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2023-11: Warosu is now out of extended maintenance.

/vt/ - Virtual Youtubers


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71324567 No.71324567 [Reply] [Original]

https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/152505/00.pdf

>3 BILLION YEN UNDER EXPECTATIONS
And this was with nijifes
Nijisanji if capital F Fucked

>> No.71324722

even watching everything happen in real time it still feels surreal seeing niji go down in flames

>> No.71324809

>>71324567
negligible, move on

>> No.71324820
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71324820

How many even stream at this point?

>> No.71324882

>>71324567
When the fuck does it say they were under expectations? It says they expect to make that amount by the end Q4 of 2023 and they're 30% away from the goal

>> No.71324989

>>71324882
FELLOW SISTERS... WHAT YEAR IS IT?

>> No.71325025

>>71324882
10 billion yen in the span of q4?
With the shit happening right now?
Idk man

>> No.71325098
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71325098

>>71324567
AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

>> No.71325270

>>71325098
WE CALL THIS MANEUVER THE NIJISANJI CLIFF

>> No.71325363

>>71325025
The majority of the income comes from JP. Selen's impact on JP doesn't exist. Before some faggot anon pulls up the stocks, Japan is in a recession. Saying Selen caused the stocks to drop means you think Selen caused the stocks of the entire country of Japan to drop

>> No.71325372
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71325372

copium OD in the next 24hrs

>> No.71325390

>>71324567
The result of them trying to compete on Holo's turf "WE ARE NOT IDOLS" btw

>holofes & EXPO '23

2.187 billion

>nijifes '23

741 million

Not even including Viv:Id cruise, connect the world, summer splash party, blue journey (only counting the legit concerts, not glorified karaokes or livestreams) and the personal solo lives especially Pekora's largest one to date for Vtubing

>> No.71325462

Agent LK, if you're reading this, please upload the ongoing executions of the scapegoats chosen by Lord Tazumi's wrath, play some Funky Town in the background for extra effect.

>> No.71325514

>>71324820
Q4 will look incredible with all those streams, events, collabs and livers revenue. lmao

>> No.71325527
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71325527

>>71324567
>minus 40.4%
NijiEN is fucking dead

>> No.71325540

>>71325363
>>71325098
Surely this is caused by recession as well, sis?

>> No.71325543

>>71325363
>Saying Selen caused the stocks to drop means you think Selen caused the stocks of the entire country of Japan to drop
HOLY SHIT SHE'S SO POWERFUL

>> No.71325564

>>71324989
By all accounts, my fair sister, it is the best year of Enna's life.

>> No.71325591

>>71325462
LK left the company back in 02/17

>> No.71325605

>>71325543
Seren shokku!

>> No.71325667 [DELETED] 

>>71325540
copebro the recession didn't suddenly drop today, the financial report did

>> No.71325692
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71325692

>>71324567
He's definitely not salty at all, he's promising infinite growth ignoring every fucking metric available tho.

>> No.71325758

>>71325363
JP revenue is going into the shitter as well. 22% YoY is awful. Slowing growth is the same as decline to investors.

>> No.71325782
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71325782

>1. Number of domestic VTubers as of April 2022 minus those who graduated during the FY23/4, divided by number of domestic VTubers as of April 2022

>> No.71325792

>>71325527
The dropoff is mostly in "commerce", which would be largely physical merch sales
Looks like a lot of sisters stopped buying as 2% became more and more well known

>> No.71325824

>>71325363
That's not how stocks work. Besides the stock market was growing and at all time high until 2 days ago despite the recession.

>> No.71325837

>>71325782
retention?
more like detention

>> No.71325855

and this is before the SEREN SHOKKU effect

>> No.71325859
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71325859

>>71325270
>Cliffjisanji.

>>71325372
It's obvious. I wonder who will take the second place once they hit rock bottom?
I doubt NIJI will dissapear but they are en-route to pull a Kizuna Ai but several times worse as they will likely limp forever and not die with dignity. No send off with a bang, just a crippled corpo who will squeeze through until VTubing dies or gets dethroned by something better in the future.

>> No.71325875

>accelerate

>> No.71325880

>>71325792
They also lost 25% in livestreaming

>> No.71325917

this thread is a distraction from the fact that gura is not streaming.

>> No.71325938

>>71325824
The stock was dropping like a rock one day before the meeting, investors didn't really trusted Riku at all.

>> No.71325967

>>71324989
It's entirely possible he's just a colossal retard like me and forgot it's 2024.

>> No.71325980
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71325980

>>71325917
she's on right now retard

>> No.71325993
File: 22 KB, 372x620, 1696985375481467.png [View same] [iqdb] [saucenao] [google]
71325993

>Major Cost Items
>Revenue share with VTubers
>Platform fee
>Contents (merchandise) related costs
lmao

>> No.71326030

>>71325917
It's actually the other way around, there's Gura not streaming deflection threads going on to overshadow NIJI going down the drain.

>> No.71326047

>>71325363
There are no big events in q4 for jp though. Nijifes was included in q3 and yet they still think they can make up 10 billion yen almost solely in JP? fuck no.

>> No.71326072

>>71325782
>divided by number of domestic VTubers as of April 2022
Well no shit, they keep accelerating by replacing every graduation with a new wave

>> No.71326075

>>71325917
El retardo shes with Myth now.

>> No.71326082

>>71325980
weekend at gura's she might as well not be there

>> No.71326129

>>71325098
But the real question is, can it drop even more?

>> No.71326141
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71326141

>>71324820
official program contents on youtube... like music videos, right?

>> No.71326221

>>71326129
If there are no buybacks to stop the panic, yes

>> No.71326227

>>71325993
Clearly we need to reduce that pesky revenue share

>> No.71326242

>>71325462
LK is gone. We need Leaker-san to comment! lol

>> No.71326255

>>71325917
heh dumb nijisister...
let me tell you something - hololive is on top of the world... and gura is right there with it

>> No.71326269
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71326269

>>71326047
>There are no big events in q4 for jp though.
I wonder how Q4 presentation will look, they haven't done shit, most of them are laying low and doing meh, Doki Helldiver stream mogged the karaoke lmao and let's not forget the fucking piece of paper.

>> No.71326314
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71326314

>>71324567
>EN suddenly shitting out covers, outfits, and 3Ds
>-40.3%

>> No.71326361

>>71325855
This is BEFORE??? Can't wait to see what it looks like after kek

>> No.71326418

>>71325993
Why doesn't Anycolor disclose the percentage of revenue sharing with vtubers like Cover does hmmm

>> No.71326465
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71326465

>>71325855
"My work ends here. Doki, deal the finishing blow."

>> No.71326540

>>71324882
Even if you interpret it like that they would need the mother of all 4th quarters to even come close. They got helped out by NijiFes and Xmas this quarter. There is no NijiFes or major holiday next quarter except for Valentines and EN basically is at 0 for the entire month of Feb.
q1 net profit was 2.7 billion yen, q2 net profit was 4.4 billion yen. Now q4 JP is close to recession, EN has capitulated. Those are not good signs for a monster 4th quarter.

