/vt/ - Virtual Youtubers

NEWS ANCHOR
Post sources and news regarding vtubers here.

OC ANCHOR
Reply to this post with Editorial Comics, Cooking, Puzzles, Games, and Movie Reviews.

ECONOMICS ANCHOR
Post about Merch, Stocks, Sponsorships, Markets, Economics, and Business affairs pertaining to the Vtuber industry and community. Whether corporate or indie, it does not matter as long as it involves Vtubers.
We also report vtuber advertisements related issues on this tag, including corporate ads or indie ads.

KURO ANCHOR
Post black corpo happenings here: bad business decisions, talent cliques, management mishaps, cryptic tweets, graduation letters, google docs, and other substantiated activity of dubious corporate legality and morality.

>>77967585
News
>>77963515

BOARD EVENTS ANCHOR
Divegrass, Formula, HFZ, Tournaments, birthday plans, cards, group projects, anything goes.

Any board activities you want to share go here.

RRAT ANCHOR
Post only the freshest, most delectable rrats. Nothing else will do.
Discussion should be avoided, as this is not news, but at best potential news.

Bump anchor, so you can easily hide the bumps.
Please remember to delete any bumps that don't have images, so that we can keep /news/ alive as long as possible.

Hey, >we were only dead for 20 minutes!
Good show.

>>77967792
KANGOL is releasing necklaces and cushions in collaboration with Chieri Kakyoin from .LIVE
https://x.com/KANGOLREWARD/status/1800812981850357860

>>77967585
enogu, an indie idol VTuber group, is confirmed to appear at the Tokyo Idol Festival 2024 on August 2nd and August 4th
https://x.com/rbc_geino/status/1800800961377821031
https://official.idolfes.com/s/tif2024/page/lineup

>>77967585
Sara Hoshikawa and Kanae are organizing a Nijisanji GTA RP server, with support from Stogra
https://x.com/Sara_Hoshikawa/status/1800830470185533741

>>77967585
.LIVE will screen their first fes from 2022 on United Cinema Hirakata in Osaka and Ikebukuro HUMAX Cinema in Tokyo. Ticket sales will start from June 13th.
https://x.com/dotLIVEyoutuber/status/1800845830544556236

>>77967567
Jesus fucking christ tenma.

>>77967944
Quinn/eoisvt has THE special acrylic keychain, so Sayu's entry into NOA is almost certain. see >>77966406

>>77968342
>enogu
Wow, I haven't heard that name in years...

>>77969803 (me)
forgot the link
https://sincronisity.com/products/exclusive-wayu-weam-keychain

>>77969873
They're still actively discussed in our neighboring thread, if you're interested
>>77959273

>>77967792
NASFAQ /news/ to (You) the people!

Seiso Market Update
Market is fucked, so we mogu nyo.

>Ogayu is up but the market is down.
>Uimama looks to recover??? Can we see her rise even further???
>Amelia and Mel share a similar pattern. AMel Love is still alive!
>Kiara is still hanging on. I dont expect it to last.
>Iroha is up! But, I will hodl for her Birthday this month. You do you.
>FWMC is still high. I'll leave it as a 'wait and see'.
>Ayamy manages to hold at over 100k.
>Kobo is in an interesting spot. With the shilling to China, I'm wondering how the coin will react. Will it rise or fall???

BUY - Market is shit, but there are some deals.
>Gura - She is lower than Sana right now. But, she does look like she is on a downward path. Buy at your own risk.
>Calli - Always buy. Cover loves to shill her.
>Nene - Must I keep preaching the saying of the Goddess Nene?
>AZKi - I'm just putting this here for me.
>La+ - I like to buy her at this price.
>Miko - Another one that you don't see this low too often.
>Sora - Still cheap, and she's a music coin so even more bang for your buck.
>Bae - Yeah, she can moon. But, like Lui, be ready to wait.
>Lui - Do you believe that the birthday numbers will happen?

Well, we had a lot of green the past few days so a little red was bound to happen.
At least it gives us a chance to reload on some deals.
But some of these 'deals' can be traps, so do your DD.
For info on how to join the game, see >>77888584 for details.
Let me know if I missed anything. Also, Stay Seiso.

>>77967567
Holostars is not Hololive, they are part of Hololive Productions which is shortened to Holopro. Change your headers.

>>77972798
Based ritualposter

>>77971240
Thank you NSFAQ anon.

>>77972952
It's not a ritualpost, its fact. Get your facts right or stop posting.

>>77967792
Part of Anycolor's FY 2024 expenses include 4 million yen (around $25,000) in "settlement payments". This may have been for legal settlements, but "settlement" in accounting can simply mean for paying a debt of some kind, so it could also be Pomu's last paycheck. (Or it could be bribe money…)

>>77973049
>total non-operating income went from 60 million yen to 270k
O O F

>>77972952
Pah.
Nothing but scum that one. Either a falseflagging NDF or a 'corn.

>>77967792
Here's my mini-report on changes between Q3 and Q4:

The "Financial Results for" whatever quarter document (the one that looks like a slideshow presentation) isn't a legally required disclosure, unlike the "Financial Results for the Fiscal Year" document which is more dull (although it still has some nice quotes, like saying that NIJISANJI is "grooming" VTubers). This means that there's no required form for the slideshow. However, until 2024 Q4, there has been a very consistent style, so the change is a clear indication that some things--the things that were removed--were so unfavorable that they felt compelled to remove them. It hasn't always been exactly the same, but the changes which have been made were generally minor--not so substantial as eliminating half of the presentation.
First, the "Financial Summary". This has been showing a growing bar graph of FY 2024 (1) Revenue, (2) Operating Profit / Margin, and (3) Net Profit / Margin, with each quarterly report adding an additional piece, and comparisons being made to the "piece" (the relevant quarter) from FY 2023. It started off looking pretty good--they had about 90% Y/Y growth in (2) and (3) in FY 2024 Q1--but this cratered to 20% Y/Y growth by Q3. This page (showing the three graphs) is not present in the Q4 presentation. If we compare the actual numbers to the numbers the Q1 report touts, ANYCOLOR was looking towards the following at Q4: Revenue, 38241 (actual, 31996); Operating Profit, 17926 (actual, 12362); Net Profit, 12795 (actual, 8726). The forecast goals were deliberately understated so that, in the event of contingencies, there would be some breathing room, while still aiming for high growth. ANYCOLOR failed to hit any of the forecasts, much less exceed them.
Next up is the table of "Financial Reports"--pretty sleepy, right? But actually, the Q4 report is more sparse on details here as well. The Q4 report gives revenue, costs of sales (broken up into direct and other costs), and operating, ordinary, and net profits (with margins for each). The Q3 report gave revenue (broken up into NIJISANJI (just JP), NIJISANJI EN, and other), costs of sales (broken up into direct and other costs), gross profit, SG&A expenses (broken up into four categories), and net profit. So, the gross profit is bad, and NIJISANJI EN is bad--those were the main items removed.
Now for the colorful "Revenue (Quarter)" graphs. The Q3 report has one for NIJISANJI and one for NIJISANJI EN, with the bars being broken up to show sources of revenue for each. The Q4 report has one for branch and one for source. This hides the decline in NIJISANJI EN by mixing up promotions. You can, however, see that the NIJISANJI EN group revenue has declined continuously since FY 2023 Q3. Note also that the low performance of FY 2024 Q3 was explained away by a shift in dates--the same shift that buttresses this Q4. That's why they can boast a 47% Y/Y increase (which they show twice for some reason). This means that the FY 2025 Q1 report will be without the boost, so expect a significant drop Y/Y with that report. Will Riku have the money for a buyback then?
Riding this Q3-Q4 bump, the report shifts focus from the "Operating Margin (Quarter)" of previous reports to "Operating Profit (Quarter)". The decrease in "Direct Variable Costs" means less many going to the livers. (I'm looking to prepare a separate mini-report on that subject soon. I haven't run the exact numbers, but basically, while the company was 47% up Y/Y, the livers as a group were probably up only about 10% Y/Y, if that--and that's not counting how new livers get very little in NIJISANJI (both JP and EN).)
Next is "Number of VTuber and ANYCOLOR ID" (in both reports), but the graphs are cut much shorter now than they used to be. This is especially clear for the "Number of VTuber" graph--despite bragging about introducing more talents, the revolving door doesn't seem to increase the total number by very much. That explains the 20+ new debuts in the past year but only two more talents total in that time period.
The next slide is "Number of Employees" and this graph gets the cut-short treatment to match the last slide's two graphs. They mention "new graduate recruitments" for the substantial increase in employees, but I'm not sure what this means. In any case, the more employees (given the same number of VTubers) and the decrease in Direct Variable Costs means less money to the talents.
Now, what follows in the Q3 report is a summary of the company's progress towards its projected forecasts. This summary included short statements of what ANYCOLOR was doing to achieve those goals. The following slides then included many pretty pictures of all of the new VTuber projects they had started. Of course, having failed to meet the projections, these glowing images are absent.

