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2023-11: Warosu is now out of extended maintenance.

/vt/ - Virtual Youtubers


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File: 144 KB, 1405x741, report.png [View same] [iqdb] [saucenao] [google]
51340089 No.51340089 [Reply] [Original]

Anycolor Q4 Report just dropped
https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/137288/00.pdf
https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym3/137289/00.pdf

>> No.51340544

>>51340089
Tldr please

>> No.51340823

lies

>> No.51340854

>>51340544
Blows Shitver Corp out of the water.

>> No.51341185
File: 32 KB, 647x117, ACCLERATE BABY.png [View same] [iqdb] [saucenao] [google]
51341185

ACCELERATE

>> No.51341202

I still have no idea what they're building that war chest of deposits for.

>> No.51341235
File: 122 KB, 1385x735, 1686724234112032.png [View same] [iqdb] [saucenao] [google]
51341235

>>51340544
>more vtubers
>less viewing time total despite having more streamers
tl;dr corpo vtubing is dying, expect a similar trend when the cover report comes out

>> No.51342987

>>51340089
thanks

>> No.51343054

>>51341202
Riku bank account.

>> No.51343068

>that watch time decrease

>> No.51343360
File: 95 KB, 1329x660, nijien view time.jpg [View same] [iqdb] [saucenao] [google]
51343360

>>51340089
>>51343068
>that watch time decrease
21% YoY for the last quarter, for NijiEN that is.

>> No.51343624

>>51340089
>>>/vt//#/
>>>/out/
>>>/kys/

>> No.51343819

>>51343624
There's about 20 threads I'd delete before this one. This is vtuber related and the subject is neutral, with no bait in the OP

>> No.51344077

>>51340089
thats why no spam threat about enicolor Q4 income in this board

>> No.51344364

>>51343819
>subject is neutral, with no bait in the OP
A very rare thread for /vt/ for sure. Nevertheless, it will turn into a fan war either way. Being able to discuss a topic neutrally is an impossible task here.

>> No.51344590

>>51341235
I don't know. Maybe we are also reaching the limit of vtuber viewer base.

>> No.51344774

>>51344590
Eh, it's the result of not being able to break into global market like Hololive. It is what it is

>> No.51344780

>>51340089
The moment they stopped botting Salome, their revenue plummeted.

>> No.51344954

>>51341235
Thing is Anycolor degraded its branding by not treating its talents well.

>> No.51344974

>>51343360
is this how you moved the goalpost?

>> No.51344995

>>51340089
AIEEEEEEE LIMITLESS GROWTH WHERE?! RIKU YACHT IN JEOPARDY!

>> No.51345115

>>51343360
How? Did Bilibili abandon them together with its remaining shares?

>> No.51345186
File: 82 KB, 1080x546, 168673021290235121.jpg [View same] [iqdb] [saucenao] [google]
51345186

>free
>diverse
lol, lmao even

>> No.51345565

where the spammer Q3?

>> No.51345614

koshien soon. we might even beat that holo graduation stream's CCV record this year.

>> No.51345764

Expect Anycolor's stock to drop significantly. With as much resources as they have, they could have something planned other than accelerate. But their exposed managerial decisions do not instill confidence.

>> No.51345828

>>51345614
Not with Gundou's and the recent NippleLord's fuckups.

>> No.51346043

>>51345828
lauren is doing better than ever and gundou has always been utterly irrelevant. salome is probably going to take part in koshien this year, so expect some insane numbers.

>> No.51346262

Nijikeks lost, Holochads won. Simple as

>> No.51346375

>>51340089
Anycolor's stock dropped to near rock bottom after Q2 report. Even though NijiJP was growing, NijiEN declined. But the Q3 report showing NijiEN with surprising growth caused it to pivot. Anons like preaching that the foreign market is dead, but it is still the greatest potential for growth. Q4 dropping lower than Q2 is worse than I expected. It will be tough for Anycolor to recover from that. Cover needs competition.

