/vt/ - Virtual Youtubers

>>71406667
>Seren Ryugetsu

>>71406667
Summary
>debuting new vtuber
>debuting new vtuber
>debuting new vtuber

wtf is wrong with them?
their whole business is only accelerating

>rebuild
what are you rebuilding when the losses are negligible

>>71406667

>>71406789
ACCELERATE

>>71406667
If they offer good pay THEN they will be able to attract competent employees.

>>71406814
7$

>>71406789
>>71406796
They need to replace those who will be terminated and graduating in the next 3 months.

Riku only want quick money.
no vision for long term project lol
niji future is grim af

>>71406667
fucking kek he's SEETHING about the Cover studio lmao, it's made him look so fucking bad in front of investors

>>71406857
That's one of their problem.
A multilingual employee for a managerial position would demand a higher pay than that.

Speaking of which, are the EN auditions still ongoing?

>>71406871
Niji has always been a pump and dump company

>>71406814
the way I see it. >>71406871. Riku does not plan to stay for long

>>71406871
But we would rather buy our shares at 3,400 a piece and expect it to moon in the short term. let's se--

>>71406667
WELCOME TO RIKU'S PUMP AND DUMP
SNEED AND FEED

>>71406871
>>71406904
Monday is gonna be hella fun

>>71406667
>how do you counterattack to cover opening new subsidiary office in usa?

we recruiting more overseas employee

my fucking side lmaoooooi

>>71406967
They closed. The last ones were asking for people who specialized in voice acting if I remember right

>>71407099
$7 per hour managers lmao

>>71406667
kek i dont think they really expect to hire anyone in north america by paying less than a burguer flipper

>>71406871

>>71406871
Well, it looks like he is going to jump ship. Not like this was surprising since he did mention before if this wasn't profitable, he'd leave. The plans for abandoning ship seems to have accelerated as it were. I'll give him 2 more years to try to steer this ship around before he gives up and goes off into the sunset.

was something lost in machine translation or did he really just say the same nonsense twice?

Yagoo really fucked them over in Cover USA Branch lol they sound like at a loss in answering that 2nd question and they're focusing on asia more for that matter

So when Niji shut do you think Colour will buy the IPs

Tazumi is a retard kek

>>71406871
>>71406904
holy shit...
no way he's not stressing over this, imagine him holing up in his room drowning in alcohol like in your jdoramas

>>71406871
>>71406904
jezas

>>71407216
Nothing personell rikuboy

>>71406667
I love how the tables turned and the investors are comparing Anycolor with Cover now

>>71407248
Cover suck at male chuuba. Better focus on their strength.

nijisanji is gonna get bought out (by sony)

>>71406871
Well shit, pump and dump it is

>>71407360
>he thinks sony is gonna bail them
roru

>>71407216
Feels good man

>>71406667
>EN loses 40% YoY before SEREN SHOKKU!
>"EN is slightly below plan, and there is a sense of some challenges
LMAO

>>71407360
This has been their exit strategy forever. It was extremely obvious sony was positioning to buy them out.

>>71406871
>Our businesss not a business where we invest billions of yen and recover it several years later
Then why did anycolor go public in the first place?

>>71406667
>>71406871
>>71406904
>__ should work
>(add nothing of real substance)
>I think

It’s so over

>>71407216
SEA and China are the only foreign markets where they can dare to show their faces anymore, everywhere else hates them now

>>71407360
so sony dumped PRISM and they'll go all-in in an already sinking ship? again? ruru

>>71407360
>it depends on what you do
Kek

>>71407427
>SEA
Not in Indonesia lmao

>>71406667
>nijiFES cost x sales was in the red
>but if you include revenue outside of the nijifes, we were clearly in the blue

>>71407248
only Brave or Sony would be so stupid

>>71407211
TLDR: Yes, he is talking in circles to bullshit them into thinking he has it under control

It is typical corporate-speak. They pick it up when taking their degrees, because university settings are filled of pretentious people, who love to fill the word-count on their turn-ins, by being excessively verbose. Source, am one such person. It makes you seem smarter to people who mistake form and function. And that is most rich trust-fund kids who got carried through their higher education on the parents money.

so does he actually have a plan to get out of this mess or is he just hoping everything works itself out somehow?

>>71407374
they can and might, but they are gonna pay relative pennies for it this time, they know their hand now

>>71407248
That shit is radioactive
NijiEN particularly
No way

>>71407360
>Sony will cut about 900 jobs in its PlayStation division, or about 8% of its global workforce, becoming the latest company in the technology and gaming sector to announce layoffs. The company cited changes in the industry as a reason for the restructuring.
Sony’s Prism Project to Close, Its VTubers Will Go Indie

>>71407446
Add SG to that it's pretty much hololive there now

>>71406667
The answers are nothingburgers, might as well just said "Let me cook"

>>71407554
SG is hololive territory but it isn't Nijisanji unfriendly the same way Indonesia is, as evidenced by that concert thing nijisanji is hosting there

>>71406667
>we just throw shit at the wall and see what sticks

>>71406789
It's been a churning factor for years
They need to offset the amount of dead organs with live ones to survive

>>71406667
>"we need to steadily recruit human resources"
>job listings look to hire multilinguals for minimum wage
lol, lmao even

>>71407211
they are starting to establish a solid foundation 3 years after nijiEN was launched. LOL
it's so fucking over

>>71407360
Holy shit. Sony is their exit strat? I guess even the escape route is also made of delusions for these motherfuckers.

>>71407487
Jargon as a signifier of social status is a classic. But clever people don't fall for it.

>>71407512
yeah, the plan is called piling all his money and play buttons onto the yacht and sailing off into the sunset

>>71406667
>Nijisanji Festival made less money than it cost.
It's Tazumover.

>>71407427
They already shut down ID branch (Indonesia is the biggest economy in ASEAN btw), and SEA region favors hololive by a huge margin.
Chinese economy is stagnating, and foreign companies are moving out of China.
For Korea, there is ongoing "gender war" so severe that a chance of drama is non-zero;
So it's only Japan remaining.

