Oracle Helps Organizations Enhance Process Manufacturing

Rhea-AI Summary

Oracle (NYSE: ORCL) announced new process manufacturing capabilities in Oracle Fusion Cloud SCM on February 10, 2026 to help regulated manufacturers improve quality, traceability, and production control.

Key features include recipe and yield management, flexible batch execution, connected process execution, lot-level traceability, electronic batch record approvals, and Smart Operations integration to capture factory-floor data.

Positive

• Formula-recipe-batch synchronization for consistent product quality
• AI-assisted what-if updates to affected batches
• Electronic batch record approval with full auditability
• Smart Operations connects factory equipment to execution

Negative

• No pricing or availability timeline provided
• No quantified performance or ROI metrics disclosed

Market Reality Check

Price: $159.89 Vol: Volume 49,472,542 is 1.61...

high vol

$159.89 Last Close

Volume Volume 49,472,542 is 1.61x the 20-day average of 30,800,953, indicating elevated participation ahead of this announcement. high

Technical Shares at 156.59 trade below the 200-day MA of 220.22, sitting 31.74% above the 52-week low and 54.71% below the 52-week high.

Peers on Argus

Key software peers like PLTR (+4.65%), MSFT (+2.19%), PANW (+3.88%), FFIV (+0.78...

Key software peers like PLTR (+4.65%), MSFT (+2.19%), PANW (+3.88%), FFIV (+0.78%), and NTAP (+1.10%) were also positive, but the scanner did not flag a coordinated sector momentum move, suggesting ORCL’s +9.64% pre-news gain was more stock-specific.

Historical Context

5 past events · Latest: Feb 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 04	Clinical AI agent	Positive	-5.2%	Canadian healthcare systems piloting Oracle Health Clinical AI Agent for documentation.
Feb 03	Banking AI platform	Positive	-3.4%	Launch of agentic AI platform for retail and corporate banking applications.
Feb 02	Gartner leadership	Positive	-2.8%	Named Leader in 2026 Gartner Magic Quadrant for Source-to-Pay Suites.
Feb 01	Financing plan	Neutral	-2.8%	Announcement of $45–$50 billion 2026 equity and debt financing plan.
Jan 29	Life sciences AI	Positive	-2.2%	Launch of Oracle Life Sciences AI Data Platform leveraging 129M+ de-identified EHRs.

Pattern Detected

Recent Oracle announcements, often positive around AI and financing, saw consistently negative next-day price reactions despite constructive strategic content.

Recent Company History

Over the last two weeks, Oracle has issued a series of substantial updates spanning AI, financing, and recognition. On Jan 29, it launched the Oracle Life Sciences AI Data Platform, with shares down 2.19% afterward. A large 2026 financing plan on Feb 1 preceded a 2.75% drop. Subsequent positive AI and Gartner recognition news from Feb 2–4 saw declines between 2.75% and 5.17%. Against this backdrop, today’s strong gain comes after similarly strategic but more product- and operations-focused SCM enhancements.

Market Pulse Summary

This announcement expands Oracle Fusion Cloud SCM with new process manufacturing capabilities, empha...

Analysis

This announcement expands Oracle Fusion Cloud SCM with new process manufacturing capabilities, emphasizing recipe management, batch execution, and advanced lot traceability. The focus is on real-time visibility, quality control, and regulatory compliance for industries such as life sciences and food and beverage. In the context of recent AI platform launches and a sizeable 2026 financing plan, these enhancements reinforce Oracle’s strategy of integrating AI and automation into core operational workflows. Investors may watch adoption trends and subsequent customer wins tied to these features.

Key Terms

batch execution, manufacturing execution, electronic batch record, lot-specific unit-of-measure conversions

4 terms

batch execution technical

"materials management, batch execution, and compliance capabilities in Oracle Fusion Cloud SCM"

Batch execution is the practice of grouping multiple buy or sell orders together and processing them at once instead of one by one. For investors this can lower transaction costs, reduce the chance that large orders move the market, and improve efficiency—similar to cooking several meals at once to save time and energy—though it may delay individual trades or average their prices compared with immediate, single-order execution.

manufacturing execution technical

"Smart Operations, a cloud-based capability that connects factory floor equipment to manufacturing execution."

Manufacturing execution describes the systems and processes that run a factory’s day-to-day work — coordinating machines, staff, schedules, quality checks and the tracking of materials as products are made. Like a factory’s conductor, it determines how fast, consistently and efficiently goods are produced and how well problems or defects are caught; for investors, stronger execution typically means lower costs, fewer disruptions, better margins and clearer regulatory records.

electronic batch record technical

"Electronic batch record approval: Helps manufacturers maintain regulatory compliance by enabling electronic review"

A digital record that captures every step, measurement and decision made during a specific manufacturing run—think of it as a computerized recipe and checklist for a single batch. Investors care because it improves product quality, speeds up regulatory inspections and recalls, reduces human error and downtime, and provides clear traceability; those benefits lower compliance risk and can make production more reliable and cost-effective.

lot-specific unit-of-measure conversions technical

"Lot-specific unit-of-measure conversions: Help manufacturers account for lot-to-lot variability"

Lot-specific unit-of-measure conversions are the calculations used to express the amount of a particular batch or shipment in different measurement units (for example, converting a lot’s weight to number of doses, bottles, or volume) when characteristics like density, concentration, or pack size vary between lots. For investors, these conversions matter because they affect reported inventory, revenue, pricing and regulatory compliance—similar to converting pounds of fruit into boxes for sale, where the conversion changes how much product is counted and billed.

