View Past PerformanceOracle バランスシートの健全性財務の健全性 基準チェック /36Oracleの総株主資本は$39.1B 、総負債は$134.6Bで、負債比率は344.7%となります。総資産と総負債はそれぞれ$245.2Bと$206.2Bです。 Oracleの EBIT は$20.6Bで、利息カバレッジ比率5.9です。現金および短期投資は$39.1Bです。主要情報344.69%負債資本比率US$134.61b負債インタレスト・カバレッジ・レシオ5.9x現金US$39.13bエクイティUS$39.05b負債合計US$206.19b総資産US$245.24b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 15Oracle Corporation Elects Dr. Tomislav Mihaljevic to Board of Directors, Effective as of May 6, 2026Oracle Corporation announced that it unanimously elected Dr. Tomislav Mihaljevic to Oracle's Board of Directors and increased the size of the Board to 13. The election is effective as of May 6, 2026. Dr. Mihaljevic is the Chief Executive Officer and President, of Cleveland Clinic, a nonprofit multispecialty academic medical center and global integrated healthcare system, a position he has held since January 2018. From 2015 to 2017, Dr. Mihaljevic served as Chief Executive Officer of Cleveland Clinic Abu Dhabi (CCAD). Prior to that, he was Chief of Staff and Chairman of the Heart & Vascular Institute at CCAD. Dr. Mihaljevic joined Cleveland Clinic in 2004 as a surgeon in the Department of Thoracic and Cardiovascular Surgery. He previously served as a director of GE HealthCare. Members of Oracle's Board of Directors serve one-year terms and will next stand for election at the company's annual meeting of stockholders in November 2026.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł703, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł988 per share.お知らせ • Apr 21Oracle Health Demonstrates Interoperability and Delivers Solution to Eliminate Check-In PaperworkOracle Health was now a Centers for Medicare & Medicaid Services (CMS) Aligned Network. Oracle Health has also developed and delivered an easy-to-implement solution that allows patients to digitally verify their identity and provide access to their health records at check-in. This eliminates redundant information gathering and reflects Oracle Health's commitment to reducing the administrative burden across the healthcare ecosystem and increasing interoperability. CMS' 'Kill the Clipboard' initiative encourages providers to replace paperwork intake processes with a seamless digital check in. Oracle will be integrating CLEAR1, CLEAR's secure identity platform, to enable patients with a simple way to check in and give providers access to the health data they have opted to share by simply showing a QR code. The data will then flow directly into EHR workflows. CLEAR1 is Full Service certified by the Kantara Initiative for NIST Identity Assurance Level 2 (IAL2) and Authenticator Assurance Level 2 (AAL2), high-assurance standards that are foundational to trusted healthcare data exchange. New Jersey-based health system AtlantiCare is already using the solution to drive a better, more connected care experience for patients and providers. AtlantiCare has completed full integration of this technology into ambulatory check-in workflows, positioning to deliver a faster, paper-free experience for patients, providers, and staff. This eliminates waiting room forms and repetitive medical history collection, with verified patient information flowing securely and seamlessly into the system as AtlantiCare prepares for broader rollout.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł632, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł870 per share.お知らせ • Apr 14+ 2 more updatesOracle Corporation Introduces AI-Enabled Capabilities in Oracle Primavera UnifierOracle Corporation announced new AI-enabled capabilities in Oracle Primavera Unifier are helping project and asset management teams prioritize work and reviews, improve data integrity, and enhance safety to execute more compliant, effective project delivery. With AI-driven workflows and business process summarization built into daily task execution, team members can prioritize the most critical activities to keep projects on track. In tandem, expanded Oracle Integration capabilities enable teams to better unify data and systems across the enterprise and securely give AI Agents the data automation they need to act with a clear audit trail. With the new Primavera Unifier enhancements, teams can: Enhance work prioritization and review cycles: AI-driven business process and workflow summaries deliver insights across reported issues and change orders. Workflows can be accompanied by a structured, step-by-step progress chronology, including participants, timestamps, durations, decisions, comments, attachments, change history, and other deliverables to save time and increase focus on the review itself, rather than pouring through data. Strengthen no-code and low-code process design and automation: Combining Unifier's built-in no-code configuration tool (uDesigner) with Oracle Integration can help enhance predictability, efficiency, and transparency through real-time integrations and automated data movement across Unifier workflows and external enterprise systems. This helps promote standardized, auditable process execution and regulatory adherence while delivering timely information to stakeholders. Accelerate secure integrations and real-time process automation: Oracle Integration's wizard-driven adapters, event-driven triggers, and in-step data pulls connect Unifier with ERP, EAM, scheduling, and collaboration systems, helping enhance data timeliness during approvals, reduce manual handoffs, and promote consistent, auditable controls for high-compliance federal projects and other regulated environments. Support data intelligence and reporting consistency: Dashboards, operational reports, and advanced visualizations directly within the process and governed custom data screens help stakeholders track performance, identify trends, and risks earlier. This can strengthen leadership alignment and oversight across multi-project portfolios, including federal programs. Increase safety: Firms can capture routine work progress photos and field observation data, and align them to predictive industry model outputs within Oracle Construction and Engineering Advisor for Safety to improve risk visibility, provide proactive mitigation actions, and support audit-ready reporting.