>>71406871
>>71406904
The meeting was held on the 14th, so is this what caused Anycolor's stock price to crash?

>>71407626
Absolutely yes, and you can bet at least some of those investors saw/heard his answers, and decided it was time to leave.

>>71407626
If they were clever they wouldn't have invested in anycolor stock

>>71407360 (me)
nvm Marine will, complete holo domination

Does anyone know whose (EN) merch was being sold during the period of Nov22-Jan23? Likewise for the period of Nov23-Jan24.
Wondering what these "certain" products were that caused a boom last Q3 in comparison to this financial year's shitty Q3.

>>71407722
kek

>>71407211
>We are working to establish a solid foundation for our management system

Oh! I really wonder how it worked before haha

>>71406667
>In terms of the number of VTubers, in the third quarter there were three new debuts from Japan under "Nijisanji" and one graduate. "NIJISANJI EN" has no new members and one person graduated, and three people will be added in March 2024.

NijiEN new gen debut in March
the ones who didnt jump ship, that is

>>71407611
Reminder that when HoloMyth debuted, Tazumi decided to be retarded by re-labeling Niji India into NijiEN. Then when HoloMyth blew up and NijiIN fumbled the bag, Tazumi decided to revert them back to India and dedicated a new department to handle EN branch seriously

He didn't give a shit about EN branch until he saw money in it. Lazulight and NijiEN existed thanks to Yagoo daring to jump into EN market as a JP agency and be successful at it

>>71407754
Luxiem first anniversary was during that period

>>71407602
Anycolor can't grow new healthy organs anymore

>>71406667
>We would like to work to restore relationships of trust by keep making the sisters happy

>>71407427
People will forget. If there's less leaks of fuckups, the average goober ain't gonna shit their pants about the company.
I'm still expecting fuckups of course [/spoilers]

If someone buys Niji, the first step after buying them would be to fire every vtuber who isn't profitable, and use the savings to support the heavy hitters

>>71407772
Jesus Christ who is so masochist to join NijiEN now? They will be miserable.

>>71407772
Those three are going to be so nervous to debut that it’ll end up in spilled spaghetti.

>>71407512
Step 1: get a golden parachute and fall upwards for a bit before landing at another company.
Step 2: who the fuck cares, it's not your problem anymore lmao see ya nerds

Here you Tazumi, your final chance to leave all of this with your honor.

>>71407840
Viewers will forget. Chuubas will not. It's a small industry.

>>71407772
Are these 3 new members supposed to be the newest JP male gen yesterday ? Because there is 0 news or teasers from NijiEN that they will debut more EN members yet

>>71407512
they do, it's called debut more.

>>71407955
The NDF had better hope so, because if NijiEN spawns new organs, it’ll just be a disaster.

>>71407772
what a genius way to announce a new gen lmao

>>71407840
There will always be those who keep the memes alive to remind newfags.
Yes, even at SEA. Gonna be fun to "welcome" the newmeat organs.

>>71408019
Even official Indonesian Wikipedia account on X is laughing at Niji

>>71407862
maybe they believe they can fix it and "compete with gawr gura"

Does this mean people backed out?

>>71408138
yes. HAHHAHAHAHHAHAHHAA

>>71408138
>three people will be added in March 2024
uh? did they just confirm a new wave?

>>71408138
they cant answer the gura question

>>71408179
if they didn't mean the 3 males that just debuted in JP then yeah, there's gonna be another en wave

>>71407722 (me again)
tokio marine and sony are collabing (I cant find a better image to tie into my schizo thinking)

>>71408138
"How do you plan to compete with Gawr Gura?"
All they gotta do is say stream anyways.

>>71408242
Emergency wave, I assume.

>>71408179
they debuted today

>>71408138
all those VTA trainees getting thrown out is probably a more important factor than ENtrash deciding not to apply

>>71408257
I'm getting flashbacks to when Cover was all on the same page:
>Advent has already gained several million followers.
>The number of holostarsEN has grown to 10.

>>71408138
KWAB

>>71408254
>just stream
Yeah, that’ll do it. That should get the organ-in-question a statue and such vast mindshare that they can just AFK for months.
>0.2 Finanas later

>>71407819
A true visionary. Yagoo, I kneel.

>>71407512

>>71408328
Hey, that's all they gotta do to compete. Never said they were gonna win.

>>71407772
The EN members that are still going to debut are the ones who are extremely desperate for growth lol.

He just keeps repeating over and over
"the plan is on schedule, there is no deviation from the plan"

>>71407512
Their solution to every problem the investors raised is to just debut more livers and make more content
So no they don't

>>71408373
Well, did they ever ask him what the plan really was?

>>71408373
>There's no deviation from the plan

>>71408373
The "invisible measures" will cause a huge profit surge in the 4th quarter, don't worry

>>71406667
they keep answering question by saying debuting new vtuber. is there no amazing project you can mentioned other than vtuber debut?
this evil company never cease to amaze me

>>71407480
Brave Group? Nah, their new Vtuber groups HareVare, Vlash, and Uniraid are not doing well as expected.

Sony? Plausible since VEE is the only thing that's somewhat profitable.

>>71407955
Knowing NijiEN they're just gonna tease, announce, and then debut a new wave within a 3 hour timespan.

>>71408373
https://youtu.be/azFN16A81N8?si=aQk-1neRKLbD1bHQ

>>71408373
>accurate depiction of Riku Tazumi

>>71408373
Ah yes, the ''Trust Me Bro'' strategy

>>71406913
And the figure quoted refers to a part time position for a student

>>71408472
Yeah the merch from nijifes will be accounted as profit during that quarter, sneaky little bastards

>>71408475
Cant produce their main cotent, graduations, without debuting new organs my guy

>>71408138
is he talking about grimmi or about nijijp?

>>71407512
Literally no plan other than throwing more fresh bodies into the meat grinder. He's allergic to actually investing in the talents.

>>71406667
Falling down~~ falling down~~ london brindge is failling down~~ my... dear.... riku.......

>>71408482
>okay, you will debut today. Don’t fuck it up or else you’re graduating today, too.
>>uh, Management-sama, do I really only get five minutes total to debut?
>Yes, and you’re paying for it, too
>>O-Oh, okay.

