Utilities Achieve Large-Scale Customer Engagement and Results with Oracle

Rhea-AI Summary

Oracle (NYSE:ORCL) says its AI-powered Oracle Utilities Opower platform serves nearly 45 million North American households and has driven measurable customer and grid benefits through March 2026. Key metrics include 44.6 million enrolled households, 44.23 TWh saved, and about $4.3 billion in residential bill savings.

In 2025 alone, residential bill savings were $369 million. Opower now supports business customers and helped Evergy achieve 30% pre-enrollment in TOU rates, avoiding over $2 million in call costs.

Positive

• Scale: Nearly 45 million households reached
• Energy savings: 44.23 TWh total savings through March 2026
• Customer bill savings: Nearly $4.3 billion total; $369M in 2025
• Business reach: BCE serves 4.6 million non-residential sites
• Evergy TOU adoption: 30% pre-enrolled, 80% via digital self-service

Negative

• Concentration risk: 39% U.S. population enrollment implies exposure to utility program funding and policy changes
• Operational demand: High volume of communications (3.5 billion messages) may raise delivery and cost pressures

News Market Reaction – ORCL

+12.69% 1.9x vol

252 alerts

+12.69% News Effect

+17.8% Peak in 23 hr 49 min

+$54.84B Valuation Impact

$486.97B Market Cap

1.9x Rel. Volume

On the day this news was published, ORCL gained 12.69%, reflecting a significant positive market reaction. Argus tracked a peak move of +17.8% during that session. Our momentum scanner triggered 252 alerts that day, indicating exceptionally high trading interest and price volatility. This price movement added approximately $54.84B to the company's valuation, bringing the market cap to $486.97B at that time. Trading volume was above average at 1.9x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Households benefitting: Nearly 45 million Customer communications: 3.5 billion Households enrolled: 44.6 million +5 more

8 metrics

Households benefitting Nearly 45 million North American households using Opower AI-driven programs

Customer communications 3.5 billion Personalized communications sent since 2009

Households enrolled 44.6 million Residential customers enrolled, 39% of U.S. population

Total energy savings 44.23 TWh Electric and gas savings through March 2026

Total bill savings Nearly $4.3 billion Residential electric and gas bill savings since 2009

2025 bill savings $369 million Residential electric and gas bill savings in 2025

Evergy residential customers 1.4 million Residential customers served in Kansas and Missouri

Business customers/sites 4.6 million Non-residential customers/sites served by BCE solution

Market Reality Check

Price: $163.00 Vol: Volume 25,880,732 is abou...

normal vol

$163.00 Last Close

Volume Volume 25,880,732 is about 1.17x the 20-day average of 22,043,267, indicating elevated interest before this announcement. normal

Technical Shares at 138.09 trade -60.06% below the 52-week high of 345.72, 13.9% above the 52-week low of 121.235, and below the 200-day MA of 216.52.

Peers on Argus

ORCL is up 0.17% while key software peers are down: PLTR -0.29%, MSFT -0.57%, FF...

ORCL is up 0.17% while key software peers are down: PLTR -0.29%, MSFT -0.57%, FFIV -1.59%, NTAP -0.37%, PANW -7.08%. This divergence suggests the utilities-focused Opower news is more company-specific than sector-driven.

Historical Context

5 past events · Latest: Apr 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Apr 09	AI CX applications	Positive	-4.0%	Launched Fusion Agentic AI applications for customer experience workflows.
Apr 09	AI finance apps	Positive	-4.0%	Introduced Fusion Agentic AI applications for finance and supply chain.
Apr 09	AI compliance tools	Positive	-4.0%	Added AI agent-driven features to financial crime and compliance portfolio.
Apr 09	AI HR solutions	Positive	-4.0%	Rolled out Fusion Agentic AI applications for HR tasks and workflows.
Apr 09	AI database upgrade	Positive	-4.0%	Announced Oracle AI Database 26ai availability and security enhancements.

Pattern Detected

Recent AI and agentic application launches on Apr 9, 2026 coincided with a -4.04% move, indicating a pattern where new AI product announcements have aligned with short-term share price weakness.

