Oracle Applications Analyst Summit: Fusion Agents Are Shifting From Assist To Decide

2026-05-08 · Source: Featured Blogs - Forrester · Field: Technology & Digital — Artificial Intelligence & Machine Learning, Cloud Computing & IT Infrastructure, Emerging Technologies & Innovation · Depth: Intermediate, quick

Summary

Oracle's Applications Analyst Summit in April 2026 signaled a definitive shift in the company's strategy, establishing Fusion SaaS as the exclusive platform for future AI innovation. Executive Vice President Rondy Ng explicitly stated that agentic AI capabilities will not extend to on-premises solutions like E-Business Suite, JD Edwards, PeopleSoft, or Hyperion. Oracle is moving beyond generic "agents" to deliver productized agentic applications, such as a ledger agent in production and demoed consolidation and financial planning apps. The company has also refocused its migration strategy to be AI-first, introducing an enterprise configuration agent that rapidly proposes Fusion structures from legacy metadata. While Oracle cited a strong supply of agents and developers, concrete adoption metrics and business outcomes were not provided. Pricing for embedded agents remains "no charge" for now, but future consumption-based pricing for scaled agent workloads is an open question. Customer references primarily came from regulated, capital-intensive industries.

Key takeaway

For CIOs managing Oracle's on-premises ERPs, you should recognize Fusion as the sole path for AI innovation. Actively negotiate a commercial and technical bridge to Fusion AI within the next 12-18 months to avoid compounding security, talent, and productivity gaps. Use the 2036 Premier Support date as leverage in negotiations, demanding clear guardrails on future consumption pricing and piloting agentic apps with robust controls and human override paths from day one.

Key insights

Oracle's AI innovation is exclusively tied to its Fusion SaaS platform, not legacy on-premises ERPs.

Principles

• AI innovation is SaaS-first.
• Agentic apps are workflow-centric.
• Migration should be AI-first.

Method

Oracle's enterprise configuration agent ingests legacy ERP metadata (EBS, PeopleSoft, JD Edwards) to propose a Fusion enterprise structure, significantly reducing migration planning time from months to hours.

In practice

• Pilot agentic apps with audit trails.
• Negotiate renewal guardrails for AI pricing.

Topics

• Oracle Fusion SaaS
• AI Agents
• ERP Migration
• Enterprise Configuration Agent
• Legacy ERP Systems

Best for: VP of Engineering/Data, Executive, CTO, Director of AI/ML, Consultant

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Editorial summary, takeaway, and curation by AIssential. Original article published by Featured Blogs - Forrester.