>>77974835
The second slide here--"Revenue by Business Area"--is carried over from "Attractive Financial Model Achieving Both High Growth and High Margin" which they included in previous reports. The updates for FY 2024 Q4 are not bad, necessarily, but show off a recurring theme--ANYCOLOR has trouble with diversification. Growth in merchandise, event, and sponsorship revenue stalls, while livestreaming revenue actually declines. At this rate, only two approaches--merchandise and sponsorship--become the main avenues of revenue, as opposed to the traditional four. (Note that Cover does not have this problem. I will show this off more in an upcoming mini-report comparing Cover's and ANYCOLOR's respective FY 2024 Q4 reports.)
The first slide is basically the "Financial Summary" graphs that got cut from the beginning--they're now buried in the text. Importantly, they omit the (missed) forecasts, and show a pretty heavy stalling in all three departments. (I'm planning another mini-report on stalling figures by looking at first and second derivatives. By the way, feel free to say that you want one mini-report over another.)
They also add a "Revenue by Quarter" slide in an effort to dissuade investors from caring about the quarter-to-quarter variations in revenue. Riku pulled this trick in the Q3 report by mentioning all the events that got shifted to Q4, but now the over-inflated Q4 will come crashing down to FY 2025 Q1.
They finish off with some FY 2025 Q4 predictions. I mention that these predictions are about what they "expected" to get based off of FY 2024 Q1 results--the revenue a little higher, but the operating and net profits lower. This is after failing to meet their FY2024 predictions, I may add. The change in predictions (for FY 2024 and FY 2025) are as follows: They predicted a 30.2% growth in revenue, now 21.9%; a 35% growth in operating profit, now 19.7%; and a 34.4% growth in net profit, now 18.7%. As you can see, they've about halved their expectations from last year.
The final slide (ignoring the copy-and-pasted graphs and disclaimer at the end) gives a more detailed FY 2025 Q1 prediction. The plan is the same as always--the plan that's caused them to miss their FY 2024 forecasts--along with this quote: "business growth is driven by NIJISANJI in Japan". It seems that NIJISANJI EN is now a lost cause, to be cut off as needed. When going public NIJISANJI KR and NIJISANJI ID were canned and those branches integrated into NIJISANJI, at what cost is generally known. I expect similar things to happen to NIJISANJI EN based on this report. Now, the branch may not be completely dissolved, but it may be brought more into line with NIJISANJI management to reduce branch-dedicated managerial and related staff. I imagine the problems which led to the ongoing wave of NIJISANJI ID graduations to start to plague NIJISANJI EN.

Feel free to mention which of the mini-reports I mentioned you would like to see first. In addition to those mini-reports, I am planning on doing some more work on looking at NIJISANJI EN superchat revenue long-term, which should be a decent metric for support for the company and for cannibalization.

>>77974894
My brain is gonna explode from all the detail. .

>>77974894
>>77974835
Sounds like Riku knows shit looks bad and is trying to cover up the impact EN's performance has had on the company, while highlighting JP's successes.
Standard business stuff: never let them see you sweat. It's still amusing.

>>77975158
Yeah, it's not at all clear from the Q4 report the poor straights EN is in. The real reason _I_ can see the sweat is by tracking the changes in report design. Again, I predict underperformance in FY 2025 Q1. I'm also interested in how he got the FY 2025 forecasts--those are about half of this fiscal year's. They only missed their FY 2024 forecasts by a few percentage points. Either they want to really overperform on FY 2025 forecasts (although investors will see through that, it's too common of a trick) or Riku expects to take a big hit. I'm looking forward to what comes out of the shareholders' meeting, at least.

>>77975558
I suspect that most of the smarter investors have already dumped, have too many shares to dump quickly, or are going to be trying to get on that Buyback list.
Might be worth keeping an eye on the major shareholders list.

>>77973049
That Settlement amount was listed in the Q3 report too, so it's not Pomu's last paycheck.

>>77967585
Production kawaii will be an exhibitor at Hyper Japan Festival in London on July 20/21

>>77967585
Creator Comm. Co. Corp. releases guidelines for game streaming.
https://ccmc-corp.com/en/terms/
hololive's Minato Aqua will be debuting a new outfit on 6/16.
hololive English's Nanashi Mumei has an ear infection.

>>77968022

>>77967585
(Previously-listed) VTuber-adjacent news (>>77910946) has now reached the normie-sphere:
https://x.com/x/status/1800645415424934360

>>77979375
Not a surprise really. Though I can't imagine Shylily and the other owners of Gamer Supps really want to get involved in US political shitflinging.

>>77979375
>>77979811
Seems to be back on sale though.

>>77979375
I'm pretty sure I saw someone saying this whole thing is fake, a publicity stunt. It has the same copier artifacts as this one.

>>77980607
As someone who's received a fair share of letters from three-letter agencies, they are notorious for using the cheapest available copiers. It's one thing to be told not to do something, and then >>77980527
changing the design so it "doesn't look like Joe Biden" (I'm sure).
But if they faked the letter it's a worse federal crime, so I doubt they would, honestly.

>>77967585
>>77967837
https://x.com/iBUYPOWER/status/1800971446145122453
Dokibird will celebrate one of her birthays at Animeexpo with Ibuypower and Hyte.
The show will apparently include a Karaoke, a Meet&Greet ticket lottery trough a giveaway, and a Q&A Panel.
Most interesting is the location of said booth, picrel for those who don't want to make their own rep.
Fun fact, an anon is now dying of laugther:
>>/vt/thread/77585321

>>77980752
They're twitch and indie vtuber adjacent, both of which are known to be spectacularly retarded, so that combined with >>77980527 just makes me think it actually could be a publicity stunt to be completely honest with you.

>>77983517
I'm looking forward to three-second videos of zoom-ins of Doki merch, quick turn, Niji merch.

>>77983517
>one of her birthays
>one
...huh?

>>77983900
Her old lore was that because she's stolen so many identities as a thief she's forgotten what her actual birthday is, so she had five. 4th July is the actual one though as far as I'm aware.

>>77984061
Birds forgetting their own shit. I love them.

>>77980607
Oh dear...

>>77980752
Yeah, but even ignoring the astronomical odds that it'd be the same copier, there's no way the same copier would have the same artifacts for five years. I dunno how likely this little stunt is to get them in trouble, but if it does, it'll be pretty deep trouble.

>>77983839
It was pretty obvious it was a fake from the get go, as there's no such thing as an "Unauthorized Depiction of the POTUS". Images of the president are firmly in the public domain, and there's several billion dollars worth of t-shirts and shit out there with his face on it, both flattering and not.

>>77968022
sheepy bump

>>77986810
There's no way a govt department would cite "unflattering depictions of the president during an election year" (or however it was worded) either
That would give political opponents unlimited ammo for accusations of overreach of powers for political gain or w/e

>>77980607
>>77986810
>>77988747
So, assuming it is fake, now it's been picked up by major normie political twitter accounts, what are the likely repercussions for Gamer Supps? Just a PR one or are there potential legal consequences?

>>77989046
It is a crime to fake governmental correspondence. Not a small one, either.
I don't think they'll get nuked off the face of the earth or anything drastic like that, but somebody will probably be get fired.

>>77988747
playing devil's advocate for our retarded government, it's either they got prince of nigeria'd hard, or they were stupid enough to actually fake it for the lulz

Does anyone have the original C&D they posted? I want to run it through some tests but can't find just the full image by itself.

>>77974835
Thanks for the report anon, very insightful breakdown.
I'd personally like to see the "less money to livers" report and the derivative analysis first.

>>77992096
If you mean the image, it's been posted on twitter and then here, but I think twitter does something with images too.

>>77989046
The likely repercussions are that people start pulling out as they no longer have the money to pay for sponsorships, given the legal battle they're going to be fighting now with a government. The best case scenario barring an employee getting fired/scapegoated is that it stays in the political sphere and brings more eyes on them... but you're not going to have righties buy a Joe Biden flavor and you're not going to have lefties do it since they hate fake PR more than anyone else. Basically all you've done is make yourself the butt of a joke for absolutely nothing and now have a government cracking down on you, so good job Gamersupps. Frankly I'm sad my oshi will make just a bit less money but I've always hated that shitty brand to begin with.

>>77986317
>the same artifacts
The artifacts are similar, but not identical. It could just be "generic fake artifact generator" though.
>>77986810
Yes it is, a guy's been fighting to overturn it so he can sell "Trump Too Small" merch since Trump was President.

>>77968022

>>77972798
NIJISEETHE

>>77967567
>Sanbaka's 5th anniversary, originally scheduled for 6/15, is delayed to 12/6
Why did they bump it back six months?

>>77994022
>The artifacts are similar, but not identical.
Orly?

>>77967585
Kilia Kurayami of EIEN's PC and streaming setup destroyed by fire
>>77991482
>>77996366
>>77989395

>>77975558
A good chunk of their performance this year relies on unrepeatable feats, leaving aside the massive push of merch and events last quarter to try and shore things up, the last fiscal year also had 2 nijifes within it, while 2025 is only scheduled to have one. If they didn't roll down their predictions they would be very stupid

>>77996488
reps >>77855394
six months for covid is left up to the speculation of the reader

>>77996753
someone should contact the us govt to check the validity of the C&D

>>77974835
>Now, what follows in the Q3 report is a summary of the company's progress towards its projected forecasts. This summary included short statements of what ANYCOLOR was doing to achieve those goals. The following slides then included many pretty pictures of all of the new VTuber projects they had started. Of course, having failed to meet the projections, these glowing images are absent
Bear in mind that they split that part into their own "management policy for mid term growth" document, not removing it entirely.

