Oracle Multiplies Agentic Applications Across the Fusion Suite

Oracle is racing to multiply a growing collection of Fusion Agentic Applications in a pre-emptive strike against AI-native vendors and rivals within its peer group.

Over the past weeks, Oracle has introduced dozens of new agentic applications for its Fusion Cloud Applications for finance, supply chain, HR, and customer experience with value-added and task-specific capabilities such as Claims Settlement Workspace for better cash control, Design-to-Source Workspace for streamlined sourcing, and Hiring Workspace for Store Managers for efficient talent acquisition.

Oracle said the new class of applications, Fusion Agentic Applications, move enterprise software beyond passive systems of record and provide customers with applications that can reason, decide, and act in pursuit of defined business objectives. Since the agentic applications are embedded in the Oracle Fusion Cloud Applications Suite, they can safely execute within business processes by securely accessing unified enterprise data, workflows, policies, approval hierarchies, permissions, and transactional context.

Steven Miranda, Oracle executive vice president of applications development, said during a briefing the vendor has already made available more than 1,000 AI agents across Fusion and industry vertical applications. Going forward, the cadence will include fistfuls of additional agentic applications for every quarterly release of its Fusion Cloud ERP, SCM, HCM, and CX applications.

Adoptions are increasing, Miranda said, adding that more than two-thirds of its installed base are already using some kind of AI agents in their workflow. Oracle Fusion Applications customers do not pay anything extra for the use of these agentic applications, they are included in the standard subscription.

Oracle is already one of the largest Cloud applications vendors with more than 150,000 customers and an estimated $15 billion in Cloud applications revenues in 2025, based on ARTW’s 2026 Vendor Database slated to be published in the second quarter of 2026.

This year, Oracle is betting on the fact that the outcomes-focused agentic applications will entice companies to standardize on the Fusion Applications suite by fully leveraging Oracle’s AI-centric innovations.

Reiterating its highly profitable business model that requires customers to have Oracle Fusion Applications subscriptions before they can access these agentic apps, Miranda said, “They are not free.’’ It also has the added advantage of using its fast-growing Oracle Cloud Infrastructure (OCI) to expand its use of different large language models that now rely on heavily on OCI to scale out their AI learning and inferencing offerings.

Unlike others that are leaning toward a consumption-based model for agentic applications or metric-based outcomes (such as number of new recruits brought in by AI agents), Oracle embraces the build-it-they-will-come philosophy that has worked well for cloud vendors for many years.

The moves come at a time when AI-native vendors like OpenAI and Anthropic are extending their AI training business to inferencing(or reasoning), especially for enterprise customers, with lofty hopes that their expansion could translate into as much as $100 billion each in projected annual business software revenues by 2030, compared with a tiny fraction of those projections a year or two earlier, according to press reports.

As shown in the following exhibit, our projections through 2031 for agentic applications for the enterprise are more conservative because of a litany of forecast assumptions from macro factors like war and high interest rates to inevitable hyperscaler hiccups for massive buildup of data centers, and from IT budget constraints that have been prevalent among corporations to increased fragmentation of the Internet between the west and the east that leads to a scarcity of useful and trustworthy business data.

Exhibit 1 – Worldwide AI Applications Revenues, 2021-2025 and Projected Sales Through 2031, $M

As the battle is heating up over how enterprises are going to be investing in and extracting value from the proliferation of agentic applications, lines are being drawn across different camps.

Leaders like Microsoft, Oracle and Salesforce are making a strong case that their platforms will help them sell more agentic apps either as cost-plus or value-added offerings.

Spurred by their first-mover advantages and big scores in instilling the value of AI in the minds of more than a billion users, OpenAI and Anthropic are now locked in a hand-to-hand combat in order to win the hearts of enterprise customers as well through costly metered-based pricing, heavy usage subsidies and channel incentives thanks to the largess of their well-heeled investors.

For those that are caught in the middle, the tall order for many of these Cloud applications vendors is to quickly reimagine and articulate their value propositions by cranking out useful, practical and trust-based agentic applications, packaging them with their core competency in mind, all doing it efficiently but not at the expense of their recurring revenue streams.

List of Oracle Fusion Cloud Applications Customers

Source: APPS RUN THE WORLD Technographics Platform, April 2026

• Apps Business
• Artificial Intelligence (AI)
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