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AI Agent Studio

Oracle · 3× · naposledy 21. 7. 2026

Momentum

Oracle AI Agent Studio is a design-time environment integrated into Oracle Fusion Cloud Applications that enables customers and partners to create, configure, test, deploy, and manage AI agents and agent teams. The platform provides native access to Fusion Applications' APIs, data models, security roles, and business logic, along with pre-built agent templates, multi-agent workflows, and—starting in 2026—an additional "Agentic Applications Builder." It is provided at no additional cost with the Fusion Cloud subscription, supports multiple LLM providers (including OpenAI, Anthropic, Google, Meta, xAI, and Cohere), and integrates external tools via the Model Context Protocol (MCP).

Vývoj momenta

28.04.27.07.

Vlastnosti

Autonomy Level	Autonomous execution triggered by events, schedules or emails, plus multi-agent workflows with human checkpoints and approvals
Channels	Chat/Ask Oracle, email, Microsoft Teams; planned: WhatsApp, SMS, telephony
License	Proprietary, part of Oracle Fusion SaaS Cloud subscription; custom agents may require a separate Custom AI Agent subscription
Modalities	Multimodal enhancements: end-user Q&A over images/documents uploaded in chat and semantic search across non-text assets
Platform	Natively integrated into Oracle Fusion Cloud Applications (SaaS), accessed via Navigator > Tools > AI Agent Studio
Price	Included at no additional cost with Fusion Cloud subscription; basic LLM (GPT-OSS) includes 20,000 AI Units/month at no charge, additional usage billed (SKU B112536)
Release Date	March 20, 2025 (initial announcement); expansions in Oct. 2025 and March 2026
Tool/MCP Integrations	MCP support for connecting external data/tools; tools include Business Object, Document, Email, Calculator, Deep Link, External REST

Další produkty v této kategorii: Frameworky pro agenty

Zdroje (3)

Company Analysis: Oracle

As of 24/07/2026

HOLDSynthszr Vote

Oracle’s latest reported fundamentals are strong on demand and guidance: Q4 FY2026 revenue grew 21% YoY and RPO expanded to $638B, while management reaffirmed FY2027 revenue guidance of $90B and raised non-GAAP EPS guidance to $8.05. (fool.com) The offsetting, data-driven constraint is cash flow: FY2026 free cash flow was reported at -$23.7B due to accelerated OCI investment, which can keep valuation anchored until investors see a clearer path to cash generation normalization. (investor.oracle.com) With the current trailing P/E around 21.6x and forward P/E cited in the high-teens, the risk/reward is balanced: upside depends on execution against guidance and backlog conversion, while downside is driven by prolonged capex/FCF pressure. (stockanalysis.com)

Summary

Oracle Corporation (ORCL) is a global enterprise software and cloud services provider with a hybrid business model: (1) high-margin, recurring software licenses/support and database middleware; (2) cloud applications (SaaS, including ERP/HCM/NetSuite); and (3) Oracle Cloud Infrastructure (OCI) for IaaS/PaaS. Its core competencies are mission-critical database technology, enterprise application suites, and integrated “engineered systems” plus a growing hyperscale-style cloud infrastructure footprint. Market position is anchored by a large installed base (database + applications) that supports durable maintenance cash flows and provides a conversion funnel into cloud subscriptions. Oracle’s competitive advantages are switching costs in core data workloads, integrated product stack (database-to-applications), and increasingly, contracted cloud capacity demand evidenced by a sharp rise in Remaining Performance Obligations (RPO). In the most recent quarter (Q4 FY2026, reported June 10, 2026), Oracle reported total revenue of $19.2B (+21% YoY) and highlighted that cloud now represents roughly half of total revenue, with OCI growth cited as a key driver. RPO ended the quarter at $638B (+363% YoY), with management disclosing a staged revenue recognition profile (a minority within 12 months, more over 13–36 months), implying a multi-year conversion runway rather than immediate revenue realization. (investor.oracle.com) However, the same update underscored a near-term tradeoff: fiscal 2026 free cash flow was reported as negative $23.7B as Oracle accelerated infrastructure investment to support OCI growth. (investor.oracle.com) Management reaffirmed FY2027 total revenue guidance of $90B and raised non-GAAP EPS guidance to $8.05 (stated as ~18% growth adjusted for one-time items), signaling confidence in operating leverage despite elevated capex. (oracle.com) Valuation and key metrics (current price converted to EUR): ORCL last traded at $120.04 on July 24, 2026; using the ECB EUR/USD reference rate of 1.1408 USD per EUR (July 22, 2026), this implies ~€105.21 per share. (ecb.europa.eu) The tool-reported trailing P/E is ~21.6x. Third-party market data indicates a forward P/E in the high-teens (approx. 17–18x) as of mid-July 2026. (stockanalysis.com) Short- to medium-term outlook is primarily driven by (a) OCI capacity build and conversion of RPO into revenue, (b) margin trajectory as depreciation and operating costs scale, and (c) execution risk around capex intensity and cash flow normalization.

