/vt/ - Virtual Youtubers

>>68541237
Vtubing is finally mainstream.

>>68541306
And in the shittiest way possible.

>>68541237
>profit growth 30%
didn't cover just shared theirs and it's like 104% kek

>>68541237
Hehe... Goldman SEX...

Money is so fucking retarded
The world should just make me king already I'll fix everything I promise.

>>68541237
As much I want to sink the yacht, I would imagine the guy paid to do financial analysis for Goldman Sachs is right. As is typical with internet hype or drama, things will slowly return to normal despite everyone claiming "THIS IS THE END" or "ITS OVER FOR KUROSANJI." Regardless, fuck Nijisanji.

>>68541237
>Everything is good guys. The retards outside raging will stop when they will get hoarse. Back to business in a coupe of days

kinda shocked ALL of EN only brought in 19% in 2024....kinda starting to understand why they don't give a shit about it

man if I was a liver I would quit if my company thought so poorly of me

>>68541409
Investors always want extreme growth.

Clearly they have no idea what they are talking about

>>68541237
>BUY MY BAGS PLEASE
>-10%?? SLURP THE DIP CHADS

>the Joos are on our side
Eat shit holobronies we are invincible now.

>>68541237
I mean, nobody thinks that Nijisanji as a whole will be impacted by any of this. Just that NijiEN will cease to exist.

>>68541564
Most of them are 3 views. Also homos like Vox went to shit.

>>68541527
Nah, he's dumb because this has an obvious effect on international business growth. They've proven that their business apparently can't handle any international branches, so their market is pretty capped and about to start eating itself.

>>68541564
19% is significant

>>68541237
Why wasn't Niji's IR statement like this instead of the
>won't effect anything trust us
?
You kind of need a line about expecting the current negative press and reputational damage to blow over in a short timeframe to actually be convincing though Jews.

>>68541237
https://www.youtube.com/watch?v=Lx4poQw1mZo

>>68541702
>Imagine 2 out of 100 people. That's significant

>>68541237
>one vtuber
lol lmao even

>>68541715
sex with Pomu and her big sweaty butt

>>68541763
Anon... your math reps...

>>68541237
>pomu
>selen
>kyo soon
>whoever's next in the queue
>ongoing drama cascade

>minimal impact

>>68541527
That's only true for normal businesses that sell stuff. There's a reason why most celebrities get dropped like sacks when legal trouble appears.

>>68541527
Nah, it's over for NijiEN, not Nijisanji.
In a year or less the whole branch will be merged into the main branch. Last year they already reported -14% on the EN branch, and that was before all the graduation and terminations.

goldman sachs official vtuber when

>>68541237
This analysis assumes Anycolor's press statement that "the company had responded properly" is accurate, which a lot of EN viewers disagree with.
I have to agree with the conclusion though. NijiJP will carry Anycolor through this.

>NijiEn accounted for only 19% of companywide sales
Savage

>>68541237
So, it's negligible because the EN branch is?

Wow anycolor is only up 5% this month. The selen termination was absolutely devastating. The stock has fallen off a clip. Brutal.

>>68541763
Holy retard KEK

So the perspective of one of the most evil organizations on earth is that Any colors practices will reap great rewards.
Next week, tune in as Ghislaine Maxwell joins us from prison Skype to explain why %2 of merch sales is two too many.

>>68541869
>>68542097
Anons... it's a quote from Enna herself...

>>68541978
https://idol-company.com/
They've had them for a while.

>>68541763
Because of this drama bullshit youtube started recommended me Enna and I'm finding out I actually like her
https://youtube.com/shorts/QkR-qv9C6XY?si=nUW0CKu3AIIWEeH1

>>68541527
>>68541698
This is a financial expert, but not a subject matter expert. He's taking Anycolor at their word and has no clue about the drama behind the scenes, he doesn't even mention the stream of graduations coinciding with this. If he knew how bad things are looking for the EN branch as a whole, there'd be a different take here.

>>68542085
Anon, they did a $16mil buy back.

Once again the enemy is the Jews.

>didnt buy the dip
AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA WHY DID I LISTEN TO /VT/

>>68541237

That’s right goy
negligible impact

>>68542198
>implying anyone watches that backstabber

Jewbros we're so back

>>68542047
That (correct) + Anycolor did nuffin wrong (undecided).

>>68541763
American educations tomodachis

>>68542085
5% in a month is really good

are japs contrarian enough to panic when westerners tell them everything is fine

>>68541237
>GOLDMAN SACHS
sounds jewish

Wake me up when we can bankrupt their investors gamestop style

>>68542001
Nijisanji will flourish but the fall of an international branch will set them back a year or two and they underplay it. Money wise they can tighten the leash even more and milk out the last of the potential before burning it.
People think the antis are after profit, but they ultimately want NijiEN death. Antis won't stop calling it a Black company as well, how is EN suppose to grow?

>>68541237
Wow, shocking news..

>>68541564
You forget luxiem protested against management and sabotaged their own fame because they wanted better cuts for everyone.

>>68542379
Anon, significance is variable.

Oy Vey, this Selen whore? Insignificant. Invest my goy give me more shekels for my bar mitzvah yacht

>>68542245
I'd rather trust the fucking jew than some Alabama buck

I despise my cuck forefathers for handing the world to the Goldmans for a sense of moral superiority and pensions

>>68541709
The two statements say the same thing. You getting butt mad over Niji calling Selen's impact "negligible" doesn't change the fact they IR report is accurate.

It was a business report, they don't need to fluff it up to help Selen's feelings.

>>68541527
From what I understand Nijisanji doesn't have much room left to grow in the Japanese market, and were selling themselves on international expansion. Now, it's very difficult for me to believe that they can hope to do more than tread water internationally.

>>68541527
If he's not paying enough attention to sponsors pulling out and he can't understand how that affects growth, all it says is that he's the type to confidently talk about something without understanding it.
Being good at one thing doesn't mean competency in fields you are inexperienced in.

I'm not entirely sure where they will find this growth that Goldman Sachs is looking for though. Imports to Japan are going up in price with the yen weakening and Nijisanji only really have a healthy domestic branch which means their customers will have less to spend in the future.