AI-generated analysis. Not financial advice.

New recipe and materials management, batch execution, and compliance capabilities in Oracle Fusion Cloud SCM help customers improve control, enhance quality, and lower risk

MUMBAI, India, Feb. 10, 2026 /PRNewswire/ -- Oracle AI World -- Oracle today announced new capabilities in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to help organizations manage the unique requirements of process manufacturing. The latest innovations help organizations that produce goods by mixing or blending ingredients improve real-time production visibility and meet regulatory requirements by connecting formulas, recipes, materials, and batch execution in a unified cloud solution.

"Process manufacturers in complex, regulated industries, such as life sciences, chemical, and food and beverage, must deliver consistent quality at scale despite high variability in materials, yields, and production conditions," said Derek Gittoes, group vice president, SCM product management, Oracle. "The latest innovations in Oracle Cloud SCM help customers adapt production in real time, improve batch outcomes, and maintain traceability as materials, formulas, and conditions change across operations."

The new process manufacturing capabilities are available in Oracle Fusion Cloud Manufacturing, which is part of Oracle Cloud SCM. Oracle Manufacturing connects the digital supply chain to the physical factory and supports mixed-mode manufacturing strategies across make-to-stock, make-to-order, configure-to-order, make-to-project, contract manufacturing, and outside processing environments. With built-in coordination across inventory, quality, costing, and execution, Oracle Manufacturing helps manufacturers run high-performing operations while adapting to changing production demands.

The latest capabilities within Oracle Manufacturing include:

Streamlined Recipe and Yield Management

• Formula-recipe-batch synchronization: Helps manufacturers maintain consistent product quality and regulatory compliance by automatically synchronizing formula changes with recipes and using AI-assisted what-if scenarios to update affected batches.
• Operation yield modeling: Helps manufacturers understand and control process loss by modeling yields for each operation and tracking batch quantities based on contributing formula ingredients.

Flexible Batch Manufacturing Execution

• Batch size range definition: Helps manufacturers adjust production to meet changing demand by automatically selecting the correct recipe based on batch size.
• Intermediate input and output tracking: Helps manufacturers improve production tracking accuracy by dynamically determining batch quantities based on actual materials used and outputs produced at each operation.

Connected Process Execution

• Material sequencing in an operation: Helps manufacturers improve traceability and reduce errors by sequencing and issuing a material multiple times within the same operation.
• Multi-operation co-product and by-product recovery: Helps manufacturers track production outcomes by completing co-products and by-products across multiple operations.
• Electronic batch record approval: Helps manufacturers maintain regulatory compliance by enabling electronic review and signature for approval of completed batches, with a fully auditable production record.
• Smart Operations integration: Helps manufacturers improve production accuracy by capturing operation quantities directly from connected factory floor equipment through Smart Operations, a cloud-based capability that connects factory floor equipment to manufacturing execution.

Advanced Materials Traceability and Control

• Lot-specific unit-of-measure conversions: Help manufacturers account for lot-to-lot variability by automatically applying lot-specific unit-of-measure conversions to accurately manage inventory, production, and fulfillment.
• Lot grade capture: Helps manufacturers maintain quality standards by capturing and classifying the grade of each lot during production.
• Expired lot prevention: Helps manufacturers reduce risk and waste by blocking the use of expired materials in production.
• Automated product lot expiration calculation: Helps manufacturers improve shelf-life accuracy by automatically calculating finished goods' expiration dates based on ingredient shelf life and production timing.

Part of Oracle Fusion Cloud Applications, Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes to help organizations enhance resilience and quickly adapt to market changes. Embedded AI acts as an advisor and can analyze supply chain data, generate content, and augment or automate processes to help improve business operations and build a resilient supply network to outpace change.

For additional information on Oracle Cloud SCM applications, 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 all people-related processes and data to help organizations automate tasks throughout the employee lifecycle, improve the employee experience, and give HR leaders actionable workforce insights.
• 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 helps 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.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/oracle-helps-organizations-enhance-process-manufacturing-302683337.html

SOURCE Oracle

FAQ

What process manufacturing features did Oracle (ORCL) announce on February 10, 2026?

Oracle announced new recipe, batch execution, traceability, and materials control features. According to the company, enhancements include formula-recipe-batch synchronization, operation yield modeling, batch size ranges, lot-grade capture, and electronic batch record approval integrated in Oracle Fusion Cloud SCM.

How does Oracle Fusion Cloud SCM help ORCL customers improve batch quality and compliance?

It synchronizes formulas to recipes and supports electronic batch approvals for traceability. According to the company, these capabilities enable real-time updates to affected batches, auditable signatures, and lot-specific unit conversions to support regulatory requirements and quality consistency.

What production visibility improvements does Oracle claim for ORCL customers?

Oracle says customers gain real-time production visibility and improved traceability across operations. According to the company, Smart Operations captures equipment data, material sequencing and intermediate tracking adjust batch quantities, and by-product recovery spans multiple operations for clearer outcomes.

Will the new Oracle (ORCL) features reduce waste and expired material use?

The release includes automated expiration and expired-lot prevention to reduce waste. According to the company, finished-goods expiration dates are calculated from ingredient shelf life and production timing and expired materials are blocked from use in production.

Can Oracle Fusion Cloud SCM adapt batch size and formulas dynamically for ORCL customers?

Yes; batch size ranges and AI-assisted what-if scenarios support dynamic adaptation. According to the company, the system automatically selects recipes by batch size and models operation yields to update batches when formulas or conditions change.