Under Morita's reforms, NEC overtook Fujitsu in revenue for the first time in 20 years. The strategy of pursuing both AI and economic security as core pillars is now the focus.
NEC's reforms are entering their final phase. After emerging from the risk of bankruptcy in the 2010s, the company has pursued its revival by spinning off businesses that account for most of its revenue.
Under the leadership of President and CEO Morita Takayuki (森田隆之), NEC overtook Fujitsu in revenue in FY2025. This is attributed to initiatives centred on AI and economic security.
The article reports that NEC is pursuing a strategy aimed at the dual use of AI and security and is indicating its future direction. Having overcome its past difficulties, the company is undergoing organisational transformation.
As of August 2026, some projects were reported to have experienced declines in gross profit margins, highlighting the need to resolve issues at the operational level.