お知らせ • Apr 09+ 3 more updatesOracle Corporation Introduces Fusion Agentic Applications for HROracle Corporation announced Fusion Agentic Applications for HR. The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for HR can make and execute decisions within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissions, and transactional context. Running on Oracle Cloud Infrastructure, powered by industry-leading LLMs, and extending the world's most complete suite of cloud applications, the new Fusion Agentic Applications move beyond assistance to execution, helping HR leaders and managers dramatically improve business outcomes. By operating inside the existing Oracle Fusion Applications security framework, the new Fusion Agentic Applications can autonomously progress routine work within established guardrails, and surface exceptions, tradeoffs, and decisions where human judgment materially changes the outcome. There are eight new Fusion Agentic Applications available now within Oracle Fusion Cloud Human Capital Management (HCM), including: Career Advancement Command Center: Helps HR leaders promote career mobility, connect employees to open roles, and keep them engaged with ongoing events and communications. This turns ad hoc career development into guided, strategic advancement. Contract Compliance Workspace: Helps HR leaders better automate contract execution, semantically analyze contract agreements, surface proposed next steps in context, and move work forward within defined objectives. This transforms fragmented contract management into consistent, scalable execution. Hiring Workspace for Store Managers: Helps retail store managers reduce administrative work across recruiting processes and expedite hiring workflows. This transforms tedious manual coordination into streamlined, efficient talent acquisition. Manager Concierge Workspace: Helps managers make smarter team decisions, prioritize what needs attention, and take policy-backed, one-click actions with built-in approvals across compensation, performance, talent, absence, and more. This turns disjointed manager tasks into more focused, confident team management. My Help Workspace for Employees: Helps employees resolve issues faster and stay on top of what needs attention with a single place to track requests and follow-ups, view items awaiting action, and access knowledge articles and updates. This replaces ticket-chasing employee support with accelerated, self-service resolution. Team Learning Workspace for Managers: Helps managers upskill their teams, monitor learning needs, identify emerging skill gaps, and prioritize high-value development actions. This shifts reactive learning management to proactive, targeted development. Team Talent Calibration and Review Workspace: Helps managers conduct more consistent and structured talent review assessments, streamline calibration meetings, identify rating inconsistencies, and provide evidence-based recommendations. This moves subjective calibration toward more data-informed, consistent talent discussions. Workforce Operations Command Center: Helps managers and frontline leaders execute workforce scheduling, time, and absence operations faster, reduce manual data gathering, and accelerate scheduling approvals. This elevates workforce operations from reactive management to proactive, intelligent processes. The new Fusion Agentic Applications for HR are supported by a full AI ecosystem anchored by Oracle AI Agent Studio. With the new Agentic Applications Builder in the Oracle AI Agent Studio, organizations can build, connect, and run AI automation and agentic applications using reusable Oracle, partner, and external agents without traditional application development. In addition, built-in observability, ROI measurement, and safety controls enable agents to deliver measurable value and operate responsibly at scale.お知らせ • Apr 08Oracle Corporation Announces CFO Changes, Effective April 6, 2026Oracle Corporation announced that Hilary Maxson joined Oracle as Chief Financial Officer on April 6, 2026. Ms. Maxson, age 48, served as Executive Vice President and Group Chief Financial Officer of Schneider Electric SE from 2020 until April 2026. In this role, Ms. Maxson was a member of Schneider’s Executive Committee and led their global finance organization supporting capital allocation, business model transformation and long-term value creation strategy. Prior to that she was Senior Vice President and Chief Financial Officer, Energy Management of Schneider from 2019-2020 and Senior Vice President and Chief Financial Officer, Building and IT of Schneider from 2017 to the end of 2018. Ms. Maxson serves on the board of directors of Anglo American plc. Earlier in her career, Maxson spent 12 years at the AES Corporation, where she held senior leadership roles across finance, strategy, and M&A, supporting complex, capital-intensive infrastructure investments across global markets. She holds a bachelor’s degree and MBA from Cornell University. She also serves as a non-executive director and Chair of the Audit Committee at Anglo American plc. In her capacity as Chief Financial Officer, Ms. Maxson will serve as Oracle’s Principal Financial Officer. Douglas Kehring transitioned his role and stepped down as Principal Financial Officer and a Section 16 officer, effective as of April 6, 2026. Mr. Kehring will continue to serve as Executive Vice President, Operations, where he will focus on Oracle’s strategic initiatives.