So they basically rewrote the official IR statement and termination notice, that was already fundamentally not good, to sound less angry and be slightly more succinct, okay.
Again, the actual problem is not lost revenue from Selen, nor even lost revenue from additional EN collapse. It is the fact that a massive promised growth source for the entire corporation is currently suffering immense reputational and internal damage. I'm not even sure if Goldman Sachs realizes that EN is bordering on being completely blacklistd.
Even in a best case scenario where that the whole situation and that fuckhead investor release doesn't lead to contagion within Nijisanji JP, leaving it mostly in the same shape as usual, that's still a JP-only Anycolor in an immensely saturated domestic market. That's the value went down and why the investors still holding are intensely watching to see if things can be repaired.

>>68542689
No. They need to fluff it up with some stats and lines about where the growth will come from to compensate in order to help their investor's feelings. That's the point of IR and why all the other reports were more than
>this happened
>it doesn't matter

>Running to the jews for reassurance
The absolute state of Nijikeks...

>>68542469
Oh no no, we'll be down to 1% of merch sales to vtubers soon.

>>68542779
That's a fair point. I wonder what % of the 30% profit growth was based on international expansion. Surely they can't expect to take over more of the JP market..

>>68541698
Maybe, maybe not: it's just as possible that the remaining Niji fans will gravitate into basically becoming a cult, and the Japanese side will spend even more on merch because they feel personally attacked by all criticism of Niji.

I wouldn't hold the stock for long, but "buy" is a valid opinion right now; that said, I still wouldn't, since Niji is at risk of being sued right now, and the general consensus is that management wasn't paying much attention to the branch, so it's very possible Niji inadvertently created a *lot* of liability for itself.

>>68542751
In recessions/depressions spending on frivolous entertainment actually increases. People are A. generally less happy and want something to cheer them up and B. less likely to care about trying to save since it seems pointless in anyway.

>>68541698
The Japanese branch had 40% growth year-on-year last quarter even though they didn't have the revenue from Nijifes they had last year (it moved to December putting it in the current quarter), even if EN goes to 0 Goldman's 30% growth estimates are reasonable.
That being said there seems to be some disappointment Cover grew ONLY 40% year-on-year, so 30% growth for ANYCOLOR when they were putting up numbers like 90% last year is going to disappoint many investors

>>68542085
Now pull out and show the rest of the chart. Your nit talking to your average rabble of vtuber fans some of us shitpost on /smg/.

>>68541237
I mean, they are right objectively that the termination won't affect their companywide earnings in the near future. Taking Selen's revelation and doing back of the envelope calcaulations that she was 20% of NijiEN's revenue, 20% of 20%, she was 4% of the company's revenue at best for any given quarter or less.
The bullshit is that they are taking the company at their word about future catalysts and growth and not mentioning that they shredded their reputation overseas which is where most of the growth was. They absolutely omitted this to dump their shares on dumb investors who don't do independent research and expect research firms with trading arms to be objective about their ratings.

>>68542085
EN branch entirely collapsing is very bad for them. But to be fair they gave up on EN months ago.

>>68542751
Anycolor gets plenty of sponsorships and close ties with Japanese companies

Merch isn't everything. They can make even more without any manufacturing costs by just selling their IP out to random ass fragrance companies

Nijisanji is more popular with women, women waste more money on consumer spending. Figure it out.

>>68541237
They may be right but it's too early to tell.

Did YOU buy the dip?

>>68541306
vtubing has been mainstream for ages now
at least in japan
and at least hololive
Mio is a government official for crying out loud

>>68541589

welcome to the stock market friend. It ain't just /biz/ and wsb that is like this

>>68541527
Nijisanji won’t survive into 2025

>>68541527
You should forward all information about Selen's mistreatment and wrongful dismissal to the Canadian government.
If anyone's going to sink onlyblack stock, it'll be a government investigation into the mental health and mistreatment of its citizens.

>>68543407
shes the only one who can legally do that

>>68542779
everyone will forget this drama in the next week tops, the internet has a very poor memory.

>>68541921
>whoever's next in the queue
petra

>>68541237
>Buy rated by goldman sachs
AIEEEEEE WHY BIG US BANK WHY????

>>68542249
That was less than 1%

>haha nothing to see here goyim
Whenever a Jew says something, always assume the opposite is true.

>>68541478
Shiori is now Doro?

>>68543450
remember HLZNTL? exactly

>>68543494
why terminate petra when they could keep her for the inevitable merge into NijiJP

>>68543407
I wonder if that artist who was supposed to be paid by Nijisanji but ended up being paid by Selen would have a case against the company for copyright infringement. After all if she never signed a proper agreement with them, didn't they use her work without permission?

So uh, surely twitter and Drama channels are going to report this? Or will they not because it went against the narrative of their Anycolor stock video a couple of days ago?

>>68543597

>>68543557
If HLZNTL was involved in a holomem trying to commit suicide and led to companies backing out of in-progress merch deals, you'd have a point.

Why Anons here believe they're more financial experience than a fucking jew? Only jew anons can counter attack this

>>68543841
She won't be terminated but I think whether or not she voluntarily graduates depends entirely on what everyone else does.

>>68543972
you already answered your question

>>68543557
The only people who tried to kill themselves over holizontal were unicucks

>>68543529
It would seem so.

>>68543841
that is extremely sad.

>>68544033
>She won't be terminated
hopefully not

>>68543972
>Lose a bunch of sponsorships, business with a bunch of places and such
>No trust me man no money lost, in fact were making more money
I mean normally I would, but that sounds so fucking fishy.

>>68544116
This is basic stock market PR to prevent people from doing the stock market equivalent of a bank run on them

>>68542249
Wasn't it 20B yen or like 160 million USD?

>>68543841
Ouch. She is literally me.

I'm kind of curious how much you'd need to pay someone to write something like this to soothe investor panic?

>>68544153
Yea I know, anyone who invest in stocks knows if someone has to come out and say nothing bad is happening, it means something is 100% happening and you should pull out.