>>71408373
>there is no deviation from the plan
thanks Mine

>>71408622
He runs an "Entertainment Factory", not a talent agency.

>>71408257
They were holding auditions a few months ago I believe, so they were going to debut sooner or later. Sucks to debut during all of this though, they're going to get torn to shreds. I would've backed out personally

>>71406789
when you realize they, unliked Cover, seem to operate their business like a classic ponzi scheme, you begin to understand it.

Its actually pathetic how Riku clearly has no plan except for debuting new talents. What a fucking joke.

>>71408622
I think this is a pretty inaccurate way to view it. The truth is that Niji corporate has never at any point truly been a causative factor in the earnings of the company. They don't do enough work for that to be the case. Niji never invested in anything. It was always talent that made the money from end to end. The reason Riku doesn't appear to have any strategy whatsoever is because they never had any strategy. Not only did they never have any strategy, they were never even a positive factor in earnings. At the end of the day you have to ask: Even if corporate decided to invest millions of dollars all of a sudden, what could they even invest in? they have no idea because they've never done it. They aren't Hololive where their own investments have been a direct causative factor in earnings/market share growth

>>71408897
I really am not surprised in the slightest that the primary strategy has gone unchanged this entire time. I don’t even know if Riku’s ever looked out at the Niji graveyard before.

Man if only we could get a recording of Riku as soon as he got off call
>Planned holiday ruined by an emergency meeting of angry stock holders yelling at him and asking him questions he has no answer too
Guy probably has a doki voodoo doll by now

Let me get this right for one moment.
If there is a new EN wave, they gonna have to make up for the losses made of Pomu and Kyo leaving, the Selen drama, Vox and Elira not streaming.
Catch up on months of superchats, streaming, merch and membership of multiple major talents of EN.

Unless this is like a 20 people wave, I doubt they can make that happen.

>>71407430
Once the stocks reach like 1200 or something, that's when Sony will buy-in

>>71407360
wtf is this reply

>>71406667
Jesus it’s just acceleration, literally “things are not working so we will churn more content and get more livers until hopefully we hit another Luxiem.”
It will be a disaster. The less schizo fans are angry they throw the talents constantly under the bus, and will also start to drip out when thry realize there is no change and more problems.

He’s just desperately trying to get for 3 more months knowing Q4 will result in another disadter, but he can squeeze the last pennies.

>>71409360
“give me 3 more months to get a better answer”.

>>71409281
How many TTTs would they need to cover their losses?

>>71408774
Anycolor's stocks are going to the ruff.

>>71409543
>TTT
>profit
roru

>>71406667
This will definitely spawn shittons of case studies under international business.
What a fucking blunder. Japs need to understand they have to evolve, to compete in an increasingly homogenous entertainment markets. Cover knew this. Brave knew this. Even your 2view indies acknowledge this. How the fuck Anycolor is still stuck in this perpetual mindset of running sweatshop operation in North America region with zero PR thinking its still fine?

>>71408138
>>71408197
kek

>>71409378
I know that there's a cool down on doing doing another Stock Buyback(not the one they did at December)anyone know when it lasts?

>>71409146

>>71408897
That's been their only strategy for years. It's all he knows how to do.
Anons have been saying how it's a losing strategy is only a band-aid and not sustainable for years.

>>71406871
>not a business where we invest billions of yen and recover it several years later
what fucking investor would stay after hearing this shit lmao

This is what happens when you have 0 events for EN.

What was the event last year that was cancelled? Some AR stuff?
We still dont know what fully happened except Vox, Ike and Mysta indicated foul play occured.

>>71409378
> He’s just desperately trying to get for 3 more months knowing Q4 will result in another disadter
It won't, there's a reason they openly revealed -40% YoY for EN this quarter.
They can make the excuse and apology that EN expansion didn't work out and "temporarily" merge the branch in May (under the excuse of "reorganizing the management that caused this issue").
So by the time the Q4 meeting in June rolls around, all the damage done by Selen can be hidden under the growth of the main branch.
Next quarter (or whichever quarter they feel they can push from) they can unmerge it and hope to ride the wave.

They need to fire Yoshitaka Fumoto.
India was a flop.
Indonesia didnt work.
Korea didnt work.
EN is also in flames.

That guy was responsible for overseas branches and is in charge of management for them. Everything that guy touches seems to burn.

>the number of vacation days increasing significantly from month to month
kek

>>71408897
It's the cheapest way since they apparently don't give them anything to assist in their debut.
If they flop they flop, if not, easy money.
If they get uppity just start a spreadsheet of all their transgressions for the future termination.

>>71409700
So a band-aid solution that ignores the core issue again. It's what they've been doing all along so at least they're consistent if nothing else.

>>71409842
>Vacation days
LMAO he is coping so hard

>>71409842
Takuno: We suspend talents alot more nowadays.
Tsurii: You what?
Takuno: I MEAN MORE VACATION DAYS. BY THE WAY, DID YOU KNOW WE HAVE A NEW WAVE IN STORE

>>71409700
how dumb do you think their investors are?

>>71409700
>Unmerge
Dyrbi

>>71409700
The fiscal year ens in April, they‘d have to complete the merge by then

>>71406667
>"We believe we need to do this" instead of "we will do this"
>"We would like to do this" instead of "we will do this"

>>71410030
The vast majority of investors only look at published statistics and reports, nothing else. Individual investors can be incredibly intelligent, but on the whole they're a pack of monkeys chasing the best numbers.

so pretty much the same plan

kek

>>71410034
Yeah I mean, I guess they could just keep it merged permanently as well, like all those "hiatuses" that their livers take.

>>71409543
The equivalent of at least some 12 decafinanas. It's not looking good captain.

>>71407270
>>71407305
>Riku slumps in the corner
>"kusoga..."
>*gulps beer*
>"KUSO!!!"
>*throws beer can*
>Capture The Moment plays outside the window
>"Tanigo me..."

