Oracle Corp Stock Price, News & Analysis

Xcel Energy selected the AI-enabled Oracle Opower customer engagement platform to deliver personalized energy-use insights, savings tips, and program recommendations to its customers, supporting customer experience and grid resiliency.

Key disclosed figures: Opower programs are used at more than 100 utilities and have saved over 38 TWh of energy; Xcel serves 3.9 million electric and 2.2 million natural gas customers across eight states.

The platform will provide comparative home usage reports, behavioral demand-response messages for peak reduction, connected customer journeys across digital channels, and AI-driven real-time analytics for program performance and compliance.

Oracle (NYSE: ORCL) reported fiscal 2026 Q2 results on December 10, 2025: Total revenue $16.1B (+14% USD, +13% cc), Cloud revenue $8.0B (+34% USD, +33% cc), and Remaining Performance Obligations $523B (up 438% USD). GAAP EPS was $2.10 (+91% USD) and non-GAAP EPS was $2.26 (+54% USD); EPS benefited from a $2.7B pre-tax gain from the sale of Oracle's interest in Ampere. Q2 non-GAAP operating income was $6.7B (+10% USD). Operating cash flow over 12 months was $22.3B (+10% USD). The board declared a $0.50 quarterly cash dividend payable January 23, 2026.

Oracle (NYSE:ORCL) will release second quarter fiscal year 2026 earnings on December 10, 2025 after market close. The company will host a conference call and live webcast at 4:00 p.m. Central Time the same day to discuss results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor.

Investors can listen live via webcast or join the conference call for management commentary and Q&A; a replay will typically be posted on the investor site after the event.

Oracle (NYSE: ORCL) unanimously elected Stephen Rusckowski to its Board of Directors, increasing the Board size to 14. The election is effective as of November 18, 2025.

Rusckowski is the former CEO and President of Quest Diagnostics from 2012–2022 and served as Quest Board Chair from January 2017–March 2023. He previously led Philips Healthcare and currently serves on the supervisory board of Qiagen N.V. and as a director of Baxter International. Board members serve one-year terms and will next stand for election at the annual meeting in November 2026.

Oracle Health (NYSE:ORCL) announced on November 20, 2025 that Oracle Health Information Network has been designated as a Qualified Health Information Network (QHIN) under TEFCA. The designation enables secure, standardized data exchange across designated QHINs and between providers, payers, and government agencies.

Oracle Health customers can opt in for free via Oracle Health Connection Hub with no extra setup. The network runs on Oracle Cloud Infrastructure (OCI) and aims to provide a single point of connectivity to consolidate patient data, reduce duplicate testing, and support interoperability for AI, quality measurement, and value-based care.

Oracle Financial Services (ORCL) was named Overall Winner in the Chartis RiskTech AI 50 2025 report on November 19, 2025, marking the second consecutive year it received the top designation.

Chartis recognized Oracle as the top-ranked vendor and leader in three Chartis Category Awards—innovation, strategy, and impact—and cited its high-performance, low-latency cloud infrastructure, proprietary algorithms, and broad machine-learning applications for financial services. Chartis also awarded Oracle multiple solution categories for AI-driven data and document management, computational AI infrastructure, and use of AI for finance and accounting.

Oracle Health EHR (ORCL) is now certified for U.S. ambulatory use with embedded agentic AI and modern cloud architecture, aiming to reduce administrative work and improve clinical workflows. ONC Health IT certification was achieved on October 3, 2025 (Certification No. 15.04.04.1221.Orac.25.00.1.251003). The product also met DEA EPCS compliance on October 8, 2025 for secure electronic prescribing of controlled substances.

The EHR includes native AI across workflows, voice command access, explainable recommendations, and an open system for customer or third-party model integration, targeting improved interoperability, security, and clinician efficiency for ambulatory providers.

Oracle (NYSE: ORCL) announced leadership changes effective Sept 22, 2025: Clay Magouyrk and Mike Sicilia were promoted to co-Chief Executive Officers, and Safra Catz was appointed Executive Vice Chair of the board.

Additional promotions include Mark Hura to President, Global Field Operations and Doug Kehring to Principal Financial Officer. The company reaffirmed the financial guidance provided on its September 9, 2025 earnings call. Oracle said the new CEOs will collaborate on AI applications built on Oracle's AI Database and Cloud Infrastructure.

Oracle Health (NYSE:ORCL) announced that Marshall Browning Hospital selected Oracle Health CommunityWorks and Oracle Health Clinical AI Agent to replace its legacy EHR and streamline care delivery in its rural service area on November 14, 2025. The 25-bed critical access hospital and its clinics will deploy a single EHR to connect workflows, automate billing and claims, and generate near real-time financial reporting. The AI-powered clinical agent will draft structured visit notes from patient-physician interactions to reduce administrative burden and support provider focus on patient care. Oracle positions the solution as tailored to smaller and rural health systems to improve operational efficiency, provider experience, and patient access.