, Microsoft provides Azure Private 5G Core, and Google is collaborating with private wireless specialist Betacom to deliver Google Distributed Cloud (GDC) Edge.
Key Takeaways: OCI and Druid Software Target Private 5G Networks Opportunity
I expect OCI to build on its Druid Software alliance by working with more private wireless specialists to address a wider range of enterprise and telco demands. I believe OCI and Druid Software can make inroads in the tightly contested private 5G network market through OCI’s support of flexible shapes for telco workloads including right-sizing the number of cores and amount of memory in 1-core or 1-GB increments when enterprise and telco customers use or resize Compute instances. From my view, 2023 is a good year for OCI and Druid to win mindshare and expand their presence in the still burgeoning private 5G network market.
Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.
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Author Information
Ron is an experienced, customer-focused research expert and analyst, with over 20 years of experience in the digital and IT transformation markets, working with businesses to drive consistent revenue and sales growth.
He is a recognized authority at tracking the evolution of and identifying the key disruptive trends within the service enablement ecosystem, including a wide range of topics across software and services, infrastructure, 5G communications, Internet of Things (IoT), Artificial Intelligence (AI), analytics, security, cloud computing, revenue management, and regulatory issues.
Prior to his work with The Futurum Group, Ron worked with GlobalData Technology creating syndicated and custom research across a wide variety of technical fields. His work with Current Analysis focused on the broadband and service provider infrastructure markets.
Ron holds a Master of Arts in Public Policy from University of Nevada — Las Vegas and a Bachelor of Arts in political science/government from William and Mary.