>> No.51346453

>>51340544
Holo good niji bad numbers not constantly going up

>> No.51346501

>>51346375
>Cover needs competition.
In the long term wouldn't it be better to have idol outgrow Niji to face up against holo especially on EN? I know cover acts more when it comes to Niji but I think idol can pull more punches than Niji in mid-long term

>> No.51346645

>>51346043
kuzuha shoudnt be there this time right? and solome has fallen off hard so dont expect her to bring much viewership

>> No.51346741

>>51346501
Anycolor is still very big. They are just not putting their resources back into it for some reason. Yes, a smaller corp can replace them someday, but it's a huge hill to climb. I've mentioned before that Nijisanji was competing more with indies than Hololive. HoloEN's box is unaffected by NijiEN overlap. Now Stars was a direct attack on NijiEN. Why it was a good idea, even if not as successful.

>> No.51347541

>>51346741
I think in the long term starsEN could equal themselves to Nijis if not higher, especially if Luxiem implosion rrats are true, cover just needs to keep their morales high and maybe momentum will switch to their side

>> No.51347894
File: 435 KB, 2250x2700, sales revenue.jpg [View same] [iqdb] [saucenao] [google]
51347894

Still doing better than Cuckver.

>> No.51347965

You know it’s pretty good when subhumans aren’t spamming dozens of threads about it

>> No.51348182

>>51347965
It's 5am, give it another few hours

>> No.51348187

>>51347541
I agree. Thankfully Cover does not give up so easily.

>> No.51348720

>>51340544
As usual, Q4 is the start of the yearly incline.
Lower than last Quarter, which was the new peak, but +43.9% compared to last year.

>> No.51348957

The growth projection actually isn't too insane. They've increased sales and profit by +50% each of the last 2 years and they're only projecting a 30% increase for 2024.

>> No.51349367

>>51347965
There's nothing to shitpost about besides EN being stagnant. They did better than the forecast projection just like Cover.

>> No.51349446

>>51347894
1% babyyyy

>> No.51350689

>>51340854
Interesting

>> No.51351914

>>51346375
You talk big for someone who doesn't know how to analyze what they're seeing, you compare same quarters of a year you stupid little retardo. also the net profit for the year has gone up an incredibly stupid amount and Q4 went over the forecast they did. Something going down a month doesn't mean "HURR DURR COMPANY GOING DOWN" you fucking monkey

>> No.51354112

>>51340823
ogey

>> No.51354113

>>51340089
based

>> No.51354199
File: 113 KB, 1585x500, 1686730514511601.png [View same] [iqdb] [saucenao] [google]
51354199

Dying company, who cares, beaten by Cover straight out of the water. Cope, Seethe, Dilate. End.

>> No.51354261

>>51354199
lol retard, that's the projection. This is the actual data: >>51347894
Btfo

>> No.51354296

>>51343360
Not only is their revenue from live-streaming and commerce down from the OP, but their watch hours are down too? It’s definitely going to take a Hail Mary to fix that branch.

>> No.51354410

>>51341202
In this world there are some vtubers who get 2% and some who get 33%.

Likewise in this world there are people like you and people like Riku, who is a billionaire.

It's not fair, it will never be fair and you didn't choose this, but why would riku give up his piles of gold when most people are like you?

>> No.51354426

>>51354199
Cope.

>> No.51354489

>>51354426
this >>51354261

>> No.51355288

>>51346043
>lauren is doing better than ever
Yeah, at the expense of everyone else.

>> No.51357167
File: 28 KB, 366x378, riku.jpg [View same] [iqdb] [saucenao] [google]
51357167

>> No.51358079

In Hololive, the streamers are billionaires, in Niji, the CEO is billionaire

>> No.51359608

>>51358079
Poor Yagoo, some of his talents make more than him. Not saying that he's not a millionaire though.
Never understood how Nijifans can support their talents suffering and lack of support while their CEO is a billionaire.

>> No.51359958

>>51354410
>In this world there are some vtubers who get 2% and some who get 33%.
Only Nijifans would brag about their livers getting so little.
btw, Hololive talents get more than 33%

>> No.51360135

>>51347894
Three times more talents, yet only 20% higher profit?

