Oracle Adds New Fusion Agentic Applications to Help Customers Improve Supply Chain Performance

Oracle (NYSE:ORCL) announced four new Fusion Agentic Applications within Oracle Fusion Cloud SCM to help improve supply chain performance.

Rhea-AI Summary

Oracle (NYSE:ORCL) announced four new Fusion Agentic Applications within Oracle Fusion Cloud SCM to help improve supply chain performance. These AI-driven agents aim to enhance inventory visibility, reduce supplier and operational risk, and increase manufacturing efficiency.

Oracle also introduced new inventory optimization capabilities, including multi-echelon optimization, interactive inventory network visualization, and an Inventory Optimization Advisor Agent to help balance service levels and inventory costs across complex supply chain networks.

Positive

• Four new Fusion Agentic Applications added to Oracle Cloud SCM portfolio
• Applications leverage coordinated AI agents to automate and progress routine work
• New tools target inventory visibility, supplier risk, and manufacturing efficiency
• Multi-echelon inventory optimization to improve placement and reduce excess stock
• Interactive inventory visualization enhances insight into network performance
• Inventory Optimization Advisor Agent highlights risks and recommends safety stock changes

Negative

• None.

Argus Jun 29 session

-0.52% close to close Open Argus

Details

News Market Reaction – ORCL

On Jun 29, the day this news came out, ORCL closed 0.52% below the previous close.

Data tracked by StockTitan Argus for the Jun 29 session.

Key Figures

Fusion Agentic Apps: 4 new applications Cloud revenue mix: 51% of total revenues R&D investment: $10.3B +4 more

Fusion Agentic Apps

4 new applications

Oracle Fusion Cloud SCM supply chain suite

Cloud revenue mix

51% of total revenues

Fiscal 2026, up from 43% in 2025 and 37% in 2024

R&D investment

$10.3B

Fiscal 2026 R&D spend, per 10-K

ATM equity program

$20,000,000,000

At-the-market common stock offering capacity under equity distribution agreement

Preferred depositary shares

100,000,000 shares

Series D Mandatory Convertible Preferred Stock offering

Preferred dividend rate

6.50% annually

Series D Mandatory Convertible Preferred Stock dividend on liquidation preference

Options exercised

400,000 shares

Vice chairman option exercise and same-day sale on Jun 24, 2026

Previous AI Reports

5 past events · Latest: Jun 17

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2. Jun 16

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3. May 21

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4. Apr 22

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5. Apr 14

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24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

multi-echelon inventory optimization, kanban, llms, ai agent studio

4 terms

multi-echelon inventory optimization technical

"Multi-echelon inventory optimization: Helps supply chain teams improve inventory placement"

A coordinated planning method that decides how much inventory to hold at each step of a supply chain — from suppliers and factories to warehouses and stores — so overall stock levels meet customer demand while minimizing cost. Like organizing shared food for several kitchens so nothing spoils or runs out, it matters to investors because better inventory balance frees up cash, boosts profit margins and reduces the risk of lost sales or costly excess stock.

kanban technical

"Kanban Administrative Workspace: Helps manufacturing teams improve Kanban replenishment"

A kanban is a visual control system—often cards, bins, or on-screen signals—used to trigger and pace work or replenishment so items move only when needed, like a traffic light that tells a factory or team when to start or stop a task. Investors watch for kanban systems because they indicate how well a business manages inventory, production speed and waste; a smooth kanban often means lower costs, steadier cash flow and better ability to meet customer demand.

llms technical

"Running on Oracle Cloud Infrastructure and powered by industry-leading LLMs, the new"

Large language models are advanced computer programs that read and generate human-like text by learning patterns from huge amounts of written material; think of them as digital employees that can draft reports, answer questions, summarize documents, or generate code. They matter to investors because they can change a company’s costs, speed of product development, customer service, and competitive edge — and they also create new risks and regulatory questions that can affect profits and valuation.