>>68543972
I don't think they have all the information

>>68543278
I'm talking about growth. Nijisanji is an established company in Japan. Are there really that many untapped customers left?

>>68544161
No, they did a 2.5B JPY/17M USD stock buyback, the 20B JPY figure you see around ins the drop in their market cap that came with the stock drop from the Selen drama.

>>68543407
>Canadian government
They'll help Selen. In that they'll offer to off her themselves

>>68543369
>Mio is a government official
WTF

>>68541237
This is a work of a generalist investment analyst. Not an industry or subject-matter expert. I bet the tired Goldman intern wouldn't even know of vtubers before.

If you know a little bit of the industry and the effect this drama have to ANYCOLOR's potential earnings, I would write a more negative investment outlook.

>>68543841
Needs more proof, some people that followed her said that this never came up and the tweets she deleted were replies to another user

>>68543972
How many jewish vtubers have you seen you fucking retard

>Look we made Goldman Sachs put out a statement that the impact is negligible pls don't pull out
No stops on this train, I'm dumping it!

niji shareholders how are we feeling

>>68544298
It's not just untapped customers, it's finding new ways to tap your existing customers, as well as squeezing costs to extract more profit margin from your revenue

They are always right.

>>68544637
>We spoke to the Top Management, our confidence is high
AHAHAHAHAHAHAHA

>Niji EN is ~20% of company revenue
>losing a slice of 20% of revenue wouldn't hurt the company
>Previously was one of only two major competitors in the EN sphere
>Is in serious jeopardy of losing EN marketshare which comprises 20% of the company's revenue at present time
>Has multiple significant competitors now (Phase, VSHOJO) instead of just one (Hololive) in the EN field
>implying that the JP market for VTubers isn't far more saturated than the EN market, making ventures like EN the primary means for propelling actual growth for the company

Like all financial analysts, the Goldman Sachs fucker doesn't actually understand that underlying market he's talking about, nor does he care about anything other than relatively short term profitability. Losing the EN market means losing the ability to grow past the over-saturated JP market.

>>68544628
>as well as squeezing costs to extract more profit margin from your revenue
1%

>>68542233
Shit taste

>>68544637
To be fair with Enron, the Californian government intervene forcibly with new environmental laws which force the company to shut down when they couldn't respond fast enough.

>This all happened because Nijisanji didn't want to take the deal of letting Selen go peacefully

>>68541237
>terminating the contract of ONE vtuber
sus, it's been a cascade

>>68541237
Jewery aside, we have alwasy known it'd end like this. That's the whole point of hiring so may talents: so that you are never too dependent on a couple of them. They are intended to be disposable by design.

Dude is correct: EN is like 19% of their cash, and losing Selen alone(they do not count normally graduated livers due to their fiction that they leave the scene forever) won't even make a 3% dent on that. Public opinion can shift, specially since nijiniggers are all followers with low to no personality, themselves. They are only agaisnt anycolor atm because it's the bandwagon; watch as it changes over the next 3 to 6 months.

>>68541237
yeah there is no way this reality isn't a simulation

>>68544412
I was about to call you out for being insensitive.
And then i remember that this is Canada which already has a culture of death, nihilism, and fetishists euthanizing humans for any excuse.
Of course that wont fix their broken ass public healthcare system.

>>68544808
>This motherfucker is blaming the state government of California for Enron

>>68544412
She's better off than in America where since she made no profit the doctor would probably just shoot her in the lobby. And even if she did get help, not like the bills wouldn't drive her back to the noose.

>>68544834
Nijisanji rule: Selen MUST suffer, don't matter the consequence, even if the whole company die, she MUST suffer as Selen and in some way Nijisanji won because Selen actually killed herself just to return as Doki

>>68544834
It's kind of impressive just how much damage one manager being petty has done

>>68544637
A fuck ton of banks corroborated with Enron to do their bullshit
Fun fact, when Enron was in deep legal trouble, they SUED the banks that let them get away with shit and won while they were going under

>>68541237
>Goldman Sachs
Surely such professionals would never give bad financial takes for the past 40+ years saying buy buy buy while they were sell sell sell

>>68544834
Someone really had it out for Selen and I don't know why.
No sucki sucki under the desk I presume.
I guess when you get spoiled by Millie, you'd be a bit pissed when another won't do it for you.

>>68545034
Fun fact: top five consulting firm Accenture used to be the Consulting department of a top accounting firm. Enron actually took down that firm with them in the collapse and the only part of them that survived was the consulting firm Accenture.

>>68541527
Do you really think this dumb bastard writing the article has any idea what is going on at Nijisanji?

>>68544993
It's not about Selen. It's about keeping the rest of the slaves in line. Black corpo 101. That's also why you create castes inside the company, treating some very badly so the ones not at the bottom of the hierarchy can fear being thrown there and/or feel smugly superior to them.

>>68541478
Fat Fuckrys

I mean, technically if he was specifically asked to make this analysis based on only Selen's termination and absolutely nothing about the chain of other talent losses, this is probably true. But then he references Niji's previous quarter report, which mean he's also willfully ignoring the downturn of EN's financials that were listed literally right next to JP's.

>>68541306
Which one of you faggots used it?

>>68541237
>Negligible financial impact

>>68544983
The Sarbanes–Oxley Act targeted Enron directly.

>>68541527
There is a long history of internet media companies and personalities that have slowly died and faded from relevance because of a thousand cuts like this. Fuck, that's a process that's hard to avoid even without constant massive fuck ups, and something we've already seen hit Niji EN since Luxiem peaked. They won't die over night and eventually a lot of the heat will die down, yeah, but it will never return to "normal" for them when their brand is now associated with this.

Specifically speaking for Niji EN though since japs are retards, but even if it's "only" 19%, losing the ability to ever grow again in the biggest potential market is still a pretty big deal financially. Like their whole way of forcing growth was spamming gens, and their brand toxicity was already fucking that up before these last couple of months happened.