>> No.51360139

>>51359608
Its a joke made at the expense of the more cult-ish aspects of Nijisanji's fanbase, but to some extent Riku/the company and its brand are their only oshis. The company churns out chuubas like its nothing, pre-existing talents can get lost in the shuffle or leave the company altogether, but the company is constant.
This unfortunately can lead to situations where any criticism is dismissed or dogpilled upon, unlike other corporations where you can freely shit on management and their higher ups as a fan.

>> No.51360275 [DELETED] 

I like this SEAnigger cope.
>All signs point to anycolor doing better than ever and extremely well compared to cover
>w-well uhhh their CEO is rich!!! SO TAKE THAT!
meanwhile 3 views get donations of $4500+ per month, more frequent sponsorships, have constant voice packs on sale and make so much in superchats that /#/s stops counting superchats as a measurement of success.
Must really suck to be a tribalnigger

>> No.51360535

>>51360275
>meanwhile 3 views get donations of $4500+ per month, more frequent sponsorships, have constant voice packs on sale and make so much in superchats that /#/s stops counting superchats as a measurement of success.
Serious cope there. Cherry picking a few to represent them all.

>> No.51360815

>>51346043
Lauren has bad blood with his genmates now and no Kuzuha = nobody will care

Plus Lize seems done with Nijisanji, so she might not participate

>> No.51362586

>>51344974
retard

>> No.51362703

>>51360135
AIIIIIIIIIIIIIEEEEE DON'T POINT THAT OUT

>> No.51363359

>>51341235
Cover's report is already out and they're doing fantastic, retard.

>> No.51363431

>>51354296
The real kicker there is their watch hours are way down since the same time last year despite getting 10 new vtubers.

>> No.51363611

>>51347894
>Massively larger number of vtubers
>Small outperformance in revenue
>Watch hours stagnant despite adding nearly 30 vtubers
>Q4 full of drama
uhhhhh

>> No.51363662

>>51360275
Post em.

>> No.51363677

>>51346741
>>51347541
how you can look at this and think idol will surpass them. even focusing so much on EN side when EN is way smaller than JP which funds anycolor

>> No.51363783

>>51363611
I love how half of this is about EN, meanwhile almost 70% of the company revenue is from JP which isnt relevant for what you said.

>> No.51363899

>>51363783
>meanwhile almost 70% of the company revenue is from JP which isnt relevant for what you said
>>Massively larger number of vtubers
>>Small outperformance in revenue

>> No.51363906

>>51363783
Also not to mention that en is still making 30% in profit which means that as a whole NijiEn is still more successful than HoloEn since not only does anycolor make more money than cover does but 30% of that revenue is solely due to en.
No wonder cover won't release a 3rd gen

>> No.51364050
File: 24 KB, 748x278, 3.jpg [View same] [iqdb] [saucenao] [google]
51364050

the company make more many not the talent's
and its very good than cover corp.

>> No.51364058

It baffles me how Nijiniggers always try to defend a company that exploits its workers by saying the company is doing great financially, knowing that none of that money is going to the talents

Is it because Riku is their oshi?

>> No.51364700

K>>51364050
>>51364058
ESL SEAniggers seething kek. Love to see it. Hope your tears add flavor to your street vendor pagpag

>> No.51365496

>>51351914
Let's be real. That doesn't stop people like you from filling up the catalog with dogshit threads and takes if Cover was in the same position here.
Very tired of your consolekiddy wars where both sides always deflect while trying to shit on the other corpo. Both Hololive and Nijisanji are stagnant and declining.

>> No.51365940

>>51360275
It’s be nice if each could earn $54,000 or would it be $18,000 from SC on average? But that’s extremely improbable. There were 156 talents, so the median talent would be rank 78. Per AnyColor, rank 76-80 contributes 1% of revenue? I think I’m rounding up too? So take the sum of livestream revenue for the fiscal year (3,371 million), multiply by .002 (.01/5 since cumulatively rank 76-80 contributed 1% to revenue), multiply by .35 (most generous cut, YouTube vods and Twitch provide less), and divide by 12 months. That’s about 197,000 yen a month or $1,405 ($1:¥140) for rank 78 from live-streaming…that’s more than 3 times less than $4,500…Keep in mind, that $1,405 is close to an upper bound estimate too. $17,000 annual from streaming? I hope you’re right about sponsorships and voice packs because that’s close to the $12,950 that kids can earn as non-taxable income..