お知らせ • Mar 31+ 2 more updatesOracle Empowers Defense Industrial Base to Innovate At Scale with New Isolated CloudOracle announced its Defense Industrial Base Isolated Cloud Environment, a new, secure isolated cloud deployment option. With this new cloud environment, defense contractors can collaborate more effectively within air-gapped Oracle National Security Regions that are designed to meet the highest U.S. government classification standards. The Defense Industrial Base (DIB) is comprised of thousands of defense contractors and partners that design, develop, and manufacture combat mission systems, platforms, and technologies that are essential to the US military's digital strength. These organizations require secure environments to conduct classified research and development, system integration, testing and evaluation, and mission support activities for Department of War programs across all warfighting domains. With the DIB Isolated Cloud, these organizations can now access Oracle's isolated cloud infrastructure while maintaining strict compliance with Department of War security standards and classification protocols. DIB Isolated Cloud enables the expansion of existing on-premises classified independent research and development environments into Oracle Cloud Infrastructure while ensuring the boundaries of the Secret Internet Protocol Router Network (SIPRNet) and the Joint Worldwide Intelligence Communications System (JWICS) are respected. Critically, the new cloud environment allows multiple Defense Industry Base members to collaborate securely on joint classified programs. In addition, DIB Isolated Cloud will help accelerate program timelines and enhance mission effectiveness by providing users with granular access controls to workloads and resources within isolated environments. Additional benefits of the new cloud option: Access to advanced cloud-native capabilities for classified workloads: Helps defense contractors leverage modern cloud technologies for classified R&D and mission systems development through access to leading AI models, high-performance computing, and autonomous database services within air-gapped Secret and Top-Secret environments. Secure research and development: Delivers a controlled, compliant environment for AI research and collaboration within Oracle National Security Regions, enabling Defense Industrial Base organizations to confidently pilot and scale AI from development through to production. Significant cost advantages: Reduces infrastructure costs by delivering predictable pricing across classification levels, enabling Defense Base teams to reinvest savings into mission innovation. Faster program execution: Accelerates delivery of mission-critical capabilities to warfighters by reducing integration timelines and minimizing coordination overhead with real-time collaboration capabilities.お知らせ • Mar 24+ 2 more updatesOracle Corporation Introduces Fusion Agentic ApplicationsOracle announced Fusion Agentic Applications, a new class of enterprise applications powered by coordinated teams of specialized AI agents that are outcome-driven, proactive and reasoning based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications can make and execute decisions within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissions, and transactional context. Unlike copilots, AI assistants, or other AI add-ons, being native to the transactional system enables Fusion Agentic Applications to execute in real time, at enterprise scale, with full governance. Fusion Agentic Applications are designed to drive business outcomes and continuously advance those outcomes through coordinated reasoning and execution. They are made up of teams of AI agents with specific roles, expertise, and decision authority to determine why, when, and how work should happen to achieve a given objective. By operating entirely inside the existing Oracle Fusion Applications security framework, Fusion Agentic Applications autonomously progress routine actions within guardrails and surface only exceptions, tradeoffs, and decisions where human judgment materially changes the outcome. With this unique combination of system of record and system of outcomes, organizations can benefit from: Outcome-driven execution: Fusion Agentic Applications operate against specific business objectives and continuously move the work forward with coordinated reasoning and action across the full suite of Oracle Fusion Applications. Shared context across the entire process: Fusion Agentic Applications maintain shared, persistent context across time and steps so agents can remember intent, history, prior decisions and current state, reducing the need for users to restate or reconstruct context as work progresses. Continuous reasoning and adjustment: Fusion Agentic Applications reason constantly, understand nuances within each situation, evaluate tradeoffs, take action, and re-evaluate as conditions change so work keeps moving toward the objective instead of stopping after a single task. Enterprise-grade governance and auditability: Fusion Agentic Applications run AI-powered workflows with role-based access, approval frameworks and end-to-end traceability, including step-by-step actions and full execution paths for accountable decision-making. Running on Oracle Cloud Infrastructure, powered by industry-leading LLMs, and extending the world's most complete suite of cloud applications, Fusion Agentic Applications help finance, HR, supply chain, and customer experience leaders dramatically improve business outcomes. There are 22 new Fusion Agentic Applications now available to help organizations achieve specific objectives, including: Fewer payroll issues and faster workforce scheduling: The new Workforce Operations Agentic Application can help HR leaders reduce manual data gathering, accelerate scheduling request approvals, and reduce payroll issues. Lower supplier sourcing costs: The new Design-to-Source Workspace Agentic Application can help supply chain leaders reduce product cost, cycle time, and compliance risk. Higher win rates, lower customer acquisition costs: The new Cross-Sell Program Workspace Agentic Application can help sales teams proactively identify growth opportunities, drive predictable expansion revenue, and lower customer acquisition costs. Faster cash collection: The new Collectors Workspace Agentic Application can help finance teams collect cash faster, lower days sales outstanding, and achieve higher promise to pay conversion. The new Fusion Agentic Applications are supported by a full AI ecosystem anchored by Oracle AI Agent Studio. With the new Agentic Applications Builder in the Oracle AI Agent Studio, organizations can build, connect, and run AI automation and agentic applications using reusable Oracle, partner, and external agents without traditional application development. In addition, built-in observability, ROI measurement, and safety controls enable agents to deliver measurable value and operate responsibly at scale.