Oracle Corp Stock Price, News & Analysis

Oracle has announced new AI capabilities within its Fusion Cloud Applications Suite, designed to help customers optimize processes across finance, supply chain, HR, sales, marketing, and service. The enhancements include over 50 new AI agents and various AI-powered features for authoring, advice, and recommended actions.

Key innovations include:

• AI agents across ERP, HCM, SCM, and CX to automate repetitive tasks
• Predictive cash forecasting and AI-generated financial narratives in Cloud ERP
• AI-powered skills insights and data enrichment in Cloud HCM
• Smart operations workbench and assisted authoring in Cloud SCM
• AI-generated content and personalization features in Cloud CX

These AI capabilities are embedded at no extra cost, aiming to increase productivity, accelerate decision-making, and drive revenue growth for Oracle customers.

Oracle has announced the introduction of 50+ role-based AI agents within its Oracle Fusion Cloud Applications Suite. These agents, powered by generative AI, are designed to automate repetitive tasks and enhance productivity across various business functions including finance, supply chain, HR, sales, marketing, and service.

The AI agents provide personalized insights, content, and recommendations within specific business processes and user roles. They aim to help employees and managers complete work more efficiently by automating end-to-end business processes. Key features include a shift scheduling assistant in HCM, a customer sales representative guide in SCM, a document IO agent in ERP, and a customer account researcher agent in CX.

This update demonstrates Oracle's commitment to integrating AI into its cloud applications, enabling customers to gain more value from their data and potentially transform how work is done in organizations.

Oracle has announced the first zettascale cloud computing clusters powered by NVIDIA Blackwell GPUs. Oracle Cloud Infrastructure (OCI) is now taking orders for the largest AI supercomputer in the cloud, offering up to 131,072 NVIDIA Blackwell GPUs with a peak performance of 2.4 zettaFLOPS. This surpasses other hyperscalers by more than six times in GPU count.

OCI Superclusters are available with NVIDIA H100, H200, or Blackwell GPUs, offering various performance levels. The clusters include OCI Compute Bare Metal, ultra-low latency networking, and HPC storage options. Customers like WideLabs and Zoom are already leveraging OCI's AI infrastructure for large language models and AI assistants, respectively, benefiting from its performance, security, and sovereignty controls.

Oracle has unveiled new user experience (UX) enhancements for Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to help organizations build smart and responsive supply chain operations. The updates leverage AI to increase workforce productivity, expand visibility, and accelerate processes. Key enhancements include:

1. Production Supervisor Workbench: Provides real-time insight into work orders and AI-powered shift reporting.
2. Maintenance Supervisor Workbench: Helps resolve maintenance issues faster and reduce asset downtime.
3. Order Management Enhancements: Enables mass actions on multiple order lines and AI-powered order acknowledgement emails.
4. Product Lifecycle Management (PLM) Enhancements: Accelerates product development with improved search capabilities and new user interfaces.

These updates aim to help customers create more efficient and resilient supply chains that can adapt to economic conditions, control costs, and protect margins.

Oracle has unveiled Oracle Fusion Cloud Sustainability, a new application within Oracle Fusion Cloud Applications Suite, designed to help organizations manage and report on sustainability initiatives more efficiently. This offering comes at no additional cost to customers and aims to streamline reporting, expand insights, and improve decision-making for environmental goals.

Key features include:

• Automated transaction records using AI and classification rules
• Contextualized data for impactful decision-making
• Prebuilt dashboards with KPIs and custom analyses
• Rigorous audit and traceability capabilities
• Sophisticated emission factor mapping
• Comprehensive integrations with third-party applications

The application integrates data from Oracle Fusion Cloud ERP, SCM, EPM, and Data Intelligence, providing a holistic view of sustainability performance. This new offering addresses the challenge of organizing and analyzing sustainability data, helping businesses accelerate progress towards their environmental objectives.

Oracle has unveiled a new RFID for Replenishment solution in Oracle Fusion Cloud Inventory Management, part of Oracle Cloud SCM, to optimize inventory management for healthcare organizations. This solution integrates RFID technologies from Avery Dennison, Terso Solutions, and Zebra Technologies to automate stock tracking, replenishment, and inventory visibility.

Key benefits include:

• Automated tracking of medical supplies
• Streamlined replenishment processes
• Real-time inventory visibility
• Reduced human error in inventory management

This innovation aims to increase productivity, expand inventory insights, and prevent delays in healthcare supply chains, ultimately enabling clinicians to focus more on patient care.

Oracle has unveiled a new open skills architecture within Oracle Dynamic Skills, part of Oracle Fusion Cloud Human Capital Management (HCM). This enhancement aims to help organizations develop and execute a skills-based talent strategy, offering improved insights and data-driven decisions for workforce optimization. Key features include:

1. AI-powered bespoke skills inventory
2. AI-powered data enrichment
3. Pre-populated skills library
4. Skills data analysis tools
5. Integrated skills intelligence
6. Skills curation and management
7. Multiple language support

These capabilities are designed to help HR leaders gain a comprehensive view of their organization's skills, align talent with business priorities, and enhance workforce performance in a rapidly evolving job market.

Oracle has unveiled new features in its Oracle Unity Customer Data Platform (CDP) to enhance revenue growth initiatives for organizations. The updates provide actionable account views that combine customer intent data from various sources, enabling marketers and sellers to engage buying group members with precise upsell and cross-sell opportunities. Key additions include:

1. Account Profile Explorer: Offers a comprehensive view of accounts to drive targeted engagements.
2. Buying group and opportunity scoring: Uses AI to identify opportunities within buying groups.
3. Native Oracle Analytics Cloud integration: Expands insights and optimizes campaign performance.
4. Industry onboarding accelerators: Speeds up CDP implementations with industry-specific templates.

These enhancements aim to help organizations leverage AI to grow revenue and build long-term customer relationships.

Oracle has unveiled new capabilities within Oracle Fusion Cloud Customer Experience (CX) to enhance B2B buying experiences. The updates provide self-service access to a unified view of commercial relationships, enabling better collaboration between buyers and sellers. Key features include:

1. A unified digital buying channel for quotes, orders, profiles, subscriptions, and renewals
2. Generative AI for contract summarization and seller assistance
3. Unified CPQ, contracts, and order management

These enhancements aim to streamline B2B transactions, support complex revenue models, and improve customer relationships. The solution connects processes from CX and financial applications, supporting various go-to-market strategies including recurring revenue and consumption-based models.