>>68544730
Anon... sales from EN has already slipped since last year and i would argue the current share price has already discounted the probability of total En failure. Not to mention vtubing as a whole has already started to recline back a niche in the west( see numbers across all agencies). Overall i believe the growth ultimately lies in the JP market/, not the west for the foreseeable future. I agree with your point Nijien is dead but the market in jp is not oversacturated

>>68544591
Melody, Gura, most of Idol (and all of its Israel branch), so it's not like there's no representation.

>>68545112
Arthur Andersen deserved it and we really need more corporate death sentences to curtail corpo power.

>>68541527
Yes and no. Things will reach a baseline. But the reality is there is only so much damage you can do to a brand before people associate the brand as being bad. It's like having a glass of water and just sprinkling dirt and mud into it. Maybe you'll drink it at first. But eventually it's just half full of mud and shit and no one's going to drink it unless they're desperate.
What I'm saying is that this shit adds up over time. Look at EA, Blizzard and other gaming companies that have built up years of hatred from consumers. Are they still selling games? Sure. But no one wants them to do well and everyone cheers when they fuck up which is often. Eventually the well of good will runs dry and it slowly crumbles into obscurity.

>>68545112
The fall of Arthur Anderson is such a funny story

>>68543972
Anon, jews aren't magically good at money. They just have a culture of not being the debt slave(rather, slaving others to debt) and a giant support net of other jews. Also, your biggest mistake is the most basic one: you believe the jew isn't lying to you.

As other anon said, he's saying "it's okay, buy buy buy" to you while actually going "sell this shit NOW!"

>>68541763
>19%
>imagine 2 out of 100 people.
MY SIDES ARE IN ORBIT

>>68545462
>Its big enough Polygon made an article on it
https://www.polygon.com/24065311/vtuber-selen-tatsuki-nijisanji-termination-dokibird
>>68541306 is right, this termination is making vtubing go mainstream

>>68545242
Don't spoonfeed, they'll trample youblike swine.

>>68541527
Its a short term analysis that talks about earning reports due in a few months and nothing else. People acting like Nijisanji will implode tomorrow are obviously wrong, but this situation WILL be felt long term as their overseas reputation has been absolutely shattered.

>>68544834
More like this is the straw that broke the camel's back. If not this, something else would have snapped.

>>68541670
Blackrock owns like 2% of Cover Corp

>>68544975
It’s called MAID, they recommend it to their disabled war veterans.

>>68542595
Nicest thing ever said about a jew on 4chan

>>68541237
>eviltape
I think this guy used to translate visual novels a really long time ago
the name seems familiar

>>68545732
>>/jp/thread/10685083#p10694177
holy fuck my memory is insane, I don't even know how I remembered this

>>68544987
If you have no money, most hospitals will wipe much of the debt in exchange for a reasonable payment. It's usually a pretty straightforward, if annoying, process.

It's only the people who *do* have money who get totally fleeced, because Medicaid only pays for 60% of the costs created by Federal mandates, and the extra 40% has to come from somewhere.

>>68545513
and this kind of brand damage will make much harder for them to get new talents (good ones)

>>68544723
Why do these people always take any upper management at face-value?
Are they just that naive?

>>68545670
It's actually closer to 8% with all the shell companies under them. When the timing is right they'll sell as much as they can Blackrock and they'll be a minimum 5% holder and grow from there

How effective would a yab based trading strategy be? I figure 4ch and 2ch know whether a yab is true or not a couple hours before the market can react to it.

>>68545689
>Disabled war veterans
I feel bad for them

>>68541237
So you're telling me that a company will not go under over some drama that only impressionable ADHD kids care about? Shocking!

>>68545689
imagine losing a leg for Canada

>>68545882
Christian values. Even if they're not Christian they're raised to not lie and treat people like shit. It's okay tho, those values are going away. Law of the jungle will finally return and you'll be able to gang up and eat whoever is on top without recourse.

>>68545330
Anon you’re aware that SEA and the rest of Asia still exists right?
It isn’t simply JP vs the ”west” exactly.

>>68546059
I'll finally get to eat out my oshi one day...

>>68542289
BRO I WAS LITERALLY THE GUY TELLING PEOPLE TO BUY
HAVE YOU NEVER SEEN A COMPANY SCANDAL BEFORE?
YEAH WHEN YOU GO AFTER INDIVIDUALS AND SMALL SHOPS YOU CAN GET THEM TO FOLD BUT BY THE TIME A FIRM IS LARGE ENOUGH TO BE WORTH MORE THAN PENNIES ON THE STOCK MARKET THEY ARE STUPID RESILIENT CUZ THE ECONOMY RELIES ON THE VALUE THEY ALL REPRESENT

>>68544591
Matara too

>>68541237
I should apply for Goldman Sachs. The guy is using data prior to Selen's graduation to predict what will happen after Selen's graduation. He basically says since Niji's profit does not depend on the EN branch much at all so whatever happens in EN will not affect much of the bottom line.

Anyone investing better hope that the Japs will be isolated from ENs fallout

>>68546059
>they're raised to not lie and treat people like shit
>jews
hahahahahahahahahahah
HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA

>>68546137
EN branch isn't "too big to fail" yet
Bigger entities have folded
Solve their reputation problem and turn their sponsorships positive, then I'll believe they still have positive growth potential

>>68544834
That’s what you get for making a spiteful diversity hire SEA/African branch manager and filling the rest of the staff with poojeets.

>>68543972
He's not wrong that EN is a minority of their total revune, so even the whole branch blowing up is unlike to be fatal. It's not like they're a mining company operating in razor-thin margins where a 10% revenue loss means insolvency. They'll be fine on JP + CN, probably.

Re: growth, who knows. The market for vtubers is already pretty saturated, so growth probably isn't as easy as it was a few years ago, but they have deep issues with overseas growth - that's more a function of having already seen multiple branches go bust, not this bought of yellow on yellow violence.

t. Kikeanom

>>68545112
Yup, thats why Accenture is constantly shit on and is filled with Pajeets

>>68545112
>>68546405
Actually I take that back. Accenture is not a top 5 consulting firm

Big 3 - McKinsey, BCG, Bain
Big 4 - Deloitte, PWC, KPMG, E&Y
Strategy Firms - Oliver Wynman etc


Pajeet tier - Accenture

>>68545670
They own that or more of most public companies above a certain size, its how these big investment firms operate. Many of their funds are covering a spread of the market rather than being actively managed.

