Oracle Corp Stock Price, News & Analysis

Oracle has unveiled new AI-powered capabilities within Oracle Cloud Supply Chain & Manufacturing (SCM) to enhance global supply chain efficiency. The updates, released on January 30, 2025, focus on Oracle Transportation Management, Global Trade Management, and Order Management systems.

Key features include AI-powered route and transit time predictions, transportation emissions calculator, trade incentive program processing, and enhanced order management tools. The new capabilities aim to help organizations improve shipment visibility, reduce costs, optimize transportation decisions, and decrease emissions.

The platform includes AI-powered features for predicting optimal arrival times, avoiding congested ports, identifying at-risk shipments, and calculating transportation emissions. Additional improvements include trade incentive program processing, AI-generated returns summaries, and enhanced order fulfillment visibility.

Oracle and Google Cloud announced plans to expand their partnership by adding eight new regions and enhancing Oracle Database@Google Cloud capabilities over the next 12 months. The expansion includes new regions in Iowa, Montreal, Toronto, Tokyo, Osaka, Mumbai, Delhi, and Sao Paulo, along with doubled datacenter capacity in London, Frankfurt, and Ashburn.

Key enhancements include cross-region disaster recovery support for Oracle Autonomous Database Serverless and new single-node VM clusters for Oracle Exadata Database Service. These features aim to improve system continuity, data protection, and cost optimization. Customers can purchase Oracle Database services using existing Google Cloud commitments and leverage benefits like Bring Your Own License (BYOL) and Oracle Support Rewards.

The partnership offers simplified workload deployment, native integration with Google Cloud's console, unified customer experience, and integrations with Google Cloud services like Gemini foundation models, Vertex AI, BigQuery, and Looker.

ServiceNow (NOW) announced a new integration with Oracle to enhance its Workflow Data Fabric capabilities. The integration enables zero copy data sharing and bi-directional data exchange between Oracle Autonomous Database, Oracle Database 23ai, and the ServiceNow platform.

The partnership aims to connect data in real-time, supporting various data types including transactional, analytical, vectors, documents, spatial, and graph data across enterprises. The integration will allow ServiceNow customers to access both structured and unstructured data from Oracle sources, while Oracle customers can retrieve ServiceNow data without data movement or copying.

Key features include Oracle Autonomous Database's automated threat detection, comprehensive security controls, and data encryption. The integration is expected to be available to select customers in the second half of 2025.

Oracle has partnered with Starlink to enhance its Enterprise Communications Platform (ECP) with high-speed satellite connectivity. The integration enables Oracle ECP customers to access real-time video and audio streaming capabilities in remote locations across more than 100 countries and territories.

Built on Oracle Cloud Infrastructure, ECP unifies fixed, mobile, and Starlink networks to manage cloud application delivery securely. The platform's edge component, Oracle Cloud Connector, can remotely host and manage applications with redundant backhaul connectivity to maximize uptime.

The collaboration aims to support various industries including healthcare, construction, utilities, hospitality, and public sector. Key applications include enabling hospital systems to access clinical applications in remote areas and helping public safety agencies maintain connectivity for first responders in areas with mobile coverage.

Oracle has been named a 'Leader' in the IDC MarketScape Worldwide Hotel Point-of-Sale Software 2024 Vendor Assessment. The recognition highlights the strength of Oracle's Simphony Cloud POS platform and its integration with OPERA Cloud property management system.

The report emphasizes Oracle's rapid deployment capabilities, user-friendly interface, and the expansion of Oracle Payment Cloud Service to hospitality services. The integration between Simphony and OPERA Cloud enables hotels to manage food and beverage operations efficiently, access customer data seamlessly, and enhance guest experiences through features like meal entitlements, loyalty information, and preference tracking.

Key strengths include support for various service models from table service to self-service environments, poolside ordering, and room service, allowing hotels to extend service hours and improve profitability.

Oracle has been recognized as a 'Leader' in the IDC MarketScape Worldwide 2024 Vendor Assessment for both Quick Service/Fast-Casual and Full-Service Restaurant point-of-sale (POS) software sectors. The assessment highlighted Oracle's enterprise-level global perspective, robust security protocols, and advanced integration capabilities.

The IDC MarketScape evaluation specifically praised Oracle's Simphony POS system for its MACH architecture, which effectively bridges online and physical operations. The system's key features include enhanced loyalty member acquisition capabilities, industry-specific back-office tools for inventory and workforce management, and simplified payment processing.

Oracle's restaurant solutions benefit from the company's broader technological expertise, significant R&D investments, and comprehensive security infrastructure. The recognition emphasizes Oracle's focus on providing configurable POS options that enable enterprise brands to scale and increase revenue.

El Paso Electric (EPE) has implemented an integrated data access solution from Oracle and UtilityAPI that complies with Green Button Download My Data and Connect My Data certification requirements. The solution enables customers to securely share their energy usage data with authorized third-party vendors, helping them save energy and reduce bills.

EPE, serving approximately 460,000 customers across a 10,000-square-mile area in West Texas and Southern New Mexico, utilizes Oracle's Opower Customer Engagement platform to provide web tools and customer alerts. The integration allows commercial customers with multiple accounts to self-authorize data access via API, streamlining administrative processes.

The partnership enables secure AMI interval data sharing, improving customer experiences with third-party vendors like solar contractors by providing accurate usage data for quotes. The solution helps EPE meet compliance requirements cost-effectively while maintaining data security and customer service quality.

Oracle has been recognized as a Leader in three 2024 Gartner Magic Quadrant reports evaluating finance capabilities, specifically for Cloud ERP in Service-Centric Enterprises, Product-Centric Enterprises, and Financial Planning Software. The company's recognition stems from its 'Ability to Execute' and 'Completeness of Vision' for Oracle Fusion Cloud Enterprise Resource Planning (ERP).

The company's Cloud ERP system features embedded predictive, generative, and agentic AI innovations that enhance core financial functions. Key capabilities include touchless operations through document IO and ledger agents, AI-powered predictive insights for forecasting, and connected actions leveraging Oracle's B2B network. Notable clients implementing Oracle Cloud ERP include DHL Supply Chain, Guardian, and Ocado Retail.

Currently, over 10,000 organizations utilize Oracle Cloud ERP applications, benefiting from comprehensive enterprise finance and operations capabilities, including dedicated AI agents, financials, procurement, project management, and supply chain management.

Oracle has unveiled new tools and documentation to assist defense contractors in complying with the Department of Defense (DoD) Cybersecurity Maturity Model Certification (CMMC) when using Oracle Cloud Infrastructure (OCI). The announcement includes the OCI Core Landing Zone automation template and CMMC-specific documentation, designed to streamline the compliance process for contractors who must meet CMMC Level 1, 2, and/or 3 requirements as of October 15, 2024.

The new tools can significantly reduce manual work in mapping controls and establishing compliance-ready cloud architecture. The OCI Core Landing Zone features baseline configurations and rules via a standardized Infrastructure-as-Code template, allowing one-click deployments of preconfigured cloud native services. Oracle US Government Cloud, which has achieved FedRAMP High JAB P-ATO status, offers these services at the same pricing as commercial public cloud regions and is available in US East and US West regions.