Oracle Corp Stock Price, News & Analysis

Oracle (NYSE:ORCL) has unveiled new AI-powered capabilities within Oracle Fusion Cloud Applications to enhance healthcare organizations' supply chain operations. The announcement includes two major components: Advanced Inventory Management for Healthcare and enhanced Procurement for Healthcare features.

The Advanced Inventory Management solution introduces AI-driven inventory automation, robotic material handling integration, streamlined task management, and improved logistics coordination. Key features include automated stock level optimization, integration with autonomous mobile robots, and real-time cross-docking alerts.

The Procurement enhancements focus on simplifying procurement processes through improved requisition processes, streamlined purchase orders, automated lead times, and seamless integration with Electronic Health Records (EHR) systems.

Oracle Health (NYSE:ORCL) has announced a comprehensive strategy to enhance payer-provider collaboration through AI-powered healthcare applications. The initiative aims to address the $200 billion annual administrative costs in healthcare billing and insurance.

The company plans to launch specialized AI agents focusing on key areas including prior authorization, eligibility verification, medical coding, and claims processing. These solutions are designed to reduce administrative burden, increase automation, and improve value-based care initiatives.

The new suite will include the Oracle Health Prior Authorization Agent, Eligibility Verification Agent, Coding Agent, and various claims processing agents, all integrated with Oracle Health Data Intelligence to enhance care quality and contract performance.

Oracle (NYSE:ORCL) has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Distributed Hybrid Infrastructure for the third consecutive year, positioning furthest in completeness of vision among evaluated vendors.

Oracle Cloud Infrastructure (OCI) offers over 200 AI and cloud services through multiple deployment options including OCI Dedicated Region, Oracle Alloy, Compute Cloud@Customer, and Roving Edge Infrastructure. The platform delivers consistent global pricing and enables sovereign AI deployment with various options for data residency, sovereignty, and performance requirements.

The company's distributed cloud strategy includes multicloud partnerships with AWS, Azure, and Google Cloud, allowing customers to migrate Oracle database workloads while maintaining security, compliance, and performance standards. OCI's infrastructure supports advanced AI workloads with high-performance GPU clusters and networking capabilities.

Oracle (NYSE:ORCL) has announced the launch of its AI Center of Excellence for Healthcare, a comprehensive initiative designed to help healthcare organizations maximize AI implementation across their operations. The Center provides healthcare systems and hospitals with secure cloud environments for AI experimentation, change management support, and expertise for creating and operationalizing AI agents.

Led by Seema Verma, Executive VP and GM of Oracle Health and Life Sciences, the initiative offers five key benefits: expert collaboration, resource hub access, regulatory alignment, rapid iteration capabilities, and adoption support. The Center leverages Oracle's cloud infrastructure, applications, and health technology to help organizations implement AI solutions while maintaining compliance with HIPAA and data privacy requirements.

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.