/vt/ - Virtual Youtubers

>Niji thriving
>Cover forced to run to China
HOLOKEKS LOST

>>77949054
>Leaves out the fact they hid EN's revenue

>>77949080
BASED
BASED

>>77949105
EN is completely irrelevant to the main business aka JP
Just admit it, /vt/ lost
We won

Where’s EN’s noombers? P.S., they’re still under the target.

>>77949054
>literally lower than the Q1
oh no sisters, niiji LOST.

>>77949054
>has to combine EN with JP to make it look less shit
EN MERGE CONFIRMED

>>77949054
>+47.0%
WHAT THE FUCK
/vt/ bros you told me nijisanji is dying!???

>>77949133
People only care about EN here anyway are you retarded? Of course the JP branch is doing fine

>>77949191
/vt/ said NijiEN is dying. No one in the west cares about JP, see Chronoir ticket sales

>Hid EN revenue breakdown unlike previous quarterly reports
>Decline in live streaming revenue
>5th consecutive quarter of EN declining in revenue
>Literally threw everything and the kitchen sink to make up numbers.
>Projected was 10 billion, 1.3 billion yen short
>Doing another stock buyback, to hide their depressing figures.
Admittedly, they survived better than expected, but this is still looking grim.

>>77949133
Cool. Do you watch JP?

NEGLIBLE

>>77949054
>They merged the EN chart
Oh nice, what are they hiding from this?
>-21% YoY
HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA

>>77949217
>>77949268
>p-people only care about EN here anyway!!
Do niji antis really?
Anyway i'm glad Nijisanji is INCLINING!!!
WE WON!

>NijiJP ACCELERATE actually works
>Cover so desperate it went back to China
IT'S OVER HOLOZHANGS

>>77949054
>Combine NijiEN numbers with main branch to make it look not shit
>EN revenue the lowest it's ever been

Investor Q&A is gonna be funny.

DOOKIEFAGS KNEEL

>>77949054
>>Made all their projections
They're short by 100 million yen.

>>77949333
Sister please

>>77949133
>EN is completely irrelevant
>/vt/
sisters nobody give a fuck about nijiJP KEK and EN is dead

Stop hiding the NijiEN numbers..

>>77949155
>>77949191
NijiEN is. They got -21% YoY - that's likely why they didn't show NijiEN chart this time

>>77949054
This is like when Amazon hid Rivian in their quarterly report. OMEGALUL.

>>77949054
It literally shows they didnt meet all their projections by 3% and the only thing increasing was JP.
Why are you lying OP?

>>77949334
cover back to CN, oh no its over for you then sisters, CN is the only place there is no holo before KEK

>EN Revenue : 1165 -> 1074
Yeah they're dissolving NijiEN

>>77949054
Lmao Anycolor thought investors are blind

The japs doing well is not surprising. But they cannot lie that EN fell off lmao

>+47% increase
well well well how the turn tables..

>>77949406
>3%
Neligible

>>77949054
>>77949080
>>77949118
>>77949133
>>77949191
>>77949268
Literal samefagging inbred fucktards not realizing this is the fucking deathknell of nijiEN AND they still didn't meet their lenient in house goals despite cooking the books by shifting Nijifes merch from Q3 to Q4 + all the fucking concerts and merch spam they did as a last ditch effort to make the cut, They are fucking dead you stupid nijiniggers

>>77949383
holy grim LMAO

>>77949054
>they merged the charts
what a bunch of cowards

>>77949383
How’d they end up with that 158 in the event category? Previous year AND this year’s Q3 showed 0 in that metric.

>>77949155
EN is down 8% over the quarter and seems to show steady decrease for over a year now.

>>77949462
What's that, lil' bro!? You have to speak up, I can't hear you over the sound of my fourty-seven percent increase!!!

>>77949054
All this shows is that EN is a liability and they should just focus on JP.
Just like their favorite company, sisters have to rely on JP again to protect their EN organs

>>77949433
They just need to keep NijiEN around for another 2 quarters. The YoY drop will lower significantly at that point

>>77949334
>Continuing to make up the same inbred bullshit about china despite nijiniggers being comprised of mostly SEAMonkeys and Zhangs
Do you have to suck off a winnie the pooh doll each time you disrespect your glorious leader to shitpost /here/ invalid?

>>77949462
Christ that's a lot of seethe.
Don't get a heart attack, Nijisanji won't hurt you

>>77949269
>Merged EN charts
>Will merge EN branch this year
ABSOLUTE KINO TO THE FULLEST.

>>77949383
This literally means they didnt meet the projections because of EN.
GG

>>77949496
which is basically saying "niji EN is merged with JP now" LMAO

>1373 to 1074
> -22%
It's over
Even after all the events and concerts still can't save nijien

>>77949133
You EN cucks never gave a fuck about JP. Shut the fuck up and kneel before Holochad cock.

>>77949349
kneel to what?.. THEY FUCKING LOST IDIOT, Can't you fucking read?, THEY FAILED to make their own projections despite everything they tried to pull, Samefag spamming "WE WON" doesn't mean you actually won anything you stupid nijinigger

>>77949054
holy fucking kek
So how many "graduations" should we expect in July?

>>77949462
HOLOSEETHE

>>77949523
relax sisters, niji will drove you to suicide instead LMAO

>>77949462
Just two more weeks, any day now.

But actually take a break if this silly ordeal is causing you anger, stress is really bad for you regardless of the source.

>>77949501
The concerts?

They successfully hid the EN financial performance.
JP numbers is something

>>77949462
Absolutely embarrassing post. Put me in the screencap.

>>77949515
Thank JP for that since EN is literally down. JP propping up your shitters once again

>>77949515
>fourty
Eternally ESL

>>77949054
>nijien - 22%
LMAO

>>77949429
>CN is the only place there is no holo before
newfag

>>77949054
>During Q4, there were 3 new debuts and 2 graduation from NIJISANJI, and no debuts and 2 graduation from NIJISANJI EN

KEKKKK THEYRE GENUINELY LYING

>>77949458
>They had to shift the vast majority of nijifes merch and constantly merch spam and concert spam in order to just barely NOT make their own lenient goals
Nothing got turned you stupid nijinigger

Dumb fucking nijiniggers can't read the document thinking Doki lost. EN is in accelerated freefall right now.