>>77996891
FUUUUuuu... Hopefully her HD survived. Almost certainly would if it was an old fashion hard drive, but those SSD's melt like butter. Even then, hopefully she has her shit backed up, unlike another vtuber who accidentally all her shit not too long ago.

>>77996891
Aw man, no wonder I didn't see any stream reservations. This sucks. Hope she recovers.

>>77996891
lol woman moment

>>77983517
ALL OUT WAR LMAO

>>77997326
Not having your vtuber shit backed up sounds like a nightmare

>>77996891
Is that the shylily clone

>>77996891
>>77997703
Oh shit, I just realized this could potentially mean her model is lost in flames too....

>>77997899
Well, unless she backed that up in some kinda cloud storage but given these women's experiences using technology...yeah. Not looking good.

>>77994022
The "Trump Too Small" thing was about registering a short phrase with Trump's name in it as a trademark and how that might be an infringement on free speech. It's not about images of Trump, which, much like with Biden, there are billions of dollars worth of merch with his imagery on it, both for and against him.

>>77997896
No that's the whale/shark chick from that corp Riifu was in.

>>77967643
>>77976898
vtuber Shrimp Cyberprawn posted about her having a brain tumor and is scheduled to undergo an operation tomorrow. Apologies for the blurry image but it was a long thread and I wanted to grab it all.

>>77998211
wrong anchor, sorry boss
>>77967585

>>77998196
This is a post shylily clone too though

>>77996891
Wonder if she has insurance for things or if its all fucked

>>77996891
I'm confused and possibly retarded, why does her story change in all 3 of those? Is shitting herself considered a medical emergency and then she went straight to get food or something?

>>77997896
Different corpo orca, who denies being an orca, and has a British accent, rather than faking a German one.

There are a surprising number of women in this industry willing to be referred to as whales.

>>77998341
according to further reporting >>77997447 they have insurance

>>77996973
I already have, actually; they'll get back to me Soon (TM), I'm sure, but I'll update /news/ when that happens. I contacted USSS directly, too, so now they _will_ know about it.

>>77998440
How does a candle suddenly catch a bunch of plastic and shit on fire? Is her desk covered in old paper and dry hay or something?

>>77998211
Well, let us know if we need to start an obituary anchor...

>>77998693
She did stream in a shed for what that information is worth

>>77998756
>start
This would be the third or fourth time we've had an obit in /news/, right?

>>77998693
Curtains catch super easy, and if theres other cloth around that will too. Then it depends if it catches on the walls and shit. Here, watch this 360 video of how a fire in a room can just fucking go up. This kind of shit is way more common with smokers, but a candle close to drapes could do these kinds of things.
https://www.youtube.com/watch?v=W_S4hmem8Co

>>77998411
Can’t she just cry on stream and get 20K? She will be fine.

>>77999640
>on stream
how

>>77999640
She can't stream anon, that's kind of the problem

>>77996965
The condition of the red one worsened and she got hospitalised
And they upgrade their venue to somewhere bigger
Guess they realized the initial venue was fucking small for a three person group

>>77999746
>get donated money
>get laptop or new pc
>profit

>>77999770
skill issue

>>77997899
Why would Kilia be the only person to have copies of her model and stream assets? Management should have it.

>>78001269
We're all scarred from Hexa's situation...

>>77967837
Elira is cracking under pressure from management

>>77968022

>>77968022

It's time
https://youtu.be/1W88d4PosLY
https://youtu.be/1W88d4PosLY
https://youtu.be/1W88d4PosLY

>>78001269
>Management
>EIEN
They're the most incompetent fucks you'll ever meet. I wouldn't be surprised if they deleted all models to save space for more porn

>>78009073
Buy an ad

>>78010570
Nijiseethe

>>78009073
>Ookmaki Mio

>>77967792
Buy Back anon here, it's time to pump some numbers for lunch.

THE EMPIRE BUYS BACK
Anycolor's Share Buyback is a major success as it rallies investors, as Anycolor's stock has soared to 2864 yen (500) as they hit the circuit breaker for lunch. I'm not expect much change for them tonight. Just a question on how many stocks move today.

A NEW COVER
Cover isn't standing still however, as they ride the wave to a strong 1950 yen (144). They're not gonna be at a standstill like Anycolor, but looking at the charts I expect them to stay in that 1900 area.

OTHER
Despite a strong start, Nikkei has dropped into the negatives, currently facing a 0.12% loss.

That's all for now, I'll see you all in a few hours.

>>78009556
Seriously. They are being outfoxed on every level by Stronny and Stronny is not exactly the brightest bulb

>>78012020
>anycolor stocks go up due to buyback
>covers stock goes up too
I will never understand investors

>>78012020
Is there a specific price that Anycolor is buying their stock for?

>>78014145
1865 was what I heard

>>78014145
4M share for 7.5bn ¥
so about 1875 ¥ each.

>>78012244
momentum play is a decent strat for day traders

>>78014998
Uhh, i don't understand. Why is the stocks price go up if the buyback price is below current price?

>>78015353
Because it raises demand for the stock, which makes day traders buy it up so they can sell it later at a higher price
The buyback just provides a floor, it's very rare for the price of the stock to fall to the buyback price because of how the stock market works

>>78014852
>>78014998
So they automatically purchase any share below that price right?

>>78009073
what's the best way to sabotage the kowtowing and bait the chongs to obliterate kobo? it will happen eventually, but it doesn't hurt to speed it up a bit.
>talking about the dodgers collab in the past tense
imagine being a vtube journo and not even giving a shit about vtubers. that's gotta be a tough dong to choke down for cash.

>>78015670

>>77967585
Re:AcT's upcoming one-man live on June 29th have gotten bomb threats
https://x.com/Re_AcT_/status/1801087093021790461

>>78009073
Where LaeDee???

>>78016925
so it's really the kyo antis huh

>>77967585
Oma Kirara, an indie VTuber, is planning to open a crowdfunding for her 3D model on June 28
https://x.com/omakirara/status/1798717982404739223

>>78016053
More like you can offer to sell your shares to anycolor for that price

>>78016925
Again?

>>78021641
Yea

>>77968022
bump

>>77967792
>>78012020
Stomp Womp anon here. It's time to close us out.

ANYCOLOR AT THE TOP
Anycolor stays at the limit today, closing out at 2864 yen (500), as they finally make proper progress to recover from their Q3 report. They still have a ways to go however, as they're 276 yen from the day before the markets opened after the report went out. And that's not even getting to before the Selen termination (they need 976 more yen.) Regardless a good sign for the stock from a neutral standpoint, but the question is how much more momentum do they have.

COVER RIDES THE TIDES
Cover will appreciate Anycolor's buybacks as they ride the momentum up to 1944 yen (138) to close out today. If I'm being honest, I expect them to once again be stuck riding Anycolor's momentum for the foreseeable future. Amazingly enough, today's trading volume is the highest it's ever been before, narrow beating out former 1st place that being the 2nd day they went into the market.

OTHER:
The NIKKEI closes out a 0.4% loss.
Here are today's trading volumes.
Anycolor: 8.9 Million (I think hitting the limit hindered them?)
Cover Corp 28.5 Million

>>78025885
Lastly here's Cover! Momentum is a bitch huh.

Anyway, that's all for me tonight. Major props to >>77974835 for their "mini-report". You did a better job than I ever could've.

>>78025885
Thanks Stock Muncher anon

>>78025885
Company gets caught covering up the suicide of one of its stars, puts out a statement and then a video basically saying, "She deserved it", as they bump her off the air.

Said company's stock rises 500 points.

I'm... Starting to see where all these communists are coming from.

>>78028303
Please dont join the reds anon.

>>78028303
Not a big stockbro but I'll just give it to ya straight: when a buyback is announced, people buy in. Because if the stock floats until the buyback is complete, you've made money. And if it doesn't float until the buyback is complete, you still made money. They're not being rewarded for the Selen incident, they're being rewarded for pumping in basically all of the profits they made this quarter into inflating the value of the stock.

>>77968022

>>77967585
https://x.com/hololivetv/status/1801177697412116926
Holoearth 0.8 is out

>>78025885
Fully expected when thr company announces they are gonna burn 50 mil $ in stocks. You know they are gonna buy so it’s basically free money. I wonder what’s the point of such an huge specualtion however, it’s above their operating profits so they are literally losing on thi.

>>78031706
is it good?

>>77998454
based journo anon

>>78025885
Speaking of which anycolor stocks are locked for the next two business days because they hit the stock limit
https://www.taisyaku.jp/sys-list/exceltohtml.php

>>77999201
>Then it depends if it catches on the walls and shit.
how does that even happen? maybe because I'm a Euro and almost every house is build using bricks, but I can't fathom how a wall would catch on fire, wall paint doesn't burn.

