Q1. Could you start by giving us a brief overview of your professional background, particularly focusing on your expertise in the industry?

I have 16 years of experience in Oracle EBS and Cloud ERP applications. I was part of more than 20 implementation, support, upgradation, and rollout projects in Oracle technology.

Q2. How is Oracle integrating emerging technologies like AI, ML, and predictive analytics into Fusion Cloud, and how is the market responding?

Oracle has embedded 50+ AI agents within its Fusion Cloud Applications (spanning ERP, HCM, SCM, and CX). These agents automate repetitive business tasks and deliver personalized insights and recommendations in real time. This automation helps streamline workflows and allows employees to focus on higher-value strategic work.

There is tremendous market response to this Oracle AI-enabled feature.

Q3. Are clients increasingly opting for full-suite implementations or taking a phased, modular approach — and why?

Oracle is seeing strong traction in suite deals where companies want AI-driven process automation (ERP + SCM + HCM synergy).

However, implementation partners (Deloitte, PwC, Infosys, Accenture) report that 70–80% of projects kick off modularly due to risk and change management concerns.

In the medium term, Oracle’s roadmap (AI agents, Fusion Data Intelligence, ESG reporting) is subtly pushing clients toward full-suite adoption, since those features deliver maximum value only when all data lives in Fusion.

Q4. Based on analyst reports, how big is the global cloud ERP market today, and what share of that is estimated to be Oracle Fusion Cloud?

The global cloud ERP market is currently estimated to be between roughly $50 billion and $87 billion, depending on the source. Common mid-range values are around $57 billion in 2024.

Oracle Fusion Cloud ERP generated around $3.7 billion in revenue in fiscal 2025.

That implies roughly 6–7% market share of the global cloud ERP segment.

In the broader ERP applications market, Oracle as a whole holds about 6.63% market share (~$8.7 billion revenue)

Q5. From your perspective, what core strengths have positioned Oracle Fusion Cloud to compete effectively in the cloud ERP space?

Oracle Fusion Cloud ERP is positioned strongly because it combines accurate end-to-end suite coverage, embedded AI, unified data intelligence, global compliance, and enterprise-grade scale. This resonates especially with large, international organizations that need more than just finance or HR in the cloud — they want a single, AI-powered backbone for the entire enterprise.

Q6. Which players in the cloud ERP space are currently moving fastest in terms of embedding AI, automation, or advanced analytics — and how does Oracle compare?

Oracle is one of the most aggressive enterprise ERP players, embedding AI and automation at scale. Its strategy includes:

• Extensive embedded agents across HR, finance, supply chain, and sales.
• Tools enabling customers to build their own AI agents.
• AI-powered analytics and predictive insights woven into daily workflows.
• A multi-vendor AI model strategy, giving users flexibility and choice.
• A reality where AI is not an add-on—but an integrated layer across platform and stack.

In short, SAP and Workday are strong contenders, each with focused strengths (SAP with data unification and Joule; Workday on HR/finance agents), but Oracle’s breadth, extensibility, and infrastructure-backed AI give it a competitive edge—especially for large enterprises seeking pervasive automation and insights.
 

Q7. If you were an investor looking at companies within the space, what critical question would you pose to their senior management?

As an investor, I would ask: “How are your AI and automation investments driving measurable customer outcomes—such as faster adoption, reduced operating costs, or improved decision-making—rather than simply adding undifferentiated features competitors can copy?”

I’d want to know adoption rates of embedded AI, tangible ROI proof points, and how these capabilities translate into higher retention, upsell opportunities, or market share gains. I would also probe on monetization strategy (bundled vs premium), and how the company ensures long-term differentiation through data ownership, ecosystem integration, and industry-specific depth—factors that ultimately determine sustainable growth and investor returns.