お知らせ • Mar 18+ 1 more updateOracle Corporation Expands Oracle Simphony Cloud With New Restaurant Suites Management And Mobile Order And Pay CapabilitiesOracle Corporation expanded its Oracle Simphony Cloud Point of Sale (POS) roster with new Oracle Restaurant Suites Management, and Oracle Mobile Order and Pay capabilities. Oracle Restaurant Suite Management streamlines premium suite operations by unifying ownership, ordering, billing, and guest preference management into a single, intuitive experience within Oracle Simphony Cloud. Accessible from a mobile device or web browser, this application replaces fragmented ordering and disparate payment processes, to help accelerate fulfillment, reduce disputes, and improve guest satisfaction. Guests can place advance or game-day orders from any device, add notes and preferences (e.g., credit card on file, dietary preferences, amenity settings), and track real-time order and billing status. Operators can manage suites by event, assign menus, and tailor offerings by client or event type. Integrated payments and guest profiles reduce manual entry, support multiple billing models, and centralize data to speed reconciliation. Suites Management can be deployed at an enterprise scale with multi-region support and fiscal compliance. New Mobile Order and Pay capabilities lets fans call the plays at concession by browsing menus, placing orders, and completing payments directly via a mobile device or web browser. Operators can stay in control of the action by quickly configuring menus, branding, and hours of operation by venue in Oracle's Frontline Manager. Once menus are established, additional locations can be enabled rapidly, helping organizations scale digital ordering consistently across properties to maximize sales and inventory. Optimized for order-ahead and pickup, the solution helps reduce lines and improve convenience for guests, while increasing order accuracy, enhancing visibility into demand, and boosting overall operational agility. Oracle Restaurant Suites Management and Mobile Order and Pay will be available initially for customers in North America within the next 12 months.Reported Earnings • Mar 12Third quarter 2026 earnings released: EPS: US$1.29 (vs US$1.05 in 3Q 2025)Third quarter 2026 results: EPS: US$1.29 (up from US$1.05 in 3Q 2025). Revenue: US$17.2b (up 22% from 3Q 2025). Net income: US$3.70b (up 26% from 3Q 2025). Profit margin: 22% (in line with 3Q 2025). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Poland.お知らせ • Mar 11+ 2 more updatesOracle Health Announces Clinical AI Agent Note Generation for Inpatient and Emergency Department SettingsOracle Health Clinical AI Agent note generation is now available in the U.S. for inpatient and emergency department settings. Designed to address the complex documentation needs of these environments, the solution automatically generates a comprehensive view of patient encounters, organizing symptoms and treatments into a single draft clinical note that reflects multiple clinical events and patient-clinician interactions. By capturing details during real-time patient encounters, Oracle Health Clinical AI Agent enables clinicians to spend more time focused on patients, which is critical in the time-sensitive and often chaotic environment of the emergency department. Healthcare organizations in the U.S. are already seeing tangible benefits. New Jersey-based AtlantiCare recently expanded its deployment of Oracle Health Clinical AI Agent to all emergency departments after initial success reducing documentation time in ambulatory care settings. Building on its 41% decrease in documentation time, this extension has further streamlined workflows in high-acuity areas, enabling AtlantiCare providers to spend more time caring for patients. In emergency departments, note generation draws from data from within Oracle Health Foundation EHR, including triage notes and information documented during initial and re-examinations, to draft an encounter note summarizing the patient's reason for visit, medical history, relevant risk factors, findings, and previous treatments. The note generation agent can also summarize and incorporate relevant information like lab and imaging results that are discussed and captured during visits into the draft note. Clinicians can then quickly review, edit, and sign generated draft notes, supporting thorough and efficient documentation in a fast-paced environment. With its ability to assist in drafting, editing, and summarizing key clinical notes required at each phase of a patient's hospitalization or emergency visit, Oracle Health Clinical AI Agent note generation leverages prior days' notes and information surfaced in the current clinical conversation—such as overnight events, recent image findings, medication updates, and consultant recommendations—to help generate a comprehensive draft progress note for clinician review and finalization. The latest updates help enable Oracle Health Clinical AI Agent to produce multiple notes per encounter, including admit and progress notes, with high accuracy in recognizing the voices of the patient, accompanying caregivers, and clinicians. This helps provide context-aware and accurate documentation. Oracle's Clinical AI agents don't just interpret text; they use semantic reasoning to understand clinical meaning, helping ensure insights are contextually relevant. The agents work together as a system, sharing context and collaborating in near real time to increase efficiency and enable process automation. In just over a year since its launch, Oracle Health Clinical AI Agent note generation has already saved doctors more than 200,000 hours across all providers in the U.S.財務状況分析短期負債: ORCLの 短期資産 ( $54.9B ) が 短期負債 ( $40.7B ) を超えています。長期負債: ORCLの短期資産 ( $54.9B ) は 長期負債 ( $165.5B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: ORCLの 純負債対資本比率 ( 244.5% ) は 高い と見なされます。負債の削減: ORCLの負債対資本比率は、過去 5 年間で719.1%から344.7%に減少しました。債務返済能力: ORCLの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 17.5% )。インタレストカバレッジ: ORCLの負債に対する 利息支払い は EBIT ( 5.9 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 12:00終値2026/05/20 00:00収益2026/02/28年間収益2025/05/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Oracle Corporation 39 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。82 アナリスト機関Adam ShepherdArete Research Services LLPJoseph BonnerArgus Research CompanyRobert OliverBaird79 その他のアナリストを表示