>>77967585
Cover celebrating 8th birthday
https://x.com/hololive_En/status/1801147492861706458

>>78033477
Most houses in the US doesn't burn very well either, but there are some really old houses that are made of wood or use sawdust as insulating material and those ones burn up fast

>>77967837
Three weeks after debut subcount update

>>78034724
/vt/ didn't save her, huh

>>78035008
It’s just some schizo trying badly to push her, all she does is playing minecraft all day. That level of dedication works on Twitch, not youtube.

>>78035008
Nope

>>77967792
>>77967837
https://finance.logmi.jp/articles/379796
Anycolor Q4 QnA transcript

>>78035501
Damn. Look at those funny lines.
Thanks anon. I'll mtl this for myself later.

>>78028584
The question now is if it will blow on their face. Last time they lost 2.5bil ¥ in the crash, bad but in the margin of their operating profits. Now we are out of them and into revenue.
If for any reason the shares crash before they capitalize on it, they will be in ACTUAL deficit, which means they are basically leaving the fate of the company in the hands of the shareholders.
The question is how aggressive they will be in the meeting, especually when Anycolor seems very confused on where to go: their oversea expansion is doing badly and being litigious in entertainment has never worked (google Streisand effect), thry promose to accellerate in getting new talents but they themselves present a graphic that says only their oldest talents are keeping the yacht afloat, meaning they are presenting a bad idea.
Add the fact other companies are encroaching and surpassing them, and the weaking japanese economy over the growth of investment interest in Korea and Taiwan, A 20% annual increase soinds like a “to the moon” call that is severely questionable.

>>78035172
are nijis allowed to stream on twitch? or maybe even simulcast?

>>78031706
Is it in English yet?

>>78035952
I think some do occasionally but Niji wants to stick to youtube because Twitch is not seen as a good platfrom in Japan as far as I know.

>>78035501
MERGE SOON

>>77967585
>>77967792
>>77967837
This is just a google translation, but seems that Niji is planning to literally do nothing but the most predictable moves for EN. They are really banking it all on a second Luxiem thunder, but I’m skeptical considering the 3D are coming from a mile away and thry can’t even sell tickets for AX or Anime Impulse.

>>78036180
I was asking, because, like the other anon said, this kind of streaming works well on twitch, not as much on yt.

>>78036383
>>78035501
I'll work on getting a better-than-MTL TL of this to-day.
>>78033322
Thank you.
>>78026006
I was actually looking forward to what _you_ had to say about it, but thanks for your compliment.
>>77992115
I'll probably work on the derivative analysis "first", and by "first" I mean second after I work on cleaning up the TL for ANYCOLOR's Q4.

>>78037339
I know some NijiJPs often streams on Twitch for stuffs like FPS, fighting games, GTA RP, etc. Not sure about the ENs though

>>78035501
Seems like Riku nd doesn’t see much of a future for NIJIEN. This along with the investor report indicates that NijiEN is basically at the end of service announcement stage of their life. Probably explains why elira was feeling depressed today

>>77967585
News
>>78037675

>>78035952
Kanae holds the ccv record for Japanese vtubers on Twitch

>>78037440
>>78037862
in that case, Twisty should seriously consider simulcasting. a niji fan should bring it up to her

>>78037862
Do you have source for that anon?

>>78038236
/JP numbers/

>>77967585
YuNi will premiere a cover of Blue Archive anime's OP for her 6th anniversary on June 14th, featuring Sora, Polka, Deron, and Ryushen
https://x.com/_YuNiofficial_/status/1801223032150876620
https://www.youtube.com/watch?v=vJtat7vOSro

>>77967585
Addition to >>78037675
Here's the schedule for the other VTubers that'll be interviewed by Nozomi
https://x.com/alphau_official/status/1801192921137602751

>>77967585
Addition to >>77968785
The ticket sales page for the screening of their first fes is now up
https://x.com/dotLIVEyoutuber/status/1801174182719521112
https://eplus.jp/sf/detail/3605590001-P0030003?P6=001&P1=0402&P59=1
https://www.humax-cinema.co.jp/ikebukuro/news/82876/

>>77967585
Perfect Bomber from First Stage Production will be debuting his 3D model on June 16th
https://x.com/P_Bomber_fsp/status/1800890452859859193
https://www.youtube.com/watch?v=pfBP8R21sEQ

>>78041068
lol dafuq is that name

>>78041262
Maybe this is the guy that's been sending all those bomb threats

>>78016925
Has Re:AcT done something to really piss people off or is this just some guy randomly targeting them?

>>78042266
You think someone here watches them or knows Japanese?

>>78042266
go ask in the jp vtubers thread, I think they are the only people on this entire board who can answer your questions with anything more than a shrug

>>78033477
watch the video and see

>>78041068
kek what a name

makes sense that current noa and ex auroralivevr manager chick quinn came here yapping cuz she will cling to anything she can. after causing multiple scandals with the last corp, im surprised she manages to find ways to stay relevant. props to her for tricking everyone into thinking she was a victim too. survival instinct is strong with her. she will go far with her expert levels of deception.

from her original indie nillavt she was already involved in drama for leaving other streams open without permission while sleeping on her own stream and she still does this type of stuff cuz she is based. then when she joined auroralivevr she scammed some xitter artist named 4ckerly under her first name with auroralivevr “juna yuriko” and pretended to be fired. this chick is my favorite trainwreck.

if only the other whores from auroralivevr were as entertaining. but they all pale in comparison and the others that joined noa show that without the same type of models they had in auroralivevr they aren’t as desirable. only she stands on top but not with numbers but with drama that can make any dick hard especially mine. i hope she goes menhera on here over this so i can bust the biggest load over it later because she acknowledged me.

Interesting that /news/ now seems to be relevant enough for obvious industry insiders to come to it to fling shit about other vtubers.

>>77967585
https://x.com/hologlobal/status/1801254002920996930
>Bilibili World 2024 Guests Officially Announced
>Tokino Sora and Roboko from Hololive will be performing on a special stage.
>There will also be a special concert by Mikeneko "Maai Stage" and Himehina "Aibo Dance Hall" from TUBEOUT.
(TL from X)

>>78047165
>calling information that can be found on public sites industry insider information
>kek

>>78047251
From the source
https://t.bilibili.com/942494800588832805
https://bw.bilibili.com/#/guest/all

I also notice that some /lig/gers will participate in the Bilibili World 2024 event.
>Nyanners
>Filian
>Saruei
>Sayu
>Shylily
Can't read Mandarin, but skimming through the announcement, everyone except Sayu probably will be there under the "Mythic Talent" umbrella.

>>78047575
It was more how obviously personal your post is.

>>78047687
personal? yea id like for her to personally jerk me off.

>>78047590
Will NOA talents still be counted in /lig/ like Mythic chuubas are? or is it Sayuover?

>>78047590
>>78048114
Depends, there is no official statement yet, only a big as rrat that seems 99% true. Once they announce it, we will see.

>>78048114
/lig/ rules are mostly based on vibes, so it doesn't really matter, really

>>78047590
Basically.

>>78048219
no official statement, but we have unofficial confirmation we can consider rock solid >>77970092 (me)
>t. Sincroknight and /ss/ correspondent

>>78048114
It's also true Mythic is more of an umbrella, most Vtubers and others under them don't go around constantly saying they are from Mythic.
If NOA acts as a gen together, then that's definitely not a /lig/ anymore.

>>78048328
As I said, 99% confirmed.

>>78048363
Chinese companies don’t seem to do gens.

>>78048506
And yet NOA clearly has groups in their homepage, and had a gen name for the spoiler.

>>78048548
Sayu and the other ex-corpos were also put in a gen together on yt (Kuro) before they took it down.

>>78048548
So did ALVR, but could hardly call those real gens. We will have to wait and see if they run any differently. Would be smarter of them to function like real gens.

>>78048641
the NOA manager got really triggered the last time an anon compared the two, she might even return lol

>>78048641
ALVR and NOA aren't related in any business sense. Having somebody on staff that used to work at ALVR is not really a connection of value.

>>78048814
u mean multiple staff and talents

>>78047251
>Tokino Sora and Roboko from Hololive will be performing on a special stage.
>There will also be a special concert by Mikeneko "Maai Stage"
Huh, that's something

>>77968022

>>77967792
Rereading the Q&A report makes me feel I either know nothing of economy or I’m too smart to be bedazzled.
Riku promises a constant 20% annual growth with a total buyback return of 30bil ¥ in three years. This at the moment requires them to spend money in several buybacks of the same volume. Buybacks are usually not good enough as a profit, they are meant to be paired with speculations and as such as vulnerable to counter-speculation like short selling. They are heavily reliant on shareholders trust.

To promise this volume it would require to triple their event distribution, and at the aame time spend the great majority of the money returned back into shares. The entire thing sounds like a ponzi scheme sell pitch, “clients grow infinitely so it will never end” which has been proven wrong hubdreds of times, especially considering the fierce competition in JP.
The only thing that would make sense is new branches, invasting in new markets, but they said they want to focus domestically. How the heck you plan to triple profit in a market that you are already showing to be close to the ceiling and it’s having it’s own problems growing?
What kind of planning is this?

>>78053751
>What kind of planning is this?
Planning to get sued, sounds like.

