/vt/ - Virtual Youtubers

>>64483889
>EN and JP in decline
It's so over.

>>64483889
The decline is REAL
CAN WE GET MUCH LOWER?

Explain to a brainlet why Niji is projecting to randomly double their merch revenue in Q1 next year?

>>64484412
Probably some merch push

>>64483889
Hold on, Anycolor has less staff than COVER now?!?!?

>>64483889
>yellow is events
>nijien has no events ever
Lol

ACCELERATE

>>64484056
JP isnt down, its up, retard.. you look YoY not the quarter before

>Yoy decreased despite 2x livers from last year
niji solution : ACCELERATE

>>64484464
they have less for a while but are recruiting more and more each quarter

Also WTF? Conflicting their own statements?

>>64484528
>New auditions resumed in November 2023 to ACCELERATE

>64484701
Just because they’re not idol doesn’t mean they can’t be idol. The idol is mostly to reference music

>>64484412
They have two big graduations in JP in Q1 from OGs. Especially Chiichan will push some merch for sure. Plus typical merch sponsorship in the new year.

>>64484701
theres a / for a reason

>>64483889
TOTAL

>>64483889
nijiEN... owari da

>>64484669
>expand overseas fanbase
kek, literally the corpos with the worst reputation overseas

>>64484867
>Graduation merch
the final whimper

>>64484933
overseas isn't only in english speaking places

>>64484933
overseas isn't only in english speaking places and even so, much more companies have worst reputation than them.

>>64484989
Yeah, like IN, ID and KR? oh wait...

>>64484056
JP is up (47% if you count Q1together, 16% if you only count Q2). Only NijiEN is down

>>64484989
welp enjoy those pagpag money then

>>64484669
>due to the Slow down of consumption from Japanese fans as preference of Japanese fans of NIJISANJI EN moved to Japan VTubers.

does anyone believe this shit

>>64484989
Have fun sucking chink cock lol

>>64485092
CN, PH, SG, TW

>>64483889
What a huge decline. Historically, Q2 performs way higher than Q1.

>>64484875
Ah yeah the "up to" for careless investors

>>64485109
Yes, they now watch vspo!

>>64485092
-30% yoy for ID, KR and CN kekw

>>64485346
It's fucking over

>>64485109
Only absolute retards who don't do basic fact checking

>>64485190
>cn
>hololive territory
>hololive territory
>hololive cult headquarters
Lol
Lmao

>>64485191
Normally it would but en has had absolutely fuck all for events in the past quarter. IF en starts to get 3d and they start to do things like they used to before luxiem, there's a good chance they can recover.

>>64485346
>>64485514
There's no "CN", anon. read it better. its talking about Nijisanji and nijien in bilibili, where most of them dont even stream a lot in there. KR and ID are dead so thats expected
anycolor never shares any data from virtuareal, because its a separate company they own shares with bilibili

>>64485565
you are the retard here because they arent talking about CCV but revenue, and only they have the data

>>64485744
Only they have the data is not get out of jail free card for "I can tell whatever lies I want"

>>64485804
no thats pretty much what it is, you clearly havent looked into financial documents before

>>64485804
Anon is correct. BB is the primary owner of VR, anycolor are just sponsors more or less. I'm not actually sure VR is public

>>64484412
I feel like we go through this every single time with both Anycolor's and Cover's financial documents. These aren't projections, they're real numbers. Fiscal years are denoted by when they end e.g. in Anycolor's case, FY2024.4 means "fiscal year ending in April 2024", so the time period is May 2023 - April 2024.

>>64485744
why niji is dying in cn?

>>64484528
>accelerate
I figured it out, they didn't write it in all caps

>>64484669
B-b-but I thought we hired two JP whores in EN!!! We should be pulling in JP fans right????

>>64484867
Chiichan already said she's sorry for being in so many different merch releases. She only really has the Fes merch left. I wouldn't call Momo a "big graduation" maybe ten people knew her on this board before the announcement

>>64486228
Welcome to /v/ where we don't do biz

>>64486474
CN vtubing is dying in general in between their biggest company after hololive left imploding and shit like

Shit, my livers aren't shilling their boilerplate merch hard enough!