>> No.71326565

>>71325363
>Japan is a recession
they're faring better than the Chinese stock market right now due to mainland capital flight

>> No.71326574

>>71326465
>kino
kino...

>> No.71326594
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71326594

LOLOLOLOLOLOLOLOLOLOL

>> No.71326760

>>71326594
But EN is the future, Riku-san told me so...

>> No.71326763

>>71325824
The stock market going down because of a recession is literally how it works. Stocks are volatile right now and they're swinging up and down

>> No.71326765

>>71326418
Probably would take a few whole pages to document every time an organ got suspended so they doubled their own revenue cut or took 100%>>71326465

>> No.71326766

>>71324567
Stop spamming these threads, Anycolor still mogs Hololive in size and profit

>> No.71326876

>>71324567
so it was just a nothingburger

>> No.71326920
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71326920

>NijiEN doko

>> No.71326935

>>71326766
>Anycolor still mogs Hololive in size and profit
Are you blind or delusional?

>> No.71326960

>>71326766
NIJISEETHE

>> No.71326972

>>71324567
Any smart investor is getting ready to cash out. Because now they are going to wonder about Q3 (since targets are off by a noticeable margin), and they will realize that Q4 is looking worse. Just track views and SC, or merch sales. Tik tok Nijikeks.

>> No.71327014

>>71326766
I'll give you a (you) for making me laugh
Good one (pretend) sis (or at least i hope it is)

>> No.71327028

>>71326361
yeah. the next one will be the really juicy one since it'll feature the SEREN SHOKKU, its aftermath and Kyo's graduation.

>> No.71327039
File: 3.95 MB, 800x800, 3vve.gif [View same] [iqdb] [saucenao] [google]
71327039

>>71325855
SEREN SHOKKU!!!!

>> No.71327046

>>71326361
This period covers Q3, the Selen catastrophe largely occured in Q4.

Niji EN is fucking DEAD. I was fully prepared to see the Q3 results showing them staggering along with a small decline. Not, well... this. This is way beyond my expectations. No wonder things seem so bad behind the scenes.

>> No.71327051

>>71326766
Cope, go back to your containment thread Nijinigger.

>> No.71327108

>>71326935
Nta, they are just using a favorite tool of bootlickers. Lying until people think their distorted reality is the truth. Authoritarians are fine with deception when it is for their authority of choice:
https://en.wikipedia.org/wiki/Big_lie

>> No.71327109

>>71326565
>Chinese stock market
It's literally the best moment to buy if you are into stocks

>> No.71327188

>>71326972
its tick tock you fucking zoomer

>> No.71327252
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71327252

>>71326935
>>71326960
>>71327014
>>71327051
You dumbshits
Just check the stock price you love so much
And notice that Anycolor is up while Cover Corp just keeps going down

>> No.71327282
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71327282

>>71325527
>revenue peak for EN came with the XSoleil debut
>biggest drop was cancelling the AR Live and Zaion termination

>> No.71327309

>>71325363
That's the best part sister, this is all Q3 reports. Meaning this is all BEFORE selen gets fired.
en is already 40% down year on year without even factoring in the recent catastrophe.

>> No.71327358

>>71325270
SELEN SHOCK!

>> No.71327360

>>71327188
I have shit in my freezer that is older than you anon, sit your ass down. Also Tik Tok.

>> No.71327410

>>71327252
Don't look at premarket

>> No.71327540
File: 2.54 MB, 1536x1536, 00138-741011965.png [View same] [iqdb] [saucenao] [google]
71327540

>>71325855
SEREEEEN SHOKKKUUUU

>> No.71327542
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71327542

>>71327252
>Just check the stock price
Holy shit you really are delusional
Imagine loving NUMBERS without knowing the meaning behind them.
You won't recover from this self-inflicted damage, anon.

>> No.71327555

>>71327252
click on max

>> No.71327618
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71327618

>>71327252
nice bait

>> No.71327625

>>71327410
post the premarket then

>> No.71327626

>>71324567

ANIT-NIJISANJI ACTION
>HOLOCHADS WON
>DRAGOONS WON
>SAYU WON
>INDIE VT’S WON
>RRATS WON
>NUMBER MONKEYS WON

NIJISANJI DEFENSE FORCE
>NIJICLIQUE LOST
>NIJISISTERS LOST
>NIJIFUJOSHIS LOST
>NIJIFEMCELS LOST
>NIJINIGGERS LOST

>> No.71327631

>>71327309
Except the report isn't an EN report and is a report on the entire company which is still going as expected.

>> No.71327673

>>71326418
Cover doesn't list actual percentages of revenue shared with its talents. What you're probably referring to is the slide of the overall makeup of their revenue split by major category.

>> No.71327742
File: 52 KB, 790x657, 1710398383295755.png [View same] [iqdb] [saucenao] [google]
71327742

>>71327625
We call this maneuver the nijisanji cliff

>> No.71327813

>>71327618
Whatever you do, don't click on YTD!

>> No.71327825

>/NijiEN/ stops posting rapidly
>Theads all of a sudden have Nijiniggers in them
Go back to your containment thread Nijiniggers. lol

>> No.71327829

>>71327542
shouldn't you be watching ina sing terribly in her karaoke right now, tako? you better hurry, her health isn't too great, i can see her graduating by the end of the year

>> No.71327842

>>71327309
Correct, the smart investors will look at them being short of targets, and wonder, will this effect next quarter too? Then they will do their due diligence and realize it is time to cash out your chips. The stupid ones will buy the copium and hold the empty bag.

>> No.71327859

>>71327631
>is still going as expected.
they literally state they're below forecasts for this quarter

>> No.71327955

Riku is going to be forced by the yakuza to commit Seppuku without a second

>> No.71327979

>>71327618
you just proved by point lmao
Anycolor over 3k
Cover less than 2.5k

>> No.71327984
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71327984

>>71326465
Imagine her face right now.

>> No.71327996

>>71327742
Or for you yacht-enthusiasts, the Marianna Trench route.

>> No.71328061
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71328061

>>71327829
Keep hoping, anon. Maybe it'll distract you from your branch burning down.

>> No.71328121

>>71326763
I'll repeat since you didn't catch it. The japanese stock market was at all time high despite the recession for months, the first signs of slowing down happened recently (last week), way after Nijis decline. Did you even check the nikkei or tokpix?

>> No.71328147

>>71327859
Show me

>> No.71328169

>>71327979
anycolor is 2600 in pre-trade already lmao
also holo had 50% growth in q3 compared niji's 20% with nijifes, I am sure investors love those numbers

>> No.71328190

>NIJISANJI EN's revenue declined YoY due to the significant impact of specific products that made a large contribution to revenue in Q3 of FY23/4
I don't understand what they are trying to say. The biggest drop in revenue for NijiEN seems to be "commerce", so it's must be related to merch profits. Are they suggesting that the EN fans are buying JP stuff instead?

>> No.71328209

>>71324567
>30% expectation missed.
>-40% YoY for EN and in decline.
>EN missing from the entire presentation except some plans to…train Noctys?!?
>Clear intent to focus on JP and metaverse shit.

It’s over Nijisis. With some luck threy get absorbed into JP. If not, the pink slip is coming. Riku is not gonna sink for a dying branch.