ai agent studio technical

"take advantage of the AI Agent Studio for Fusion Applications to build, connect, and run"

An AI agent studio is a software platform that lets teams design, train, test and deploy autonomous software agents—virtual assistants or bots that can perform tasks, make decisions and interact with users or systems. Think of it as a workshop for building and refining digital workers: it matters to investors because it can turn complex machine learning work into repeatable products, drive recurring revenue, shorten time to market, and scale automation across customers and industries.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Latest updates in Oracle Cloud SCM also include new inventory optimization capabilities

AUSTIN, Texas, June 29, 2026 /PRNewswire/ -- Oracle today announced four new Fusion Agentic Applications that will help organizations improve supply chain performance by increasing inventory visibility, reducing supplier and operational impact, and improving manufacturing efficiency. Built into Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), the new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. In addition, to help organizations further increase supply chain resilience, Oracle is also introducing new inventory optimization capabilities.

"Supply chain leaders are under increasing pressure to improve service levels, control costs, and respond faster to disruption amid ongoing economic and operational uncertainty," said S.Y. Shenoy, senior vice president, Fusion SCM development, Oracle. "With the new agentic applications and inventory optimization capabilities in Oracle Cloud SCM, organizations can identify issues sooner, prioritize actions, and make faster, more informed decisions across planning, procurement, and manufacturing."

Part of Oracle Fusion Cloud Applications, Oracle Cloud SCM helps organizations enhance resilience and quickly adapt to market changes by providing a unified AI-powered platform that integrates supply chain planning and execution processes. It includes embedded AI agents and agentic applications that help accelerate product design, manufacturing, procurement, order fulfillment, and logistics execution. In addition, customers can take advantage of the AI Agent Studio for Fusion Applications to build, connect, and run AI automation and agentic applications using reusable Oracle, partner, and external agents without traditional application development.

Fusion Agentic Applications for Supply Chain
Running on Oracle Cloud Infrastructure and powered by industry-leading LLMs, the new Fusion Agentic Applications move beyond assistance to execution, helping supply chain leaders improve business outcomes. By operating inside the existing Oracle Fusion Applications security framework, they can autonomously progress routine work within established guardrails and surface exceptions, tradeoffs, and decisions where desired, such as when human judgment can materially change the outcome. There are four new Fusion Agentic Applications now available within Oracle Cloud SCM:

• Inventory Planning Command Center: Helps supply chain teams improve inventory availability, increase service levels, and resolve stockouts faster. This shifts inventory management from manual tracking to an automated, business-driven workflow that helps teams reduce disruptions and improve inventory responsiveness.
• Supplier Qualification Workspace: Helps procurement teams reduce supplier risk, improve compliance processes, and accelerate supplier qualification. This moves supplier qualification from fragmented tracking and manual follow-up to a guided, risk-based process that helps teams improve compliance posture and accelerate supplier onboarding decisions.
• Production Readiness Workspace: Helps manufacturing teams improve production readiness and reduce setup errors. This shifts production readiness from manual checklists to proactive corrections and prioritized actions that help teams reduce errors and prevent production delays.
• Kanban Administrative Workspace: Helps manufacturing teams improve Kanban replenishment, reduce shortages and excess inventory, and maintain production flow. This elevates Kanban replenishment from periodic manual review to proactive, exception-based optimization that helps teams enhance production flow.

Inventory Optimization for Supply Chain Planning
New inventory optimization capabilities in Oracle Fusion Cloud Supply Chain Planning help organizations improve inventory performance while balancing service levels and inventory costs. The new capabilities include:

• Multi-echelon inventory optimization: Helps supply chain teams improve inventory placement and reduce excess inventory across complex supply chain networks by calculating recommended safety stock targets across the network based on demand and lead time variability.
• Interactive inventory network visualization: Helps planners better understand inventory performance and supply chain dependencies by providing an integrated view of supply chain relationships, inventory levels, and service-level metrics across the network.
• Inventory Optimization Advisor Agent: Helps planners identify inventory risks and improve service levels by highlighting the factors contributing to service-level shortfalls, analyzing inventory dependencies, and recommending safety stock adjustments.