>>64486228
I was actually vaguely aware of that for their school system, but didn't know it applied to fiscal quarters too. But then the question stands, what happened to Niji in June to September that skyrocketed their merch?

>>64485191
Historically Nijifes is in Q2, but they moved it.

>>64487173
open the pdf and you will see many examples of commerce aka merch/voice packs

>>64484701
> Replacement of broader entertainment industry driven by the expansion of the Metaverse
huh

>>64487135
Why is he angy?

>>64487690
Not enough contributions to his yacht fund

>>64484669
LITERALLY NO ONE "OVERSEA" HAS A POSITIVE OPINION ON NIJISANJI.

>>64487761
You're welcome

>>64487690
He thought ACCELERATE meant exponential financial growth

>>64484528

>>64487780
THE MOST INFLUENTIAL

>>64487761
>No one
>still has only -12 decline YoY
ok
in a year that decline can all go up YoY

>>64487761
Nijisanji is JP and overseas is irrelevant to them. the west dont give a shit about jp outside of a minority that watches them, so their opinion is mainly from drama and NijiEN, and ven so, they still make more than enough money to exist

>>64488179
THREAD

>>64488287
If that's the case why do they care so much to give nijien their own segment?

>>64485190
Forget CN anon, Mr xi isn't happy with streamers.

>>64484701
I'd argue the translation is shit, but they meant to say on the second panel to do idol-like shit aka karaokes

>>64483889
As someone who cares about the livers and not the company, it's worrying to see NijiEN's total recline given that they have more and more livers. The individuals make less and less.

>>64484464
Need money to pay staff.

>>64484669
>Japanese fans moved to Japanese vtubers from NijiEN

This is absolutely, complete fucking bullshit and it should literally be illegal to lie this brazenly

>>64485692
NijiEN really screwed up by cancelling the AR. Should have pushed it no matter the loss in quarterly reports.

>>64487173
4 back to back concerts and koshien.

>>64484056
>>64484528
>>64487761
same for regloss flop lmao

>>64483889
What's weirder is the Q1 2024 forecast being such an outlier, but might be that most 2023 payments come through at the end of the fiscal year (31st of March), but they don't have that pattern in any other year.

>>64484669
>sinking numbers because [shit that's not our fault and has an upside]
>we will fix it with [shit we're already doing and that hasn't helped, also generic empty promises]
It's bad, but sadly not uncommon.
>>64491375
It's not a forecast, it's for the current fiscal year (2024)

>>64491309
NIJISEETHE

>>64491375
See >>64486228
It's refering to summer 2023

>>64490249
It's funny because while their total consumption might have fallen it's pretty likely Japanese fans make up an even larger percentage of NijiEN's revenue after the Chinese left.

>>64489940

Only if you care about the average earning. The top/already famous one will still be rich. The new one wont get shit unless they made a breakthrough

>>64484669
>japanese fans
Why are they afraid to admit they clearly have a lot of chinese fans who left?

>>64484989
>Chinks are niji's hope
Vox will have to go back to pussy sucking ASMR

>>64491309
LOL LMAO EVEN

>>64483889
How do we save nijiEN?

>>64483889
It's over

>>64491309
>>64492580
>niji 3/11 100k+, 0/11 200k+
>regloss 5/5 100k+, 5/5 200k+, 2/5 300k+

They continue to mog holoshit. Even NijiEN which in decline still makes more money than holoEN.

>>64497676
I know you wanted to bump the thread shitting on nijisanji but you could have at least put in some effort to come up with something at least slightly believable

>>64484669
NijiEN getting continuous new debuts won't pull in that many new viewers but that does appear to be their main strategy.

>>64484701
There is less controversy by avoiding the idol business model but they could still go after CGDCT fans if they wanted. That management won't even try going for that market will limit their growth in the EN market since they offer the same content as indie vtubers.

>>64483889
its even worse considering how many more sweatshop workers they keep debuting every month

>>64485109
>>64490249
>>64491967
They can't admit to their shareholders that they actually lost viewers, so they're covering it up using JP's growth.

>>64497717
That's literally true. Look it up holobrony. It might've changed a bit with Advent since they didn't include them in their last report but NijiEN was making something like 3x more money than holoEN.