>> No.71328233

>>71327252
This is the last cope the sisters can hold to, and it was already btfo a few threads ago.

>> No.71328234

>>71327979
see anycolor stock price tomorrow then.
You gonna like it.

>> No.71328235

>>71327979
Lol love reading idiots thinking they understand the stock market. A company with 10 shares each costing $10 each is the same as a company having 100 share scosting $1 each

>> No.71328270

>>71328147
the report is literally in the OP you nigger

>> No.71328271

>>71327979
If you bought shares in Niji day one, every dollar you spent is now worth 97c.
If you bought Cover shares at the start, every dollar you spent is now worth $1.77
What's the better share?

>> No.71328277

>>71327742
Someone please explain this graph, I'm retarded

>> No.71328313

>>71328169
Dont try to explain it to the sister
Being 13 she only sees big number and made up her mind that it is the best number

>> No.71328320
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71328320

>>71328147
It's literally the OP you illiterate goldfish.

>> No.71328323

>>71327979
see
>>71327542

>> No.71328355

>>71328190
They are trying to say “we sold more stuff a year ago” which no investor is gonna buy because they also can clearly see the constant decline.
They are done with EN. All their investment plans are clearly in JP.

>> No.71328448
File: 1.17 MB, 1024x1024, 1684131909476412.png [View same] [iqdb] [saucenao] [google]
71328448

*SIIIIP*
Yep anycolor didn't do as well as expected

>> No.71328460
File: 493 KB, 2047x1140, 1710403812168587.jpg [View same] [iqdb] [saucenao] [google]
71328460

>they don't give a shit about EN at all
Kekarooooo

>> No.71328495
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71328495

Threadly reminder that they included fucking Neuro-sama in their report for some reason

>> No.71328540

so by making Livers pay artists directly, they can cut a lot of costs and blame talent later for not following the rule?

>> No.71328555
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71328555

It was fate

>> No.71328567

>>71328147
Read nigga read >>71324567

>> No.71328571

>>71328495
The original Neuro model is just the default one that comes with the app.

>> No.71328605

>>71328209
I'm predicting the metaverse is just another meme to reduce the models cost to nothing, not having to produce a unique anime model means you can just use 3DPD garbage and just make minors adjustments that the highschoold minimal wage intern can do quickly.
The entire presentation is just copium.

>> No.71328625

>>71328495
Neuro is not an original design. Pretty sure it's one of the demo models included with the software.

>> No.71328629

>>71328495
Neuro's original model was a free asset included in a live2d app or something. But my question is, why are they even using stock assets?

>> No.71328647
File: 324 KB, 960x960, 1707273838157377.png [View same] [iqdb] [saucenao] [google]
71328647

>>71327282
>Zaion's mission was to prevent the apocalypse
>Betrayed and killed by her peers, no one is left to forestall the end
>As expected, the apocalypse looms over her betrayers, a grim fate they cannot avoid
BRAVO KOJIMAAAAAAAAAAAAAAAAAAA

>> No.71328655

>>71328121
What are you blabbering about? The Japanese stock market officially entered a recession ten days into February that was so bad they lost the spot for the third largest economy in the world to Germany. It wasn't instant either. Inflation and a weak currency have been fucking them for months.

>> No.71328658
File: 59 KB, 101x226, riku.png [View same] [iqdb] [saucenao] [google]
71328658

>>71328495

>> No.71328662

>>71328495
tbf it's the free model vtube studio gives you by default so it does make sense to include it in vtuber presentation

>> No.71328663

>>71328555
>a message from NIJISANJI EN
So... what was the message?

>> No.71328690
File: 91 KB, 1529x553, 1699653584498458.png [View same] [iqdb] [saucenao] [google]
71328690

This is interesting
>The JP livestreaming revenue has been stagnant for a long time already
>The EN one is clearly declining
>Merch is the only thing that makes them any real money

>> No.71328723

>>71324567
can't they just bully the investors for money like their talents?

>> No.71328727

>>71328271
>What's the better share?
Don't try to reason with the sisters they're not here to argue in good faith, they're just here to derail the thread.
You can't expect a discussion with 39IQ menheras acting like children.

>> No.71328760

>>71327742
>Anycolor stock might fall under Cover's stock
And that's with Anycolor doing everything possible to pump up their stock price.

>> No.71328762

>>71328270
Where the fuck are the words "We're below forecast this year" said, you retarded crayon eating ape

>> No.71328807

>>71328663
The future is black?, strangely prophetic.

>> No.71328834

>>71328762
holy fuck you are retarded
read the OP image nigger, READ

>> No.71328868

>>71328690
that's actually pretty fucked. How on earth is that even possible? they keep accelerating but the actual livestreaming portion isn't seeing returns.

>> No.71328871

>>71328690
To be fair that's not all that surprising. It's becoming increasingly difficult to make money from just from YouTube streaming alone; which is why you see so many indies and fleshtubers pushing sponsorships these days.

>> No.71328881

>>71328658
New 'jak

>> No.71328882

>>71328690
From what I remember, they increased the price of merch last quarter so this is with that factored in as well.

>> No.71328893
File: 257 KB, 1897x1060, TRUST the process.jpg [View same] [iqdb] [saucenao] [google]
71328893

>> No.71328896

>>71328690
Stangnant as it is, it’s slightly growing and needs just enough events.
EN is a fucking disaster and this was before the Selen nuke. They are axing it. No other way around.

>> No.71328897

>>71328868
Net profit 69%
kek

>> No.71328927

>>71327252
Anon we've been over this countless times, but I guess one more ride is fine.
>AnyColor is on the stock market to trade and grow before selling off, they are an investor based company
They live and die based on their stock price, it's what the company is about
>Cover corp is on the stock market to finance investment (huge studio) they are not an investor based company
They're hoping the stock price keeps going down so they can buy back stock and exit the market for cheap, even if their price doesn't go down they don't give a fuck because they don't pay their shareholders shit.

But please, post the graph again next thread so we can all laugh at how retarded NijiSisters are.

>> No.71328936

>>71327282
absolute fucking KINO

>> No.71328947

celebrate your "victory" all you want dramalovers, we all know deep down that nijisanji can and will recover in finance as long as the jp A team is still contracted with niji and pulling big numbers. en branch will take hits and fires, but they can also recover when the boss tardwrangles the branch's management and hires new talents that arent going to be rule breakers like selen and zaion.

>> No.71328964
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71328964

>>71327252
>3 months

>> No.71328967

>>71328647
>Elira lore is betraying her sister
>Elira bio says she hates tomatoes
>Elira cover of a song about a girl who was bullied to s*icide and everything is from the bully’s perspective.
>Black screen being black lol
>Zaion lore: A prophet for the end of the world that no one believed (Zaion exposed Niji but a lot of people didn’t believe her because of how she behaved within and outside the company).
the more complete version

>> No.71328977

>>71328834
You faggots are genuinely killing braincells. Q3 of 2024 isn't all of 2024. They literally say they expect Q4 to meet their forecast in the image which is literally the exact opposite of what you retarded baboons were saying. Learn how to read a graph

>> No.71328991
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71328991

>>71328947
>when the boss tardwrangles the branch's management
Management?