>> No.51366231

>>51364700
Nijiseethe

>> No.51366234

>>51341235
>Upward trend for Anycolor ID

Do they expect people to delete accounts regularly or something? Who buys this shit?

>> No.51366297

>>51364700
Sister you didn't deny the claim >>51364058 kek

>> No.51366375

>>51354199
>if
What? Both of them are projecting a relatively safe 30% sales increase for this year.

>> No.51366718
File: 340 KB, 1969x1043, file.png [View same] [iqdb] [saucenao] [google]
51366718

>>51359958
>So little
you can look for yourself 1-3% is just pure bullshit.
>4* Includes fees paid to VTuber, various platform fee, and cost of merchandise and event related sales
anycolor total earned 4.9billon yen from just live streaming so unless you want to tell me after the cut of everything which for YT should be about 30% of that 1.5billion~ so unless you want to tell me that anycolor is just dumping 11billion yen into the void.

>> No.51366755

>>51364700
Based, fuck the livers.
I hope Anycolor milks them for all they are worth and dumbs their corpses into some nameless grave.

>> No.51367013

>>51366718
Of course not, they dumped it into a sick yacht

>> No.51367101

>>51366297
What claim is there to dismiss? The fact that you're chimping out over nijisanji still being more successful?
Pomu alone has made more in superchats than any member of council and makes 2k a month on average through streamlabs, let not even talk about how Nina's mentioned that a single voice pack ends up making more than a months worth of superchats and Nina isn't even that popular of a member.
The boys literally get donos of 11k+ in their streamlabs, none of that goes to YouTube btw just pure revenue. Scarle who doesn't even get 1k ccv gets people who send her 4500 in streamlabs,

So keep crying, your SEAnigger tears bring me immense joy.

>> No.51367117

>>51363906
What are you on about? They are doing slightly above average, and that is simply because they don't have 100 literal whos pulling their numbers down like JP.
From OP-pic: total revenue is 5835M yen, of wich 1373M yen are from EN, so EN contribution is 23.5%
From >>51341235: Niji has 156 members of which 30 are EN, so EN's part is 19%

>> No.51367150

>numberniggers coping this hard after months of doomposting and spamming about how much niji was going bankrupt this quarter
Lmao. If I had no life like you faggots, I'd have made a compilation of the posts.

>> No.51367204

>>51367101
>The boys literally get donos of 11k+ in their streamlabs

Lol, no
the only ones who get streamlabs donos are rosemi and pomu

>> No.51367287
File: 125 KB, 1079x437, 1686768446288.jpg [View same] [iqdb] [saucenao] [google]
51367287

>>51367204
*Blocks your path*

>> No.51367509

>>51365940 (me)
Hey dumbass you missed NijiEn. Total livestream rev is 4,947 million yen. Same maths get to 289k yen or $2,061 monthly. Or about $24,000.

>> No.51367920
File: 29 KB, 500x500, 168641311423155838.jpg [View same] [iqdb] [saucenao] [google]
51367920

>>51367101
I don't waste my time watching KurosanjiEN I just enjoy triggering you sisterchimps

>> No.51368046

>>51367920
That's a lot of words to say
>I got owned

>> No.51368096

>>51368046
Lol, lmao even

Captcha: N000RS

>> No.51368187

>>51368096
>The SEAnigger posts lmao to try to cover up his tears

>> No.51368246
File: 911 KB, 1920x1080, 1669653354127211.jpg [View same] [iqdb] [saucenao] [google]
51368246

This board is such a dumpster fire when Nijisanji doing better than expected causes the shitposters to chimp out.
Console wars are so fucking lame.

>> No.51368459

>>51368246
You sure? It’s been pretty slow.

>> No.51370262

>>51367101
>Pomu alone has made more in superchats than any member of council
You make it sound like the whole branch is rich, when in fact Pomu is an outlier and made only slightly more than Kronii and way less than IRyS. Every holo except Moom made more than 400k, meanwhile most niji girls are well under 200k, with exception of Elira at 300k and Selen at 370k.

