Oracle used Oracle AI World to expand its Oracle Fusion agentic applications, making 25 Claw-powered apps available across ERP, HCM, SCM, and CX and adding Fusion Companion, which lets users work with Fusion through AI tools such as ChatGPT. The execution layer is strong, but Oracle has not said how it will price outcomes, and it is handing part of the user experience to a third-party assistant.
What Is Covered in This Article:
- Oracle made 25 Claw-powered Oracle Fusion agentic applications available across ERP, HCM, SCM, and CX, including Ledger, Workforce Orchestration, and Procurement Spend.
- Fusion Companion lets users work with Fusion Applications through supported AI tools such as ChatGPT, coordinating transactions, approvals, and agents within each user’s permissions.
- Fusion Agentic Home gives users one place to set objectives, delegate work to agents, and track progress, while AI Agent Studio adds observability, ROI measurement, and safety controls.
- Futurum buyer data show agents have overtaken copilots as the preferred way to consume AI, but pricing remains the largest unresolved gap between buyers and vendors.
- Oracle’s bet is that value sits in governed execution, not the chat window. That bet holds only if Oracle prices on outcomes and proves results in production.
The News: At Oracle AI World in Las Vegas on October 26, 2026, Oracle announced a set of AI updates to Oracle Fusion Cloud Applications built around agentic applications that carry out multistep work across finance, HR, supply chain, sales, and service, with people setting goals and retaining oversight. Oracle said 25 agentic applications powered by Oracle Fusion Claw, the governed execution runtime it introduced in September 2026, are now available across ERP, HCM, SCM, and CX.
The announcement includes:
Oracle Fusion Agentic Applications: outcome-based applications powered by Fusion Claw. Highlighted apps include Ledger (close readiness and accounting exceptions), Workforce Orchestration and Payroll Activity Workspace (HCM), Supply Planning Allocation and Procurement Spend (SCM), and CPQ Test-to-Production Setup & Configuration Migration, Service Health Check, and Strategic Field Demand Planning (CX).
Oracle Fusion Companion: an intelligence layer that lets users work with Fusion Applications through supported AI tools such as ChatGPT. It uses business context, data, and user permissions to coordinate transactions, workflows, approvals, and agents, and it can draw on other enterprise systems within existing security controls.
Oracle Fusion Agentic Home: a personalized experience, supported by Fusion Companion, where users define objectives, delegate work to agents and agentic applications, and track progress to completion.
Oracle AI Agent Studio for Fusion Applications: no-code and pro-code tools for creating, extending, and managing Oracle, partner, and external agents, with built-in observability, ROI measurement, and safety controls.
Oracle did not disclose pricing or name customers in the release.
Oracle Fusion Agentic Applications: Is ChatGPT the New Front Door?
Analyst Take: Oracle Fusion agentic applications now number 25 Claw-powered apps that are available today, and Oracle has wrapped them in a new interaction model: Agentic Home for setting goals and tracking work, and Fusion Companion for reaching Fusion from tools such as ChatGPT. The pieces fit together. Claw handles governed execution, Agent Studio handles building and measuring agents, and Companion handles access. The question I keep returning to is which of those layers the customer will value and pay for, and Oracle’s answer appears to be the execution layer rather than the screen.
Fusion Companion Hands Part of the Interface to Third-Party Assistants
The most consequential item in this release is the smallest one. By letting users work with Fusion through ChatGPT, Oracle is accepting that many employees will start their workday in a general-purpose assistant, not in an ERP or HCM screen. Oracle is not alone. Salesforce announced Agentforce access inside ChatGPT a year ago, and other application vendors are moving the same way.
I think this is the right decision, but with it comes risk. Blocking the assistants people already use would only push them toward unsanctioned workarounds. It is risky because the vendor that owns the interface gets to shape what the user sees, which agents get invoked, and eventually how the work is billed. If a finance manager asks ChatGPT to resolve close exceptions and the work gets done, that user may never open Fusion, and the renewal conversation becomes harder to win on seat counts.
Futurum’s research shows why this matters now. In Futurum’s AI Product Series, 65.7% of organizations building their own AI applications fund that work from the broader IT budget that also pays for applications, up from 56.7% in March 2025 (September 2026, N=600). In Futurum’s 2H 2026 Enterprise Applications Decision Maker Survey (N=833), 7.9% of organizations consolidating applications are already replacing them with AI-native or vibe-coded apps. Oracle’s defense is that the assistant can only act through Fusion’s permissions, data model, and Claw’s Enterprise Operating Envelope. That is where the value of Oracle Fusion agentic applications has to show up, because the interface is now shared.