>> No.71329022 [DELETED] 

>>71328893
Now, you see SEAmonkeys? The big light red bar is what they promised investors.
That other red bar, smaller than the previous one? Is what they got.
No only they didn’t grow, they are LOSING PROFIT.

And the best part this is all pre-Doki. You can’t even blame her, she was literally still streaming!

>> No.71329023

>>71328690
I hope the sisters are ready to open their wallets and cover the share of the pomudachis and the dragoons.

>> No.71329036

>>71328947
NijiEN will still exist?
DYRBI kek

>> No.71329047

>>71328893
The pure uncut cope, holy shit. The only way they hit those operating margin is if every employee is paid with 3 bowls of white fucking rice every other day.
This company... Actually needs to be nuked.

>> No.71329055

Why did it decline by 40%? Sayu graduation didn't have that much effect, did she?

>> No.71329058

>>71328947
>rule breakers like selen and zaion
Or like Luca, or Uki, or Vox, or Aster, or Finana, or Wilson?

>> No.71329064

>>71328868
Their old guard having been going on hiatus or quitting and the new waves are under performing.

>> No.71329097

>>71327979
Cover has less of their shares on the public market
Cover has repeatedly told shareholders to BTFO when asked to reduce revenue split with talents
Cover didn't do a stock buyback
Cover didn't apply for loan margin trading
Nijisisters need to cut lengthwise along the arm, Not at the wrists

>> No.71329103
File: 839 KB, 960x640, No Racial Segregation.png [View same] [iqdb] [saucenao] [google]
71329103

REEEEEEEE

>> No.71329109

>>71328977
NTA but thinking theyll get their stated goal of 10b yen in revenue from q4 (right now) is a stretch
Theyre NGMI

>> No.71329137

>>71329023
They are not, next quarter is gonna be worse. No streaming for a month, no Pomu, no Selen, Events delayed or cancelled…
The predictions were already down, nowu they are not gonna believe them.

I will say, Riku was actually vindicated. Selenwas financially negligible. They were already dying, she just finished them off XD!

>> No.71329151

>>71328448
>it's evolving
Replace the big starbucks logo with a Silver Play Button and add some Yikes stickers, a lion autograph with feminine handwriting and a Le Retard voice record and it'll be chef's kiss.

>> No.71329163

>>71329055
Merch. Fans stopped buying stuff.

>> No.71329172

>>71328947
>when the boss tardwrangles the branch's management
Oh? I'd like to see the tardwrangling session Elira will get :D

>> No.71329180

>>71329055
At the time? No, but without it, we wouldn't be having such a grand ol' time with Selen's termination. If Sayu never got terminated and released that doc, Selen might not have been able to drum up support as quickly as she did. Who knows what would've happened in that timeline.

>> No.71329184

https://twitter.com/Japannext_en/status/1768200400195497994

>> No.71329191

>>71328868
Because NijiEN (Golden 20) doesn't stream anymore. It's lost in all the catalog threads about Hololive but NijiEN streaming hours have fallen off a cliff AND on top of that their CCV has collapsed. The fanbase bled away. The newer waves don't make up for the older talents who were far more popular.

>> No.71329209
File: 121 KB, 852x574, thermocline.png [View same] [iqdb] [saucenao] [google]
71329209

>>71324567
But the future refused to change

>> No.71329220

>>71329022
I thought the big red bar is what they're expecting to reach after the next report and the FY24/4 being under both of them is some sort of typo or financial magic tricks but then again I am dumb so feel free to disregard.

>> No.71329230

>>71328947
You illiterate monkey, they debuted TTT during this quarter and did jack shit.
Their plan is literally to focus on Noctys, there is nothing fucking else written about EN.
Best case scenario they are getting into JP like ID.

>> No.71329233

>>71327252
>But what about Hololive
https://www.youtube.com/watch?v=dnMWZv-raIs

>> No.71329240

>>71329180
Two girls vs a billion dollar company......... who will win?

>> No.71329262

>>71324989
Find out when the fiscal year in Japan starts then come back

>> No.71329270
File: 466 KB, 498x498, 1709274485117157.gif [View same] [iqdb] [saucenao] [google]
71329270

>>71328947
Good luck finding the management to wrangle them within 37 hours.

>> No.71329272
File: 4 KB, 194x194, 1678363786683495s.jpg [View same] [iqdb] [saucenao] [google]
71329272

Now all we have to do is trick sisters into buying the dip

>> No.71329294

>>71328947
Good thing I don't care about NijiJP. In fact I hope they do well. I just want the cancer that is NijiEN to die because their fanbase constantly shits up the board and antiposts other girls.

>> No.71329293

>>71327979
are you underaged or just retarded?

>> No.71329301

>>71329184
HOLY SHITTO.
Even the fucking Nikkei is dunking on them. It’s so fucking joeover.

>> No.71329302

>>71329151
The Starbucks logo regards their current ongoing mess where they made Scarle apologise for eating a cake because twitter drama queens threw a fit about Israel.

>> No.71329323

>>71325527
>They made basically no money at all until luxiem and noctyx debuted
>then it starts trickling in in Q1 2022
am I reading this right.

>> No.71329325

>>71328868
Ads don't pay shit, so most of that is just superchats. Nijisanji's fanbase is mostly normalfags, not unicorns who throw money at girls in hopes of recognition

>> No.71329386

>>71329240
*Two sad girls

>> No.71329395

>>71328927
>They're hoping the stock price keeps going down
Now this is cope
No one wants their own stock price to go down
If that's the case why doesn't Cover just say that they're losing tons of money? Just don't invest anything and don't debut any new waves and shut down Holofes. There you go, the stock price crashes. But they don't do that because they want the stock price to go up.

>> No.71329398
File: 253 KB, 1500x531, 1659687060193.png [View same] [iqdb] [saucenao] [google]
71329398

How long do you think it will take until they get MERGED?

>> No.71329402

>>71324567
so, its nothing? RRAT AND DRAGOON BTFO'd

>> No.71329404

>>71329233
Bro, Holofes debuts during the shareholders meeting.
Yagoo is gonna literally dance on Anycolor’s corpse. You can’t make this shit up.

>> No.71329439

>>71329055
>Zaion's termination and all the shit that followed
>2% drama
>AR Live cancellation
>Luxiem stopped streaming
>Nina graduation
>Mysta graduation
>Literally no one cares about the new waves
>Pomu graduation

>> No.71329442
File: 16 KB, 500x375, 1708744990957789.jpg [View same] [iqdb] [saucenao] [google]
71329442

>>71324809

>> No.71329451
File: 314 KB, 1080x1023, Screenshot_20240314_170656_X.jpg [View same] [iqdb] [saucenao] [google]
71329451

Starbucks KEKs
riku is toast

>> No.71329467

>>71329398
This fucking evening.
Riku will go full “Well EN is a failure, we will marge it, go metaverse, and come back stronger than ever!”
The question is if he will say this while jumping out the window in a golden parachute or not.