Why are people suddenly saying /vt/ was talking about the whole of Nijisanji when everyone was just talking about NijiEN?

Judging from these slides they actually merged NijiEN with Niji proper because they were trying to hide that NijiEN failed their YoY. So basically Anycolor are cowards and also think their investors are idiots by hoping they don't notice this.

>>77949600
>such was the power of the long-awaited AR “live”

>>77949501
BECAUSE THEY HAD EVENTS YOU RETARD HOLY FUCK

>>77949599
>Net 6.7k gain is bad now
Based retard

>>77949515
>>77949580

Thanks to JP cause EN, as we always said, was gonna have a bloodbath.
They didn't meet their projection thanks to EN.
Just as we said.

>>77949521
Assuming there will be no further yabs in the future

>>77949676
I thought this new gen was Q1?

>>77949501
Kek Anon this is a really stupid question.

Reminder, these were their projections in the Q3 report

>>77949515
>>77949523
>>77949586
>>77949596
>>77949614
samefagging inbred ape continuing to post on cooldown, Try not to cry too hard you'll short out your keyboard SEANigger ;)

>>77949676
They're not lying. They never show terminations.

PLAP PLAP PLAP PLAP PLAP PLAP PLAP PLAP PLAPPLAP PLAP PLAP PLAP PLAP PLAP PLAP PLAP PLAP
GET MERGED GET MERGED GET MERGED GET MERGED GET MERGED GET MERGED

>>77949755
The new EN wave will be

They can just keep nijien in limbo so they don't have to admit it's a pointless mess. Stop wasting money and effort on EN where the market is tainted (probably forever) and focus on JP which seems to actually be working out.

>>77949054
Better sell to cut losses when the stockprice is temporarily up. Stockbros don't miss this chance!

>>77949676
They're technically not lying, they're just not telling the truth either lmao

>>77949676
>>77949700
God the investor meetings going to be a disaster for Riku
When will that be, again, cuz I can't wait for them to pounce on him for his lies

>>77949755
Hes talking about the termination anon

They are now focusing on Japan
Accelerate more vtubers in JP

I dont know what will happen to EN tho

>>77949760
They fell short by like 2%. That isn't the company ending apocalypse you and you're dramafag goons wanted.

>>77949599
Holy JP carry

>>77949760
LMFAO
Man, there's no fucking chance they were ever going to reach that.

>>77949700
They're hiding EN numbers so their stocks don't freefall again. The stakeholder meeting in July may be interesting if they remember that Riku tried to hide the EN numbers, since it's pretty clear their overseas expansion plans are never going to get any traction.

>>77949793
Just like how they merged en and jp so they can claim they went up by 47% instead of down by 22%

>>77949807
Did they ever put terminations in their reports though?

>>77949813
The fate of all foreign branches in Niji is to be folded into the main one.

>>77949813
Close completely or merge with JP
Then Niji will likely suffer a slow, painful death due to being unable to expand

>>77949824
>he thinks 2% isn't alot

>>77949054
Lol it was pretty funny how people kept coming into our thread to taunt us about this before the numbers came out, only for the actual results to BTFO them. Now they're suspiciously silent. Between this and Hololive returning to China, /#/ is having a pretty bad day.

>>77949383
That must be why they rushed the release of AR live.
Riku is actually truthful when he said Selen is negligible. NijiEN as a whole is negligible kek

>>77949806
Why would they, do you think investors give a shit about EN when they met their goals overall?

>>77949760
>Fell short by 2%
>2 talents left
Looks like Pomu and Selen were just 1% of Nijisanji
They're irrelevant

>>77949773
So what you're saying is Nijisanji 2-0 vs Hololive this week. As in Nijisanji won twice. Nijisanji beat Hololive two times. Nijisanji = 2 wins, Hololive = 0 win. Niji won 2 times. Niji won twice. Nijisanji +47.0% beat Hololive China yesterday and then once more today, for a total of two times. Hololive has never beaten or won against Nijisanji. Nijisanji beat and won against Hololive twice. Two times. Not just once, but twice that Nijisanji won. Hololive has 0 (zero) wins against Nijisanji, while Nijisanji has 2 (two) wins against Hololive. Is there anything about this that is unclear?

>>77949054
Why lie?

>>77949842
And they are also doing a stock buyback for it

>>77949886
It isn't great but it isn't the world ending.

>>77949824
sister cover beat their projections by like 17% and they STILL didn't see massive gains because investors have their own projections that even cover couldn't meet, Anycolor failing to meet their IN HOUSE ultra lenient projections is a fucking disaster not even mentioning the cataclysmic failure of EN

>>77949926
now this is cope

>>77949841
nigga can you read

>>77949950
>he doesn't know the copy/paste

>>77949901
Because japan isnt infinite, if a company cant expand means tht the value of the company is limited

>>77949926
Moving the goalpost.

>>77949947
Their projections were incredibly ambitious. That used to be the reason you fucks shat on Anycolor projections.

>>77949760
Projected total revenue for the fiscal year: 33000
Actual total revenue: 31996
Projected total operating profit: 12700
Actual total operating profit: 12362
Projected total net income: 9000
Actual total net income: 8726
Missed the mark on all of them, thanks to NijiEN underperforming

>>77949824
JP carried EN hard to get to that 2% sister, MERGE INCOMING, better learn nip

>>77949901
>do you think investors give a shit about EN
>do you think investors care about 1 of the 3 pillars of growth set out by the company
Actually no, I don't, because half of the investors are only using anycolor as a trading stock rather than growth lol

>>77949891
The only ones BTFO'd were nijiEN in that they are cataclysmically fucking dead... also niji failed to meet their projections for the year which is bad, AND this whole china bullshit is nothing more than cope, Zhangs begging holo to give them a crumb of attention isn't a win for anyone but hololive

>BAR let goes UP = wE WON
what nijitards can't see between the lines
>EN down 25% yoy
>have to buy back to artificially increase stock price and convince dumb jap investor to burn money
>"Expansion" opportunities grinded to a halt, now refocus on JP and lose past 4 years of progress

>>77949973
and shalom to you too my american nobility

>>77949886
Enna thinks it's a lot

>>77949599
>Event 0 for almost 2 whole years
Jesus fuck.