>>71406871
>now
>stock taking
>future
>we don't believe in it
lmao

>>71409824
If they could pull the scapegoat card they would had already. Blame a manger for all messes, have the livers drop their shit on him too so they can come clean, continue steady as it goes since Doki never attacked the livers.
Clearly that’s not the plan after a month. Ghe only plan is to keep squeezing money for that sweet golden peachute.

So in total how much less is niji worth now than when they started 2024

>>71410030
dumb enough to keep holding stocks in this trashfire of a company

>>71410030
These are the type of people advising shareholders. See who wrote the article at the bottom.

>>71410460
He blamed the livers taking more 'vacations' .ie silent suspensions.

what ever happened with their venture with China ans VirtuReal? If they lose the EN market, they will still have their mandarins, right? Well, unless they're also fucking up their Chinese branch

>>71410097
Why do you think they are trying to still sell the April concert? It will come after that. Yes the fisca year plan will look terrible but you can swat away EN failure criticism if you can say “we already adressed the issue, look how good JP is!”
The only rule is not to get into May otherwise EN will have to show in the next year too.

>>71408897

>>71407427
The chinese market is deader than dead, anon. The vtuber regulations they've been passing since COVID have made it basically impossible for foreign corpos to operate there meaningfully.
The markets for vtubing are East Asia (Japan, Taiwan, SK) Southeast Asia (of which Indonesia is the main player) and North America.
Nijisanji is failing on every front except East Asia, but asian investors are clamouring for global expansion because the east asian market is oversaturated and growth is stagnating.

This shit is really bad for them.

>>71410034
Not completely, but the homos still sell and branching them means more focus.
They also can’t go too long without a branch, JP is oversaturated, they need to show “growth”.

>>71410647
Virtualreal is pretty much fully owned by bilibili at this point, they only lisence the tech from anycolor and judging from the financial reports the lisencing fees aren't much

>>71410710
>If we could just expand into China
The western capitalist pipe dream for the last 200 years

>>71410647
from what I hear VirtuaReal is also kinda fucked with a dog eat dog internal structure. Like they have a score system wherre talents get points upon meeting KPI. So basically the top 3-4 talents get everything and the rest get nothing. ie 3d lives, outfits etc

>>71407374
No, he thinks Sony is gonna buy them. Then shut it down, because that's what Sony does to vtubers.

>>71410559
>Goldman sachs
obviously japs dont know the stories

>>71410647
Chinese streaming groups are in a constant state of implosion and government meddling, whatever role Anycolor is playing there is negligible in comparison.

>>71411042
Goldman sachs
>Give advice to buy the stock even it's underperform
>meanwhile it's top 10 of the listed company that shorting Vtuber stock as a whole (both Cover & Anycolor)
And ppl still fell for this shit forgot that it's part of Housing Crisis in US. last time.

>>71406667
lets have fun

>>71408254
>hur dur just gotta stream
>ignore the part where if you pay attention Gura pretty much turned into a profitable mascot for Cover who does promotional work like voice overs for a Japanese aquarium event and whose merch is sold out all the time
She probably has still has time to stream, don't get me wrong, but she was never the highest energy most output vtuber, so it makes sense that she is incapable of doing that and stream at the same time. Best example was the karaoke off-collab she almost couldn't attend because of her schedule, showing that she clearly gets carted around while in Japan to do shit the others don't.

>>71407044
some nips already have buy orders set at 2434 for the lulz

>>71410701
No wonder Anykraine lost Avdeevka the new Holo Empire, cyka!

>>71407211
Corpo speak is like that, not even corpo actually, just manager and financial adviser speak in general. They'll repeat the same exact bullshit 20 times to different questions. For proof you can try and waste some time listening to a trial against a corporation. For meetings(with investors and clients) and trials they get their script and then repeat what it says, when something isn't on the script they break like an AI and repeat the script with a different spin.
Or at least managers who are very mid at their job do that cause they have no clue of what is happening, if you want to look less like a 2020's text AI in front of clients you gotta include your technicians to which you delegate explanations and you gotta talk to them so that you are well informed about how everything works and how production(example) is going. I saw MANY fail at this basic step.

>>71406871
Nijisanji constantly releasing waves allowed for early growth but they don't provide any content that is different than what hundreds of indie vtubers already offer. That situation is even worse in NijiEN where their licensing connections with other JP companies doesn't benefit their livers. The constant competition with other livers can easily lead to a toxic work environment.

>>71411395
This shit should be illegal.

>>71408897
I mean
>>71406871
>>71406904
says it all. He's in for the quick buck, even said so not too long ago during an interview, and has no inherent interest in building something sustainable and long-lasting. The moment Anycolor goes belly-up for real, he will cash out as much as he can and disappear.

>>71411943
I am confused isn't that a russian helmet? It even has black and orange colors to the right

>>71406789
>>71406796
SEND
NEXT
WAVE

>>71406767
Seren DragonMoon

>>71406667
RIP NIJI

>>71412150
Why would you make Niji Russia? Even the most optimistic NATO general is betting in a total Ukraine defeat because Russia just made the usual grinding. Also many hololive poster are in /chug/ anyway.

>>71406667
is this the translation's fault, or is Riku actually saying "we believe we need to"?
that kind of wording sounds terrible
to build confidence, you tell investors what you *are* doing to address their concerns
saying "we believe we need to" sounds like you're not doing what you should be, or that you're trying but not succeeding

>>71407099
>What are your plans in competing with Gawr Gura?
Might as well ask this question from the interviews

>>71412299
sure, that's why they keep sending millions of dollars of equipment kek

>>71412299
try harder
your post has as much truth in it as NDF posts

>>71408510
Was hoping someone would post it

>>71412548
Sunk cost fallacy and hurting Russia is now their strategy, the win against Russia is already out of place, just like recovering the Niji Marianas Trench.

>>71412069
They ARE the government, anon. I'd be curious as to how much they've sunk into Vshojo through shell VC companies, though.

>>71406667
Late to the party. This meeting was done before the freefall yesterday correct? So it means after the investors heard Riku's answers, they finally snapped and dumped everything? Is that correct?