>> No.51370531

>>51370262
Scarle and Aia make quite a lot.
Rosemi gets a lot too but only in members streams, buds are shy.

>> No.51374975

>>51370531
Scarle yes. I think Aia fell off quite a bit.

>> No.51380563

>>51363677
I mean niji are kinda cornered anyways in both JP and EN against newer entrances, especially vspo in JP and the rise of EN Indies + smol corpos, they're having a hard case trying to prove that their brand is bigger than the talents they hold within

>> No.51381265

>>51380563
They aren't cornered at all even more in JP. Vspo isnt even close to the revenue and viewership of NijiJP. you have to be ignorant to think this is any true.

>> No.51381564

>>51368246
Holy rent free

>> No.51381834

>>51340089
any data for virtuareal? i assume they make a ton of money from that too

>> No.51381970

>>51340089
>Yellow = Event
>Niji EN graphic has not a single pixel of yellow in any of the quarters
Can't make this shit up

Also is clear how the scandals affected the merch sales and streaming revenue
Japan FY starts on april 1st, so Yugo was terminated at the end of Q3, the 3D Live and Zaion scandals happend at the start of Q4

>> No.51384426

>>51340089
>60% of viewers of the entire company are Male
>65% of ancolor ID accounts are female
and people wonder why they pander the hell and back to the female audience with the merchandise
despite being 40% of the viewers they still the majority of merch consumers

>> No.51384437

>>51370531
Maybe. I'm sure no one in nijien is starving, but you can't compare their income even to council

>> No.51385541

>>51381970
what affected was luxiem losing their chinese fanbase in december

>> No.51385620

>>51381834
theres no data for virtuareal because they arent part of anycolor but a separate company with shares owned by them and bilibili

>> No.51388069

>>51366718
>you can look for yourself 1-3% is just pure bullshit.
This board never cared. Shitposter will rather take a dramatuber's word for it if it fits their narrative.

>> No.51390078
File: 201 KB, 350x373, 1660609205291969.png [View same] [iqdb] [saucenao] [google]
51390078

>>51346375
Not even going to bump this thread but it's embarrassing how some idiots have no clue how to read a graph. Let alone how stocks and investing work.

You massive retard.

>> No.51390175

>>51344954
>Thing is Anycolor degraded its branding by not treating its talents well.
This. There's no real advantage to watching Niji over indies outside of access to the 3D studio.

>> No.51390266

>>51390175
the only indie worth shit is girl_dm

>> No.51390362

>>51390175
>outside of access to the 3D studio.
Thats also only really a perk for JP members, for most EN members it'll be pointless because of the costs of flying to Japan. And is it really worth taking a few weeks of not streaming and killing your algorithm status unless you get some actual good Home3D?

>> No.51390778
File: 174 KB, 282x298, 1667615288433385.png [View same] [iqdb] [saucenao] [google]
51390778

I don't get this board's and the mod's compulsive obsession with nijisanji, is it their autism or their maladaptive social skills?

I tried watching hololive several times, on the EN side at least several of the girls speak with the same cadence and use the same vocal quirks, it's like they were told to speak a certain way which feels constricting to listen to.

If that's what you like then good for you, but for me it's nijisanji EN what got me to stick around for vtubers.

Yet for some reason you subhumans seem to have a broom stuck up your ass that Tazumi himself put through unlubed.

But whatever.

>> No.51392444

>>51390778
It's their garbage management and the fact that the talents stay there under said management for whatever reason, whether it's that they get preferential treatment or they're too afraid to take the indie leap

>> No.51394575

>>51388069
>dramatuber made up 1-3%
but you nijicucks said you always knew because kuzuha and deron said it before?
which is it?
also funny how all the enfags are ignoring the massive viewership drop off

>> No.51395479

>>51394575
I don't really care whats happening with EN I watch 1 or 2 ppl from EN I mainly only watch JP so them getting less viewers is w/e.
>kuzuha and deron
well for one kuzuha was talking about the ring merch(a point in time where anycolor was hardly even making a profit) and deron never said she didn't make money the only time she talked about 1% was her record label deal in which she could do a lump sum or royalties on each CD sold.