>>78053849
Well it’s just prospectives, the only thing they are forced to do rn is the 7.5bil ¥ buyback, but to declare the reason you did it is “don’t care, we will triplicate it with japan events” makes you wonder how realistic thet could be. Even if still positive, Japan growth is NOT going to be 20% annually unless ROF-MAO pulls 3 set of twins magically out of nowhere.

>>78055335
Don't forget that even the golden geese still lay bad eggs from time to time. The Japanese 4Loko incident is still pretty fresh.

>>78055335
His speech (which I'm about 2/3 through TL'ing) says that they plan to develop 1-2 ROF-MAOs per year. "How? Don't worry about it."-Riku Tazumi

>>78055431
Can you elaborate? I stopped following JP long ago, and Loco sounds like something from a recent gen.

>>78055736
No, 4Loko is an energy drink. They told people to mix it with alcohol. It got in the (actual) news, and the Health Ministry issued a warning.

>>78055736
They tried to kill young livers with bad suggestions. Tery got blasted in Japan, which is quite remarkable since Japan is pro-corpo.

>>78055736
NijiJP got a sponsored stream with an energy drink brand, ASAP Club, where they were supposed to show off the product and talk it up. Usual shit.
Some genius on Niji's staff got the bright idea to suggest mixing it with Soju (and other kinds of alcohol) in a 1:1 ratio, with a slide showing this in full detail as part of the presentation for the stream.
The Japanese Ministry of Agriculture, Forestry, and Fisheries had to step in and make a public announcement after some teenagers were hospitalized over the mixture.

>>78055465
I think we both know the answer.
ACCELLERATE, IF I DEBUT 100 PEOPLE, ONE HAS TO BE A KAZUHA!
And the other 99? Slaves.

>>78055816
>>78055892
>>78056119
holy kek. It may be a popular mixture, but definitely not something to promote on stream

>>78056188
It’s the type of drink you do drink in private at the bar but defijitely your doctor doesn’t like it and you should not publicize.
I really don’t get the point of an entire stream to publicize it from Vtubers, you can’t even show you drinking it. But I guess that’s japan for you.

>>78035501
Here's the speech. It's helpful to read along with the article, because of the pictures that accompany it. I'll mention which slides of the Q4 report slideshow are being shown before each section, however.

Fiscal Year ending April 30, 2024: Fourth Quarter Financial Results [#4]

Riku Tazumi (hereinafter, Mr. Tazumi): Thank you all for gathering here to-day. I am Riku Tazumi, CEO of ANYCOLOR Inc. First, CFO Shinya Tsurui will discuss the financial results for the fourth quarter and fiscal year ending April 30, 2024.
Shinya Tsurui (hereinafter, Mr. Tsurui): I am the CFO, Mr. Tsurui. I will give an overview of our performance.
In the fourth quarter, we had a revenue of 8,722 million yen and an operating profit of 3,321 million yen. Compared to the same period last year, we saw significant growth in both departments, with revenue particularly increased by commerce [merchandise] sales.
Among our best-selling items this quarter were "Nijisanji" anniversary goods sold in February, goods related to the popular VTuber event held in April, and music CDs.
For the full year, the company had 31,996 million yen in revenue and 12,362 million yen in operating profit, in both cases slightly below the initial forecast.
In the fourth quarter, sales increased due to the release of new merchandise, but some sold toward the end of the quarter was not counted because of late shipping. In addition, "NIJISANJI EN" goods and promotions did not reach expectations, resulting in lower-than-expected figures.
Direct variable costs were 44.8% of revenue, which is a good amount compared to last quarter and this time last year. In the background, there was improvement in the variable costs for commerce and events. For commerce, we were able to control the cost ratio because of our review of sale prices and product sourcing, which began in February and April.
As for events, we held "NIJISANJI fes." in the third quarter. Although some of the events were special, like the festival, and had poor profit margins, we believe the music events in the fourth quarter had good results and profit margins.

Revenue (Quarter) [#5]

I'll explain the groups. First, under live streaming. Although there was a slight decline in live streaming revenue, we believe that it was mainly due to spending being directed towards "NIJISANJI fes." and that it is otherwise on par with last quarter's results.
In commerce, as I have explained, sales were strong for all Japanese "NIJISANJI" related goods.
For events, we held live events in the fourth quarter for some popular "NIJISANJI" VTuber groups, including "ChroNoiR" and "ROF-MAO". We believe that these events had good results.
Promotions are likewise at an all-time high. Although there were no major deals in the fourth quarter, the total revenue for promotions increased due to an increase in the number of promotions.
By branch, we believe that the momentum for the domestic "NIJISANJI" group continues to be strong. We strong growth centered on the top-ranked VTuber units. We look forward to solid growth in the upcoming fiscal year and beyond, focusing on the popular "NIJISANJI" group in Japan.

Operating Profit (Quarter) [#6]

Let me explain the costs. As mentioned, our direct variable cost ratio was 44.8%, which is a good result. We hope to continue with this level of performance.
Other cost items include a one-time bonus in the fourth quarter, which amounted to 200 million yen. Also, office-related expenses are increasing as the result of the construction of a new studio planned for this fall.
In addition, a hefty one-time promotional expense was incurred in the fourth quarter, but we believe that this was counter-balanced by net sales resulting therefrom.
In sum, the operating profit margin was 38.1%. Although the profit margin tends to shrink in the fourth quarter due to bonuses, we believe that this result was good considering.

Number of VTuber and ANYCOLOR ID [#7]

The number of VTubers and ANYCOLOR IDs. In the fourth quarter, three VTubers debuted and two graduated from "NIJISANJI" in Japan, and two graduated from "NIJISANJI EN".
For the debuts, we created a new group, "3SKM". We usually sell goods commemorating the debut of new VTubers. The sales of these welcome goods are very good compared to previous years' sales and we look forward to more growth in this department.

Number of Employees [#8]

Number of employees. The number of employees increased substantially due to the hiring of 10 new graduates in April, in the fourth quarter.
The new employees are for areas such as merchandise development and corporate sales, following that side of our business's expansion, and more general personnel including VTuber production, VTuber manager positions, studio engineers, and other positions.

Summary of Full-year Financial Results [#10]

Now, our full-year results. We have 31,996 million yen in revenue, 12,362 million yen in operating profit, and 8,726 million yen in net profit.

>>78056687
Revenue by Business Area [#11]

By type, growth is clearly centered on commerce. In addition, the "BtoB" promotions show good signs of growth. [I think that is referring to the Korean boy band BtoB, which was written in Latin characters.] We believe growth will be centered on commerce and promotions in the future.
We also believe in the potential for growth in events. We intend to expand our efforts in that area as well.

Revenue by Quarter [#12]

Here are our quarterly figures. As reported earlier, the contribution from commerce is significant, amounting to about 60% of total sales.
Commerce sales are generally quite variable, as they depend on what products are launched and the timing of new products. In addition, there is no seasonality as products are not timed to specific points of the year.
In this fiscal year, the first and fourth quarters were strong, but the second quarter was well below average, and the third quarter was not much better. On the other hand, the third quarter from FY 2023 was very good.
The commerce-based revenue structure is prone to volatility, even when looking at the fiscal year level.

Financial Forecasts for FY2025.4 [#14]

This is our forecast for the upcoming fiscal year. In general, we look to grow by centering the development of popular VTuber units, to improve per-VTuber earnings, and to attract new fans through new debuts and other means.
In terms of type of sale, we would like to expand events and promotions, while focusing on commerce.
In terms of groups, we intend to grow our business by focusing on popular Japanese "NIJISANJI" VTubers, as we believe that "NIJISANJI" in Japan has a very strong base with good potential for future growth.
As mentioned, our volatility has been particularly pronounced in this fiscal year. For more than six months, we have worked to standardize our commerce sales over time as we plan for next fiscal year's performance. We plan for the upcoming fiscal year to be less volatile than the past fiscal year.
A breakdown of the first and second half of the fiscal year is shown on the slide.

Outlook for First Quarter of FY2025.4 [#15]

The forecast for the first quarter of FY 2025 is shown on the slide. The first quarter of FY 2024 had a large number of popular items, particularly in commerce. As a result, the first quarter had unusually high sales. This fiscal year we have redistributed similar sales to the second and third quarters, where we did not perform as well last year.
As a result, we expect reduced revenue and profits compared to the first quarter last year.
On the right side of the slide is an example of some items already announced. We believe that these are a good starting point.

Business Overview [Management Policy for Mid-Term Growth, #3]

Tazumi: Let me explain our management policy for mid-term growth. First, let me give a brief overview of our business.
Our company was founded in 2017 and started debuting VTubers under "NIJISANJI" in 2018. As shown on the slide, we are one of the largest VTuber companies in Japan, with a wide variety of VTubers, both male and female, as well as non-human characters.
VTubers are part of an ecosystem that promotes connections with fans through music, programming, short videos, and other content distributed on "YouTube" like live streams, as well as merchandise sales through commerce, live events, promotions, &c.

Long-Term Performance Progress [#4]

Long-term performance. We were founded and started our business in 2017, at the dawn of the VTuber era. Since its inception, the company has grown to become one of the largest VTuber companies in Japan.

