Akshara Naik Lopez, a senior analyst with Forrester, believes Oracle will soon get to the point where customers can leverage the company’s agentic AI tools to create their own custom apps, or at least add their own custom functionality to existing Oracle apps.
If that pans out, Lopez said, it could mean that some Oracle workers focused on those app expansions could be laid off without the cuts hurting customer capabilities. In theory, she said, it could allow customers to add those capabilities in whatever timeframe, and within whatever budget, they need.
“Let’s say a customer wants certain capabilities that are not in the product line,” Lopez said. “You can use [Oracle’s agentic] platform and have it create something for you for just a short duration of time and then you can turn it off when you no longer want it. It’s almost transferring the power with the agentic AI capabilities to the customer, so they can actually do it themselves or with partners.”