>> No.71329468
File: 975 KB, 1440x1080, 1707929489466868.png [View same] [iqdb] [saucenao] [google]
71329468

>>71329402
>

>> No.71329494

>>71325098
TO THE MOON (earth's core)

>> No.71329510

>>71328977
They're 10b away from the target with 1 quarter to go. Do you see 10b in a single quarter anywhere in their entire history >>71328690 ?

Retards like you should stick to gambling shitcoins.

>> No.71329520

>>71329395
>No one wants their own stock price to go down
Learn some basic economics before you open your mouth on the topic retard. You can google this shit if it's too hard, fucking imbecile.
>If that's the case why doesn't Cover just say that they're losing tons of money?
You're asking why Cover doesn't lie about their financial situation? You're seriously fucking asking why they aren't committing fraud as though that'd be a logical thing to do? How fucking retarded are you dude?? What the actual fuck are you even SAYING?!

>> No.71329522

>>71328448
Qrd on the wizard outfits?

>> No.71329529

>>71328947
>Selen was one of the best ones there
>written off and dismissed as a "rule breaker"
man...fuck you sisters

>> No.71329533

>>71329398
serious?
end of year/early 2025

>> No.71329547

NIJISANJI FAMILY™ and friends, are a blight on the Vtuber community. TND.

>> No.71329556

>>71324567
>Confidential

Are they retarded? They are a publicly quoted company.

>> No.71329568

>>71329442
Quality post anon.

>> No.71329582

Riku won't fold NijiEN yet, they literally just made some vague promises about "enhancing" their support. They are going to drag the corpse along for at least a couple more of months.

>> No.71329581

What about rulebreakers like luca, or vox, or shu, or fulgur..or wilson...or scarle..... you know bringing politics into the stream is against the rules right?, They were never supposed to capitulate to the twittards idiocy, and fulgur fucking DELISTED his LOU streams over that retardation, God you nijisisters are so sad

>> No.71329611

>>71329442
KEK

>> No.71329643

>>71329582
I'm sure the part time highschool students they're hiring at minimum wage will be very helpful

>> No.71329653

>>71328277
It's the place for placing the buy/sell list before market open tomorrow. It's for the ppl who missed on the last min trade.

>> No.71329662

>>71324567
>And this was with nijifes
not yet updated.

>> No.71329674

>>71329582
The beatings will continue until performances improve

>> No.71329688

>>71329398
They already swept EN under the rug with today's meeting, it's nijiover sisters.

>> No.71329692

>>71329522
>1 year ago
>Hogwarts legacy literally support trans genocide
>Niji support trans ppl and won't be playing it

>> No.71329697

>>71329582
What better way to support their livers than by combining it with the main branch?

>> No.71329698

>>71328977
what made you think they can earn 10b in this quarter ?
not even nijifes can hit 10b this quarter lol

>> No.71329700

So when is the shareholders' meeting? tomorrow?

>> No.71329702
File: 181 KB, 624x504, 1682931331186851.png [View same] [iqdb] [saucenao] [google]
71329702

Looking at the next quarter, they bet their entire revenue on pic related

>> No.71329709

>>71329662
Nijifes was in December

>> No.71329716

>>71329398
damn, prophetic post

>> No.71329755

>>71324567
Vtuber journalist status?

>> No.71329758

>>71326920
So when do they plan to fold it? By the end of the year or by next quarter?

>> No.71329761

>>71329692
>Hogwarts
Nahone, thanks

>> No.71329766

>>71329697
>What better way to support their livers than by combining it with the main branch?
Hi, Riku here. I like that. I'll use it for the next PPT. ありがとうございます

>> No.71329768

>need to be in the office at work tomorrow
>will miss the market open
fuck

>> No.71329789

>>71329582
>Riku won't fold NijiEN yet, they literally just made some vague promises about "enhancing" their support. They are going to drag the corpse along for at least a couple more of months.
He can promise everything for a few quarters until the investor stop believing it will growth.

>> No.71329831

>>71329582
They will probably see the market open at sub 2600 tomorrow and INSTANTLY course correct or riku will panic burn the company to save what personal investments he can out of it, There is no long term future for NijiEN, even IF they "limp along" until june, The Q4 results and shareholder meeting WILL be the death of them

>> No.71329856

>>71329398
Nost-rrat-damus...

>> No.71329880

>>71327742
How accurate is this?

>> No.71329887

>>71329302
Yeah but you already have the Uki old couple holding the Starbucks coffee with the logo clearly visible there. It makes the big logo redundant.
You could stick another meme on it instead.

>> No.71329888

Apparently Riku is not lying when they expect Q4 to be the highest.
ROFMAO concert and ChroNoir sololive will be held in April, dramafag BTFO!

>> No.71329891

>>71329702
>ROFLMAO

>> No.71329912

>>71329047
I'm honestly stunned by this. I knew things were not good at the company, but I expected them to be off-target by just a little, not... not THIS.

What is Q4 going to look like, when the impact of the Selen termination hits?! 50%-7% drop in EN revenue? It might happen!

>> No.71329928

>>71329880
It's premarket, open market tomorrow will be a bloodbath

>> No.71329934

>>71329880
We'll find out in like 15h

>> No.71329949
File: 607 KB, 832x771, 1684088132196459.png [View same] [iqdb] [saucenao] [google]
71329949

Jokes aside, maybe I will buy some stocks tomorrow.

>> No.71329970

>>71329510
Q3 made 23 billion. Q4 can underperform by 50% and still meet the revenue forecast . You retards are the easiest people to scam

>> No.71329972

>>71329888
...Isn't April the start of Q1? That's not even part of Q4.

>> No.71329981

>>71329949
Ok but not this one, Pomie

>> No.71329991
File: 99 KB, 1080x996, niji grave .jpg [View same] [iqdb] [saucenao] [google]
71329991

>>71325098
OH NO NO NO NO NO NIJISISTERS IT'S FUCKING OVER AIEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE

>> No.71329996

>>71329888
>Banking on two 3d Lives to save the whole company
>Hololive had 5 3d lives in the past 2 weeks, and holofes with very nearly their ENTIRE roster performing for 3 days
Do sisters really?

>> No.71330028
File: 29 KB, 762x300, selen shock.png [View same] [iqdb] [saucenao] [google]
71330028

SELEN SHOCK

>> No.71330032

>>71329972
Niji's fiscal year is May 1 - April 30

>> No.71330061

Sis Q3 was their Nijifes quarter...

>> No.71330064
File: 1.97 MB, 1024x1024, SDCO.png [View same] [iqdb] [saucenao] [google]
71330064

>>71324567
Niggerliggerble

>> No.71330073

>Checked report
>Anycolor fucks Cover HARD in numbers and are planning to open SEVERAL mockup studios which will be among the biggest in JP, completely mogging Cover's pathetic shed
>Checked thread posts
>Holobrowns seething and coping HARD
>Keked and closed the tread
Feels great to be a NijiGAWD

>> No.71330074

>>71329996
>Riku forecast will make the highest profits
>just ignore every single metric from the past quarters
>just trust me bro
They're OD on copium right now.

>> No.71330110

>>71329888
Nijifes cant even save them idiot.

>> No.71330117

>>71325527
>event category listed for EN even though there's literally never been any of it, ever.