Our Business Model [#5]

Let me explain our business model. The process of debuting a VTuber involves selecting candidates from an applicant pool which may include 10,000 people, and giving them lessons in singing, acting, talking, reaction, &c.
They also learn about compliance measures and harassment response, with the goal of producing VTubers active in the middle- to long-term, making their debuts after a training period of six to eighteen months.
After debut, we develop business in four directions, centered around live streaming and social networking activities.
Live streaming revenues account for 16%, commerce for 59%, events for 6%, and promotions for 18%.

Quarterly Fluctuations in Each Business Model [#6]

As Tsurui mentioned earlier, there is a certain degree of quarterly fluctuation.
This slide shows quarterly sales for the four categories. Live-streaming revenue and promotions are generally stable, though with some seasonal fluctuation. Commerce and events, as Tsurui mentioned, can fluctuate quarter-to-quarter depending on the presence or absence of VTubers, types of content, and bias.
Beyond short-term fluctuations, we look to long-term growth by growing our revenue base, which will occur through the growth of individual VTubers.

>>78056720
ANYCOLOR's Market Environment (1) [#7]

This is the market environment for VTubers, which is the market for our company. Please examine the bar graph on the left-hand side. The domestic VTuber market has been estimated to be about 80 billion yen in FY 2023.
The bar graph on the right-hand side shows the projected growth of the Virtual Idol/VTuber market, from $1.08270 billion in 2023, to a projected fourfold increase by 2029 to $4.04433 billion.
We expect the VTuber market to grow substantially, and we seek to develop our business in a way that will lead the market.

ANYCOLOR's Market Environment (2) [#8]

As the VTuber market has grown, our company and one other company have come to account for more than one half of the total industry, as shown in the pie chart on your left-hand side. [Note: the pie chart is not to scale, not that he mentions that.]
The background for this is shown on the right. Our "NIJISANJI" fanbase makes it easy for existing VTubers and new debuts to become popular and act freely.
Looking at the infrastructure, VTubers need real-time motion capture, so there are technologies, studios, and live streaming equipment unique to VTubing. We believe that this sort of environment is what encourages concentration.
Numerous other companies have entered the market, but two companies still account for most of the market share. This market gives a substantial benefit to companies with established communities.

Features of ANYCOLOR (1) Diverse Fan base [#9]

The first of our characteristics is our diverse fan base. Because of our wide variety of VTubers, we have a broad range of fans of both sex and age, especially with the youth and Generation Z.
The pie chart on the left side shows fans by sex. The large number of women is a unique feature of our company. [You don't say....]

Features of ANYCOLOR (2) Revenue Spread Across VTubers [#10]

The second feature is that our earnings are spread out among many VTubers. The pie chart on the left-hand side shows contribution by debut year. It shows how much VTubers who debuted during those years contribute to the overall total.
Regardless of the timing of debuts, all VTubers, well-established and newly debuted, contribute to our profits.
The graph on the right side of the slide shows the revenue contribution per VTuber. The top 10 VTubers account for about 30%, and the top 30 about 50%.
Compared to other areas of entertainment, like video games, animation, and other talent agencies, each VTuber contributes a more even amount to our revenues, rather than having a single dominant content or talent.
We believe that this diversification of revenues across a wide range of VTubers helps contribute to a better structure which promotes stable and sustainable growth.

Mid-Term Management Goals [#12]

Now, I will discuss our plan for medium- and long-term growth. For FY 2024, we had 31,996 million yen in revenue and 12,362 million yen in operating profit.
We plan to increase revenue and profit in the three-year period ending with FY 2027, with 60,000 million yen in revenue and 24,000 million yen in operating profit. We thus expect a 23% annual growth rate for revenue and a 25% annual growth rate for operating profit.

Important Policies in Mid-Term Management Goals [#13]

These are our main policies to achieve those goals. We hope to increase the continual development of VTubers at a rate of 10% per year and increase our profit per VTuber at a rate of 15% per year.
In order to increase the number of VTubers, we will strengthen our VTA (Virtual Talent Academy) efforts, as well as the debut and audition process to expand our existing fan base.
To increase profit per VTuber, in addition to content development, we will work to produce units and expand commerce production.
We will continue to create new initiatives and new lines of commerce, all of high quality, but we also need to strengthen our business foundation. Our main policy on this front is to hire more employees and expand our studio. I will explain this in detail on the next slide.

Strengthen ANYCOLOR's Foundation to Support VTubers [#14]

First, we are looking to hire new employees. We are focusing on increasing personnel in commerce and promotions in order to produce new VTubers, increase content, and increase production lines.
Looking to quality of content, we will continuously increase hiring, with a focus on designers and engineers.
We believe that this will serve as a basis for the growth in the number of VTubers and the profit per VTuber, each of which I have previously mentioned.

>>78056759
Capital investment in distribution studios [#15]

Now, to capital investment in our distribution studio. We are in the process of an expansion which will triple the size of our existing facilities. We believe that the studio is necessary to create live streams and recorded content, and the increase in scale will increase the quantity of content we can handle.
In addition, we are creating a system that will create higher quality motion capture and recording/MA capabilities.
This studio will be able to greater fulfil the desire for the fan base of "NIJISANJI" VTubers.

Strengthening VTA (Virtual Talent Academy) Initiatives [#16]

Now I will take about our VTA (Virtual Talent Academy) initiative. As mentioned, we receive about 10,000 applications. From these, we select about 50 or 60 for a growth rate of 10%-15% per year.
For these selectees, we run a system to produce VTubers sustainable in the middle- to long-term, with lessons in acting and voice training and lectures on compliance and harassment avoidance.
We will strengthen these efforts by increasing the number of recruits and making the environment more conducive to the acquisition of talent.
On the right side, you will see a unique audition system we have been working on recently. The Mascot Liver audition is for people who want to VTubers in the realm of "fancy characters".
In addition, the "Super Elite Liver" audition is for businessmen or professionals, who have not been seen as a potential source, to join the project. We are planning these acquisitions to widen our fan base.
We are working on other initiatives in addition to these two just mentioned. We will continue to pursue our efforts to attract new livers and in turn increase our fan base.

Strengthening Unit Production [#17]

Now, about strengthening unit production. VTubers are individuals who develop their activities through live streaming on "YouTube" and connections through SNS.
In addition to this, there are activities as units. For example, with four-person units, we can plan music, programming, goods, events, and other activities. We have come to realize that the audience for units is different than the audience for the individuals.
The activities of the unit develops a new fan base, which boosts each of the members of the unit. In turn, the individual activities of the unit's members will feed back into the unit as a whole. This increases the growth and breadth of activity, and eventually, profit.
In the future, we will create a system which will lead to the development of one or two new units per year, and to increase production of goods associated with units.

Strengthening of Commerce Expansion [#18]

Now, strengthening commerce [merchandise].
Firstly, we will expand product planning and manufacturing lines. As mentioned earlier, this will be accomplished by increased hiring in these areas.
Secondly, we will develop a proper sales schedule. We believe that we need the right amount of lead time to be able to develop products which will sell well. We will try to reduce opportunity losses by more lead time for planning and better sequencing in distribution.
Thirdly, planning products in line with current trends. Plushies are all the rage these days. For this reason, we have developed the "NIJI Puppet" line of plushies representing our VTubers, along with "Cheki-style cards" as high-quality products.
By planning and selling high-quality, trend-setting products that will be of high demand among our fans, we hope to strengthen our commerce sales and increase profit per VTuber.

>>78056804
Business Investment and Shareholder Returns [#19]

Let me give you an image of capital allocation. In our medium-term plan, we plan to have about 40 billion yen available by FY 2027. At present, we have about 16 billion yen.
As for the allocation of these funds, first, a certain amount will be put aside for investment in human capital in terms of hiring new employees and developing new VTubers. However, this is really an operating expense and has already been accounted for.
We plan to invest 3 to 5 billion yen into our new studio, and into animation, games, mixed media, and other derivative works. We expect to have 20 billion yen cash-on-hand and in M&A investments.
The remaining 30 billion yen+ will be returned to shareholders. Mainly, this will be done through stock repurchasing. Presently, the Board of Directors have resolved to repurchase 7.5 billion yen of stock through market purchases between June 13 and August 31, 2024.
In terms of M&A, we expect to have a 50 billion yen pool for the purpose. Although it has not been incorporated into our medium-term strategy, we will take advantage of any opportunity which comes our way.
The VTuber business is based around character and personality tied to IP, so growing and monetizing the IP is a big part.
As a possible target of M&A, we are also examining other entertainment companies for IP development. In addition to VTubers, we also look towards more and more types of IP for our company to handle.

Long-term Vision [#20]

Finally, our long-term vision. We believe that the logical end point of the VTuber market is the Japanese animation industry, a market on the continuum from TV, radio, and movies to SNS and "YouTube". Therefore, we believe that the next target for VTubers should be the domestic animation market.
I believe that VTubers also have the potential to be like [television] personalities and characters.
Thus, we will expand our development activities to include, for example, idol-like activities as a personality, or activities like a singer, artist, or comedian, in order to further broaden the fan base of VTubers.
In addition to this expansion, we also seek to increase derivative work creation, as I mentioned, including in the fields of animation, video games, and mixed media, that incorporate VTubers as characters.
We believe that there is also a strong demand for anime in other countries, and we intend to expand by making a commitment to overseas expansion.
We would like VTubers to become a cultural symbol representative of Japan, and as a company engaged in VTubers, to, through our works, represent Japan in other countries.