Key Takeaways

Oracle’s latest reported quarter (Q4 FY2026, June 10, 2026) showed strong top-line momentum: $19.2B revenue (+21% YoY) with cloud positioned as a central growth engine. (fool.com)
RPO reached $638B (+363% YoY), indicating unusually large contracted demand; management’s disclosed timing mix implies multi-year conversion rather than near-term revenue pull-forward. (investor.oracle.com)
FY2026 free cash flow was reported as -$23.7B, reflecting heavy OCI investment; this is the key near-term financial tension versus the growth narrative. (investor.oracle.com)
Management reaffirmed FY2027 revenue guidance of $90B and raised non-GAAP EPS guidance to $8.05, supporting a constructive earnings trajectory if execution holds. (oracle.com)
At ~$120.04 per share (~€105.21 using ECB EUR/USD 1.1408), the tool-reported trailing P/E is ~21.6x; forward P/E is cited around the high-teens by market data providers, placing valuation sensitivity on delivery vs. guidance and cash flow path. (ecb.europa.eu)

Action Ideas

BUY

12–24 month accumulation thesis focused on contracted cloud demand translating into reported revenue and earnings: Q4 FY2026 showed accelerating scale ($19.2B revenue, +21% YoY) and an exceptionally large RPO base ($638B). Management reaffirmed FY2027 revenue guidance ($90B) and raised non-GAAP EPS guidance ($8.05), which—if achieved—supports a valuation case even without multiple expansion. Entry sizing should reflect that the near-term narrative is dominated by capex and cash flow optics rather than revenue alone.

Horizon: 18 mo.

HOLD

6–12 month hold for existing positions pending evidence that OCI investment intensity is peaking and that guidance is tracking. The company has provided explicit FY2027 targets (revenue $90B; non-GAAP EPS $8.05) and highlighted RPO growth as a demand indicator, but the market can remain focused on cash flow and capex. A hold stance is appropriate if you require confirmation in subsequent quarterly prints that revenue growth and operating income expansion persist alongside improving cash generation.

Horizon: 9 mo.

SELL

3–6 month risk-reduction thesis for investors with low tolerance for cash flow drawdowns: despite strong reported growth and backlog, Oracle’s FY2026 free cash flow was materially negative due to infrastructure investment. If your mandate prioritizes near-term free cash flow yield and balance-sheet conservatism, trimming can be justified until there is clearer evidence of cash flow normalization and capex discipline while maintaining growth.

Horizon: 6 mo.

Contrarian Insights

• RPO strength may not translate into near-term financial acceleration: management’s disclosed recognition schedule indicates a relatively small portion expected within 12 months, so headline RPO growth can outpace near-term revenue and cash flow, creating a mismatch versus investor expectations for immediate monetization. (fool.com)
• The most material near-term KPI may be free cash flow trajectory rather than revenue growth: FY2026 free cash flow was reported at -$23.7B, so even continued revenue beats may not support the equity if investors demand evidence that capex intensity is stabilizing and cash generation is improving. (investor.oracle.com)