>>64487923
Most investors also believe this

>>64498318
that's why the stock price keeps going down right?

>>64490475
I would say they more screwed up by announcing it in the first place. There was no way for it to happen honestly, trying to get lazu-lux all in one place in under a month when half of them hadn't even been fitted for 3d? Even the best company in the world couldn't pull it off.
The cancellation was bad of course but imo it was such a high goal that it never should have been announced

>>64500566
I'm not really sure what you were aiming for with the stock price but holos stock has been down too. It doesn't make it look much better when you realize that anycolor split their stock and are still above cover by nearly 1k.

their revenue are declining despite debuting xsoleil, krisis, ttt kek.

>>64496638
Nuke it

>>64502115
>their revenue are declining despite debuting xsoleil, krisis, ttt kek.
The existing members probably dread new waves since it means no box expansion and less money to go around.

>>64504339
Lol I can imagine Enna and vox welcoming in the new members with a friendly facade, while internally seething about them taking a slice of the Nijifan pie

>>64483889
>total branch income is down yet there are like twice the numbers of EN """"livers""""

That means basically all the nijiENs are way way fucking poorer. Shit like Kunai getting like 2$ a day average in superchat revenue seemed too low to believe but actually it looks quite true in this context.

Basically after the Luxiem interest dried up, not to mention Mysta leaving being a huge chunk of income all by himself, they got nothing these days.

>>64504494
Realistically the high earners are probably still making comparable amounts to last year but yeah everyone else gets shit

>>64485109
Its kinda true, the majority of nijiEN merch was produced and sold exclusively in japan and those sales are drying up.

>>64504450
Also means that everyone has to work harder for less whenever a new wave debuts.

>>64484412
Didnt they make the acrylic stands smaller? Same price less material

>>64505169
I don't know about acrylic stands by do know that their birthday merch changed completely and you do get arguably smaller amounts of merch, I can't remember for certain though you'd have to look it up, it was some sort of drama

They need an en Kuzuha more than ever the luxiem dudes are too lazy to carry

>>64483889
beautiful

>>64484701
The two slides aren't really related, so this isn't really the gotcha you think it is.

>>64506767
There is no EN Kuzuha. JP males succeed only because there aren’t as many fleshtubers to do what they do. In EN fleshtubers are the default for males, and anyone who does what Kuzuha does will just get mogged by Moistkritikal or Ludwig or something.
If NijiEN’s strategy was only to copy JP, then they were doomed to failure.

>>64484056
OWARI DA

>>64484933
They probably have a better chance expanding the waistlines of their fans than expanding the number of fans

So thats why daddy Riku is cashing out
Nijisanji is dead lol

>>64484464
Anycolor outsources it's merch store to Sony Music while Cover handles inventory/shipping in-house, and I believe for 3D Nijisanji also generally rents studios while Cover owns theirs (and struggled to staff up)
Cover also has staff for the Holoearth gamedev and development for their mobile apps (Holoplus and Hololy)

>>64489025
because they are transparent unlike cover who hides the homo numbers

>>64515931
How retard you have to be to think nijisanji is dead when Anycolor revenue/profit is up and Nijisanji itself is up yoy

>>64517925
rent free

>>64518129
>-12%
>its up
Go back to school kiddo you need to learn math

>>64518199
You are the one who needs to go back to school. Only NijiEN is declining in this report

>>64518348
Dont skip classes kid

>>64485129
>>64492480
>le chinks

>>64518412
are you a retard? -12% is only NijiEN. Nijisanji is +16%

>>64484669
>Accelerate
>Doesn't work
>Accelerate again
>Doesn't work again
>ACCELERATE
No wonder niji staff support is fucking abysmal. The burden of adding staff to accommodate those organs should be pretty high if they are properly managed.

>>64483889
>-13%
KEK merger soon

>>64484056
JP isn't in decline, that outlier high peak is misleading.
if you ignore the peak, it seems steady, even near all time high level overall.