>>77949901
>do you think investors give a shit about EN
EN is the company's last bastion for overseas expansion. If any of them ask about Riku's plans for that, he will have to mention EN. Anyone doing their due diligence is eventually going to notice the numerical discrepancies.

>>77949912
Kill yourself nijinigger, Hololive literally dominates nijisanji in every fucking aspect, viewers, merch sales, venue tickets sold, watched hours, superchats, CCV, everything, AND they actually exceeded their Q4 goals unlike niggersanji did retard KEKW, The only thing niggersanji is winning at is highest number of Ls taken in a year

>+47%
meanwhile niji haters be like:
this is proof that nijisanji is dying!!

>>77949926
>2%... not great, not terrible.

>>77949824
>you and you're dramafag
ESLchama...

>Waiting for "muh Selen Shock"
>The Selen Shock never happened

>>77949901
Investors like when the line goes up, and right now they think the line will only go up if they expand overseas, which is not happening.

>>77950132
>Ignores that EN is down

>>77950083
>almost 2 whole years
Try almost 3 years. They had 0 Event revenue from 2021 all the way to AR Live in April 2024. It took them THREE FUCKING YEARS to organize an event for EN, and only after shit hit the fan.

>>77950171
Anon niji en lose 1600m yen from last year

>>77950132
You pathetic livers will be fucking dead by the end of this year. Their fans are already harassed to suicide at conventions.

>>77950182
>this is proof that nijisanji is dying!!
anything else you want to add?

>>77949054
WHERE THE FUCK IS THE EN CHART RUMAO

>>77949901
>when they met their goals overall?
But they didn't.

>>77949462
You are so fucking mad you can't shit up the board with this holy shit

>>77949824
You can cope all you want but missing projection 2x in a row is not a good sign. The fact that Anycolor also hit the panic button with another share buyback in the space of 12-18months is an absolute fucking disaster.

>>77950171
But it did.
Its right here, idiot.

Can someone explain to the folks what were the three pillars of growth in the previous fiscal report?

>>77950222
People were talking about the EN branch you absolute fucking retard

>>77950171
>-21% YoY for EN

anonchama...

>doing another buyback
They did that how many times again? Isn't that putting them well on the road to delisting?

>>77949998
How does the NDF cope with this?

>>77949448
huh, so she really was negligible.

>>77950261
>in the space of 12-18months
Like 8 months.

Another day, Another Nijisanji victory!

>>77949054
>THEY AXED EN FROM THE CHART
LMAO

>>77950171
>-22% YoY
There's your fucking shock retard, NijiEN is dead

>>77949054
Is that a +69% YoY for NijiJP!? JP is carrying hard

>>77950121
You're seething so hard you're going to pop a blood vessel. I bet you're crying about Hololive running to Bilibili too. Hololive lost. Nijisanji won.

>>77950171
Anon... EN literally lost over 20%, more since costs are hidden.

not even a single mention on how the AR live EN concert went? that seems like something they should have noted. We still hear non stop about how successful connect the world was for Holo EN

>>77950282
Two in under a year’s time.

>>77950171
Some might even say 'negligible'

>>77950282
>>77950348
I don't get stocks, why would they get delisted for buying their own stocks?

>>77949773
Kill yourself
;)

>>77950255
Where is the EN chart lol

>>77950346
>not even a single mention on how the AR live EN concert went?
How many events did nijien hold? The singapore ear infection one, AR live, and something else right?

They made 1 million USD across ALL of them.

>>77949886
2% loss is part and parcel in the world of investing
You need double digit losses for 2 quarters in a row to be company ending

ITT: Nijisisters act like they have a semblance of a W while glossing over how the EN branch is likely getting its ticket punched as we speak.

>>77950336
hololive isn't running to B2, B2 is BEGGING for scraps at hololive's table because of how worthless and irrelevant your fetid nijinigger organs are, Your corpo can't even meet it's own in house lenient projections after pulling EVERY book cooking trick possible to hide the utter travesty that is NijiEN, Hololive surprassed all their own expectations and grew tremendously this year, Where the fuck is the niji relevancy?

>>77950437
>>77950273
There and here

The financially illiterate sea-sisters don't realize that for a growth stock, this is NOT a good look.
The numbers are higher than last year, but the growth is noticeably slowing. Japan's economy is in a meltdown, and NijiEN just posted 5 consecutive quarters of revenue decline, which included a massive drop off of livestreaming and merch revenues.
Without the AR live and the other event spams, the total YOY is -35% rather than -22% (both are still really bad).
The Nijisisters celebrating don't realize that for a "growth" company like Niji, this is looking really bad. They missed their OWN generous forecast by a full billion yen, not to mention the shareholders had much higher expectations in tandem.
In short, this report wasn't disastrous, but it certainly didn't inspire confidence either.
Also, funny that they're doing another stock buyback. As if they're expecting the stock to dip again soon...

>>77950346
across all of their events nijiEN made just barely around 1mil
for reference, CtW alone made 1.5mil

NijisanjiEU soon
Cover took the CN bait and EU is ripe for expansion

>>77949558
And that was WITH the April event spam. Without that spam, the change was -33%

Oh, and all of EN's other numbers are dropping.

>>77949269
Is it legal to hide the Q4 revenue report?

>lose their most popular nijiEN talents
>only lost 2%
HAHAHAHAHAHA!
Dookie "negligible' bird status!?

>>77950541
Europeans have no money lol

>>77950505
They're doing a stock buyback because B2 is selling their stocks
They know CN is volatile and they just let them exit their position on them

>>77950583
>2%
Since when did 20 = 2?

