Oracle Corp Stock Price, News & Analysis

Oracle Red Bull Racing is expanding its use of Oracle Cloud and AI technologies for the 2025 Formula One season. The team will leverage new OCI Compute A2 and A4 Flex shapes to increase simulation speeds by 10%, building upon the 25% speed improvement achieved since 2021.

Key technological implementations include:

• A groundbreaking GenAI solution for efficient sporting regulation reviews during race protests
• Cloud support for Red Bull Ford Powertrains' next-gen sustainable fuel engine development
• Enhanced fan engagement through The Paddock platform, now reaching hundreds of thousands of members across 156 countries
• Standardization of trackside infrastructure using Oracle Virtualization, Linux, and Cloud Native Environment

The partnership aims to maintain Oracle Red Bull Racing's competitive edge through data-driven strategy and advanced cloud computing capabilities as the 2025 F1 season begins March 14-16 with the Louis Vuitton Australian Grand Prix.

Oracle Financial Services has enhanced its Investigation Hub Cloud Service with new AI agents and agentic workflows to combat financial crime more effectively. The update, announced on March 12, 2025, introduces generative AI-driven capabilities that automate investigative processes and create comprehensive narratives to supplement investigators' analysis.

The new AI system helps financial institutions analyze suspicious activities, match customer data against sanction lists, and automatically generate detailed alert narratives. Unlike traditional chatbot solutions, Oracle's multiple AI agents are designed to proactively surface key insights, collect evidence, and recommend decisions without requiring specific user queries.

According to Jason Somrak, head of financial crime product strategy at Oracle Financial Services, this enhancement represents a paradigm shift in financial crime investigations, enabling firms to maintain consistency in decision-making while achieving significant operational efficiencies. The service is available globally for financial institutions of all sizes using the Investigation Hub crime and case management solution.

Oracle (ORCL) reported strong fiscal 2025 Q3 results with total revenue reaching $14.1 billion, up 6% year-over-year. The company's cloud performance was particularly notable, with cloud revenue growing 23% to $6.2 billion. Cloud Infrastructure revenue surged 49% to $2.7 billion, while Cloud Application revenue increased 9% to $3.6 billion.

Remaining Performance Obligations (RPO) saw significant growth, up 62% to $130 billion. The company secured major cloud agreements with tech giants including OpenAI, xAI, Meta, NVIDIA, and AMD. Oracle expects a 15% increase in overall revenue for the next fiscal year starting June.

Financial highlights include: GAAP EPS up 20% to $1.02, Non-GAAP EPS up 4% to $1.47, and operating cash flow of $20.7 billion over the last twelve months. The Board approved a 25% increase in quarterly dividend to $0.50 per share.

Oracle Health has announced that its Clinical AI Agent is now available across 30+ medical specialties, including urgent care, cardiology, and behavioral health. The AI-powered assistant has demonstrated a 30% reduction in documentation time for physicians.

The solution combines generative AI, Agentic technology, and multimodal voice and screen-driven assistance integrated with Oracle Health's electronic health record system. It generates accurate draft notes within minutes and suggests next steps for providers to review at point of care.

Healthcare providers from various institutions, including Southwest General Hospital and Marshall Health, report improved patient interactions and documentation accuracy. The system allows practitioners to focus more on patient care by reducing administrative tasks and enabling better attention during consultations.

Oracle Health has unveiled new emergency management capabilities in its health system operations suite, designed to help hospitals manage crisis situations more effectively. The enhanced features include improvements to Oracle Health Patient Flow, Clinical Operations Whiteboard, Transfer Center, and Command Center Dashboard.

The update focuses on streamlining mass patient transfers, bed management, and evacuation planning, allowing healthcare organizations to respond rapidly to emergency situations. Key improvements include batch action capabilities for bed management teams and dynamic bed visibility management. The new features will be available to existing health systems operations customers at no additional cost.

The development was done in collaboration with MedStar Health and BayCare Health, addressing previous inefficiencies in mass patient transfers that relied on manual processes. The enhanced system allows care teams to prioritize patient movements and maintain better situational awareness during crisis management.

Oracle has announced it will release its third quarter fiscal year 2025 financial results on Monday, March 10th, 2025, after market close. The company will hold a conference call and live webcast at 4:00 p.m. Central Time to discuss the results. Investors can access the live webcast through the Oracle Investor Relations website at www.oracle.com/investor.

Oracle (ORCL) has unveiled its new Oracle Energy and Water Data Exchange, a cloud-based solution aimed at transforming utility data management and AI implementation. The platform standardizes fragmented enterprise and third-party information into a unified industry model with natural language meaning.

Built on Oracle Cloud Infrastructure (OCI), the solution features validation checks, error reporting, cleansing, and synchronization processes to ensure data accuracy. It incorporates multiple industry standards including IEEE and IEC, facilitating secure data sharing across partners. The platform leverages OCI Integration Services and Oracle Database 23ai's AI Vector Search and machine learning capabilities.

The solution specifically targets IT teams, consultants, and integration specialists, focusing on managing data quality across sources and enabling smooth integration between disparate systems. Oracle plans to expand the platform to include a data sharing framework for validated data exchange across teams and external partners.

Lubbock Power & Light (LP&L) has transformed its business model by becoming the first Texas municipal utility to voluntarily opt into retail electric competition, supported by Oracle's technology. The utility implemented Oracle Utilities Customer Cloud Service and Oracle Utilities Advanced Meter Solution in 2021, followed by Oracle Utilities Market Transaction Management to enable competitive retail operations.

Since January 5, 2024, customers can choose from multiple retail electric providers, with LP&L focusing on maintaining electrical infrastructure. This transition to the Electric Reliability Council of Texas (ERCOT) system eliminates expensive fixed capacity charges and saves $350-$700 million by avoiding the construction of a new power plant.

Oracle (NYSE: ORCL) has announced new AI agent capabilities within its Oracle Textura Payment Management Cloud Service. The integrated generative AI-powered assistant provides real-time support to help subcontractors with payment applications and related tasks.

Textura, one of the most used construction payment solutions, has processed over $1 trillion in construction payments across more than 120,000 projects, serving over 200,000 subcontractors since 2006. The platform currently handles approximately 11,500 support calls monthly.

The new AI assistant allows subcontractors to quickly check payment status, access required forms, and complete necessary documentation through simple text queries. The system provides contextualized responses and guides users through subsequent actions, such as identifying specific projects and completing pending compliance documents.