>>71412067
A big issue with nijisanji's model is that it relied on a huge barrier to entry for people to become vtubers. Joining nijisanji was actually an attractive deal when you couldn't just commission a vtuber model for $1000 or so, but now a lot of people have the skills to make vtuber models and the market is saturated with a million indies and small corpos.

AAAAAAAAAAHHHHHH!!!!!
I'M DEBUTINGGGGGG!!!!!

>>71412592
How is your incursion in Belgorod? How many KM to Moscow? Don't worry, i support TND, also THD, how many mobilization waves are you in?

>>71406667
>stockholder meeting transcript
every day i give thanks that my life hasn’t sank this low

>>71412739
you can get to moscow from belgorod in like a day. but it is not really happening

>>71406904
There's basically no hiding for Nijisanji fans anymore. Anycolor will never put any real money back into the business, will never reinvest to build out a studio that can even attempt to compete with Cover's, will never have events that compare to upcoming Hololive 3D lives.

If the 2D concert in Singapore gets mocked by normies on TikTok, this will be why,

>>71406871
from what I read, they are not in business of polishing gems.

They are in the business of throwing people to the mix, see what are the "fan's feedbacks", and try to throw in performers that maybe suit their taste, and try again. They are not in business of breaking new grounds, they are in business of just talent grindings.

These fuckers remind me of the organ harvesting assholes from star trek voyager. Just constantly replace your dead shit just to fuck up your new shit in the long run. Literally delaying your death as long as possible

>>71407512
they are so gonna bailing the fuck outta the market

>>71407099
"well, we won't just recruit from USA, but also Asia, and everywhere else! We have a more global vision than that company who is only focused on NA"

>>71411557
what is the UUUM they're talking about?

>>71409700
they can't do that anon. EN was literally one of their main selling point during the IPO. the investor will sue their ass if they collapsed the whole branch like that even with your type of excuse

>>71408908
Basically, Nijisanji is a gambler company, throwing enough body to the entertainment slot machine and see how much will survive and multiply their L2D investment.

Like technically, if you only put in 1000, even 1300 is already a 30% profit and if they can get 2000 or 3000, then that's a jackpot.

>>71410397
kek

>>71413499
UUUM is the agency that major YouTubers like hikakin are signed to

>>71408597
apparently only 30-40% of them. And it is their "biggest merch sales ever".

I am honestly curious on how much of that is being prepared to cushion out the entire EN offline for whole month.

>>71409700
I am pretty sure the headline of Niji EN merging to Niji will sink the company first.

>>71410751
They are under "Others" category, along with any Ex-ID and Ex-KR income. Its like a third of EN income

>>71412964
IF they survive, they'll pretend to be deaf and will just send wave after wave of 2-3views with zero support (1views after they run out of 2-3s). It costs nothing to maintain a talent in niji and many income trickles will become a stable stream

What's his position on Anycolor. Surely he shorted Riku

>>71412067
Does not matter for Nijisanji the Corpo. Even if some fans got only suckered into buying the Welcome Goods & Voice, those sales are almost purely going to the company and so it is worth it to put out new waves for people to buy into. Then if they survive long enough, then they can do birthday goods too. Almost everything goes straight to Niji the Corpo

>>71413764
So about 400M max, judging by the extra revenue of Q3 over Q2. Probably not enough for the lost February since the missed Valentines and doesn‘t change the face that EN‘s Q3 was already dismal. AND going forward, there will be no Selen and no Pomu

>>71414064
He prefers slow compounding, volatile industry like vtubing is not his thing I reckon.

So, in summary, how fucked are they?

>>71408263
That was the JP wave, this is the first time we've heard about a new EN wave.

>>71414154
Yes

This has to be satire, there's no way he's so clueless, shameless and pathetic.

>>71413600
Problem is that they already did such a shit job vetting their EN talents that they allowed this cliquey group of shit-heads to infiltrate the company. They'd have to axe their remaining big names on the EN side to even hope to create an environment where anyone else can thrive. They could debut a wave of the best EN indie vtubers available but they'd never do anything worthwhile because the EN branch is just such a fucking mess.

>>71414154
Very. Still somehow salvageable though. But western expansion is pretty much dead which will be even more apparent after Q4 report is released

>>71413916
Actually only 10% of EN income. Basically chump change

>>71406667
maybe you should focus on fixing your company internally instead you fucking stupid mongoloid cunts. Fucking christ they are so stupid

>>71410030
Average investors are retarded. Average Japanese investors are extremely retarded. Corporate governance in Japan is bad because the populace are financial lobotomites and don't press companies

>>71409582
Probably because there are still NA companies that also run sweatshop tier shit.

Let's say Riku Tazumi made you the new CEO of anycolor
How do you save NijiEN at this point

>>71414154
Really fucked.

>>71406667
>"I think it caused some controversy"
OH YOU DON'T SAY

>>71414332
by killing myself

>>71414154
negligible.

>>71414154

>>71414154
Actually negligible. NijiJP will continue to survive and print money

>>71414256
So NIJI EN is as good as dead and buried but gets to be a walking corpse for like a year?

>>71406904
>>71406871
Just like 75% of current investors, most of them only want quick money and as soon as something starts showing signs of shitting the bed they all jump ship which is why they are shitting the bed right now.

>>71414332
I cut our losses and axe the branch or merge it since there's no saving it and focus on JP. Reputation destroyed in the west anyway.

>>71406667
How are the sisters coping? Any live reactions?

>>71414251
I think in Nijisanji's mind, as long as they can actually debut and they are allowed to sell First Meet goods..... they really don't care whether they can thrive or not. If they thrive, good. If they don't, others will replace them.

Fucking disgusting but I guess it is profitable

You are laughing but when nijisanji is gone where do you think the sisters will go?
The turd has to be contained somewhere

>>71414332
You can't. Niji doesn't have any kind of edge beyond first-movers advantage (in Japan specifically) and volume. This means they are structured in such a way that they will get lower capital efficiency as they continue to throw numbers at the problem, inundating an already flooded Japanese market. They also provide so little investment into the talent that they have decreasing value to their contractors (the talent). This value is almost zero outside of Japan due to the blossoming of competitors and the indie space. Niji will be a shadow of its former self within the next five years unless they can totally pivot the company into some format nobody else has considered.

