Oracle’s Applications Analyst Summit in April 2026 put a decade of “multiple ERP paths” messaging under pressure. Oracle leadership drew a hard boundary around AI: The agentic future is built for Fusion SaaS, not for E-Business Suite (EBS), JD Edwards, PeopleSoft, or Hyperion. Rondy Ng, executive vice president of application development, said it plainly: “These agents are not coming to [EBS]. They’re not coming to our on-premises solutions, to JD Edwards, to PeopleSoft, to Hyperion. To enable this, you have to get to SaaS.” AI is the dividing line. Fusion is where Oracle is building the next operating model. What Changed At The Summit Oracle pivoted from “agents” to productized agentic apps. Oracle is not pitching headless assistants. It is shipping named agentic apps that bundle specialized agents with standard operating procedures, thresholds, and audit trails. A ledger agent is in production. Consolidation and financial planning/analysis agentic apps were demoed live.…