>>77950275
But you guys kept talking about how Nijisanji would die.
Not NijiEN
No one cares about NijiEN

>>77949054
Neutral onlooker here, this is still grim. They were smart to combine the charts because they know this would look good to numbermonkeys who just screenshot the graph to shitpost and boomer investers who don't know anything about the industry and just see number go up, but you would be a fool to invest in this company after these financials.
EN is in precipitous decline even though it's being obfuscated behind a clever graph, and the company has already burned bridges with every other major market by mismanaging and axing their overseas branches one after another. The amount of bad PR they have in the English market now and these numbers paint a grim picture for their future overseas. The Japanese domestic market is already extremely saturated and much slower growing than the potential revenue that comes with overseas expansion, so slow domestic growth with no prospects of future overseas growth makes it a horrible investment compared to Hololive who are posting incredible numbers thanks in larger part to overseas revenue and have an eye towards the much larger relatively untapped overseas markets, now including China, and without any real competition from their biggest rival who have basically conceded outside of Japan.

>>77950583
...

>>77950541
nijiEU already dead, wtf do you think nijiEN males? they are EU KEK

>>77949813
>I dont know what will happen to EN tho

<---Kinda like this.

>>77949054
I see this as an absolute win. I'll dance for this occasion!

>>77949383
>nijisanji jp almost doubling on commerce and promotion
personally kinda suspicious about this but it's not like i'll be able to go and do an audit of it or something

>>77950499
>YoY
>QoQ
can i get the ToT number

>>77950471
no +47.0%?

>>77950619
Sure sister

>>77950505
Here’s the thing though; as long as AnyColor can show continued growth overall, then it does not matter if NijiEN steadily declines. Investors don’t care about the individual branches on their own.

>>77950621
The 24% merch sales drop is more worrying since it just proves that Pomu and Selen were the actual moneymakers

>>77950619
>No one cares about NijiEN
Well, that sure is the case with Riku seeing how they merged the chart.

>>77950670
That's literally because of the JP side

>>77950583
They went from 1900 to 1300 last year to 1165 to 1074.

Anon, are you retarded?

>>77950656
It makes sense, they've had a metric fuckton of events this year, and there's a new merch to buy every other week. The problem is as it's always been: EN. The JP market is not infinite.

>>77950656
Something something about some NijiFes merch revenue not being counted until Q4. They probably counted at-event merch sales in Q3 and the later mail-order merch sales in Q4.

>>77950479
>Hololive surprassed all their own expectations and grew tremendously this year,
Meanwhile the reality:
>Holosummer 2024 cancelled
>Connect the World 2 had their capacity REDUCED from last year because they couldn't sell out bigger theater
That's not growth. That's regression.
Meanwhile NijiEN got multiple new concerts this year, not to mention JP success. That's growth.

>>77950690
Investors do care, though. They want to see international growth and if NijiEN cannot grow, and declines to where JP has to carry the entire branch, then sooner or later investors will see that, and ask questions as to why EN is currently on the decline.

>>77950621
>They were smart to combine the charts
Nah lmao, even numbermonkey understand it very well, the only who think this is good is the usual retarded nijisisters.

>>77949054
>Nijidying
>Bili forced to run to Holo

>>77950541
Good luck running a black company that complies with EU workers' rights laws.

>>77950583
>nijiEN lost 21% despite all the last minute desperate events/debuts/concerts/merch
Grim doesn't even come close to describing how dead nijiEN is, they ONLY get spared because nijiJP had their books cooked with nijifes merch sales and equal merch/concert spam.. and even then it wasn't enough for in house projections

Not reaching forecast is a disaster. That coupled with decline in share price is gonna obliterate any financial support from investors. They will have to work with in-house revenue only (as seen in stock buy backs), limiting growth and being left behind by hololive. Nijisanji be 2% vtuber market share in the next 5 years.

>>77950541
The EU will not allow Niji to get away with its employment practices. Unlike most other parts of the world the EU actively targets tech and online-based companies. See their legislation and fines against Apple, Google etc

>>77950782
>Connect the World 2 had their capacity REDUCED from last year because they couldn't sell out bigger theater
Retard

>>77950782
>Holosummer 2024 cancelled
Oh come on.
Way to set up easy grudgepost retard

>>77950505
>this report wasn't disastrous
So you admit it then. It was fine. In the end investors care about the overall company not a negligible side branch

On one hand, NijiEN gets to continue milking sisters with merch and event spam, and sisters will financially struggle to keep up
On the other hand, NijiEN is likely to continue to exist
How should I feel about this?

>>77950782
>Connect the World 2 had their capacity REDUCED from last year because they couldn't sell out bigger theater
So that was a fucking lie.

>>77950782
Having a concert does not mean growth. Having a concert that does well is growth. How did the Singapore concert go again? How are the tickets for the upcoming concert selling?

That's what I thought.

>>77950499
So in hard numbers, in 2023, NijiEN earned 40,729,440.00 USD.
In 2024, NijiEN earned 30,947,760.00 USD.
10 million dollars just evaporated over one year. Hellish.

>>77950690
Some do care. They are questioning Niji's expansion plan for the past 3 quarters because Riku keeps bringing them up as the core pillar of Niji. When NijiEN get merged, that will signal the death of Niji's expansion as they can't expand anywhere after this.

>>77950690
There is a huge difference between a YOY +100% growth like what Anycolor showed last year and around +25% for what Anycolor showed this year.
The fact that they're revising down for next year's profits heavily, and they're basically concluding that growth will slowdown even further means even Riku knows there may be no way out.
You can fudge the numbers for one quarter, but for a whole year?
I expect the bleed to continue to happen until the investors absolutely lose faith in Anycolor's potential.

>>77950782
>2 day show vs 1 day show
Most retarded nijinigger

why are you niggers ignoring the fact that YOUR branch nijiEN is down 22%. Ya know, the only niji branch talked about around here?
JP is making up big time for your shitters. You should all let nijiJP bukkake your favorite nijiEN oshi as thanks.

the 2% may not be a lot but the fact is they needed a lot of legal creative accounting to get to even -2%. They had to split Nijifes revenue into this quarter (at the expense of q3) and they had to have Chronoir and Rofmao do extremely well to carry a dying branch. Now they're going to dip into their finances again to the tune of 50mil USD to do a share buyback. Their biggest expenditure in the last 12 months is share buybacks.