Recent Company History

Over the past week, Oracle has concentrated announcements around AI-driven capabilities across its portfolio. On Apr 9, 2026, it introduced Fusion Agentic Applications for customer experience, finance and supply chain, and HR, plus enhancements to the Oracle AI Database 26ai, all seeing a -4.04% price reaction. Today’s Opower news extends that AI narrative into utilities, highlighting large-scale customer engagement and bill savings while the stock remains well below its 52-week high and 200-day MA.

Market Pulse Summary

The stock surged +12.7% in the session following this news. A strong positive reaction aligns with O...

Analysis

The stock surged +12.7% in the session following this news. A strong positive reaction aligns with Oracle’s push to showcase tangible AI-driven outcomes in utilities. The Opower platform claims engagement with nearly 45 million households, 44.23 TWh of energy savings, and nearly $4.3 billion in bill reductions, providing concrete usage metrics. Past AI announcements on Apr 9, 2026 saw a -4.04% move, so any outsized upside could reflect reassessment of AI execution rather than a new capital markets event.

Key Terms

time-of-use (TOU) rates, interactive voice response (IVR), predictive analytics

3 terms

time-of-use (TOU) rates technical

"supporting Evergy's successful transition to default time-of-use (TOU) rates"

Time-of-use (TOU) rates are electricity pricing plans that charge different prices depending on when power is used, with higher rates during peak demand hours and lower rates during off-peak times. Investors care because TOU rates change utility revenue patterns, influence consumer behavior (shifting usage to cheaper times), and affect the economics of energy assets like batteries, solar panels and demand-response programs — similar to paying more for rush-hour tolls and less for late-night travel.

interactive voice response (IVR) technical

"across print, email, SMS, interactive voice response (IVR), and push notification channels"

Interactive voice response (IVR) is an automated phone system that guides callers with spoken prompts and keypad or voice responses, like a digital concierge menu that routes requests or delivers recorded information without a human operator. Investors care because IVR systems affect customer experience, operating costs and scalability—changes in call handling can reduce support expenses, influence customer retention, and signal how efficiently a company manages service and compliance risks.

predictive analytics technical

"By combining AI, predictive analytics, proactive alerting, load shifting, and rate engagement"

Predictive analytics uses historical data and patterns to estimate future outcomes, like sales, customer behavior, or operational problems. For investors it matters because it turns past signals into probable forecasts—similar to a weather forecast or traffic app—helping assess potential risks, spot opportunities, and prioritize where to allocate capital, while remembering that predictions carry uncertainty and are not guarantees.

AI-generated analysis. Not financial advice.

Nearly 45 million North American households are benefitting from Opower's AI-driven programs and insights to boost energy bill savings and grid resiliency

AUSTIN, Texas, April 13, 2026 /PRNewswire/ -- Oracle Customer Edge Summit -- The AI-powered Oracle Utilities Opower platform continues to be the industry standard utilities rely on to navigate mounting industry pressures and maintain grid reliability while improving customer service. The Opower platform brings AI, behavioral science, and other technologies into the utility customer experience. With proven engagement levers, including Home Energy Reports (HERs), equity and affordability solutions, behavioral load shaping, proactive alerts, and digital self-service solutions, Oracle is helping utilities of all sizes meet customers where and how they want to be served.

To see these solutions in action, join us at the Oracle Customer Edge Summit, April 12-14.

Delivering measurable, quantifiable impact
Opower programs have had a significant impact for utilities by influencing customers to act on an enormous scale. Today alone, nearly 45 million North American households are benefitting from Opower's AI-driven programs. Since Opower's inception in 2009—and through March 2026—its collaboration with utilities has resulted in:

• 3.5 billion personalized customer communications sent across print, email, SMS, interactive voice response (IVR), and push notification channels to educate and encourage energy-saving actions
• 44.6 million residential customer households enrolled in programs, representing 39% of the total U.S. population^*
• Total energy savings (electric and gas) of 44.23TWh, equivalent to the energy usage of 111.5 million total consumers or 39% of the U.S. population^*
• Total residential customer bill savings (electric and gas) of nearly $4.3 billion dollars
• In 2025 alone, residential customer bill savings (electric and gas) measured $369 million dollars.