>> No.71330120
File: 44 KB, 711x664, retarded.jpg [View same] [iqdb] [saucenao] [google]
71330120

>>71325917
Sister are not sending their best, women are retarded af

>> No.71330122

>>71328605
It feels like it's a buzzword that's only used to gain some investor interest.
With hololive I could buy it because HoloEarth goes into that direction. But I don't think we have seen such efforts from Niji, yet.

>> No.71330129

>>71329970
That's cumulative you utter imbecile. The breakdown per quarter is in the bar chart I literally linked for you in that post.
>7447+5200+6531+1364+1263+1165=22970

Why do you even think the stock has fallen off a cliff in premarket? Absolute troon.

>> No.71330159

>>71330073
Yeah and that one ku100
The ku100 several cover talents already have
Thatll show them

>> No.71330161
File: 59 KB, 224x224, 163532342347875.png [View same] [iqdb] [saucenao] [google]
71330161

>>71330028
>Selen Shock
I wish I had a LTG lightning pic for this

>> No.71330167

>>71328690
EN clearly gets 0 events and lacks support. Retards will continue to make rrats about dramafaggots being important

>> No.71330176

>>71330110
ROFMAO and ChroNoir are both the biggest sensation!
they even have bigger venue than Holofes

>> No.71330180

>>71329970
Cope sisters

>> No.71330188
File: 22 KB, 847x217, file.png [View same] [iqdb] [saucenao] [google]
71330188

>>71329323
No, you need to think one year back from what it says and use pic related from the IR calendar to correlate what you are talking about. Lazulight debuted in May 2021 or financial year 2022 so that is why data started getting recorded them. Luxiem was in Q3 2022 as far as debut goes but yes, they basically tripled their revenue again after Lazulight and Obsydia both debuted which tripled what Lazulight was making alone before Obsydia. They weren't making no money but it did propel the company to new heights. Basically after that, they were only able to double up on that amount at their peak before falling again.

>> No.71330204

>>71330032
oh weird. I wonder why Niji's different. Either way it's gonna be fun in 3 months.

>> No.71330209
File: 239 KB, 624x512, 1705782092177353.png [View same] [iqdb] [saucenao] [google]
71330209

>>71330073
>10 Billion yen short of forecast

>> No.71330238

Niji we're going down

Are my stocks more than you bargained for yet?
Elira's been dying to tell you
Anything you want to hear
'Cause that's just what my report needs this week
Lie in the grass next to the Nikkei
I'm just a report in your boardroom, but you're just a line in a graph

Niji's going down, down in an earlier round
And Doki and Sayu's going down swinging
They'll be your number one bullet
A loaded God complex, cock it and pull it

>> No.71330247

>>71329325
Ads certainly don't pay shit when your "EN" branch is full of awful CPM SEA sisters instead of North Americans that actually pay out per view

>> No.71330280
File: 131 KB, 879x726, 1694925646897010.png [View same] [iqdb] [saucenao] [google]
71330280

>>71329880
Well, the previous 6 months seem to be spot on, so it's pretty accurate. Tomorrow is going to be a fun day.

>> No.71330281

>>71330073
Wrong threads, bizarro bros

>> No.71330295

>>71330129
Holy shit thank you. I was wondering if I missed something. Some anons are just absolutely silly.

>> No.71330298

>>71330188
>June is Annual Results
>July is Shareholder meetings
Welp, I guess at least we have 2 months break before we get full on shitposting again if Nijisanji management isn't dumb. At least nothing major was announced so maybe EN branch isn't screwed? But who knows, it could be a dead man walking too.

>> No.71330303

>>71330176
so basically nijifes didnt do well as they expected?

>> No.71330313
File: 347 KB, 500x500, 1681854618420904.png [View same] [iqdb] [saucenao] [google]
71330313

>we also expand our studio
>we can edit music
>we also bought KU1000
Am I supposed to be impressed with these facts?

>> No.71330351

>>71325782
What this means are,

ex-ID and ex-KR are literally negligible. Rounding errors that they do not even put on the financial report

>> No.71330359

Previously I was predicting the announcement of EN folding would hit in late 2024 or early 2025. This report is so bad I think it could come as early as this summer.

>> No.71330367

>>71329970
HAHAHAHHAHAHAHAHAA. Certified 39IQ

>> No.71330373

>>71330247
I was talking about JP livestreaming revenue

>> No.71330374

>>71330159
>Yeah and that one ku100
nta but ku100 were in sound studios, not in mockup studios. And having them available in a studio for all livers is a good thing.

>> No.71330381
File: 42 KB, 588x422, 1695223980011850.png [View same] [iqdb] [saucenao] [google]
71330381

>>71329702
>ROF-MAO
You can't make this shit up.

>> No.71330382
File: 139 KB, 1016x501, 1710407963154563.jpg [View same] [iqdb] [saucenao] [google]
71330382

https://in.investing.com/news/heres-why-anycolor-stock-slid-over-5-in-one-day-4067391
OH NO NO NO NO NO NO

>> No.71330383
File: 365 KB, 640x360, 246554645717.png [View same] [iqdb] [saucenao] [google]
71330383

>>71325098
I AM BUYING THIS DIP

>> No.71330392

>>71329702
>ChroNoiR
>One-Man Live

>> No.71330395

>>71328655
Nikkei and Topix the 2 japanese stock market indexes have been growing throughout the enterity of february despite the recession. The only recent drop was 6 of march. The biggest decline in Niji stock happened February 5th - 15th, when the market index was growing strong. They had a bull run that only stopped last week. The recession doesn't explain the decline in the vtuber industry.

>> No.71330398

>>71326314
wait for the Anycolor announcing return of AR concert, so they can sell pre-orders for it and count it as income for their next quarter

>> No.71330400

>>71330383
have fun catching the falling knife lol

>> No.71330419

>>71330167
This is somewhat important, it doesn't feel like Anycolor wants them to be important. Sink or swim doesn't work here.

>> No.71330428

>>71325098
So you are telling me this is the best time to buy stock.

>> No.71330429
File: 473 KB, 1384x1162, 1616258194334.png [View same] [iqdb] [saucenao] [google]
71330429

>>71330383
He bought? Dump it.

>> No.71330430

>>71330298
EN is turbofucked. They suffered a big decline and this is PRIOR to the full impact of the Selen/Pomu departures and the backlash. You're probably looking at something like a 50% revenue drop from EN.

They know. There's a reason EN is barely even mentioned in the report.

>> No.71330437

>>71330374
That totally mogs the big superstudio cover bought + their american expansion though

>> No.71330455
File: 69 KB, 624x624, riku graduations.jpg [View same] [iqdb] [saucenao] [google]
71330455

>>71324567
how many yatchs is that

>> No.71330456
File: 182 KB, 1448x1200, F3CvMowboAIZIaM.jpg [View same] [iqdb] [saucenao] [google]
71330456

>>71324567
WOSEMI-SAMAAAAA
WOSEMI-SAMA GET OUT OF THERE

>> No.71330458

>>71330298
>Welp, I guess at least we have 2 months break before we get full on shitposting again if Nijisanji management isn't dumb
At least a week worth of shitposting when Elira starts streaming again.