>>77950705
Spamming 9x Elira merch releases should fix that issue

>>77950843
>not disastrous = fine
You're a glass half full kind of person, anon. Good for you, I guess.

>>77950782
>Holosummer still hasn't be announced. Usually announced in July.
>CTW2 has 2 concerts back to back (two days, 3k seating so 6k seating like last year).
>World Tour across multiple countries, and again back in NYC (for 3 days consecutively in just NYC alone).
I expected nothing less from Nijisisters.

Does the report mention subscriptions at all?

WAIT WHAT HAPPENED D:
that's so weird, I thought nijisanji +47.0% is going to die without the dookie ToT did you received a confirmation/OK sign to manesan before lying in /vt/?

>>77950690
You are huge fucking idiot. People like you are the reason GameStop went TO DA MOOOON. Only stock price matters right? Retard

Leave the shackle that is the EN branch just let me watch sanbaka in peace

>>77949054
THEY FUCKING STALIN'D THE EN CHART HAHAAHAHAHAHA

>>77950861
Don't forget that this year operating cost for nijiEN must've been doubled or even tripled.
So in actuality they lost more than 10 million bucks, maybe close to 20 million.

>>77950886
Speaking of bukakke...

>>77950974
Sorry. Covid.

>>77950782
>holo thriving is regression
>nijiEN actually DEAD that they LITERALLY merged the number with JP to carry them
you LOST sister KEK

>>77950974
Anon...

>>77950951
Trust Millie to be illiterate.

>>77950795
Boomers who don't know shit about the vtuber industry and why overseas revenue is such a big deal might be fooled. But regardless the graph hides the reality that the company has new future growth prospects behind the modest increases in domestic revenue, it's the best way they could have presented it without lying. Not pictured on the graph however is the vast amount of potential overseas revenue being left on the table by the company's total and repeated failure to expand beyond the japanese market. For a while their only potential advantage over Holo was the potential in the Chinese market but that is no longer the case either.

>>77950849
They lost 30% of their merch sales from last year anon
Turns out Pomu and Selen were the actual merch sellers all along
Doki's aggressive merch expansion just shows that she actually knows her shit and they lost a huge merch seller

>>77950974
Anon... I...

Nijiniggers still coping, huh. EN will be forced to merge with the main Branch within a year.

>>77951027
>you LOST
we GAINED 47.0% though

>>77950974
this
jp is fucked but I have oshis there, EN rotting would be nothing but a good thing

>>77951002
iykyk :D
Kek.

When it comes down to it, if you were a vtuber would you want to join Nijisanji EN?

>>77951080
That's...that's not how it works anon.

>>77949912
https://www.youtube.com/watch?v=WFoC3TR5rzI
He lost this fight

>>77951043
Savvy entertainment investors easily get spooked when they read the fine lines and see merch sales dropping by 24% in a quarter and 30% compared to last year

>>77951080
>we
YWNBJ

>>77951080
>We
Sister?

>>77951080
JP gained 47%.
EN is financially crushed.

>>77951019
>>77951034
>>77951055
Don't remind me, I know.

>>77951080
Sister... they pulled out all the stops and went crazy with EN and STILL went 21% under the YoY. You've never watched a JP in your life.

>>77951080
>we GAINED 47.0%
you mean -21%? KEK clean your glasses sisters LMAO

I'm just happy that things turned out well, even in one of the worst moments for the company. The en decline is worrisome, maybe a rebranding for future waves could help, I'm not really versed in marketing...

>>77951002
I was so sure that word meant the Korean videos where people eat a lot of lunch on YouTube...

>>77951080
Nijinigger, your EN organs are dying a painful death while you jump up and down like a toddler saying you won. You can't even name 10 JP organs.

>>77949462
>this is the fucking deathknell of nijiEN
thank fucking god
death to all EN trash

So much seething for the supposed "winners" ITT!
+47.0% btw

>>77950171
I am a faggot. I didn't read the actual statement
.>>77950273
Funny how the promotion and event was the only thing that went up on that.

>>77951080
>EN
>gets a last ditch effort
>doesn't make projections
>thinks the last ditch effort will continue into the next year

>>77951142
>Scott Steiner did this on the fly unscripted
>Math actually adds up
Damn Scott was so based

>>77951212
>turned out well
holoEN is thriving, niji all side branch is dead and now EN literally merged with JP, investor are losing their minds now lmao oh yeah did you know that riku just buyback AGAIN? KEK

>>77951236
You lost over 20% Millie. Better pack your bags cause EN is legit dying.

>>77949054
AIEEEE HOLOBROS WHAT IS THIS?!

>>77951236
If you're going to brag about getting carried by JP at least use a JP organ instead of that piece of dead weight lmao

>>77951236
>Firing your golden goose is LE GOOD

>>77951282
>a last ditch effort
More liek MULTIPLE last ditch effort

So, NijiEN is just deadweight at this point, right?

>>77951307
Anycolor literally presenting cope to their investors.

>>77950861
Goddam 30 milly usd is still a lot. No way their livers aren’t millionaires or close to it wtf

>>77951307
nijiEN is DEAD that is,i mean you see nijiEN? yeah LMAO

Delicious loser tears, keep them coming!

>>77951342
They have been for the past year.

>>77950843
>In the end investors care about the overall company not a negligible side branch
No, investors care about future growth. The biggest issue with Anycolor's financials is that EN SHOULDN'T be a negligible side branch, letting their overseas expansion prospects shrivel away into nothing is leaving inexcusable amounts of money on the table and completely kneecapping their future growth. Hololive's overseas revenue is becoming a bigger and bigger portion of their profits year by year while Anycolor is now locked into having no opportunities for growth beyond modest yoy gains in the saturated domestic market. You'd be a fool to invest in a company with no growth prospects when their biggest competitor is making record gains in overseas markets uncontested and slowly eating up domestic market share as well.