>>68546059
>Goldman fucking Sachs
>Christian values
Anon i…

>>68541237
Goldman Sachs must be paid niji staffers coordinating with the NDF, right niji sisters?

>>68546059

>>68546742
>mixing up the groups

>>68546059
> Goldman Sachs
> Christian values

>>68544493
she's not. she did work shilling a prefecture after meeting the governor

>>68546109
Anon the spending power of SEA is nowhere near US or Jp. Holo id earns significantly less than holoen And that happened ehen indo 's oversea vtuber audience is the largest( holo recent report) I also remember an interview where Yagoo said that his market piority are jp - us - eu -sea. The only market that is as lucrative as jp/us is china but no one have yet to capture that market (tho ANC previously did with luxiem but chinks have already left). So yes i think the growth in the jp market is still the highest. Gaining jp market share is still much more lucrative compared to elsewhere

>>68541237
*sigh* I get my investment advice from my schizo vr chat hag, thank you very much!

>>68544834
Why? Nobody wants to believe that Selen was acting in such a corrosive way already for a while and undermining them on her way out that they had to force eject her to spare what they could. Instead it's inexplicable and you can only say a billion dollars company is incompetent, doesn't know how to make money like you do, or rather than make money is only interested in being malicious. There are other explanations that are not so far fetched and closer to the reality we live in, not the reality inside seething super fan heads.

>>68546818
>thinking it's a mistake
Come now niji sister don't be like that.

>>68547164
I'm not convinced you even know what you were saying

>>68545535
Yes they do anon, how do you think this guy which obviously has no knowledge of vtuber culture is getting to speak about this and people from the inside who should know better are taking him at his word, Jew magic is real, do not underestimate your enemies

>>68542289
buddy they're still down like 400, 500 JPY from a week ago
there's still time to buy the "dip" if you think they're going to recover

>>68547327
(the joke is that a month ago they were even lower than they are right now)

>>68546892
My response was to the comment about why people believe higher ups despite all the lying. Go to any other country without Christian values like IN or CN and you'll be amazed at how little they give a fuck about being honest.

>>68541237
Why does Nijisanji EN commit 90% of all yabs despite only making up 19% of the companywide sales?

>>68547435
> he doesn't know

>>68545551
>>68542379
>>68542233
>>68542097
>>68541869
hes referencing an enna quote dumbasses

>>68547505
90% of all recent yabs you mean. The other branches are trainwrecks too, hell two of them fucking died.

>>68541237
>He didn't bought the Anycolor dip
>He didn't bought the shares from retards that think it was "owari da"
>He sold low

>>68547727
Literally WHO?

>>68541527
anon, the armchair analysts here know more than the guy paid in the high 6 figures to know and do this shit.

>>68547435
>he thinks Christians are honest
HAHAHA

>>68541237
Reminder GS invests in China despite A. China's economy falling (No it's not going to go under in 28 days but it is falling considerably and housing is projected to get worse than Japan's Lost Decade) and B. that China is heavily scrutinizing any foreign investment out of paranoid fear they're spying on them (because that's what they're doing and love to project)
So I wouldn't trust a word out of there mouth.

>>68547748
The virtual brothel died too.

>>68547505
Because the other branches already yabbed themselves to death

>>68547965
More honest than IN or CN or Jews

>>68541237
Do the guys at /#/ really work at Goldman Sachs what the fuck?

>>68548164
No but they're cut from the same (((cloth)))

>>68547966
Guys paid 6 figures to know this shit also know that you never listen to stock tips, including the ones people like themselves give.

>>68547994
Reminder GS makes 50 billion dollars a year despite all the shit you just said

>>68547966
I doubt there even is a guy, this bland comment could be shat out by an AI using the most recent finance reports, the termination notice and the market guidance note.

>>68541237
We need Jim Kramers opinion on this, I want to know if I need to buy the dip.

>>68542525
Isn't that super based? Why hate them?

>>68547748
3, they had a chinese branch thing going on for a while

>>68541237
>selen being fired isn't going to hurt the stock!
>no really pls believe me!

>>68547727
Oh. So instead of being a retard, he's a schizo.

Jew bankers coming to the rescue of a black company, what else is new.

Honestly investing in Nijisanji right now is pretty based since they're inevitably going to buy back more stock to prop up their price so you're pretty much profiting at their expense.

>>68541527
>I would imagine the guy paid to do financial analysis for Goldman Sachs is right
The guy repeated what he read in the Nijisanji press release which makes his statements completely tone deaf. No mention of the bullying, the attempted suicide, or how multiple EN vtubers are leaving the company.

It would not surprise me if the guy was paid directly by Nijisanji to put out a quick puff piece to try and calm investors. Has GS ever written about vtubers let alone Nijisanji before?

>>68547857
are you mocking me?

>>68541237
Hold on, it's been 3 days since the termination announcement. That's way too soon for any kind of document to be drafted by an external party. The request to offer trajectory can easily take a week before any work is even done. This text was made before the termination announcement.

>>68541237
the enron of vtuber corpos

>>68552747
yeah, and anycolour probably paid a fair bit of money to some suit to basically copy their pre-drafted statement word-for-word.

>>68546534
and literally all of them are useless leeches

>>68541237
Does anyone have a direct link from Goldman Sachs? Also all the news stories on Goldman Sachs say that they are currently being investigated by the (CFTC) Commodity Futures Trading Commission.

It's a sign of heavy desperation that Nijisanji went to Goldman Sachs for damage control less than a week after the news broke.

>>68541237
Anon, you should understand that all of these so called "experts" from private equity, investment banks, hedge funds, consulting firms etc etc. knows nothing, they are worthless leeches that thrives on dumb/uninformed people with shittons of many and no idea what to do with it.
Warren Buffett once said that monkeys throwing darts will outperform those experts and it turned out he was right.