お知らせ • May 15Oracle Corporation Elects Dr. Tomislav Mihaljevic to Board of Directors, Effective as of May 6, 2026Oracle Corporation announced that it unanimously elected Dr. Tomislav Mihaljevic to Oracle's Board of Directors and increased the size of the Board to 13. The election is effective as of May 6, 2026. Dr. Mihaljevic is the Chief Executive Officer and President, of Cleveland Clinic, a nonprofit multispecialty academic medical center and global integrated healthcare system, a position he has held since January 2018. From 2015 to 2017, Dr. Mihaljevic served as Chief Executive Officer of Cleveland Clinic Abu Dhabi (CCAD). Prior to that, he was Chief of Staff and Chairman of the Heart & Vascular Institute at CCAD. Dr. Mihaljevic joined Cleveland Clinic in 2004 as a surgeon in the Department of Thoracic and Cardiovascular Surgery. He previously served as a director of GE HealthCare. Members of Oracle's Board of Directors serve one-year terms and will next stand for election at the company's annual meeting of stockholders in November 2026.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł703, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł988 per share.
お知らせ • Apr 21Oracle Health Demonstrates Interoperability and Delivers Solution to Eliminate Check-In PaperworkOracle Health was now a Centers for Medicare & Medicaid Services (CMS) Aligned Network. Oracle Health has also developed and delivered an easy-to-implement solution that allows patients to digitally verify their identity and provide access to their health records at check-in. This eliminates redundant information gathering and reflects Oracle Health's commitment to reducing the administrative burden across the healthcare ecosystem and increasing interoperability. CMS' 'Kill the Clipboard' initiative encourages providers to replace paperwork intake processes with a seamless digital check in. Oracle will be integrating CLEAR1, CLEAR's secure identity platform, to enable patients with a simple way to check in and give providers access to the health data they have opted to share by simply showing a QR code. The data will then flow directly into EHR workflows. CLEAR1 is Full Service certified by the Kantara Initiative for NIST Identity Assurance Level 2 (IAL2) and Authenticator Assurance Level 2 (AAL2), high-assurance standards that are foundational to trusted healthcare data exchange. New Jersey-based health system AtlantiCare is already using the solution to drive a better, more connected care experience for patients and providers. AtlantiCare has completed full integration of this technology into ambulatory check-in workflows, positioning to deliver a faster, paper-free experience for patients, providers, and staff. This eliminates waiting room forms and repetitive medical history collection, with verified patient information flowing securely and seamlessly into the system as AtlantiCare prepares for broader rollout.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł632, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł870 per share.
お知らせ • Apr 14+ 2 more updatesOracle Corporation Introduces AI-Enabled Capabilities in Oracle Primavera UnifierOracle Corporation announced new AI-enabled capabilities in Oracle Primavera Unifier are helping project and asset management teams prioritize work and reviews, improve data integrity, and enhance safety to execute more compliant, effective project delivery. With AI-driven workflows and business process summarization built into daily task execution, team members can prioritize the most critical activities to keep projects on track. In tandem, expanded Oracle Integration capabilities enable teams to better unify data and systems across the enterprise and securely give AI Agents the data automation they need to act with a clear audit trail. With the new Primavera Unifier enhancements, teams can: Enhance work prioritization and review cycles: AI-driven business process and workflow summaries deliver insights across reported issues and change orders. Workflows can be accompanied by a structured, step-by-step progress chronology, including participants, timestamps, durations, decisions, comments, attachments, change history, and other deliverables to save time and increase focus on the review itself, rather than pouring through data. Strengthen no-code and low-code process design and automation: Combining Unifier's built-in no-code configuration tool (uDesigner) with Oracle Integration can help enhance predictability, efficiency, and transparency through real-time integrations and automated data movement across Unifier workflows and external enterprise systems. This helps promote standardized, auditable process execution and regulatory adherence while delivering timely information to stakeholders. Accelerate secure integrations and real-time process automation: Oracle Integration's wizard-driven adapters, event-driven triggers, and in-step data pulls connect Unifier with ERP, EAM, scheduling, and collaboration systems, helping enhance data timeliness during approvals, reduce manual handoffs, and promote consistent, auditable controls for high-compliance federal projects and other regulated environments. Support data intelligence and reporting consistency: Dashboards, operational reports, and advanced visualizations directly within the process and governed custom data screens help stakeholders track performance, identify trends, and risks earlier. This can strengthen leadership alignment and oversight across multi-project portfolios, including federal programs. Increase safety: Firms can capture routine work progress photos and field observation data, and align them to predictive industry model outputs within Oracle Construction and Engineering Advisor for Safety to improve risk visibility, provide proactive mitigation actions, and support audit-ready reporting.