>>77951307
sisters hiding behind JP

>>77951342
EN is actively costing them a massive amount of money. They have to either
>A. keep inflating EN's wallets with gorillions of dollars and merch/events with less and less people buying/attending
>or B. drop it entirely and not spend hundreds of millions of yen on something that can't recoup losses

>>77951342
Oh, absolutely. Anycolor can just focus everything on JP and would be financially better off.
They had well met their 100% if it wasnt for costs operating EN and EN making over 20% losses.

>>77951319
Dookie was the dead weight all along. The EN revenue trend hasn't changed since Dramabird's departure.

>>77951342
It's certainly heading in that direction.

>>77949054
kek

>>77951342
What do you call a branch that got pumped full of opportunities and money only to perform 21% worse than last year?
Deadweight is too mild of a term for that

Wait what happened sisters?. weren't you shitposting that cover corp's stocks would fall alongside niji if their report did bad?, If this report is good for anycolor than BOTH companies will raise in value so Holochads win either way KEK

>>77951384
>>77951401
>>77951407
>>77951435
Then why not just drop them and invest in something else?

haters be be like:
here's how nijisanji en is dying
meanwhile reality:
+47.0%
hahahaha

>>77951448
>?.
>?,
What the fuck is this?

>>77951434
> -20% yoy for NijiEN
Kek

>>77951307
NijiEN just cut 30% of their merch sales for shitty 3views who can't draw dimes

>>77951445
Cursedweight

>>77951384
Lol no?
The fuck are you talking about sister.
EN financial report last year was in the positive, they made like, what, 30% of the overall earning for Anycolor?

Am I the only one that can read EN lost a lot but some dumb fucks think we cared about JP on this board?

>>77951342
It's even more visible now since they just let go of their top merch sellers

>>77951434
>dead weight
>down 21% YoY without her, literally 1/5th
>She mogs literally the entirety of nijiEN on her own in CCV and supas
Niggersanji was the dead weight, Vox "calysto" Sex pest akuma will never be relevant in vtubing again and neither will the rest of that fetid branch

>>77951342
>deadweight
EN got inflated like a balloon as a reaction to SEREN SHOKKU and had like a dozen different avenues for success, that they failed at each and every time. They couldn't even break even so to speak, even though YoY's aren't the right thing to be using that phrase in.

Like I said earlier in the thread: when the industrial pump doesn't keep your tire pumped, a hand-pump isn't gunna do any better. And you bet your fucking ass Niji isn't going to keep pouring money into the endlessly deflating tire that is NijiEN. I mean, they could, but that'd imply they'd have new money makers which uh... isn't fucking happening.

>>77951516
That's the current sister cope, anon.

>>77951516
It's typical sister cope. Vox will be forced to get spitroasted by JP homos now that EN will soon merge with JP

>>77951356
That is a revenue chart, not profit. You still need to pay for merch production, office upkeep, manager salaries, tax, equipment, commissioned assets, etc.

If I'm reading this correctly TLDR: NijiEN is fucked and needs it's numbers merged with JP in hopes of not spooking investors? Which I don't know how that will work seeing as they put EN on last year's report separately

>>77951469
Them's the break anon.
Will Riku outright bury the global market dream for the third time and by the looks of it for the final time or will he continue to suck up all EN losses and risk another Nijisanji Resistance?

If I were Riku I would cut the EN branch out like a cancer.

>>77951516
It's even worse. Sisters have gone from
> "Dookiebird" is negligible to EN
to
> EN is negligible
We're dealing with some of the most disingenuous people I've ever seen

>>77951516
Yeah the funniest part is sisters are literally saying EN is negligible by using that number lmao

>>77949462
based and true

>>77951589
I'm waiting patiently for Yahoo finance JP to roast Riku's black asshole

Report shows EN is a massive liability and Anycolor would be better off putting their money and efforts into further growing JP.

>>77951631
What do you expect from people that oshi the corpo itself rather than the talents

>>77951187
Lize seems to be okay now
She will stream tonight
Anju though...

>>77951666
Why would they roast him? The people at the bottom of the chain AKA yahoo finance investors are only going to be extremely happy with this buyback, because it means they can get out without a loss.

>>77951672
It's not even a interpretation. They straight up said in the report that they will focus heavily on JP going forward. Seems majority shareholders have shunned EN.

>+47.0%
You were saying?

>>77951672
That's exactly what they said they'd be doing.
>By business area, our plan will focus on business growth through commerce, and by group, business growth is driven by NIJISANJI in Japan

>>77951706
Not if it keeps tanking from now until the buyback. If it keeps going down, the best they can hope for is breakeven.

>>77950471
EN is irrelevant

>>77949054
Here anon, I know reading and understanding a chart when its been smushed together is difficult, so I am here to help!

>>77951774
Now you say that

>>77951516
Dramaniggers are massive retards who thought EN failing was enough to sink Nijisanji

>>77951750
Oof
Rest in piss nijiEN

>>77949054
>Made all their projections
They did not, they actually missed all projections

>revenue
forecasted 33,000 million
actual 31,996 million (-3.1%)
>operating profit/margin
forecasted 12,700 million
actual 12,362 million (-2.6%)
>net profit/margin
forecasted 9,000 million
actual 8,726 million (-3.1%)

They missed.

>>77951672
negligilble

>>77951771
Possibly, but even if I'm wrong and the stock doesn't see a bump for the people who wanna doomp (barring the diamond hands retards who'll wait) the layman isn't really the one who makes the most influence here.

>>77951799
>The failing of their one and only beachhead into the global market is somehow a negligible thing
Sister...

>ENfags using JPchads as shield
Disgusting, Niji should fire everyone in the EN branch for ruining our reputation

>>77951736
>-22% for nijiEN
>NijiEN are the only organs anyone outside of japan care about
oh who am i kidding.. nijiniggers literally cannot give 2 shits about any vtubers. they are brand worshipping sub-human K-POP stans

>>77951799
When people were saying that nijisanji was failing, they really meant EN. Anyone with eyes can see that JP is doing well, though no one on this board cares about JP.