>> No.71330479

>>71330313
>we also expand our studio
they opened a balcony door
>we can edit music
It's a core2quad PC with Audacity and 2 logitech z100's
>we also bought Ku100's
2nd hand and we only bought 1

>> No.71330486

>>71330419
It's more like they are fucking incompetente and they don't know how to support the EN branch. They thought they could just keep releasing new waves and they would get a new Luxiem every once in a while. 0 investment, 100% profit.

>> No.71330487
File: 376 KB, 1191x1684, 74741aada6613a27a98f083e026c8f37.jpg [View same] [iqdb] [saucenao] [google]
71330487

Selen... SHOCK! HAHAHAHAHAHAHA

>> No.71330504

>>71328947
I wonder how many in AnyC are dedicated, just to please the so-called "A-team".

>> No.71330521

>>71330456
IMO, any Liver with a brain needs to run screaming for exits ASAP. Hope your oshi is one of the smart ones.

>> No.71330552

>>71330073
Schizo tard cover literally released a report 2 days ago that outlined that THEY are the ones BTFO'ing niji, HoloJP has more hours watched, more superchats earned, and more active clippers than NijiJP has.. despite having HALF of the talents that NijiJP has, Why do you fucktards feel the need to lie so much?

>> No.71330564

>>71328947
>hires new talents
>niji en
who in the flying fuck would even apply?
It's going to be a whole wave of Meloco/Kotokas I guess. People who are ESL enough that they won't know any better

>> No.71330585

>>71330437
>That totally mogs the big superstudio cover bought
There is not enough information about Anycolor's mockup studio expansion to confirm or deny that. However the information we got in report about "several" mockup studios which are "among biggest in Japan" suggests so. Several superstudios mog one superstudio.

>> No.71330606

>>71330176
Rofmao are literal whos
Chronoir is ALL they have, and this "bigger venue" almost certainly wont sell out, You can't save a company off one fucking guy

>> No.71330613

>>71330398
That would be worst because no one will be buying that so they will end up losing money

>> No.71330625

>>71330552
The Company A defense force getting uppity
(Or some bored anon trying for yous because defending company a at this point is genuinely retarded)

>> No.71330642

>>71329582
So, we may see the end of EN by Summer.

>> No.71330664

Can someone make a new "negligible" meme with this new info

>> No.71330665

>>71330606
You are really out of touch from reality if you think they won't sell out

>> No.71330666

>>71326920
>pepsi multiverse.pdf

>> No.71330670

Two new waves let's fucking go!!
haters in shambles

>> No.71330687

>>71330585
Assuming they dont just pump their stock again kek
We'll see. Theyre not doing hot right now, jp's performance notwithstanding

>> No.71330691
File: 108 KB, 633x589, 1707552780804676.jpg [View same] [iqdb] [saucenao] [google]
71330691

nijisisters we must spend our jolibee checks to own dookie bird

>> No.71330699

>>71330552
>Holonig proceeds to list all bottable metrics to prove that they are "winning".
Like a perfect clockwork. The company is as brown as it's fanbase - can't win in important metrics then starts botting and declares that they had "won".

>> No.71330706
File: 249 KB, 888x888, 1705861485575568.jpg [View same] [iqdb] [saucenao] [google]
71330706

>>71330487
Funniest part is report covers 'till Q3 (Nov/Dec/Jan), so this is before Selen's termination, they waited for February to terminated her so she don't make it in report

>> No.71330731

>>71330665
Be honest for one singular second schizo sis, Do you REALLY think Kazuha is enough for Niji to stay afloat?, Cause he their ONLY really big name, The rest are either comparable to holoJP girls or below them

>> No.71330734

How many hours until market open?

>> No.71330742
File: 164 KB, 1163x1163, F2i_1z2aoAA-_7v.jpg [View same] [iqdb] [saucenao] [google]
71330742

>>71329582
Yeah. And then the
>SEREN SHOKKU
will hit in next Quarters report and fucking destroy EN forever. God I hope the good ones get out ASAP.

>> No.71330753

>>71330129
You retard, those thousands are meant to millions. If you do the math, Q4 would only have to make 2 billion more than the average quarter to make their forecast.

Also any investor knows premarkets are a meme

>> No.71330755

>>71330699
>botting superchats
sis...

>> No.71330757

>>71326920
It's actually pretty interesting how they didn't include NijiEN in this kind of images. Then again, who would they include?
>Pomu: graduated
>Selen: terminated
>Elira: lmao
>Vox: missing
>Agent LK: lmao

>> No.71330759

>>71330699
Sister
Anything cpver does is objectively better than
>-40.3% YoY

>> No.71330760

>>71330699
fuck, if superchat income is a bottable metric then I need to invest in some bots

>> No.71330764

>>71330606
sister these fags were in NijiEN fes along with other organs, if the whole team of organs couldnt save them how is one event going to do that?
Remember they will have to earn 10 billion this quarter just to reach expectations

>> No.71330776

SELEN SHOCK will be felt in the next one.
That was the equivalent of the Final Hamon

>> No.71330782

>>71330699
You can bot superchats and clip channels now?, That shows how fucking inbred you 39 IQ retards are, You probably stopped when i said CCV and typed out your comment, Read what you're responding to next time sis

>> No.71330793

>>71330731
Please, friend, even ignoring that, they're basically admitting that niji's spamming wave business model is a failure because old guards like kuzuha is the only shit that matters to them.

>> No.71330797

>>71330755
Okay, Hololive has more scammers like Rushia. Nijisanji will have to create new Milords to compete.

>> No.71330798

>>71330687
>We'll see.
Now that's reasonable approach. There is a plenty of time until their planned time of expansion, there are a lot of things that can happen.

>> No.71330811

>>71330734
Around 14h

>> No.71330818

So, when is the next report(Q4) going to be released?

>> No.71330821

>>71328947
A team... Like Chihiro, right? The one who's made clear her plans to collab with Dokibird in the near future?

>> No.71330824

>>71330742
I think Nijisanji is going to push any graduation as far down the road as they can. Hopefully they do something about the livers who's reputation took a hit recently, but if Niji were the type to do that they wouldn't be releasing grudge lists.

>> No.71330825

>>71330753
Good lord you are retarded. I hope you're just trolling. Actually, I hope you're genuinely retarded and have some anycolor stock lmao. Cope and seethe.

>> No.71330826

>>71330664
The "Magical Experience" in there is pretty amusing.

>> No.71330840

>>71330764
meant to reply to >>71330665

>> No.71330842

>>71330818
Early June I think.

>> No.71330843

>>71324820
>live event
What event. You mean those things where they just put on their same old L2Ds doing a usual collab stream only it's on a big screen at a con?

>> No.71330844

>>71330818
3 months

>> No.71330853

>>71330757
This makes me think that they didn't want to include any of the talents that will graduate before the next report.

>> No.71330863

>>71330753
Are you a fucking idiot
It says right there they need 10bil to meet their goal
Even if you convert each of those thousands to millions
What makes you think they can make 10billion in q4 given stock performance + nijien bs drama making things even worse when none of those metrics are equal to 10bil in one quarter

>> No.71330887

>>71330821
NotGundou as well, kek

>> No.71330892

>>71330428
You might be able to hit the bounce if you know what you're doing. Risky shit.