お知らせ • Apr 09+ 3 more updatesOracle Corporation Introduces Fusion Agentic Applications for HROracle Corporation announced Fusion Agentic Applications for HR. The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for HR can make and execute decisions within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissions, and transactional context. Running on Oracle Cloud Infrastructure, powered by industry-leading LLMs, and extending the world's most complete suite of cloud applications, the new Fusion Agentic Applications move beyond assistance to execution, helping HR leaders and managers dramatically improve business outcomes. By operating inside the existing Oracle Fusion Applications security framework, the new Fusion Agentic Applications can autonomously progress routine work within established guardrails, and surface exceptions, tradeoffs, and decisions where human judgment materially changes the outcome. There are eight new Fusion Agentic Applications available now within Oracle Fusion Cloud Human Capital Management (HCM), including: Career Advancement Command Center: Helps HR leaders promote career mobility, connect employees to open roles, and keep them engaged with ongoing events and communications. This turns ad hoc career development into guided, strategic advancement. Contract Compliance Workspace: Helps HR leaders better automate contract execution, semantically analyze contract agreements, surface proposed next steps in context, and move work forward within defined objectives. This transforms fragmented contract management into consistent, scalable execution. Hiring Workspace for Store Managers: Helps retail store managers reduce administrative work across recruiting processes and expedite hiring workflows. This transforms tedious manual coordination into streamlined, efficient talent acquisition. Manager Concierge Workspace: Helps managers make smarter team decisions, prioritize what needs attention, and take policy-backed, one-click actions with built-in approvals across compensation, performance, talent, absence, and more. This turns disjointed manager tasks into more focused, confident team management. My Help Workspace for Employees: Helps employees resolve issues faster and stay on top of what needs attention with a single place to track requests and follow-ups, view items awaiting action, and access knowledge articles and updates. This replaces ticket-chasing employee support with accelerated, self-service resolution. Team Learning Workspace for Managers: Helps managers upskill their teams, monitor learning needs, identify emerging skill gaps, and prioritize high-value development actions. This shifts reactive learning management to proactive, targeted development. Team Talent Calibration and Review Workspace: Helps managers conduct more consistent and structured talent review assessments, streamline calibration meetings, identify rating inconsistencies, and provide evidence-based recommendations. This moves subjective calibration toward more data-informed, consistent talent discussions. Workforce Operations Command Center: Helps managers and frontline leaders execute workforce scheduling, time, and absence operations faster, reduce manual data gathering, and accelerate scheduling approvals. This elevates workforce operations from reactive management to proactive, intelligent processes. The new Fusion Agentic Applications for HR are supported by a full AI ecosystem anchored by Oracle AI Agent Studio. With the new Agentic Applications Builder in the Oracle AI Agent Studio, organizations can build, connect, and run AI automation and agentic applications using reusable Oracle, partner, and external agents without traditional application development. In addition, built-in observability, ROI measurement, and safety controls enable agents to deliver measurable value and operate responsibly at scale.
お知らせ • Apr 08Oracle Corporation Announces CFO Changes, Effective April 6, 2026Oracle Corporation announced that Hilary Maxson joined Oracle as Chief Financial Officer on April 6, 2026. Ms. Maxson, age 48, served as Executive Vice President and Group Chief Financial Officer of Schneider Electric SE from 2020 until April 2026. In this role, Ms. Maxson was a member of Schneider’s Executive Committee and led their global finance organization supporting capital allocation, business model transformation and long-term value creation strategy. Prior to that she was Senior Vice President and Chief Financial Officer, Energy Management of Schneider from 2019-2020 and Senior Vice President and Chief Financial Officer, Building and IT of Schneider from 2017 to the end of 2018. Ms. Maxson serves on the board of directors of Anglo American plc. Earlier in her career, Maxson spent 12 years at the AES Corporation, where she held senior leadership roles across finance, strategy, and M&A, supporting complex, capital-intensive infrastructure investments across global markets. She holds a bachelor’s degree and MBA from Cornell University. She also serves as a non-executive director and Chair of the Audit Committee at Anglo American plc. In her capacity as Chief Financial Officer, Ms. Maxson will serve as Oracle’s Principal Financial Officer. Douglas Kehring transitioned his role and stepped down as Principal Financial Officer and a Section 16 officer, effective as of April 6, 2026. Mr. Kehring will continue to serve as Executive Vice President, Operations, where he will focus on Oracle’s strategic initiatives.