>>77951356
Bold of you to assume Anycolor divides its profits evenly.
There is a reason why Riku drives a MacLaren while Vivi eats soup from last week.

>>77951434
you're kidding right q3 was pomu leaving and q4 was selen termination and mysta leaving. the company isn't losing money because of the trend the trend is because of people jumping ship

>>77951401
I doubt EN is actually unprofitable, they have a skeleton management staff and I can't imagine overheads are very high. Their main issue is they've completely killed their overseas growth strategy and poisoned the market against them.

>>77951736
>By business area, our plan will focus on business growth through commerce, and by group, business growth is driven by NIJISANJI in Japan
NijiCN is kill

>>77951867
>buzzword buzzword racism more buzzwords
Why are the most sane Nijisanji haters like this?

>>77949599
>It's okay when Hololive does it

>>77951866
JP has worse cases of bullying and misconduct, but of course eop don't know that and JP are head-down sheeps.

>>77951975
???????
CtW was a huge part of covers report

>>77951838
Sorry if I sound dumb, but that looks kinda close, is it really bad? If I'm being honest all of this financial talk is kinda going over my head, I don't even know what yoy means... I forgot all the economic talk from school

>>77951390
There is no market for EN vtubing. The shiny new HoloEN toys just lost today to a low tier JP talent who literally has to beg for subs because Regloss was such a disaster.
Vtubing is ultimately a Japanese medium. Westerners don't want it.

how are the stonks looking

>>77951983
>eop
Stop larping.
You don't even understand Japanese.

>>77951342
A growing crypt at this point.

>>77951944
You can't name 10 JP organs off the top of your head

>>77950951
>>77951236
Retard, do your math.
It so bad that they have to hide it is the proof.

I find it interesting how each quarter after Q1 had an 8% decline. This was when Selen and Pomu were both still active, no?

My theory is that even if they were still in NijiEN we’d still see the same decline.

>>77951983
Yeah, but unlike JP the EN are a bunch of dramafags and can't even be profitable/entertaining. NijiEN was a mistake.

>>77952000
Then how come global market made almost 40% of Cover's profit last financial year?

>>77949054
>>77949133
NijiEN looking pretty dire. Looks like they really did fail on everything outside of Japan.

>>77952069
because
your face

>>77951944
Care to point out any of the buzzwords?, NijiEN is literally dead, That is what the charts show, AND that is all anyone /here/ cared about after what happened in February, NijiJP's streaming activities are dead too, They are just brand names to sell garbage mass produced merch to inbred SEAMonkey women, So they skirt by on that while the actual watch hours of the streams continue to decline (As a reminder for you nijiniggers.. this is a VTUBING board for fans of VTUBERS.. not /biz/

>>77951750
Remember in the last fiscal report NijiEN was one of the "three pillars of growth," now its "NijiEN who?" They can now proceed to quietly merge them in like they did with the other overseas branches.

>>77952000
> This successful English stream proves there's no market for English-speaking fans

>>77951998
It's money. When you go under the expected amount of money made, that's always a problem. For example, 3% off of my income would be a bit under a thousand dollars: which is a lotta fucking money. But this is stuff in the millions of dollars.

>you don't understand! h-here's how nijisanji is dying!
+47.0%?

>>77952069
The global market counts non-Japanese people supporting Japanese talents as global btw. Almost all of that market is overseas supporters of JP talents like hoshiyomi or nousagi,

>>77951799
Where in the phrase
"TOTAL NIJIEN DEATH" you dont understand sister?

>>77951944
Now this is a buzzword post >>77951975

>>77952136
Stop hiding under JP numbers ENfag you're dead wight. The whole EN branch should be axed.

>>77952000
Those numbers are still better than 95% of nijiJP ever gets retard chan, Salome only got 3.5k on her last stream putting her on par with nerissa, and salome is Niji's biggest female vtuber, Pekora regularly mogs kuzuha, And marine's 3 million subscriber countdown stream made more money alone than kuzuha's entire march + april of streaming

>>77952136
I call this move the JP human shield

>niji thriving
>haters crying
GOD! Feels good to be a nijiCHAD right now.

>>77952000
Mhmm... Now let's see miload's numbers.

>dumb sisters will keep spamming 47%
saddest moment of the week

what a joke lmao. nijisisters(EN) please continue coping hard and try not to cry as you type your delusions out.

>>77952125
Thank you for explaining! If I'm being honest I also forgot all the math from school soo my concept of percentages is super bad, more so when you throw me such big figures

>>77951875
Nope. You guys thought NijiEN's failings would destroy all of Nijisanji. In reality that's nowhere close to the truth. NijiEN will continue to exist. Nijisanji will continue to thrive. And you will continue to seethe.

>>77952186
You can literally see for yourself how much HoloEN specifically made last year retard.
This ain't anykuro with their obfuscating tactic

>>77951589
Unlike last quarter's report, their Revenue by Business Area chart didn't show JP/EN distribution, but they still have this.

>>77952258
It's not sad. It's hilarious. They're literally proving that their oshi is Anycolor, and that the talents mean fuck all to them.

>>77952058
Mysta and Nina leaving.

>>77951080
Lol, Selen was negligible, now en is negligible. Worst than the dirt I walk on. You don't give a shit about anything do you.

>>77952314
stop crying?

If you're a Vshojo fag, this means you are officially number two in the EN space.

>>77949054
Sisters, we fucking WON

Are they gonna let some talents go over this?
Cause this looks like Vivi and Kunai literally produce nothing even when compared to how shit everyone else is doing.

>>77952253
You don't even have a dick

>>77952190
Show the last Hololive financial update and tell me where they mentioned HoloEN

>>77951750
NijiEN is dead, Anycolor publicly said that the only growth to be found is in Japan.