>>78056687
>>78056720
>>78056759
>>78056804
>>78056849
Thanks

who cares about this babble, translate the fucking Q&A weeb

Too much text for a newspaper page

>>78040104
omegasis interview is already up https://youtu.be/PF14Vbr19Bg
urara is also semi flesh, so are the other two going to show up in flesh too?

>>78058987
Maybe, but who the fuck reads newspaper nowadays?
I mostly use them when I need to start a fire or keep a fragile object safe.

>>78058987
Page 1 is the news, the rest is just setting up for the next one.

>>78056687
>>78056720
>>78056759
>>78056804
>>78056849
Many thanks.

>>77968022

>>77968022

>>77968022
Up.

>>78060082
Probably not if they've never show up in flesh before

>>78056687
Thanks for translating.

>"NIJISANJI EN" goods and promotions did not reach expectations, resulting in lower-than-expected figures.
Negligible impact, btw.
>We plan for the upcoming fiscal year to be less volatile than the past fiscal year.
Kek, good luck with that Riku.
>We hope to increase the continual development of VTubers at a rate of 10% per year
ACCELERATE
>In addition, the "Super Elite Liver" audition is for businessmen or professionals, who have not been seen as a potential source, to join the project
So they're hiring white collar workers as VTubers now?

>>77967585
SHOWCASE, Activ8's semi-flesh VTuber group, has terminated their contract with the voice actor of one of their members, Yumekana Eruru, in a mutual agreement due to her health problems. Due to the short time of activity (Eruru debuted on April 27th, 2024), both the management and the former voice actor have expressed desire for a new talent to fill the role.
https://x.com/showcase_xr/status/1801132801762472038
https://showcase-official.link/MSTq5FBG/5xhuVD0m

>>78067842
>less volatile
This just means he's spreading out merchandise, events, &c. Specifically, it's a promise to not do what he did last year, which was stupid and looked bad.
>at a rate of 10% per year
This makes me wonder if he made a similar promise last year--note that there has been a net gain of two VTubers in the whole company, despite a panoply of debuts.
>white collar workers
This made me think of Tenma, actually; it would be interesting to see what comes out of it, if anything. It does seem to me, however, to be a strange line of approach to be so openly stated.

>>77968022
bump

>>77968022
I've finished the translation of the Q&A, it's on Pastebin.

>>78047251
The order of the program has now been changed so that Mikeneko is no longer next to Hololive

>>78072309
a surprising show of tact

>>78047165
>>78047575
Insider? I 'ardly know 'er!

>>78073064
LOLOLOLOLOLOLOLOLOLOL

>>78073405
?

>>77967585
https://x.com/calliope_info/status/1801422026873442451

>>78072309
Yes.

>>78064085
...this Choco looks hawkish.

>>77967792
(Pull the) Lever Kronk anon here, it's time for the final lunch report of the week!

ANYCOLOR STALLS OUT
The rush has stalled out for Anycolor as their stock has dropped slightly down to 2827 yen (-37) as we head to lunch. It seems it'll be flipping between their closing price from yesterday, so we'll have to wait to see what happens.

COVER COWERS
Cover stocks are on a harsher downfall, as they head to 1875 yen (-69) for their lunch price. I recommend some alcohol to ease the pain if you're holding some stocks.

OTHER
NIKKEI sees a small bump of 0.4% for lunch.

That's all for now, I know a QnA transcript dropped but I'll probably not do anything about it. All we wanted/needed to know is that EN looks to be abandoned in trying to improve it.
With that said, see you in about 3-4 hours.

>>77967585
Yamato Iori from .LIVE has received her silver YouTube play button
https://x.com/YamatoIori/status/1801393279646503353

>>77967585
https://x.com/HMV_Japan/status/1801449483806683146

>>77967585
Unibirth Production, collaborating with the Miyazaki Broadcasting Company, is opening an audition for a VTuber representing Miyazaki Prefecture. Participants needs to be female, over 20 years old, and willing to commit for at least 2 years. The audition is open from June 14th to July 15th
https://x.com/unibirth_pro/status/1801419337141768474
https://unibirth.live/audition/mrt-202406/

>>78068086
>both the management and the former voice actor have expressed desire for a new talent to fill the role.
Now where did I hear this excuse before?

>>78082731
As long as they are being upfront about it there shouldn't be an issue, even goku got a new VA when the old one got too old to VA. The issue with gamebu was them trying to pull a fast one over the fans

>>78083742
I guess this only works if you're a mascot of a city prefecture or a corpo. I wouldn't bat an eye if they change VA for micky mousse. But as a vtuber, it would not fly.

>>78041068
So he's name is Perfect Bomber, his emoji is a bomb, he's in a temple with his hands open lifted upwards and he's wearing a cloak? Is he a muslim?

>>78084854
LISAN AL GAIB!

So has there been any word from that chuuba with the brain tumor

>>78084854
INSHALLAH

>>78081105
AIEEEEEEEEEEEEEEEEEEEE NIJIBROS DON'T LOOK

>>78085394
Not yet... really hoping, I hear surgery for a central neurocytoma tends to be pretty safe and people tend to survive them, but still anxious for her

>>78079946
When will they learn
That Anycolor is in no way similar to Cover?
Feels like those "you (minority) all look alike".

>>78088713
Covers price actually shot up after anycolor announced their stock buyback so you tell me

>>78088713
never, because investors are retards with a bunch of money that piss their pants when number goes down without actually doing any research as to what happened

>>78088713
most stock bros are all about quick money, anycolor is always all over the place and does high numbers with their buybacks and other shit. Only loyal and patient shareholders will stay with Hololive

>>77968022
bump

>>78086844
We really want to avoid putting in an obituary in the next issue.

>>78091544
Sent in my wellwishes

>>77967585
Novel Horizons has revealed the figure sculpt of Juniper, the indie moth, with pre-orders coming out later
https://x.com/NovelHorizons/status/1801328687733768416

>>77967792
>>78079946
>>77967792
>>78079946
Bonk Botch anon here, unfortunately short on time, so quick closing report and I'll give the weekly rundown later tomorrow. (If i don't forget)

Anycolor stocks close out at 2842 yen (-22), ending their initial push after the stock buyback.

Cover closes out higher than their lunch price, closing out at 1909 yen (-35) as they hold on to the 1900s.

That's all for tonight, once again my apologies. Life do be like that unfortunately

>>77967585
https://x.com/nico_nico_info/status/1801495272163525035
In adjacent news, niconico related services will be down for a full month while they fix things

>>78093808
Yeah, because they got hit by a ransom ware attack and doesn't have a backup from later than 2007

>>77967837

>>78095599
Uhhh...there's no activity here? Just pure, unadulterated petty gloating?

To be VERY CLEAR, I do not condone what happened. But are we gonna petty as NDF?

>>78096453
Anon where do you think you are?

>>78096453
>we
/NijiEN/ awaits you, sister.

>>78096453
We can never be as petty as the ndf

>>78096516
Read again.

>>78096536
I just hope you arent at them for unicorn reasons.

>>78097044
No I'm at them for black company reasons, and as revenge for their many crimes like aloe and the holocaust

>>78097168
Then consider me an ally. I hate them as much as unicorns.

>>78097044
>Read again
I did read you quite well, sister. Sympathy for the devil and all that.

>>78093901
That's feels very Japanese somehow.

>>77968022
>10

>>78097378
Then there's no reasoning with you.
One question: are you like this because of unicorn reasons?

>>78082310
For a sec, I thought it was UNBIRTH Production.

>>77967585
News
>>78102250

>>77967585
the corpo/agency most likely to be NOA Talent let Sayu's legal team insert the last modifications into her contract. sauce:
>>78094523
>>78094632

>>78093594
The buyback operation isn't over, so I don't expect a massive drop, but this is interesting. If all the ups are caused by the buybacks, there is a chance this does not attract new investors and the bad Q1 they altready said to brace for apparently may cause a crash and another massive cost for Anycolor.

>>78103953
So it's basically confirmed she's going back to corpo, but this time covering her ass. Well, best of luck to her.

>>78104893
we'll see whether she got a mythic/vshojo kinda deal or a corpo kinda deal once it's officially announced, likely a few days before the bilibili event.

>>77967585
https://x.com/wonimura47041/status/1801576541455040758
Kiara's rigger for her latest outfit has been revealed. He has experience with doing rigging for Keify's rigs.

>>77967585
https://www.youtube.com/watch?v=FkiQeDXdhcQ
Kilia Kurayami, of recent burning setup fame, is back with a simple stream assuring her viewers that she is fine. Lots of stuff was lost to the fire which included some figurines and manga but otherwise she was able to recover the most important stuff.

>>78105637
holy boobers

>>78105637
Ugly outfit, terrible jiggle physics.

>>78106200
Least gay anon

>>78105637
We should really have a Pinup anchor.

>>78105637
Uh, same guy who did the Kronii one apparently.

>>78105970
Did she say whether she'll be streaming again?