>>68541237
Anon, you should understand that all of these so called "experts" from private equity, investment banks, hedge funds, consulting firms etc etc. knows nothing, they are worthless leeches that thrives on even less informed people than them but with shittons of money and no idea what to do with it.

Warren Buffett once said that monkeys throwing darts will outperform those experts and it turned out he was right.

Interesting how Niji would just offer their numbers like that. 'Top talent accounts to 1 to 5%' implies most of NijiEN is dead weight. NijiEN loses 4% with Selen so now the department is only 15% of the company as a whole. Somehow the company is going to grow 30% when streaming is on a downturn post-pandemic. Doubt NijiEN can produce a talent to cover Selen's earnings within a year

> India Expansion Failed
> Korea Expansion Failed
> Indonesia Expansion Failed
> English Expansion currently collapsing and in free fall
> JP talent graduated and debuted as indi the same day to great success, showing everyone they don't need the Niji tax to be successful.

Goldman Sachs: BUY BUY BUY

>>68556381
If pure randomness is better than the experts - meaning the experts have less odds to do well than a 50/50 win or lose - doesn't that you mean you can do the opposite of experts and win in the long run?

>>68556737
>They trusted the forward looking statements to have a true full account of the state of the company.

>>68556781
> you can do the opposite of experts and win in the long run
if you have enough money to long-run them since they are doing "active" investments.

>>68556781
This is actually a know investment strategy for some "experts".

>>68556781
Not really, this has been studied with funding of scientific research because of course universities are going to study their own funding. There have been several studies that all point to the same direction.
1) The best results are attained when funding decisions are made by a lottery.
2) The second best results are attained when funding decisions are made by a panel of professors and other senior researchers with knowledge of the field and theory.
3) The second worst results are attained when funding decisions are made by a mixed panel of professors, senior researchers with knowledge of the field and theory, and expert laymen such as bankers and industry representatives with knowledge of "what's needed in the real world".
4) The worst results are attained when funding decisions are made by a panel of expert laymen such as bankers and industry representatives with knowledge of "what's needed in the real world"..

For the past two or three decades everywhere in the world funding models have moved from a panel of professors and other senior researchers toward a mixed panel of professors, senior researchers and expert laymen such as bankers and industry representatives, by the way. It's only common sense that you need multiple perspectives, after all.

>>68541527
It's a fair assessment. In reality, people in the west have been grossly overestimating the influence the EN branch even has on Niji's primary market.
The majority of JP fans don't speak english, and would have limited exposure, if any, to EN's talents. They simply wouldn't care enough to be incentivized to hurt their bottom line.
Another point, which people don't like to admit and usually gets omitted by the argument is the fact that Selen is Chinese.
Public perception of the Chinese among the Japanese is lukewarm at best, and downright vitriolic at worst. It's a stretch to imagine that they would attack a domestic company over a Chinese talent.

>>68547857
Man, I really should've shorted Anycolor when they took Selen's music video down, shouldn't I? Fuck. It was so obvious...

>>68541237
Hear that Nijifans? BUY BUY BUY
Can't wait for Niji's next financial report.

>>68557648
The EN branch completely imploding as it is will not be good for the company as a whole. Granted, JP fans will not care too much and there will be bootlickers ready to blame the west, but I can see investors getting pissed if the entire branch gets canned or if there are more high profile terminations or graduations. Luca could be next on the chopping block at this rate if there's any truth to any of these recent screencaps and Niji decide to take action. Petra's roommate has been whining about the whole situation. Vox is a menhera who is always shooting himself in the foot.

>>68541237
>a literal jew got bribed to post this

>>68541527
People are predicting the end of NijiEN.
NijiJP has been stable growth. They'll soon cut off their losses, as quickly as they've cut IN, ID, and KR. They don't wait around.

>>68558751
Quarterly financial report will probably be okay other than further declines in EN.

The question is what investors will do when they see Nijisanji no longer has growth prospects. Riku might have to take the company private or try to sell.

>>68545334
Gura is Jewish? Wait what?
Is that why she doesn't do Christmas streams?

>>68559056
NijiES, baby. What could go wrong?

>>68542245
His entire point was that the JP branches can keep niji afloat by themselves. He provides 0 arguments about the EN branch surviving.
And niji proves once again that they can't expand outside of Japan.

>>68559056
Without growth, no reason to invest. Basically losing money when better options around.

Niji can try the ES market, kek.

>>68543319
The dipping has only just begun anon.

>>68559242
>His entire point was that the JP branches can keep niji afloat by themselves
Where's the sustainable growth opportunities, anon?

>>68541237
They're right. The drama will barely make a dent in niji's coffers. Japan as a whole has little to no outrage over what happens with the EN branch. Worst case scenario is disbandment of the EN branch.

>>68559422
Negligible, as is my point.

>>68559476
>The drama will barely make a dent in niji's coffers.
Investors are hyper-fixated on international expansion and bring it up at every shareholder meeting
>Japan as a whole has little to no outrage over what happens with the EN branch.
In terms of fans, sure, but in terms of investors I wouldn't be so sure
>Worst case scenario is disbandment of the EN branch.
Which would be a huge deal for investors

>>68549373
>backpedaling

This was all orchestrated by Kotoka because we already know that she applied for NijiEN because she didn't want to go through the year long process of getting into NijiJP. Now that the EN branch is collapsing, it's only a matter of time before their just completely merged with the main branch, thereby making Kotoka the NijiJP talent she's always wanted to be.

>>68559476
>>68559863

The thing a lot of anons don't understand is that investors want to see growth, not stability. Growth is what brings them returns. If the company doesn't meet their benchmarks, even if they're profitable, investors will take their money and put it into someone who IS growing.

>>68541237
>the NIJISANJI EN segment accounted for only 19% of companywide sales
Assuming I'm reading this right and they're 19% of the parent company, that's fucking huge. Are they retarded or are they just hoping that everyone else is retarded?