>>71414463
If NijiEN is even more fucked-up, I don't think it will survive until this Summer.

>>71414154
Yacht is leaking, Q4 will be make or break it.

>Nijisanji only releases new waves
People need to understand that based on the contract leak, nijisanji is only reaponsible on branding. What else can they do? Merch, lives, managment? Those are not in the contract.

>>71414499
The homos? I don't think most /vt/ will care and when the sisters noticed none of them do rape play or self blowjob asmrs, they'll leave.

>>71414499
with any luck, back to watching kpoop and playing otome games

>>71414499
not holo unless out of spite to muck up the community

So how bad is niji stock right now with the effect loan margin?
what if they didnt went loan margin last week? is the result still the sameor better?

>>71414499
To some holodudes, hopefully. I don't want them anywhere near my oshi.

>>71414499
If you're talking about homos none of them do the kind of stuff that they want, so they'll probably just get bored and leave the hobby for good.

>>71414499
there is only one solution. Turn the NijiEN branch Male Only. It is clear Niji female fans are loyal to the company and the Boys no matter what. Pander to these kpop stans and yumes as hard as you can.

>>71414499
They can go to Vshojo, they are already partway there.

>>71414154
They are very fucked, because:
>Riku promised investors last year, that EN is the future of the company and the growth will be there
>He pulled all sorts of stunts to inflate the stock price, which have backfired and cannot be readily repeated
>The lack of re-investment into the company, means they are running an underpaid skeleton crew
>It also means that while they have a war chest of funds, they own little for a vtubing company of that size, have to buy shit to recover
>Being tied to a high stock price, makes them vulnerable to its price change = if the stock keeps going down, it will be hard to recover at all
>The rapport everyone is freaking out about now, is for the Third Quarter, not the current Fourth one
>The Fourth Quarter is when all these recent disasters happened, meaning the next one can kill them if they do not repair things fast
>Riku has just been shown in this rapport to be bullshitting and talking in circles, and investors are not buying it, looking at the price drop
>Broke talents, low morale, no assets/inventory, bad reputation, highly toxic public sentiment,
>Lost the top earners in what was the branch they bet their future on
If Riku is smart, he takes what money he can salvage and run. If he is not, you better stock up on popcorn. They could recover, they could go down in a burning shipwreck. Either way, you are in for some serious cinema.

>>71406667
Fes is about to blitzkrieg these absolute clowns.
Anyone left holding the bag should be mocked for eternity.

>>71407072
>>71410147
That's just how polite business speech in Japanese gets MTLed. I wouldn't read too much into it. And anyway there are so many other problems revealed in these transcripts.

>>71414680
>Kuro fans are seething about Sayu collabing with Zentreya
I do not think Vshojo will make the same mistake twice

>>71414797
Couldnt write better timing for all this in my schizo rrats lmao

>>71414746
Anycolor, the sweatshop of Vtubing.

>>71406667
>not only in North America but also in Asia, I think
interpretation:
>We're sticking to Southeast Asian markets until those crazy Westerners calm down.

>>71406667
>we are currently recruiting people living overseas as employees
SEVEN
BUCKS
AN
HOUR

>>71406871
>we don’t do long term investments
lmao
anyone else hear the sound of every index fund manager with niji exposure scrambling to get the fuck out?

>>71414499
>where do you think the sisters will go?
To the grave

>>71406871
Bruh my oshi is in your dogshit company

>>71408373
Just according to keikaku

>>71414936
Never 4get, anon, in 2024 the rrats took on a life of their own and became real

>>71415060
RIP BOZO (my condolences to you anon)

>>71414249
He’s young and greedy. Vtubing should have been a quick grift. Vtubers are fucking boring.

>>71415094
KEK
it's hilarious how the Yahoo investor autists are a hell of a lot more based than the sisters, and somehow with even less copium

>>71415060
o7

>>71414746
You forgot the point how he lied about the first part and that "everyone just went to JP instead!" cope where he got shit on

>>71415090
vt evolved from a schizo containment unit to the tower of oracles where are prophecies received Legendary KEK

Bruh no wonder any livers with ambitions beyond just streaming the same shit every day are getting out. If you want to be an idol or do cool events or anything, Nijisanji is 100% not the place to do that.

>>71406871
>>71406904
I'm not the smartest tool in the shed, but isn't saying "oh btw our business has no future" like, kinda, bad?

>>71408373
>TRUST THE PLAN
>TWO MORE QUARTERS
>Niji Slave N

>>71406871
>"Our plans? Investment? There's no plan, only ACCELERATE"
>Minimal advertisement for their new debut
>Minimal promotion material
>No Advent-style teaser/promotion
>No group music at debut
>Doesn't provide them with any lore
>Doesn't even provide them with streaming phone
>New debutants had to use the 200k yen for streaming phone, unable to use it for PC.
At least, at the VERY least, if their only plan is to ACCELERATE by debuting new organs, support them properly.
Good fucking Lord, they can't even do this shit, and this is supposed to be their solution to all of this.

>>71415301
Congrats, you are smarter than a billionaire anon (unironically)

>>71415090
>Fuck with dragons
>In the year of the dragon where their fortune is good
I have no faith in her, but if Elira makes it out of this and does a face turn arc where she collabs with Doki to shittalk "Company A", it would be absolute kino

>>71415328
I mean, they did get NijiEN waves their debut songs at first, but the last one didn't even get a name or official logo.

SOMETHING IS BURNING ANONS!

>>71415431
Total dragon domination! That would be so funny! Please manifest this RRAT into reality!

>>71414856
>there are so many other problems revealed in these transcripts.
Can you tell us these problems if these problems haven't been discussed before?

>Riku needs to pull off a miracle before this monday
>It's the Holofes weekend
Holy shit

>>71414499
To the kitchen

>>71415553
House of the Dragon Season 2 featuring the Targaryen Civil War needs to air first (around the time of the Selen shock report) for maximum rrat magic kino.

>>71415612
He can't do anything, just pray and hope that Petra and Rosemi's 3D debuts somehow make the investors to start buying again.

