Oracle Corp Stock Price, News & Analysis

Oracle (ORCL) has been named a Leader in the 2025 IDC MarketScape for AI-driven Retail Assortment Planning Solutions. The recognition highlights Oracle's embedded AI services and retail-specific cloud platform that supports retailers from planning to fulfillment.

The Oracle Retail Suite, combining Oracle Retail Assortment Planning and Oracle AI Foundation, enables retailers to create customer-inspired assortments that enhance loyalty, sales, and ROI while optimizing inventory. The solution stands out for its integration with pricing, promotions, and markdowns across multiple seasonal perspectives.

According to IDC Vice President Ananda Chakravarty, Oracle's platform delivers active cost savings and improves key metrics including revenue, margins, profitability, turnover, and customer experience. The evaluation covered 10 vendors, assessing their retail-specific AI solutions for managing assortments, allocation, replenishment, and inventory management.

Lloyds Banking Group has expanded its collaboration with Oracle through a multi-year agreement to enhance its cloud transformation strategy. The UK financial services organization will migrate its Oracle databases to Oracle Database@Azure and implement Oracle Exadata Cloud@Customer for on-premises operations.

This strategic move enables Lloyds to run Oracle databases on Oracle Cloud Infrastructure (OCI) within Microsoft Azure data centers, supporting its business functions and banking services. The flexibility of OCI's distributed cloud allows Oracle database services to be deployed both inside Azure data centers and on-premises with consistent capabilities.

The collaboration aims to accelerate Lloyds' cloud transition, enabling faster delivery of new products and enhanced service performance. Oracle Database@Azure is currently available in 14 regions globally, with plans to expand to 18 more regions within the next 12 months.

AEGEAN Airlines has implemented Oracle Fusion Cloud Customer Experience (CX) to enhance its customer service and personalization capabilities. The Greek flag carrier, which transported over 16.3 million passengers to 162 destinations in 47 countries last year, is utilizing AI-powered cloud applications to centralize customer data and optimize its service delivery.

After more than a year of implementation, AEGEAN has successfully unified customer data and enhanced its marketing programs through Oracle Unity Customer Data Platform. The system enables the airline to create comprehensive customer profiles and deliver personalized experiences across multiple channels. Oracle Fusion Cloud Marketing is helping AEGEAN execute targeted multichannel marketing campaigns customized for specific customer personas.

The partnership aims to strengthen customer relationships, boost revenue, and increase loyalty through data-driven personalization and improved customer experience management.

Oracle has announced major expansions to its Oracle Database@Azure service, including the general availability of Oracle Exadata Database Service on Exascale Infrastructure. This new deployment option reduces minimum infrastructure costs by up to 95% while maintaining high performance and reliability.

The service will soon include Oracle Base Database Service, offering easier administration and pay-as-you-go pricing for running Oracle Database workloads on virtual machines. Regional availability has expanded to 14 regions with the addition of Microsoft Azure East U.S. 2, and 18 more regions are planned within the next 12 months.

Key features of the Exascale Infrastructure include:

• Elastic, pay-per-use resources with no extra IOPS charges
• AI Smart Scan capability running vector search operations up to 30X faster
• Intelligent storage cloud with RDMA capabilities
• Support for the next-generation Exadata X11M platform

Oracle has unveiled new features for its Oracle ME employee experience platform within Oracle Fusion Cloud HCM, focusing on enhanced communication and event management capabilities. The update to Oracle Fusion Cloud Communicate aims to streamline internal communications and boost employee engagement.

Key features include:

• HR teams can now manage company-wide events, utilize flexible targeting tools, and access real-time analytics
• Managers gain enhanced capabilities to create team events, deliver personalized communications, and leverage data-driven analytics
• Employees can organize peer-to-peer events, access AI-powered event recommendations, and utilize a unified communications hub

The solution integrates with Oracle Cloud HCM, providing a complete platform that connects all HR processes and workforce data. The system leverages embedded AI to analyze data, generate content, and optimize business operations.

Oracle has unveiled Oracle AI Agent Studio for Fusion Applications, a platform enabling customers and partners to create, extend, deploy, and manage AI agents across enterprises. Available at no additional cost, this new offering builds upon Oracle's existing 50+ AI agents and provides tools for customization and management.

The platform includes key features such as agent template libraries, team orchestration capabilities, agent extensibility, choice of Large Language Models (LLMs), native Fusion integration, third-party system integration, and robust security frameworks. Users can access pre-built templates, modify existing agents, and integrate with various LLMs including Llama and Cohere.

Major consulting firms including Accenture, Deloitte, and PWC have expressed support for the platform. Industry analysts from Constellation Research, IDC, and Nucleus Research have positively acknowledged this development as a strategic move in Oracle's AI roadmap.

SoftBank Group has announced the acquisition of Ampere Computing, a silicon design company, in an all-cash transaction valued at $6.5 billion. The deal involves Carlyle (CG) and Oracle Corp. selling their positions in Ampere.

Under the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group while retaining its name. The acquisition aligns with SoftBank's expansion in AI infrastructure investments, including ventures like Cristal intelligence and Stargate.

Founded in Silicon Valley in 2018, Ampere specializes in cloud-native computing and sustainable AI compute, offering multiple products for cloud workloads. The transaction is expected to close in the second half of 2025, subject to regulatory approvals. Ampere will maintain its headquarters in Santa Clara, CA.

Huntsville Hospital Health System (HH Health) is expanding its partnership with Oracle Health to enhance patient care and operational efficiency across its network. The health system will standardize on Oracle Health Foundation electronic health record (EHR) across all facilities and implement Oracle Health Data Intelligence.

HH Health, serving northern Alabama and southern Tennessee with nearly 20,000 employees across 14 community-based hospitals, handles over 100,000 inpatients and 1 million outpatient procedures annually. The EHR has already been implemented in 41 physician practices and clinics, including successful launches at Helen Keller Hospital and Red Bay Hospital last year.

The implementation of Oracle Health Data Intelligence, planned for later this year, will leverage Oracle Cloud Infrastructure (OCI) to integrate patient data from various sources, enabling better population health strategies and optimized value-based care. The system will provide a fully managed intelligent data lake with built-in AI and analytics capabilities to support innovation and enhance patient engagement.

Oracle (ORCL) and Mattermost have announced the availability of the Mattermost Collaboration Suite on the Oracle Cloud Marketplace. The partnership aims to enhance mission-critical operations for defense, government, and critical infrastructure organizations worldwide.

The collaboration suite, running on Oracle Cloud Infrastructure (OCI), offers secure collaboration, ChatOps, and workflow tools with features including automated scaling, end-to-end encryption, and air-gapped deployment options. Key benefits include native integration with OCI Identity and Access Management and support for both classified and unclassified workloads.

Mattermost joins Oracle's defense ecosystem, bringing experience from working with organizations like the U.S. Department of Defense, U.S. Air Force, and NASA. The platform enables rapid deployment and seamless scaling across distributed environments, with enhanced security features and flexible deployment across public and sovereign cloud environments.