>> No.51400677

>>51390078
My predictions were not as severe... yet. Anycolor is dropping, while Cover has gained over 10%. Still have over half a day before closing. Sell Anycolor now. Buy Cover.

>> No.51404856

>>51366718
>you can look for yourself 1-3% is just pure bullshit.
You have to admit it is true for the simple reason that it could be easily debunked. Any liver can say this is not true....but has remained silent about it. Anycolor could make a public announcement denying it and stopping such a damning accusation in its tracks. They were quick to denounce the collab tax, but still silent about the 1-3%.

>> No.51405042

>>51390175
Plenty of indies manage to get access to 3D as well

>> No.51405134

>>51341235
>2 "graduations"
Holy shit they're literally lying to investors
Not just twisting the truth, lying

>> No.51405458

>>51390175
access to 3d? tell that to Hannas genmates

>> No.51407759

>>51395479
If you don't watch EN and watch JP you would know Anycolor was incredibly fast on shutting down rumors of VPs having shitty cuts via official statement both on Twitter and their site revealing it's 50%. They did not do that for merch cuts.

>> No.51409004

>>51360815
huh? kuzu not participate this year koushien?

>> No.51409548

>>51340089
NIJISANJI IN SHAMBLES
HOLOLIVE THRIVING
THANK ME YAGOO

>> No.51409746

>>51341235
Wait so is id folded in as part of NijiJP or not?

>> No.51409910

>>51343624
Nijiseethe

>> No.51411680
File: 35 KB, 396x414, 1666953723317689.png [View same] [iqdb] [saucenao] [google]
51411680

>>51367204
>>51367287

>> No.51412311

>>51411680
Omega whale Annie

>> No.51412890

>>51367287
>>51411680
Does Annie donate to every boy? That doesn't look like 10k without her

>> No.51413593

>>51392444
Did you get sad nobody replied to you?

>> No.51413886

>>51404856
>They were quick to denounce the collab tax
that literally never happened

>> No.51414037

>>51413593
No, I went out to do other more productive things but thanks for letting me know I got trips

>> No.51416491

>>51340823
Nijiseethe

>> No.51416664

>>51341235
Just adding more talent is going to fuck them over eventually with market saturation right?

The way I see it, an individual Niji talent might be interesting in their own right, but they'll always be held back by the amount that Niji is willing to invest into them. Cover invests a lot into their talents on their models, 3d projects (like their recent new studio), merch that is unique and compliments the talent, collaborations and events and fan interaction, etc, but its clear Niji doesn't really do the same.

Just from a business perspective, it seems it'll hurt them soon if they keep pumping out talent without actually leaning into the talent and promoting them and their individuality, and if Zaion's accounts are to believed, Niji barely worked with the talent to create their models and lore anyways.

And frankly, looking at their additions from the past year and a half feels REALLY cookie cutter. While Rose/Selen/Enna had interesting designs and models that fit their persona, newer talent literally looks like templates with different hair colors. I don't see this particular direction that great for long term growth.

>> No.51417794

>>51340544
sell

>> No.51417878

>>51405134
Yeah I'm sure they really give a shit if they quit or were fired

>> No.51417924

>>51346501
>I think idol can pull more punches than Niji in mid-long term
you're retarded

>> No.51418711

>>51417924
Anon idol treats their talents way better than Niji, so I don't think it'd be a shock to see them taking the mantle away from Niji to fight holo the moment NijiEN implodes

>> No.51420540

>>51418711
I don't believe that's a realistic possibility in the near future, kinda like how vspo is doing well but is still a far cry from matching nijisanji. The gap between the second best in the industry and the third is fucking huge

>> No.51421216

>>51420540
I mean I did say mid-long term, so we're talking about anywhere around 3-6 years which is pretty long in vtuber years

>> No.51422154

>>51421216
In 3-6 years they might not even exist

>> No.51422945

>>51422154
True, I've been thinking that NijiEN will have a short lifespan per talent, granted Niji will just accelerate to replace them, but most likely they'd be a shadow of their former self so idol just have to retain their talents better if they wanted to reap what they sow

>> No.51424962

>>51346262
thanks for the tldr

>> No.51425014

>>51340089
was there a big niji event at Q2?

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