Evergy enhances customer engagement and experience
Serving 1.4 million residential customers in Kansas and Missouri, Evergy has collaborated with Oracle Opower to build a strong foundation of Opower behavioral energy insights delivered at scale, including proactive alerts, behavioral load shaping, energy efficiency, EV passive and active managed charging, rates engagement, digital self-service, and data exploration. This partnership has been instrumental in supporting Evergy's successful transition to default time-of-use (TOU) rates, where Oracle helped enable end-to-end customer engagement through rate education, intuitive digital plan selection tools, and ongoing weekly insights to guide customer behavior. As a result, 30% of customers pre-enrolled in a TOU rate, with 80% enrolling through digital self-service, demonstrating strong adoption driven by a seamless and customer-centric experience. This helped Evergy avoid more than $2 million in call center costs.

"We wanted our customers to know they had a choice, actively select the plan that best fit their family, and know how it would impact them," said Elena Johnston, Manager of Digital Products, Evergy. "We wouldn't have been able to do this without Opower's tools. For example, our contact center would never have been able to support 130,000 customers calling to understand the plans and make their choice."

Taking care of business
Recently, the Opower platform has evolved to serve business customers, first with Opower Business Energy Reports and small business web and, more recently, a full Business Customer Engagement (BCE) solution. BCE now serves 4.6 million non-residential customers/sites, providing users with usage trends, insights, and tips encouraging actions to help lower their bills. A survey of utilities using BCE showed that customers have reported an 11% increase in the belief that their utility helps their business manage its energy use. Utilities have also seen a reduction, from 18% to 11%, in self-reported customer contact regarding billing issues and questions.

"With overall power demand forecast to rapidly expand and system complexity, costs, and customer needs all growing, it's getting difficult and expensive for many utilities to keep up," said Mark Webster, senior vice president of Oracle Infrastructure Industries. "Oracle continues to innovate to help utilities tackle these challenges in ways just now becoming possible. By combining AI, predictive analytics, proactive alerting, load shifting, and rate engagement, we are empowering customer action and changes in energy behaviors that help drive down costs while helping utilities meet grid resiliency."

To learn more about Oracle Utilities solutions visit here and join the discussion on LinkedIn.

*(U.S. Census data, 2025)

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at oracle.com.

Trademarks
Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

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SOURCE Oracle

FAQ

How many households does Oracle Utilities Opower serve in North America (ORCL)?

Oracle Utilities Opower serves nearly 45 million North American households today. According to the company, that reach underpins program delivery across print, email, SMS, IVR, and push channels to influence energy-saving actions at scale.

What total energy and customer bill savings has Oracle Opower reported through March 2026 (ORCL)?

Opower reports 44.23 TWh of total energy savings and about $4.3 billion in residential bill savings through March 2026. According to the company, these figures combine electric and gas savings across enrolled households.

How much did residential customers save from Opower programs in 2025 (ORCL)?

Residential customer bill savings in 2025 were $369 million. According to the company, that year-over-year single-year figure reflects bill reductions measured across its utility customer programs.

What impact did Oracle Opower have on Evergy's TOU rate transition (ORCL)?

Opower helped Evergy pre-enroll 30% of customers in TOU rates, with 80% enrolling via digital self-service. According to the company, this reduced call volume and avoided more than $2 million in call center costs.

Does Oracle Opower serve business customers and how many (ORCL)?

Yes—Opower's Business Customer Engagement serves about 4.6 million non-residential customers/sites. According to the company, BCE provides usage trends and insights and improved businesses' perception of utility energy support.

How many customer messages has Opower delivered and how many households are enrolled (ORCL)?

Opower has delivered about 3.5 billion personalized communications and enrolled 44.6 million residential households. According to the company, messages span print, email, SMS, IVR, and push channels to encourage energy-saving actions.