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Agentic 10-K

ORACLE CORPORCL

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-09-10, ORACLE CORP (ORCL) disclosed AI-agent language in 4 SEC filings since 2025-06-18, including 3 excerpts describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Market cap
$393.2BYahoo Finance, 2026-10-21
First seen
2025-06-18
Latest filing
2026-09-10

Matching filings by quarter

012Q1 '251Q21Q3Q4Q1 '261Q21Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Healthcare & clinical, IT & security ops, Software development

Vendors and products named

Oracle, Palantir

Source

4 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

“New 100% Agentic AI Health Care Management System for Hospitals and Clinics”

8-KFiled 2026-09-10Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“Oracle’s AI Health Care Management and Electronic Health Records system is an all-new 100% Agentic system made up of a collection of AI agents for every medical specialty from General Medicine to Oncology to Radiology.”

8-KFiled 2026-09-10Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“His teams also added very sophisticated sets of AI Agents to our industry application suites—including healthcare, banking, communications, utilities, hospitality and retail.”

8-KFiled 2025-09-22Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-09-10 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-09-10

Oracle promotes its AI Data Platform that automates Enterprise Ontologies for AI agents on private data.

“Virtually all of Oracle’s enterprise customers want to use AI to reason on their private data and to use AI agents to automate their business processes. To do this efficiently, customers must first precisely describe the semantic details of their private data and business processes in an Enterprise Ontology (a model defining the core concepts, relationships and rules of the business). Palantir pioneered the use of AI on private enterprise data by carefully crafting Enterprise Ontologies for each of their customers. The new Oracle AI Data Platform fully automates the creation of Enterprise Ontologies—making it inexpensive, easy and fast and for any enterprise to use the most advanced AI models to reason on their private data and automate their business processes.”

8-K, EX-99.1Filed 2026-09-10

Oracle offers an all-new 100% agentic AI health care and EHR system with specialized AI agents.

“Oracle’s AI Health Care Management and Electronic Health Records system is an all-new 100% Agentic system made up of a collection of AI agents for every medical specialty from General Medicine to Oncology to Radiology. These specialized AI agents assist medical professionals in diagnosing and treating their patients—leading to better quality of care and better outcomes. AI is on the brink of making quality healthcare accessible to more people throughout the world.”

10-K filed 2026-06-22 Filing index (opens in a new tab)

10-KFiled 2026-06-22

Oracle OCI offers infrastructure including generative AI and agentic AI solutions.

“OCI offerings are designed to deliver our infrastructure technologies, including compute, storage, networking, and cloud-native services, along with new and innovative solutions such as AI Infrastructure, generative AI and agentic AI. OCI offerings include our Oracle Autonomous AI Database offerings, among others, that Oracle runs, manages, upgrades and supports on behalf of the customer. We also offer a portfolio of specialized databases to address specific customer requirements, including MySQL, the world’s most popular open source database, as a cloud service with Oracle MySQL HeatWave. By utilizing OCI, customers can leverage the Oracle Cloud for enterprise-grade, high-performance, scalable, cost-effective and secure infrastructure technologies that are designed to be rapidly deployable and provide real-time elasticity while reducing the amount of time and resources normally consumed by IT processes within on-premise environments. OCI is designed to be differentiated from other cloud vendors to provide better security by separating cloud control code computers from customer compute nodes. Customers use OCI to build and operate new applications ranging from low-code to AI-powered cloud-native applications, to run new workloads and to move their existing Oracle or non-Oracle workloads to the Oracle Cloud from their on-premise data centers or other cloud-based IT environments, among other uses. We continue to invest in OCI to improve features and performance; to expand the c”

10-KFiled 2026-06-22

Oracle AI Database offers AI Vector Search, Select AI and Private AI Agent Factory.

“We offer advanced AI functionality, such as AI Vector Search, Select AI and Private AI Agent Factory, in our recent releases of Oracle AI Database, which enables customers to leverage their data for advanced generative AI functionality without needing to duplicate and maintain such data securely in other databases or external systems, while also providing customers with an option to utilize generative AI large language models (LLMs) of their choice.”

10-KFiled 2026-06-22

Oracle notes risks from AI products not operating as anticipated and investments in AI infrastructure and headcount.

“Our AI products may not operate as anticipated, which could adversely affect our reputation, revenues and profitability. Machine learning and AI, including generative AI, agentic AI and LLMs, are increasingly driving innovations in technology, and AI technology and services are highly competitive and rapidly evolving. We are building AI into many of our product offerings and we are also making AI available for our customers to use in solutions that they build. We have made significant investments in AI initiatives, including investments in infrastructure and headcount, and we expect to continue to invest significant resources to build and support our AI products in support of our growth strategy. In addition, we rely on partners and suppliers to produce some of our AI products. If we are unable to introduce new AI products, or if our AI products fail to operate as anticipated or as well as competing products or otherwise do not meet customer needs, if our competitors’ AI products achieve higher market acceptance than ours, or if we incur costs higher than expected to build and support our AI products, we may fail to recoup our investments in AI and our business and reputation may be harmed. Further, if we do not”

8-K filed 2025-09-22 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2025-09-22

Oracle added AI Agents to its industry application suites including healthcare, banking and others.

“Mike Sicilia, formerly President, Oracle Industries, brings deep expertise in vertical applications and applied AI. Joining Oracle through the acquisition of Primavera Systems, Mike’s engineering teams pioneered the use of intent-based application generation to replace traditional coding for building Oracle applications. His teams also added very sophisticated sets of AI Agents to our industry application suites—including healthcare, banking, communications, utilities, hospitality and retail. These new AI cloud applications deliver comprehensive, end-to-end solutions to both regulated and traditional industries.”

10-K filed 2025-06-18 Filing index (opens in a new tab)

10-KFiled 2025-06-18

Oracle offers emerging technologies including agentic AI as part of its OCI cloud services.

“Our cloud and license business’ infrastructure technologies include the Oracle Database and MySQL Database, the world’s most popular database management systems; Java, the computer industry’s most widely-used language by professional software developers; and middleware, including development tools, among others. These infrastructure technologies are available through a subscription to our OCI offerings or through the purchase of a license and related license support, at the customer’s option, to run within the Oracle Cloud as a part of a customer’s cloud-based, on-premise or other IT environments. Our OCI offerings also include cloud-based compute, storage and networking capabilities, application development and cloud native services, among others, and new and innovative services such as AI Infrastructure offerings and emerging technologies such as generative AI, agentic AI, IoT and blockchain.”

10-KFiled 2025-06-18

Oracle warns its AI products including agentic AI may not operate as anticipated and could harm reputation and revenues.

“Our AI products may not operate as anticipated, which could adversely affect our reputation, revenues and profitability. Machine learning and AI, including generative AI, agentic AI and LLMs, are increasingly driving innovations in technology, and AI technology and services are highly competitive and rapidly evolving. We have invested, and expect to continue to invest, significant resources to build and support our AI products. In addition, we rely on partners and suppliers to produce some of our AI products. If we are unable to introduce new AI products or if our AI products fail to operate as anticipated or as well as competing products or otherwise do not meet customer needs, or if our competitors’ AI products achieve higher market acceptance than ours, we may fail to”