>>71406871
>>71406904
imagine willingly applying to this pump and dump company lole

>>71415612
Restore the NijiBrothel, or whatever that thing was. Sex always sells.

>>71415749
>Our plan is to compete with ProjektMelody
Do they even have the 3D for that? Lmao.

>>71406667
PULL UP
>PULL UP
PULL UP
>PULL UP
PULL UP

>>71410397
>"she bought a faqing monkey"

>>71409605
September iirc

>>71415718
I MANIFEST THE GREAT RRAT WIZARD! LETS MAKE IT HAPPEN!

>>71415612
The entire branch depends on Petras 3D
Pretty funny considering she was the one that leaked the infamous discord all out war leak

>>71415801
>NijiAllure
>ProjektMelody-type content but with NijiEN vtubers
Holy shit, that WILL sell. Someone tell Riku.

>>71415431
Bro imagine how spicy that stream could be, an undercurrent of "We kinda wanna kill each other but also fuck this company"

>>71415906
Petra is an inside agent anon, she will deliver the final blow to Niji.
Try to keep up anon...

Based on Riku transcript, what is your prediction for Anykara price on Monday?

>>71416008
1940

>>71415977
Imagine the hate-fucking...

>>71416008
serious rebound resulting in a dead cat bounce
retards will try to buy “low” at the current price point

>>71414499
Hopefully back to the k-pop fandom where these crackwhores belong

>>71415992
Petra was Agent LK all along...

>>71416008
1760. Close to cap but not quite. It's going to be a massive nosedive again regardless because people are desperately trying to sell their stocks to anyone who will buy it. Niji has no real recovery plan or any long-term vision so it's never going to bounce back naturally. Their brand has also taken on a lot of bad reputation so other companies are less likely to work with them, which limits their growth even further.

>>71416057
they had all friday to do that, but volume was extremely low for virtually the whole day.

>three people will be added in March 2024
>It's already mid March 2024
WAIT WHAT THE—
>TTT was announced on Oct 25th, debutted on Oct 27th
Oh
>Unlike previous NIJISANJI EN waves, it didn't feature a debut song (instead having a theme song sang by EN Livers) and it had no official unit name with a logo prior to debut
oh

>>71406789
Have you ever known an IT consulting firm / meatgrinder? It's exactly like that.

>>71416057
Most buyers understand another drop is coming so all they need to do is wait and they can gobble up stocks at the floor. Why would anyone in their right mind buy now when it's set to crater again on Monday? Just wait and buy then.

>>71416102
>She just wanted a believable figure to take the blow for her
I KNEEL!!!

>>71406789
>>71415825
It's all Riku knows how to do. He's a pump and dumper, same way he treats his women.

>>71416102
Luka was a red herring all along KEK

>>71415316

>>71415906
>not even the same day. Same time even
https://www.youtube.com/watch?v=00xeNL3vdQo
https://www.youtube.com/watch?v=y_YO0LLXYr4

>>71416057
> dead cat bounce
It's not looking good

If nijisanji gets delisted, how will that affect operations and streaming of livers?

>>71407401
Did these fucks really not account for a drop-off in revenue after Covid was over and we entered a recession basically? Then again, pretty much every other tech company was just as retarded, but at least they realized in the first few quarters of 2023.

>>71416320
See NijiID and NijiKR for hints
JP will remain as the main branch

>>71407360
SONY MY MAN

Just my hunch but Anykara investors will likely to sell their stocks on Monday then buy Cover.
I don't want Anykara exto invest on my company

>>71414883
If fan seethe was enough to kill collabs for Vshojo there would be zero holo collabs

>>71416320
Probably won't affect livers much, but management will jump with a golden parachute.

>>71416293
Holy fuck you have to be joking.
Who scheduled this and what kind of retard pills are they snorting?
This can only go 1 way. It's almost like they're intentionally sabotaging the EN branch and their company as a whole.

>>71416395
Are people holding Cover even selling?

>>71406871
>>71406904
Good luck ACCELERATE-ing on the EN side, when no one is willing to apply to their audition, even more so the high quality ones, except maybe the bottomest of the barrel indies that are so desperate to pay their rent.

>>71416395
Most of them already invest in both, that's why cover also drop some % when niji fuckups

>>71415431
That would certainly reverse elira’s bad reputation.

>>71407401
Forgot to add for context - the tech company I work at sold assets and entered a hibernation mode early in 2023. This is done to build up liquidity just in case shit hits the fan (though I don't understand it fully since I don't work in finance).
Other companies, especially massive corpos, did layoffs and canceled projects all over the place (yay, tax write-offs).
Meanwhile Niji expected to just... keep pumping? Is this just something lost in translation or are they really that retarded?

>>71416057
Some people might have shorted earlier when Anycolor was at around 3200, which means it would be a good time to close out their positions by buying then, so you may see a number of bumps

>>71416413
Petra gonna do a chad move, announce graduation on her 3D debut and then raid into the holofes stream just as the honeyworks program begins

>>71408059
Indonesia is a shithole country that no one give a shit about. But damn are they fucking relentless in terms of online hate speech.

So any big investors bailing out from niji?
the one we know so far are mostly individuals right?

>>71415612
That line is as flat as the cardiogram of a recently deceased. God damn.

>>71416543
I would kneel harder than I have ever kneeled before

>>71413341
Based. Fuck Vidiians

>>71416543
>Petra = Hololive inside agent
BASED I KNEEL

>>71416526
>selling assets and holding cash in an inflationary environment
finance bros are super retarded, i hope you hold onto your hats
>big tech layoffs
i will never understand the big tech operating doctrine
every time they post record profits regardless of year or recession, they always come with mass layoffs

>>71416543
HORY SHEET, PETO I KNEEEEEL

>the reason the last NijiEN wave had almost no advertising was that Riku already planned to pull the plug on the whole branch

>>71416637
Bigger investors will likely be slower to sell. There's less at stake for them, even if they're stuck holding the bag. Not to mention that even one of them selling would mean that pretty much all individual traders would pull out immediately, no?