>>77952309
>Livestreaming revenue decreased by 34.7%
>Commerce revenue decreased by 35.7%
>Promotion revenue decreased by 15.2%
At least event revenue is no longer 0, kek (Ignore the costs of those events)

>>77952209
Marine is so depressed that she barely streams any more. She hates her job, complains all the time about how she can't do what she wants to do, and has a high likelihood of graduating. Go ahead, keep bragging about her while she slowly spirals into a suicidal mess.

>>77952439
I think Chad is a genderless term

>>77952420
expect those 2 to graduate once the contract expires.

>>77949191
>>77949458
>>77950132
>>77950670
>>77950951
>>77951080
>>77951236
>>77951482
>>77951736
>>77952136
what is this sister cope behavior

>>77952371
Lol that post hurt you, huh sister? Stung a bit didnt it, sister?
That post hurt ME, and I want nothing but the worst for you lot.

>>77952439
ugh.. stop thinking about penis
just join me in celebration of nijisanji victory

>>77952000
You're objectively wrong, numbermonkeying on streams isn't actual economics

>>77952454
This is for Q4 2024 revenue compared to Q4 2023, just to clarify

>>77952454
It is guaranteed that EN lost money on their events

fourty seven percent

>>77952500
Is Nijisanji dying yet?

>>77952472
Unless you mean the Central African word for "lake", no

>>77952591
NTA, but NijiEN is and that's all I care about.

Nijiniggers are really acting like everybody thought Niji as whole was done just to try and get a win

>>77952591
This board's only connection to it is

It embarrassing that sister have to cope with +47%. They forgot that tomorrow dramatuber gonna cover it as -21% nijien decline. Im gonna stock up for tomorrow popcorn.

>>77952643
>>77952649
Just say "no" next time, mkay?

>4 3Ds
>AR Live
>VR Singapore
>still made 24% less YoY
I'm gonna............ I'm gonna MERGE

>>77952689
Post tits

>>77952648
That's what you've been saying all day with your catalog threads
You've been waiting for Nijisanji to die and the stock to crash
Oh wait...none of that happened. LMAO

>>77952689
Ogey, No Nijisanji as a whole isn't but NijiEN is and that's all I care about.

>>77952517
Calm down sister, think about your mood swing.

>>77952599
Sorry then, I see people use it for both genders in Twitter a lot. It's nice to learn that I know at least a word in African, now I can visit there with no issues

>>77952734
Rope Nijinigger

>>77952544
>fourty
Can't understand numbers AND can't spell.

>>77952650
I mean, yeah, pretty much. Unless the sisters start their own channels to report on their own interpretation, people will learn of “what actually happened” from the people who actually bother reporting it.

>>77952740
It is? Because they showed all of Niji instead of branch by branch. Then surely you have a problem with Hololive doing it with their financial report

>>77952591
You tell me with their gura killer.

>>77952817
that graph is accelerating
checkmate

>>77952765
You are so mad. You wanted your fantasy to happen...and it didn't.

>here's how nijisanji is actually dying #54358
*yawn*
NEXT!

>>77951379
Agreed
You've been an excellent source

>>77952796
I'm a NijiJP fan, I hope EN gets axed. EN is a fucking waste of resources and they ruined Niji's reputation.

>>77951838
this + they literally swept EN under the rug because it looks bad.

that or in their beancounters' minds the EN branch is already on the way out, and they're just writing it off already.

>>77952906
You don't even understand Japanese.

>>77952817
Interviewer:
So tell me, how will you compete with the likes off GAWR GURA?

lmao

>>77952000
Add Gura to the list, she was overlapping everyone. Oh wait that would damage your argument.

>>77952880
NTA but -22% for EN despite them doing everything they could to boost it brings it even closer to my dream of EN being merged. I didn't think it'd even be that bad considering the fact they went into overdrive trying to salvage it.

I'm looking forward to the next black text on white background [NOTICE].

>>77949054

>>77952724
All those events cost money to organize, so the actual loss is definitely higher.

so.... prediction for tomorrow stock value?

>>77952956
Fuck off ENfag you're cancer.

>>77952971
>niji vs niji
do holosisters really?

>>77952906
I didn't think you /2434/ anons left your general?

>>77953028
HAHAHA So you don't actually understand Japanese!? HAHAHAHA what's your favorite translated clip my self-hating EOP fan?

>>77953032
If you're going to co-opt phrases used against you at least try to understand what they mean and use them where they make sense, kek

>>77949054
>Supa decrease
>flat ad and membership
>merc sales below forecast
I dont see how this is good nijifag, EN is doing worst than Q4 last year they are literally being subsidised by JP.

>>77952371
I'm not the one parroting +47% and ignoring the constant decline EN is in.

>>77953031
I normally don't leave but ENfags drag JPs into this shit just like I predicted.
>>77953075
Kill yourself.

dyrbi

NijiEN(and EN as a whole) proved once to be nothing but a waste of time and resources.

>>77953090
>still trying to push niji vs niji
give it up sis, nijisanji won
go back to b2

>>77953229
Kensama, only NijiEN is eligible for you to chime in about. Otherwise, your kind are just retards,

>>77953312
Still a waste of time and resources.

>>77953290
>mindbroken sister
Lmao, it's okay, I'm sure Vox will be one of the ones to survive the merge.

>>77953384
right on, sis!
would you say after 14 days?

>>77951080
>nijiEN
>we (all niji) gained
Millie?

>>77953290
>b2
I didn't watch Japanese superior Vox

>>77952471
Jesus, go to a fucking chiropractor or something, you'll get a hunchback carrying that goalpost.

>>77953075
I can picture the smoke coming out of your ears

>>77949217
The narrative for the past 6 months was that Niji as a whole is going to go down because of "selen shock". Looks like she really was neglible.

>>77949268
>see Chronoir ticket sales
You mean the ones everyone here said couldn't sell out?

>>77954471
>The narrative for the past 6 months was that Niji as a whole is going to go down
Proof?

>>77954471
1. It wasn't
2. The EN organs reclined after the fallout

>>77954569
https://archive.palanq.win/vt/search/text/nijijp%20declining/
Here, retard.

>>77954619
1. Yes it was
2. Their decline is neglible as we can all see.

>>77954680
>-21% is negligible