Buyers Want Agents That Execute, and Oracle Is Building for That
The demand side favors Oracle’s direction. In the same 2H 2026 survey, 42.7% of IT decision makers prefer AI delivered primarily through autonomous agents, against 31.2% for copilots, an inversion of the copilot-first preference of the prior 18 months. Among organizations consolidating their application stacks (n=478), 34.9% list streamlining the use of AI agents as a top-three reason, and 47.3% are replacing point tools with suites or platforms.
Oracle’s choice of first applications is sensible. Ledger, Payroll Activity Workspace, and Procurement Spend target internal processes where results can be counted: days to close, variances caught, maverick spend recovered. That matches what buyers say they are doing, as agent deployments are landing first in internal, measurable domains such as IT operations and cybersecurity rather than customer-facing work. Finance and procurement fit that pattern better than customer-facing CX scenarios, and Oracle should lead with them.
Governance is also a real differentiator. As I wrote when Oracle introduced Fusion Claw, the Enterprise Operating Envelope, the Outcome Trust Harness, and the auditable Outcome Receipt address the main objection to autonomous AI, which is accountability. Agent Studio’s ROI measurement extends that idea to agents customers and partners build themselves.
Outcome-Driven AI Still Lacks an Outcome-Based Price
Oracle calls this outcome-driven AI, but the release says nothing about price. That gap matters more than any capability on the list. Among buyers who pay for generative AI as an add-on (n=645), 21.1% prefer outcome-based pricing, but only 11.2% say their preferred vendor offers it. Pricing is the top acquisition hurdle (24.1%), and 69.0% of buyers open to switching vendors cite market pricing and competitive shifts as the trigger (2H 2026 Enterprise Applications Decision Maker Survey).
Platform suites face the same pressure. In Futurum’s October 2026 Technology Spending Intentions Survey, the Net Score for a cohort of 10 platform suites, including Oracle Fusion, fell from 31.3 to 25 over two years, and 58.4% of respondents replacing a platform suite cited cost and ROI. Customers are staying but expanding less. Agentic applications are Oracle’s best argument for expansion, but only if customers can tie what they pay to what the agents deliver.
My recommendation to Oracle is to publish outcome-linked pricing for at least some Claw-powered apps, for example per close cycle completed or per dollar of recovered spend, and to use Outcome Receipt data to report results across customers. For buyers, I would start with one finance or procurement app where the baseline is already measured, set the Operating Envelope conservatively, have security teams review how Companion enforces permissions inside ChatGPT, and negotiate AI pricing before the next renewal rather than at it.
What to Watch:
- Pricing for Claw-powered agentic applications and Fusion Companion, and whether Oracle offers outcome-based or consumption options alongside subscriptions.
- Which AI tools Fusion Companion supports beyond ChatGPT. The release names only ChatGPT, and support for Microsoft Copilot, Gemini, or Claude would show how open Oracle intends the access layer to be.
- Named customers running Oracle Fusion agentic applications in production, with Outcome Receipt or Agent Studio ROI data to back their results. The release names none.
- Responses from SAP, Workday, Salesforce, and Microsoft, all of which are pursuing agent execution and assistant-based access to their applications.
- Whether Oracle Fusion spending momentum improves in Futurum’s January 2027 Technology Spending Intentions Survey, the first read of full-year 2027 plans.
See the complete press release on Oracle’s outcome-driven AI updates across Fusion Applications on the Oracle website.
Sources
Declaration of generative AI and AI-assisted technologies in the writing process: This content has been generated with the support of artificial intelligence technologies. Due to the fast pace of content creation and the continuous evolution of data and information, The Futurum Group and its analysts strive to ensure the accuracy and factual integrity of the information presented. However, the opinions and interpretations expressed in this content reflect those of the individual author/analyst. The Futurum Group makes no guarantees regarding the completeness, accuracy, or reliability of any information contained herein. Readers are encouraged to verify facts independently and consult relevant sources for further clarification.
Disclosure: Futurum is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of Futurum as a whole.
Read the full Futurum Group Disclosure.
Other Insights From Futurum:
NetSuite QuickStart Makes AI-First Finance Free to Win Startups Early
Oracle Health Builds AI Into the Full Revenue Cycle Stack
Oracle Nexus Adds Agents to Financial Crime Investigations
Author Information
Keith Kirkpatrick is VP & Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.
He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.
In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.
He is a member of the Association of Independent Information Professionals (AIIP).
Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.