To learn more about Oracle Cloud SCM, visit oracle.com/scm.

About Oracle Fusion Cloud Applications
Oracle Fusion Cloud Applications provide an integrated suite of AI-powered cloud applications that enable organizations to execute faster, make smarter decisions, and lower costs. Oracle Fusion Applications include:

• Oracle Fusion Cloud Enterprise Resource Planning (ERP): Provides a comprehensive suite of AI-powered finance and operations applications that help organizations increase productivity, reduce costs, expand insights, improve decision-making, and enhance controls.
• Oracle Fusion Cloud Human Capital Management (HCM): Provides a unified AI-powered HR platform that connects people, processes, and data to help organizations automate the employee lifecycle, enhance the employee experience, and drive better business outcomes with a human-agent workforce. 
• Oracle Fusion Cloud Supply Chain & Manufacturing (SCM): Provides a unified AI-powered platform that integrates supply chain and operations processes and helps organizations enhance resilience and quickly adapt to market changes.
• Oracle Fusion Cloud Customer Experience (CX): Provides a suite of AI-powered applications that help organizations manage marketing, sales, and service processes to win business, build stronger customer relationships, and improve customer experiences.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.

Trademarks
Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

 

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SOURCE Oracle

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Oracle (ORCL) announce on June 29, 2026 for Fusion Cloud SCM?

Oracle announced four new Fusion Agentic Applications and added inventory optimization capabilities to Oracle Fusion Cloud SCM. According to Oracle, these AI-driven tools help improve inventory visibility, supplier qualification, production readiness, and Kanban replenishment while optimizing inventory levels across complex supply chain networks.

What are Oracle's new Fusion Agentic Applications in Oracle Cloud SCM?

Oracle introduced four Fusion Agentic Applications: Inventory Planning Command Center, Supplier Qualification Workspace, Production Readiness Workspace, and Kanban Administrative Workspace. According to Oracle, these apps use specialized AI agents to automate workflows, surface exceptions, and help teams improve service levels and reduce disruptions.

How do Oracle Fusion Agentic Applications aim to improve supply chain performance?

The Fusion Agentic Applications aim to move from manual tracking to automated, outcome-driven workflows across supply chain functions. According to Oracle, they help prioritize actions, reduce setup errors, accelerate supplier qualification, and optimize Kanban replenishment to support higher service levels and fewer production delays.

What inventory optimization features were added to Oracle Fusion Cloud Supply Chain Planning?

Oracle added multi-echelon inventory optimization, interactive inventory network visualization, and an Inventory Optimization Advisor Agent. According to Oracle, these capabilities recommend safety stock targets, reveal inventory dependencies, highlight service-level shortfalls, and help balance service levels with inventory costs across complex networks.

How does Oracle’s Inventory Planning Command Center benefit supply chain teams?

The Inventory Planning Command Center helps teams improve availability, increase service levels, and resolve stockouts faster. According to Oracle, it shifts inventory management from manual tracking to automated, business-driven workflows that aim to reduce disruptions and improve responsiveness across the supply chain.

What problem does Oracle’s Supplier Qualification Workspace address for Oracle Cloud SCM users?

Supplier Qualification Workspace targets fragmented supplier tracking and manual follow-up in procurement processes. According to Oracle, it provides a guided, risk-based process that helps reduce supplier risk, improve compliance posture, and accelerate supplier onboarding and qualification decisions within Oracle Cloud SCM.

How can Oracle’s Inventory Optimization Advisor Agent help planners using ORCL’s Cloud SCM?

The Inventory Optimization Advisor Agent helps planners identify inventory risks and improve service levels. According to Oracle, it analyzes inventory dependencies, highlights factors behind service-level shortfalls, and recommends safety stock adjustments across the network for more resilient supply chain planning.