>>68541237
probably written by pajeets, all of their analysts are pajeets and jews
all you need to do is walk into their tribeca office tower and you will see what i mean
hell, maybe a bunch of their associates are pajeets too

>>68559863
Investors want Niji to be like Brave Group? https://bravegroup.co.jp/en/news/4506/

>>68541527
As long as AnyColor has their Baseball sponsorships, they will always be ok

>>68543972
Those retards certified Enron just before the crash.

>>68541237
Only retards though this can sink Nijisanji, but this bad reputation overseas may not affect them now, however they won't expand outside Japan anymore and eventually hit a ceiling. Unless they expand with China and doxx their talents in order to stream there, also having to be extremely careful with fucking ching chong micropenis chinese law

>>68562282
Well they already fucked up in China, so probably not.

>>68563396
>however they won't expand outside Japan anymore and eventually hit a ceiling
Leaving Brave Group to take their spot, lets see if they're successful

>>68563396
>eventually hit a ceiling
anon they pretty much already have. unless they basically turn their most succesful talents into advertising mascots or decide to copy hololive and go the music route they're kinda fucked.
> Unless they expand with China
Anon they literally did that back in the day and the only reason you don't hear about it is a) they did it under a different name, and b) the taiwan incident completely overshadowed all of that

>>68541237
WEll no duh, this was never meant to sink Nijisanji as a whole, they are too big to fail, it is the overseas expansion what got gutted, a lot of the good will the public had towards NIjiEN is gone.

>>68559242
Thing is the jp branch still has high turnover rates, its just less insane than what's happening in en rn.

I think nijisanji is still relatively unstable, only that if (and its a big if) nijijp falls it'd be not be in the short term.

>>68563561
?
Never heard of them fucking up in China.

>>68541527
>All these paragraphs from anon's who think they know what they are talking about
I ain't readin all that

>>68563765
I think we'd prob see them plateau. It depends on what the investors do when they see nijisanji plateau while hololive is continuing to expand.

>>68563765
>>68563765
>b) the taiwan incident completely overshadowed all of that
Did Nijisanji had a Taiwan incident like Hololive? or you're just mixing up the names?

>2024
>people still don't know you pay for ratings
It's because of retards like you that subprime mortgage crisis happened.

>>68564180
I think he's saying Nijisanji's attempt at china expansion was so anemic that hololive's taiwan incident overshadowed it.

>>68541527
It will be the complete end of NijiEN but NijiEN has been dead since the death of Vox's numbers.

>>68564630
Oh, so Hololive is so big that incident destroyed any opportunity of other companies to get into China.

Based

>>68564070
>>68564180
You can literally google it you absoloute fucking newfags. Fuck off.

>>68564927
Shoot yourself. Then when you're dead maybe google "Nijisanji China".

>>68564976
Jokes on you nigger, i don't give a single fuck about Nijisanji, i'm here to see the downfall

>>68565294
>Zero interest in the industry, just cares about the drama.
Look it's rare that I'm a dramafag, but it's literally because this is my hobby and I'm interesting in witnessing history in real time. If you all you get out of this is "lol drama" with zero appreciation for the history or the overall narrative I think you have the brain of a cockroach.

Are there actually any shareholders here of cover or niji? Was actually thinking about buying cover after the recent dip, but the whole holo earth thing just sounds like a money pit.

>>68541237
The fact that his name is Goldman Sachs is so funny to me

>>68541237
NijisanjiEN could get shut down and everybody fired tomorrow and Nijisanji would still be fine. As it is stated in the OP, they are 19% of the sales company wide. Not an insignificant amount of course, but NijiJP is literally not impacted by the EN drama.

>>68565689
Probably a much lower percent of profit, overhead for EN is much more expensive.

>>68565689
Wonder how they will expand if they shut it down. How much can JP expand and profit?

>>68541237
"Have they bought?"
"No. Hold it until they do."
"The bump comes later."

>>68565689
>A company losing a fifth of overall sales is not signifcant
you fucking moron, don't tell me you work for anycolor

>>68568556
No no no, he has a point tho, a lot of JOPs echo'd this sentiment

>>68570509
the fans are divided into to camps over there - those that basically treat them as indies and don't give a fuck about the company, and corporate bootlickers. Their investors are gonna be fucking pissed. You don't bribe a goldman sachs dude for an emergency puff piece that echos your own statement if you're not afraid of your investors.

>>68570844
Riku is a sly and cunning man, he'll find a way to make them kowtow to him

>>68559242
No, even if you argue that JP can keep the company afloat, it's still ignorant of the bigger picture of the industry.
>Niji JP can't expand because of the VTA requirement that literally everyone hates. Even assuming that some people will suck it up and do it anyway, they just cleaned out pretty much the entire VTA a few months ago, meaning you're looking at 6~12 months before you can debut new waves in JP, and probably won't be profitable until 3~5 months after their debut at least.
>Niji EN can't expand because they've burned bridges like crazy, so they'll only be able to hire the most inexperienced/nepohire/desperate 2-views that will still apply, and won't have the brand power to attract viewers that will watch new livers, a problem they were already running into before all of the graduations and drama happened.
>Niji ID is dead and the few members that remain have been folded into the main branch.
>Niji KR is dead and the few members that remain have been folded into the main branch.
>I'm not even sure the CN branch counts since it's not even Niji's, they're just advisors and tech providers for it.
The GS rep is taking Anycolor's statement on face value, and is ignorant of what's going on.

Nijisanji just lost 2.23% of their stocks. Are they going to be okay.

>>68545334
>Gura is Jewish
I have no reason to believe this, but for some reason it sounds incredibly believable she's from a very American family of Jews

>>68541237
i dont give a shit what giant corpos think, specially a fucking investment company.

>>68565532
Cover, yeah
Currently they're at the mercy of other streaming services like yt, but this changes the distribution model for 3d productions such that they can send only 3d coordinate data instead of a highly compressed video feed, which means high-fps concerts at much higher quality (if the client has the hardware for it)

>>68574066
so basically this is just Proseka virtual live system, no?

