December 11, 2025
Oracle’s AI Agents Aim to See Everything Happening in Your Business
During its Q2 2026 earnings call, Oracle described a growing push toward AI agents and their role in helping enterprises use their data more effectively across customer-facing operations.
While the call covered cloud revenue, infrastructure expansion and multicloud growth, the most forward-looking comments centred on Oracle’s new AI database, its AI data platform, and the ability for large models to perform multistep reasoning on private enterprise data.
Chairman and CTO Larry Ellison presented this as a major shift in how organisations will apply AI. He said:
“Training AI models on public data is the largest and fastest-growing business in history. AI models reasoning on private data will be an even larger and more valuable business.”
Oracle’s platform enables AI agents to access a unified view of operational, behavioural, contractual, support and financial data, regardless of where that data currently sits. This creates the conditions for more coordinated customer service and faster internal decision-making. The system can catalogue and vectorise information from Oracle databases and applications, as well as from other databases, object stores across clouds and custom-built systems. Once connected, leading models from OpenAI, Google, xAI and others can work across all of it.
AI Agents and Unified Data
Ellison described a scenario where an AI agent answers a single question by drawing on every relevant data source rather than navigating application silos. This same capability applies to service journeys: understanding why a customer is calling, identifying relevant history, predicting issues before they escalate, and recommending actions based on signals that usually sit in separate systems.
He added: “Very soon, through the lens of AI, you will be able to see everything happening in your business as it happens.”
Oracle CEO Mike Sicilia pointed to real-world deployments as evidence of where this approach is heading. Brazilian telecommunications company TIM Brasil is building AI agents on Oracle Cloud Infrastructure to support live customer interactions, including bill analysis, troubleshooting flows and predictive network interventions. Early results include faster issue resolution, higher satisfaction, improved accuracy in call-centre workflows and shorter service times.
On the applications side, Oracle’s cloud-based customer experience application suite Fusion CX revenue rose 12% year over year, and more than 400 AI features are now available across the Fusion suite. Industry-specific AI agents, such as Oracle’s clinical AI agent, now help 274 healthcare customers, can be deployed within weeks and require minimal support.
AI Fears?
After the call, Oracle’s shares fell more than 10% in after-hours trading, a reaction that went beyond the company’s slight revenue miss. Tech futures were already under pressure following mixed signals from the Federal Reserve, and investors were easing out of high-growth AI names across the Nasdaq.
This revived questions about whether AI spending is slowing or whether the sector is drifting toward an AI bubble. Because Oracle is closely linked to AI infrastructure demand, changes in sentiment around AI tend to move its stock more sharply than in previous years.