お知らせ • Mar 31+ 2 more updatesOracle Empowers Defense Industrial Base to Innovate At Scale with New Isolated CloudOracle announced its Defense Industrial Base Isolated Cloud Environment, a new, secure isolated cloud deployment option. With this new cloud environment, defense contractors can collaborate more effectively within air-gapped Oracle National Security Regions that are designed to meet the highest U.S. government classification standards. The Defense Industrial Base (DIB) is comprised of thousands of defense contractors and partners that design, develop, and manufacture combat mission systems, platforms, and technologies that are essential to the US military's digital strength. These organizations require secure environments to conduct classified research and development, system integration, testing and evaluation, and mission support activities for Department of War programs across all warfighting domains. With the DIB Isolated Cloud, these organizations can now access Oracle's isolated cloud infrastructure while maintaining strict compliance with Department of War security standards and classification protocols. DIB Isolated Cloud enables the expansion of existing on-premises classified independent research and development environments into Oracle Cloud Infrastructure while ensuring the boundaries of the Secret Internet Protocol Router Network (SIPRNet) and the Joint Worldwide Intelligence Communications System (JWICS) are respected. Critically, the new cloud environment allows multiple Defense Industry Base members to collaborate securely on joint classified programs. In addition, DIB Isolated Cloud will help accelerate program timelines and enhance mission effectiveness by providing users with granular access controls to workloads and resources within isolated environments. Additional benefits of the new cloud option: Access to advanced cloud-native capabilities for classified workloads: Helps defense contractors leverage modern cloud technologies for classified R&D and mission systems development through access to leading AI models, high-performance computing, and autonomous database services within air-gapped Secret and Top-Secret environments. Secure research and development: Delivers a controlled, compliant environment for AI research and collaboration within Oracle National Security Regions, enabling Defense Industrial Base organizations to confidently pilot and scale AI from development through to production. Significant cost advantages: Reduces infrastructure costs by delivering predictable pricing across classification levels, enabling Defense Base teams to reinvest savings into mission innovation. Faster program execution: Accelerates delivery of mission-critical capabilities to warfighters by reducing integration timelines and minimizing coordination overhead with real-time collaboration capabilities.
お知らせ • Mar 24+ 2 more updatesOracle Corporation Introduces Fusion Agentic ApplicationsOracle announced Fusion Agentic Applications, a new class of enterprise applications powered by coordinated teams of specialized AI agents that are outcome-driven, proactive and reasoning based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications can make and execute decisions within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissions, and transactional context. Unlike copilots, AI assistants, or other AI add-ons, being native to the transactional system enables Fusion Agentic Applications to execute in real time, at enterprise scale, with full governance. Fusion Agentic Applications are designed to drive business outcomes and continuously advance those outcomes through coordinated reasoning and execution. They are made up of teams of AI agents with specific roles, expertise, and decision authority to determine why, when, and how work should happen to achieve a given objective. By operating entirely inside the existing Oracle Fusion Applications security framework, Fusion Agentic Applications autonomously progress routine actions within guardrails and surface only exceptions, tradeoffs, and decisions where human judgment materially changes the outcome. With this unique combination of system of record and system of outcomes, organizations can benefit from: Outcome-driven execution: Fusion Agentic Applications operate against specific business objectives and continuously move the work forward with coordinated reasoning and action across the full suite of Oracle Fusion Applications. Shared context across the entire process: Fusion Agentic Applications maintain shared, persistent context across time and steps so agents can remember intent, history, prior decisions and current state, reducing the need for users to restate or reconstruct context as work progresses. Continuous reasoning and adjustment: Fusion Agentic Applications reason constantly, understand nuances within each situation, evaluate tradeoffs, take action, and re-evaluate as conditions change so work keeps moving toward the objective instead of stopping after a single task. Enterprise-grade governance and auditability: Fusion Agentic Applications run AI-powered workflows with role-based access, approval frameworks and end-to-end traceability, including step-by-step actions and full execution paths for accountable decision-making. Running on Oracle Cloud Infrastructure, powered by industry-leading LLMs, and extending the world's most complete suite of cloud applications, Fusion Agentic Applications help finance, HR, supply chain, and customer experience leaders dramatically improve business outcomes. There are 22 new Fusion Agentic Applications now available to help organizations achieve specific objectives, including: Fewer payroll issues and faster workforce scheduling: The new Workforce Operations Agentic Application can help HR leaders reduce manual data gathering, accelerate scheduling request approvals, and reduce payroll issues. Lower supplier sourcing costs: The new Design-to-Source Workspace Agentic Application can help supply chain leaders reduce product cost, cycle time, and compliance risk. Higher win rates, lower customer acquisition costs: The new Cross-Sell Program Workspace Agentic Application can help sales teams proactively identify growth opportunities, drive predictable expansion revenue, and lower customer acquisition costs. Faster cash collection: The new Collectors Workspace Agentic Application can help finance teams collect cash faster, lower days sales outstanding, and achieve higher promise to pay conversion. The new Fusion Agentic Applications are supported by a full AI ecosystem anchored by Oracle AI Agent Studio. With the new Agentic Applications Builder in the Oracle AI Agent Studio, organizations can build, connect, and run AI automation and agentic applications using reusable Oracle, partner, and external agents without traditional application development. In addition, built-in observability, ROI measurement, and safety controls enable agents to deliver measurable value and operate responsibly at scale.