>>64494797
So if talents get 50% of streaming earnings and 2% of commerce, and approximating a constant 32 member, because keeping track of graduations and debuts is too much trouble, the average nijien made something like 175k USD in the past year, not including promotion.
I have no idea how much of promotion goes to the livers, but guessing 50% that goes up to about 230k USD.
Interesting.

>>64521635
commerce refers to merch be it physical or digital so its 2% and 50%

>>64521635
That's actually a lot of money. Several times more than median wage in first world.

>>64521635
a faggot like Mysta can buy a land and has 300k tax, of course it's profitable

>>64523574
He was in the top wave before everything went to shit can't expect every single person to make that much

>>64523574
He was most likely #2 in Niji EN earnings, only behind Vox.

>>64526440
So after Vox, who is the top dog now? Hex "I will make you a mother" Haywire?

>>64526538
Honestly don't know. Maybe Luca? He has bigger peak pull than Hex but I haven't followed their averages. Both are male scumbags that are loved by females, even if they are very different from each other.

>>64526538
To be honest it's possible Vox won't be #1 anymore. After being abandoned by CN fujos he also abandoned his other fujos. He's really sabotaging his content with that weird role play, artistic movie making and yume/fujo unfriendly gaming streams.

>>64527271
>>64521635
You can see the big jump in revenue due to Luxiem. They were making at least more than 6x of what the other waves were making
The recent waves are not even making 5% of that

>>64484669
MORE MIXED GENDER OFF COLLABS

>>64515992
>3D Nijisanji also generally rents studios while Cover owns theirs (and struggled to staff up)
Source? Why do you think they don't own their studio despite the fact that they post job listings searching for studio staff from time to time, bragged about getting a new studio in 2021 and added another 3D mocap studio last year. Debi and Yorumi's cafe streams, and Ryushen's karaoke streams in studio even has people who was recording 3D in the studio as surprise guest.

>>64528518
they returned to pre luxiem days, still a bit higher than that time but below their heyday which probably wont ever come back

>>64488287
COPE

OH NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO NO

>>64543193
PULL UP PULL UP PULL UP

Kinda interesting to see how the big 2 still strongly believe in the theoretically successful Metaverse according to these reports and see it as their endgoal.

>>64543193
Yeah anycolor didn't do as well as expected

>>64543193
AIIIIEEEEE SISTER DONT LOOK

>>64523574
>300k tax
He said it was initially only 68k. It blew up to 300k because of the fines thanks to the dumb lawyer he had (was that the one introduced by AnyColor? or wasn't that?)

>>64505169
Jesus, they even feel the need to jew their fans out of a few cents worth of plastic?

>>64549400
he was trying to claim the house as a "business expense" for his "livestreaming business". Obviously you can't do that. When it blows up in his face he whines about it.

>>64547528
At least Cover is actually building their own platform instead of hoping to leech off of someone else's

>>64543193
SELL SELL SELL

>>64550729
Does anyone know why this happened? Is it because of the shitty financial report or did the JP stock market crash?

>>64551256
It's unironically because their financial report didn't do as well as expected

>>64551256
Investors want to see growth, a negative number anywhere in that category is like poison to them

>>64547528
Zucc must have found a really good Japanese salesman

No yacht for Christmas, guess Riku's gonna have to slave-drive harder in 2024!

>>64551952
Even after all that, pomu will still say kurosanji is good

>>64552449
Battered wife syndrome

>VTA Super Elite Liver, VTA Mascot Liver
What did they mean by that?

>>64551717
That's what they get for putting all EN eggs (marketing, support) in one basket (Luxiem and males).
Retarded chink sisters left and all their EN sales dipped.

>>64552974
There was no way that was going to keep going, and Nijsanji knew it. They were squeezing every bit of money they could out of those desperate women to the point where it was kinda hard to watch. It’s shocking that merch sales haven’t dropped more when they moved on, apparently to some Korean shit now.

>>64501097
>using stock price instead of market cap.

>>64552873
danganronpa shit

>>64552873
>Super Elite Liver
marriage hunting for the fangirls working at anycolor

>>64550729
yeah anycolor didn't do as well as expected

>>64518575
>le nijicope

>>64484056
had to happen

>>64483889
god, i hope riku is making more money, literally nothing else matters

>>64483889
neat

>>64550729
BUY THE DIP