>>71416541
i think stock trading is necessary for capital but by god i fucking hate the do-nothing financial “instruments” surrounding the whole thing
shit has strayed so far from the original intent of investing in something based on forecasts and industry knowledge

>>71416735
considering they are fucking up so bad it almost looks intentional, i could buy into this rrat

>>71414332
>Fuck all the hottest nijigirl and cum inside
>Mass produced chronoir merchs
>get all the profits in my personal account and dipped to the bahamas

>>71416724
Holding cash costs you, but you can react to bad things instantly. If you hold assets there is no guarantee you can sell them in time if you need money now. That's how I understand it, anyway.
>i will never understand the big tech operating doctrine
Me neither. I work at a small company in tech terms, and I don't think we have laid anyone off, unless you count asset sales as layoffs. Those people still have a job, just under new management tho. Layoffs would make sense in the case you can't sell off assets because they are too large and/or if you have corporate bloat.

>>71415060
tell her to dipped NOW

>>71416008
>>71416035
>Monday is WW2 for Anykara

>>71414332
Every real solution to solve this problem requires an absolutely massive shift in both philosophy and personnel, neither of which NijiEN is likely to survive. At this point even an absolutely perfect execution of a solution is a gamble.

>>71415612
God is a holofag

>>71417203
GOD IS YAGOO

>>71417219
Matsuri is God retard

>>71414154
Growth is impossible now
Their only hope is stagnation and a slow death

>>71414332
Sell it all.
Today.

>>71414332
>I got reincarnated as the CEO of a black vtuber corporation, am I really supposed to save this company within the next quarter???

>>71407413
Because Riku is a stupid trust fund baby.

>>71414332
Hire a GM for NijiEN and hand off full authority for hiring/firing and as much leeway as possible for funds.

>>71417370
Forget next quarter.
You might not survive next Monday.
And anything you do is gonna be overshadowed by HoloFES.

>>71417370
>isekai LN where the protag ends up rape correcting the idols into submission
i can get behind that

>>71417410
This. Besides, the only way she can survive is if she goes scorched earth and uses her live to just announce her graduation and, if possible, redirect to HoloFes.

>Unironic literal blue monday
kek

>>71416543

>>71414592
Nijisister despises Holostars because they are siding with dokibird

>>71417277
Hololive is a pantheon and not monotheistic crap retard

>>71417491
For Riku's yacht, maybe.

>>71415749
Wait so this doujinshi was real?

>>71418161
spoonfeed me the sauce

>>71418161
>Even doujinshi knows how little Nijisanji is giving their talents

>>71415749
>>71418161
Worse, remember that Aqua doujin the chinese made during the Coco situation? Turns out it's real, but for Niji.

>>71415825
OVERSPEED
OVERSPEED
OVERSPEED

>>71418293
Fūzoku Jō Hskw
475513 on nhentai

>>71416115
Cap is 1950 (-500)

>>71418161
No, it was a hostess club and not a brothel. Which are in the same vein but vastly different.
Also that was Iwanaga's project and what got him booted from the company, not Tazumi's. It's basically the only thing ANYCOLOR did that he had no hand in.

>>71408373
I think i saw guys from /biz/ showing same graphs and trying to bullshit others into getting scammed

>>71416332
Most other tech companies didn't fall in revenue after COVID, they just massively expanded past what they could handle during COVID when the employment market got mixed up and when the recession hit the interest rates on the loans they took out during that growth period spiked and they panicked. Last year's lay offs were a correction for their stupid infinite growth mindset. A few others that were fine also did layoffs because it's the trendy thing to do right now and their investor overlords demanded it.

Firms dropping in revenue significantly is a firm problem, not a market problem. So I doubt they accounted for being shitty managers.

>>71418161
And probably this one too

>>71415749
Everything turn into shit after they canned Yumenographia. Although it's understandable because someone in there decide to become real prostitute and they don't want to get fucked by police.

How can a CEO be so fucking dumb?
I swear it is just luck. How the fuck can he be so fucking retarded?

>>71406789
>tfw you realize Nijisanji is an MLM

They're unironically scrambling words to sound like they know what they doing, but as
>>71407487
>>71412028
said it's just a scripted blender made up of generic corpo speak with not much behind it aside from saying people need to trust us again, we need a plan, but actually have no idea at all what to do. No facts, no argumentation based on examples, just helpless pathetic ramblings that is easy to see through.

>>71407430
Nijisanji actually makes money, which is 90% of what a firms M&A team will care about.

>>71406871
>>71406904
Actual pump and dump pyramid scheme lol, Nijisanji is black from top to bottom

>>71418908
More than that, how can he not have a single person around him sensible enough to look at his notes and go 'hey you fucking retard, this is not going to remotely sit well with the investors'

>>71418804
Still a smarter decision than the one who joined Phase.

>>71407598
>We're 4 billion behind schedule and can't possibly meet our own projections much less investor projections
>"We are in line with the plan"

Imagine if nijisanji just held back on the pettiness and released a statement like, 'Because of creative differences, Selen Tatsuki and Nijisanji EN are parting ways.'

>>71419034
Why doesn't anyone watch the sexy dragon...

>>71418961
M&A teams care about growth. Making money is pointless if there is no growth.

>>71418957
Fuck, meant this for >>71407211

>>71419123
Their quarter would still be fucked since this is Q4 results. Q1 results is next Quarter.

>>71419123
Nijisanji was already going under even before Selens termination

>>71412028
The trick is to ignore the question being asked and answer a similar question in a very vague but highly positive way.

>>71419123
That's what we would have said before the stocks plummeted

>>71419185
What no its not.
This is Q3

>>71419332
Sorry I mixed up my financial calendar with my academic one. But yes, you are right. I was thinking Q4 of the year.

Why was Q3 so fucked for EN anyways? Was it just the constant weekly drama?

>>71407401
>I think slower revenue growth is because of a slower pace of debuts
Investing in new talents doesn't help revenue. How about you stop debuts and invest in your hundred other talents?

>>71419447
EN was always bleeding money

NijiEN streamers are on the whole damp squibs with no personality. I'm not surprised they get railed by HoloEN.

>>71419672
Rosemi... Please GTFO....