>>78105637
it's nice except for the translucent hair, that triggers me kek

>>78106442
Translucent/transparent shit were all the range back then.

>>78105970
Well, at least there's a somewhat happy ending to this story.

>>78106426
For now, she'll be focusing on just getting her shed back together.

>>78106515
>pic
oh I know.
Kiara's translucent front hair bits are just off putting for me personally, can't really explain why.

>>78106200
Give them some credit, now they're only two years behind indies instead of four

>>77967585
>>78085394
https://x.com/ShrimpVT/status/1801504709729206465
So far so good

>>78047165
/news/ is relevant enough that >we can get interviews and cause incidents just by poking around.

>>78107682
Best wishes

>>78107682
Thank all the gods

>>78071924
Were you gonna actually link the pastebin, anon?

Here's the round-up for today.

Hololive
>Minato Aqua will debut a new outfit on 6/16.
>Nanashi Mumei suffers an ear infection.
>CCMC Corp, the sister company in charge of holoIndie, releases streaming guidelines for the games it produces and publishes.
>holoEarth 0.8 releases, adding monster combat and survival elements, as well as 36 avatar items.
>Cover celebrates their 8th birthday.
>HMV&Books announces the holoReve collection fair. From 6/29 until 7/28, every 2200 yen of purchases will get a fashion magazine-style mini card of one of 4 hololive talents.

Nijisanji
>Sara Hoshikawa and Kanae are organizing a Nijisanji GTA RP server.
>Anon compares the Q3 and Q4 report changes to show what info is being left out or obscured. You can find that detailed 2-post report starting here: >>77974835
>Following announcement of more stock buybacks, AnyColor's stocks are locked until 6/15.
>Following the Q4 report, Riku Tazumi and Shinya Tsurui hold a Q&A regarding the Q4 results and the fiscal year as a whole. You can find a 5-post English transcript of that report here: >>78056687

Other Corpos
>Chieri Kakyoin of .LIVE releases necklaces and cushions in collaboration with KANGOL.
>.LIVE will screen their first FES (from 2022) in two cinemas in Japan. Tickets available from 6/13.
>Production kawaii will host an exhibiti at Hyper Japan Festival in London on 6/20~6/21.
>Kilia Kurayami of EIEN suffers a fire in the shed she uses for streaming. The fire was enough to scorch the sides of the shed, and rendered her streaming PC inoperable, but overall damage has yet to be assessed. The shed was insured. As she still has a PC, she has since resumed streaming.
>Re:AcT's upcoming solo live on 6/29 has been the subject of a bomb threat. Readers confused that we already reported this should be advised that this is not a repeat story. It just happened a second time.
>Perfect Bomber of First Stage Productions will debut his 3D model on 6/16.
>Activ8's semi-flesh vtuber group SHOWCASE has terminated their contract with Yumekana Eruru's voice actor, due to her ongoing health problems. The talent and company have both expressed a desire for the role to be filled with a new VA.
>Yamato Iori of .LIVE recieves her silver Youtube Play Button.
>Pictoria Inc announces a campaign to meet "vtubers who are 100% boyfriendless", using AI-generated vtubers from AI CAST.
>Kokutentate Rarako of VEBOP Project announces graduation, having been suspended since May, effective 6/14. VEBOP Project cited "difficulties continuing activities" as the reason for graduation.

Indies
>enogu, a JP group, will appear at the Tokyo Idol Festival 2024.
>Dokibird celebrates one of her birthdays with HYTE at their booth in AnimeExpo.
>Oma Kirara, a JP indie, will open crowdfunding for her 3D model on 6/28.
>YuNi, notable JP vsinger, will premiere a cover of Blue Archive's anime OP for her 6th Anniversary on 6/14. This cover will feature Tokino Sora and Omaru Polka (of Hololive), as well as Higuchi Kaede and Ryushen (of Nijisanji).
>Novel Horizons reveals the sculpt design for their Juniper Acitas figure.
>Shrimp Cyberprawn, an EN indie, announces that she has gotten through her first day of surgery for a brain tumor. There will be a second operation on 6/15.

Other
>Bilibili World 2024 announces their guests, which include a variety of chuubas from various corpos and indies, EN and JP.
>Unibirth Production, collaborating with the Miyazaki Broadcasting Company, is opening an audition from 6/14 to 7/15 for a VTuber representing Miyazaki Prefecture. Participants needs to be female, over 20 years old, and willing to commit for at least 2 years.
>Niconico, popular JP video platform, announces that as of 6/14, they intend to pull services down to address issues. They expect restoration of services to take "more than a month".

Corrections
>Previous reporting mistakenly put Enogu in the "Other Corpos" section. They are an indie coalition.

>>78110883
I don't have a link, sorry.

small corpo rrat
>>78109911

>>78112191
As far as I've read, the Google translation was surprisingly accurate for once. Guess the AI there got better with Japanese.
So this means that yes, NIJI EN has become completely negligible and Riku is promising 30bil of shareholders return in total when in all this time he has only accumulated 16 bil of operatinv profit. He also has given no idea how he will basically triplicate profits except accelerating domestically, which is CLEARLY not working based on this year.
Holy copium.

>>78112695
Yeah, a lot of the Q&A was boring investor stuff (Tsurui: No, we do not have a dedicated amortization plan for our M&A money that probably won't be used anyway), but the stuff related to NijiEN was fairly minimal and did not indicate any faith in the branch. The two most conspicuous things to me were Tsurui (I think it was him) stating that the company's FY 2025 forecasts _only_ looked at NIJISANJI--they completely ignored NIJISANJI EN--and the second is the related fact that the slideshow and the report/Q&A basically don't mention NIJISANJI EN at all, except to mention disappointment and in response to three different questions in the Q&A.

>>78111955
Based, ty.

>>78107187
I will never understand why indietards treat indies like a unified group run by a corporation

>>78116806
It's more like a "We the People" thing, it's not a structured group but an idea of an anonymous collective that represents the will and the ideals of an entire culture and its people

>>78117003
You say that but then you start throwing around statements like "four years behind indies" like indies are a unified group with a unified standard by which we can judge "indie quality" by

>>78103953
>NOA Talent
Is that something like Mythic, 3AM or an actual corpo like idol and such?

>>78117278
Seems to be more like an actual corpo as they have gens.

>>78117278
we'll only find out once Sayu's officially in. I speculate it'll be somewhere between Mythic and VShojo.

>>78117136
There is a wide range of quality and a variety of different styles in indie VTuber models, you're right, but there's also a general idea for a standard of quality among indies, especially among popular indies, that the big corpos haven't been able to match for a long time due to things like proprietary software and in-house artists/riggers. Their bureaucracy just doesn't allow them to keep up with how fast independent technology and creators have been advancing
https://streamable.com/g5o9oj

>>78117583
Have you considered using specific examples instead of using "indie" as a group term like Shylily has the exact same level of model quality as kongou?

>>78117583
have one moar, we're about to hit bump limit anyway

>>78118005
I just showed you two examples of high quality indie models. Nanoless, Yoclesh, Yenkoes, and Yuniiho among others all put out really good stuff, and they can do it a lot faster too because they're working directly with a small number of chuubas instead of having to conform to corporate mandates and service dozens of chuubas simultaneously
https://www.youtube.com/watch?v=r8E4Z1C6Su0
https://streamable.com/8409ki

And no one is pretending that Shylily and Kongou are on the same level when it comes to models, Shylily's new model is worse

>>78118143

>>78117136
The thing with indies is that specifically there is no quality standard, which means it can have significantly higher quality than corporations who keep a standard. You could commission one with 5k dollars and get a model with more bells and whistles than Hololive or Nijisanji have ever added to their models, or you could get a PNG on a stick with a puppet's mouth flap. Also like >>78117583 said, proprietary software is the ultimate killer here. Even if you wanna say John Artist isn't a better rigger than people who do it professionally for games like Blue Archive, the fact that John's using Live2D or Vseeface or any other software that's relatively well-documented and has had thousands upon thousands of peoples experiences to learn from versus Blue Archive's (well I'm pretty sure this specific one does use Live2D and also they're not doing tracking to my knowledge but for arguments sake) proprietary rigging software which has... a manual. If you're lucky. And the only experiences you can draw on are your direct coworkers who could range from "dude I only really coded how the Z-axis works" to "I don't know how the internals of the program works I just use it". You'd be lucky if you had more than 100 different people you could talk to when it comes to Nijisanji or Hololive's rigging softwares, doubly so since in an official corporate setting using hack-y solutions is likely shunned and using secondary software or modifications would be outright banned, which is usually where the meat of the quality and ranges of expressions come from. As you can see in Limes' example, she uses Vbridger to more accurately track her face and especially mouth placement which allows it to move with a significantly wider degree of motions than any corporate program allows.

>>78118510
Sayu's model was also drawn by Yuniiho but Oykeli rigged it, and I'm yet to see a more lifelike 2D model.

>>77968022

Any bakers?

I guess I'll get started, then.

NEW ISSUE
>>78122524
>>78122524
>>78122524
That'll be a screen full of emotes that the streamer can't turn off, thank you.

>>78111955
https://x.com/MintFantome/status/1801706088464793642
Last second news, Mint will be at Animefest.

>>78123028
Many thanks.