お知らせ • Mar 18+ 1 more updateOracle Corporation Expands Oracle Simphony Cloud With New Restaurant Suites Management And Mobile Order And Pay CapabilitiesOracle Corporation expanded its Oracle Simphony Cloud Point of Sale (POS) roster with new Oracle Restaurant Suites Management, and Oracle Mobile Order and Pay capabilities. Oracle Restaurant Suite Management streamlines premium suite operations by unifying ownership, ordering, billing, and guest preference management into a single, intuitive experience within Oracle Simphony Cloud. Accessible from a mobile device or web browser, this application replaces fragmented ordering and disparate payment processes, to help accelerate fulfillment, reduce disputes, and improve guest satisfaction. Guests can place advance or game-day orders from any device, add notes and preferences (e.g., credit card on file, dietary preferences, amenity settings), and track real-time order and billing status. Operators can manage suites by event, assign menus, and tailor offerings by client or event type. Integrated payments and guest profiles reduce manual entry, support multiple billing models, and centralize data to speed reconciliation. Suites Management can be deployed at an enterprise scale with multi-region support and fiscal compliance. New Mobile Order and Pay capabilities lets fans call the plays at concession by browsing menus, placing orders, and completing payments directly via a mobile device or web browser. Operators can stay in control of the action by quickly configuring menus, branding, and hours of operation by venue in Oracle's Frontline Manager. Once menus are established, additional locations can be enabled rapidly, helping organizations scale digital ordering consistently across properties to maximize sales and inventory. Optimized for order-ahead and pickup, the solution helps reduce lines and improve convenience for guests, while increasing order accuracy, enhancing visibility into demand, and boosting overall operational agility. Oracle Restaurant Suites Management and Mobile Order and Pay will be available initially for customers in North America within the next 12 months.
Reported Earnings • Mar 12Third quarter 2026 earnings released: EPS: US$1.29 (vs US$1.05 in 3Q 2025)Third quarter 2026 results: EPS: US$1.29 (up from US$1.05 in 3Q 2025). Revenue: US$17.2b (up 22% from 3Q 2025). Net income: US$3.70b (up 26% from 3Q 2025). Profit margin: 22% (in line with 3Q 2025). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Poland.
お知らせ • Mar 11+ 2 more updatesOracle Health Announces Clinical AI Agent Note Generation for Inpatient and Emergency Department SettingsOracle Health Clinical AI Agent note generation is now available in the U.S. for inpatient and emergency department settings. Designed to address the complex documentation needs of these environments, the solution automatically generates a comprehensive view of patient encounters, organizing symptoms and treatments into a single draft clinical note that reflects multiple clinical events and patient-clinician interactions. By capturing details during real-time patient encounters, Oracle Health Clinical AI Agent enables clinicians to spend more time focused on patients, which is critical in the time-sensitive and often chaotic environment of the emergency department. Healthcare organizations in the U.S. are already seeing tangible benefits. New Jersey-based AtlantiCare recently expanded its deployment of Oracle Health Clinical AI Agent to all emergency departments after initial success reducing documentation time in ambulatory care settings. Building on its 41% decrease in documentation time, this extension has further streamlined workflows in high-acuity areas, enabling AtlantiCare providers to spend more time caring for patients. In emergency departments, note generation draws from data from within Oracle Health Foundation EHR, including triage notes and information documented during initial and re-examinations, to draft an encounter note summarizing the patient's reason for visit, medical history, relevant risk factors, findings, and previous treatments. The note generation agent can also summarize and incorporate relevant information like lab and imaging results that are discussed and captured during visits into the draft note. Clinicians can then quickly review, edit, and sign generated draft notes, supporting thorough and efficient documentation in a fast-paced environment. With its ability to assist in drafting, editing, and summarizing key clinical notes required at each phase of a patient's hospitalization or emergency visit, Oracle Health Clinical AI Agent note generation leverages prior days' notes and information surfaced in the current clinical conversation—such as overnight events, recent image findings, medication updates, and consultant recommendations—to help generate a comprehensive draft progress note for clinician review and finalization. The latest updates help enable Oracle Health Clinical AI Agent to produce multiple notes per encounter, including admit and progress notes, with high accuracy in recognizing the voices of the patient, accompanying caregivers, and clinicians. This helps provide context-aware and accurate documentation. Oracle's Clinical AI agents don't just interpret text; they use semantic reasoning to understand clinical meaning, helping ensure insights are contextually relevant. The agents work together as a system, sharing context and collaborating in near real time to increase efficiency and enable process automation. In just over a year since its launch, Oracle Health Clinical AI Agent note generation has already saved doctors more than 200,000 hours across all providers in the U.S.