Oracle Corp Stock Price, News & Analysis

Oracle (NYSE:ORCL) announced plans to integrate advanced AI capabilities into its Health Patient Portal, enabling patients to better understand their medical records through natural language interactions. The AI-powered portal, built on OpenAI's frontier models, will help users comprehend complex medical terminology, lab results, and treatment plans.

The system will allow patients to ask questions about their medical records, prepare for doctor visits, draft messages, and schedule follow-up care. Important privacy safeguards ensure that no personal medical data is stored by OpenAI. The portal will not generate diagnoses or treatment recommendations, focusing instead on explaining medical concepts and facilitating patient-doctor communications.

The OpenAI-powered Oracle Patient Portal is expected to be generally available in 2026, with availability subject to regulatory approvals in different jurisdictions.

Oracle (NYSE:ORCL) reported strong fiscal 2026 Q1 results with total revenue reaching $14.9 billion, up 12% YoY. The company's cloud performance was particularly impressive, with cloud revenue growing 28% to $7.2 billion and cloud infrastructure revenue surging 55% to $3.3 billion.

A standout metric was Oracle's Remaining Performance Obligations (RPO) skyrocketing 359% to $455 billion, driven by four multi-billion-dollar contracts. CEO Safra Catz projected ambitious growth for Oracle Cloud Infrastructure, forecasting revenue to reach $144 billion within four years. The company's MultiCloud database revenue from partnerships with Amazon, Google, and Microsoft grew an exceptional 1,529% in Q1.

The company declared a quarterly dividend of $0.50 per share, payable on October 23, 2025.

Oracle (NYSE:ORCL) has secured a significant collaboration with NYC Health + Hospitals, the largest municipal healthcare system in the U.S., to implement Oracle Fusion Cloud Applications across their network. The partnership, which began in November 2024, aims to streamline finance, supply chain, and HR processes for the healthcare system's 45,000+ employees serving over one million patients annually.

The implementation will help NYC Health + Hospitals consolidate operations, reduce manual processes, and enhance data-driven decision-making. The system-wide upgrade will increase IT security and reduce reliance on outdated systems while improving operational efficiency across their integrated network of hospitals, health centers, and healthcare facilities throughout New York City's five boroughs.

Oracle (NYSE:ORCL) has scheduled its first quarter fiscal year 2026 earnings announcement for Tuesday, September 9, 2025, after market close. The company will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results.

Investors and interested parties can access the live webcast through Oracle's Investor Relations website at www.oracle.com/investor.

Oracle (NYSE:ORCL) has announced significant enhancements to its Electronic Data Capture (EDC) solution, Oracle Clinical One Data Collection. The updates focus on three key areas: AI-enabled EHR interoperability, enhanced data collection capabilities, and safety integration with Oracle Safety One Argus and other solutions.

The improvements include secure AI-enabled data transfer between EHR systems and Clinical One Data Collection, expanded document management capabilities for clinical sites, and integrated safety features using the ICH E2B(R3) standard for adverse event reporting. These advancements aim to streamline clinical trials, reduce manual work, improve data accuracy, and accelerate the process of bringing new therapies to market.

Oracle (NYSE:ORCL) announced that Diebold Nixdorf has selected Oracle Fusion Cloud Service and Oracle Fusion Cloud Field Service to optimize its global service operations. The banking and retail technology leader will leverage Oracle's AI-powered cloud applications to unify service operations, improve field technician productivity, and enhance customer satisfaction.

Building on their existing partnership using Oracle Fusion Applications for finance and HR, Diebold Nixdorf will utilize Oracle's solutions to manage millions of service tickets annually, enabling faster resolution times and reduced operational costs. The implementation began in March 2024, focusing on automating complex service workflows and enabling predictive maintenance capabilities.

Oracle (NYSE:ORCL) has announced the deployment of OpenAI's GPT-5 across its entire database and cloud applications portfolio, including Oracle Fusion Cloud Applications, NetSuite, and Industry Applications. The integration aims to combine enterprise data with advanced AI capabilities.

GPT-5, OpenAI's latest model, specializes in code generation, editing, and debugging, while offering enhanced reasoning capabilities for enterprise use. The deployment will enable customers to leverage AI for improved business process orchestration, accelerated code development, and deeper business insights.

The integration encompasses Oracle Database 23ai, AI Vector, Select AI, and SQLcl MCP Server, allowing users to perform AI-powered operations directly from SQL and conduct more effective data searches and analysis.

Oracle (NYSE:ORCL) has expanded its partnership with Google Cloud to offer customers access to Google's advanced Gemini AI models through Oracle Cloud Infrastructure (OCI) Generative AI service. The collaboration will initially feature Gemini 2.5 and later expand to include Google's entire range of specialized Gemini models via Vertex AI integration.

Customers can use existing Oracle Universal Credits to access these models for various applications including multimodal understanding, coding, workflow automation, and knowledge retrieval. Future plans include integrating Gemini models into Oracle Fusion Cloud Applications, enhancing capabilities across finance, HR, supply chain, sales, service, and marketing functions.

Oracle (NYSE:ORCL) has been recognized as a 'Leader' in the IDC MarketScape Worldwide Hospitality Property Management Systems 2025 Vendor Assessment, marking its second consecutive leadership position in this category. The report particularly commends Oracle's OPERA Cloud PMS for its consistent delivery of promised features and ability to address hospitality challenges across different market segments.

The assessment highlights Oracle's strengths in delivering customizable solutions, with strong presence in comfort/midscale segments and growing traction in luxury and resort markets. The report specifically praised the Oracle Hospitality Integration Platform (OHIP), noting its five-year track record of streamlining integration processes and enabling self-service capabilities for partners and customers.