>>68573028
Anycolor
>has a hug meltdown drama
>down only 2%
>GS recommend buy
Cover
>just has a financial report
>down 8% in one morning
>to irrelevant for GS to care
lmao, holobronies can't catch a breath

>>68575066
Probably from a quick look? Having access to the codebase means they can pivot to VR or whatever at their own pace, since they will have the talent, the coders, the platform all in-house.
It could be a money pit if handled badly, but if handled well it gives them much more freedom. Yagoo has big ambitions (regardless of whether you think they're realistic or not).
Given their huge archive of old content, I could see cheaply hosted "re-streams" of old concerts being a hit. I'd love to see some of them in multi-player VR with friends.

Seems like there's some confusion going on for why this was released. What this GS guy is doing is giving a formal explanation for why Niji says the loss of Selen is "negligible". Probably requested from Anycolor as damage control against all the people making fun of the "negligible" statement. From a numbers perspective, they are right. Which, if you knew anything about finance, you'd be able to understand. Selen directly represents less than 1% of Nijisanji's revenue. The loss of Selen doesn't matter. The loss of Hyte or those random other tiny merch stores really don't matter. Western companies are a tiny blip in their overall revenues. That's what the GS guy is getting at.

What he isn't doing is speculating or account for the future of NijiEN. It's not his job in this context and the assumption here is that it will be business as usual, minus Selen. Whether or not that assumption comes true is the real question. If NijiEN completely dies, that's a loss of 20% of Anycolor's revenue. But assuming aren't any more major yabs, it's very unlikely NijiEN will fully die. At worst they will stagnate or fall behind a little. There's too many people who don't care about Selen and too many desperate talents that will want to get into Nijisanji regardless of their reputation. That said, I also don't think NijiEN is going to grow much anymore. It'll probably end up as a branch that just exists until all its top talents like Vox leave (yab depending) while NijiJP continues to expand.

>>68541527
Buy the dip then daytrader-chama. It's easy money right?

>>68545564
>Doki, who is not affiliated with Selen Tatsuki, said in a statement.
>Correction: A previous version of this article incorrectly considered Selen Tatsuki and Dokibird to be the same VTuber. The article has been updated to differentiate the two.
Imagine how this reads for completely out of the loop normalfags

>>68557648
>It's a fair assessment. In reality, people in the west have been grossly overestimating the influence the EN branch even has on Niji's primary market.
At no point in any of these threads has anyone made the claim that the EN branch imploding will affect the JP market. You're arguing against ghosts.

>>68542245
I've been on the other side of investment firms and they generally have no fucking idea what they're doing. They know what investment firms find valuable, so they push companies to do stupid shit that hurts them because it's one of the meme things to do for the quarter. Their analysts are generally total garbage because they never have any fucking context on the company or industry, so their numbers are worthless.

It's a good idea to bet with investment firms because investment firms bet on what investment firms bet on and they're the ones that change stock prices. The health of the company is totally irrelevant until it's collapsing.

>>68541670
The whole holocaust and taiwan yab didnt tick you off?

>>68542245
The analysis reports that NijiJP and everything related to it will keep Anycolor in business and oversea market is basically irrelevant to them, which is correct, NijiEN could be dissolved tomorrow and Anycolor will not go bankrupt, we would just never see anything from that company outside Japan ever again as long Riku the Clown is in charge

What was the reputation Niji had in the west prior to EN existing?

>>68565637
Its two different surnames of two people, Marcus Goldman and Samuel Sachs. Both Jews, ofc.

>>68581539
They were the most popular group of vtubers at the time, so if you asked a non-Japanese about which vtubers they know or watched they would probably mention a Niji liver (I was one of them)
Before Miko's nigga clip took off the chinks make up majority of the overseas hololive viewership

>>68577931
It's even more confusing because people are pretty much directly conflating them as the same person. So you have normalfags trying to figure out what the fuck is even happening, so they go to Twitter and end up even more confused.

>>68581539
They were good, because no one fucking spoke nip and every vtuber was just a different flavour of squeaky voice and videogame
The popularity and size of nijisanji made their ID and tiny IN branch one of the only options for english for a lot of people who didn't know how to float through the small corp and indie scene, I personally don't even remember watching any chuubas that spoke English outside those branches besides a couple JP hafus. The debut of Holo ID starting with a then decent but relative to today measly ~10k subs was practically considered the start of an EN branch as ID's were the EN substitute at the time. Regarding drama all the corpo ID's had fuck all at the time just being chill poor retards
The holo/niji rivalry between anons was going on even back in 2019 and early 2020 I believe, but I don't think most people genuinely despised them and most would watch a mix of both favoring the individuals themselves

>>68558289
The stock price is actually higher now than when it was taken down

>>68541527
Name five times an economist was correct about anything.

>>68541237
Ain't these the retards who predicted that gamestop would die and then got fucked by ledditors buying gamestop stock for "le funny meme"?

>>68541237
>mininmal impact on companywide earnings from terminating the contract of one Vtuber

Pomu got memoryholed so fucking fast

>>68544834
kek. The person who greenlighted it probably gets fired already

>>68541237
>Single-handedly destroys one of the longest running and largest vtubing companies
I kneel Doki... the NijiJPs are not going to be happy about this though

>>68584234
tbf she wants to memoryhole her time in nijisanji as well

>>68542460
Wow no way anon you might be onto something

>>68544730
>losing a slice of 20% of revenue wouldn't hurt the company
This isn't what's happening.

GOLDMAN SACH my dick!

>>68584027
Stalin was okay

>>68584015
Nijisanji is slowly healing

>>68544834
This was a LONG time coming anon, don't forget all the stuff that led up to it.
> Discord leak
> Anycolor trying to strike dramatubers but not succeeding
> Yugo "graduation"
> AR Live announcement + cancellation
> Secret GC stream
> Zaion termination and Sayu's manifesto
> Mysta 2% merch cut reveal
> Play Button reveal
> Selen art contest fuckup
> Selen fall guys tournament cancellation
> Mysta & Nina leaving then proceeding to shit on them indirectly
> Pomu leaving after exposing her crying in mengen
Zaion worked once, there's still 50% sisters that STILL shit on her on twitter, reddit etc.
Obviously they thought it'd work again.