>> No.71330905

>>71330798
Like nijiEN ceasing to exist which is also reasonable outcome given what we've learned now kek

>> No.71330907

>>71330456
don't worry, she'll be out soon.

>> No.71330915

>>71330753
>They only need to have an above average quarter in a quarter where none of NijiEN streamed in feburary, where merch drops are low, AND when even NijiJP has been lagging behind the overwhelming holo momentum
Absolute kek
>Also any investor knows premarkets are a meme
BEYOND ABSOLUTE KEK, The premarkets have literally predicted where the open has been for Niji with near perfect accuracy the past 6 months, So uh.. GL with that copium overdose.. god i wish Fagni didn't graduate using him as reaction memes would have been so sick right about now..

>> No.71330927
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71330927

>>71330892
I literally don't have any idea of what I'm doing

>> No.71330934

>>71329702
I wonder if there's an event that overshadows these two concerts?

>> No.71330935

>>71330905
>NijiEN
>Relevant for mockup studio expansion
HOLY KEK

>> No.71330936
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71330936

>>71324567
ACCELERATE

>> No.71330946

>>71330585
Anon please tell me you're not actually falling for toddler-tier marketing speak.

>> No.71330952
File: 148 KB, 400x169, 0a95f862-283e-4918-8024-ef3c16c39e96.gif [View same] [iqdb] [saucenao] [google]
71330952

>>71330757
There is a non-zero possibility that they were editing Elira out of the images in the minute.

>> No.71330982

>>71330935
Whyd you correlate the two
I just made a statement regarding reasonable takes
Why so defensive, sis

>> No.71330984

>>71330936
>Improve quantitative indicators
So they have no plans to improve the qualitative indicators?

>> No.71330987

>>71330585
Well, Top 20 is still "among the biggest" right?

Also, Cover does not own just the second biggest 3D studio in JP, they also still owned 2 or 3 smaller studios.

>> No.71330997

so when are we seeing more nijien graduation/termination after the earning call or is anycolor waiting until april

>> No.71331005

>>71330734
15 hours, give or take

>> No.71331009

>>71324567
>only hired 2 more engineers
Fucking huh? What? Why?

>> No.71331015
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71331015

>> No.71331037

>>71330382
I feel like all of this shit is so ripe for milking in a yakuza game.
I know they already touched on vtubers via 8 in a couple of ways, but this shit would be prefect material.
The worlds youngest billionaire (who hails from glorious nihon of course) and his horrific black company that is known one way or another the world over and that is now known as acting as if they had mob ties with how skeevy they are.

>> No.71331039

When are we getting normalfag economic youtuber cover the report?
Since lawyer youtubers and shit covered the contracts, might as well get the economists in

>> No.71331047

>>71330863
Anycolor gets 10bil in a good quarters. And they mentioned in report that this quarter will be income-heavy.
>stock performance
>bs drama
We are talking about income. Stock performance and little holonig tantrum are not gonna affect them.

>> No.71331049

>>71330946
Hes either dumped so much money or hes that brainwashed
Imagine thinking 10bil rev is achievable in these circumstances when they couldnt even make that in previous quarters
Its why the guys with money are selling

>> No.71331056

>>71324567
>$2.5 Billion yens in treasury stock
>that’s $16 million dollarydoos
kek

>> No.71331060

>>71330840
I said nothing about saving anything, I just said that there's no fucking way the concert won't sell out

>> No.71331061

>>71330825
Okay. Since you're too stupid to do math, I'll explain it for you

>Divide 23.3 by 3 to find out the average amount of money made in those 3 quarters
>You get 7.76
>If you add 7.76 to 23.3, you get 31.06
>If the forecast is 33 billion and the average per quarter they would make is 31.06 billion, you have to subtract the forecast from the average to find out how much they expect to make above average
>The answer is 1.94 which rounded up is 2. 2 billion

Did I make it simple enough for you?

>> No.71331084

>>71331015
kino

>> No.71331093

>>71330753
And the odds of that happening with the following factors included is?
>no nijifes
>only major date/merch opportunity is Valentines. Note EN is basically fucked for the entire of Feb. Selen terminated, Pomu also left.
>Most importantly Japan barely escaping recession by .04%

>> No.71331097

>>71330915
they don't just need an above average quarter, they need the best quarter they've ever had by 110%, and the best Q4 they've ever had by 170%

>> No.71331109

>>71331061
lmfao

>> No.71331123

>>71330982
>defensive
Not sure why you felt that, because I just noted that NijiEN aren't important for the matter of studio expansion because NijiEN have the least priority in studio usage.

>> No.71331134

>>71330167
slow centralized multilayered management does that, especially japanese ones
cover had the same issue with early holoen

>> No.71331145

>>71331047
>holonig tantrums
Ah, so youre nothing more than a braindead nijishitter who's drunk the coolaid. Keep huffing that copium then kek

>> No.71331148

>>71330753
>Q4 would only have to make 2 billion more than the average quarter
Q4 will be a disaster so they're fucked anyway

>> No.71331160

>>71330167
didn't they have several events in sea countries with another one coming soon?

>> No.71331179

>>71331123
You correlated the two first, sis
I just stated nijiEN ceasing to exist as an entity is another reasonable take

>> No.71331180
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71331180

They're bragging about a Ku100 btw.
Which several holos bought with their own private money.

A Vicar vk26 camera costs several multitudes of that (allegedly 9mil yen each) and Cover bought 200 of them, btw.

>> No.71331188

>>71331148
>Q4 will be a disaster
Not following the autistic reply chain but it'll be a disaster 100% for EN. As for JP that's a total toss-up.

>> No.71331213

>>71331160
Appearances in conventions aren't considered events otherwise they'd have been included in the report on the EN side

>> No.71331220

>>71331047
Sis.. febuary came and went with basically NO streams, Merch was delayed, Not just for EN but ALSO JP, the valentine's merch came out yesterday.. who the fuck is gonna buy valentine's merch a month late?, on top of JP niki mocking the quality of the merch on twitter, AND them announcing and dropping merch in the middle of Holofes hype, Do you SERIOUSLY think the retarded singapore concert and the 2 JP lives will be enough to make up for al the losses?, JP can't get that 12 Billion by itself, Calling EN "Negligible" when you need EVERY LAST SCRAP in order to make quota is asinine

>> No.71331224

>>71328947
What mental illness causes someone to simp for a corporation?

>> No.71331247

I hope niji manages to come back from this because I really do not want nijifans coming to holo in the even nijien completely collapses

>> No.71331255

>>71331180
Yeah somehow nijidrones in the thread see this as a win for the second biggest vtuber corpo

>> No.71331274

>>71331061
Okay but that doesn't change the fact that Q4 will probably be their WORST quarter of the fiscal year

>> No.71331285

>>71331247
don't worry, phasetroons have been shilling hard lately trying to take away niji fans

>> No.71331289

>>71330927
Imagine gambling your life savings on Nijisanji

>> No.71331295

>>71331037
the plot for Yakuza 9 or the next Judgement game!

>> No.71331310
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71331310

>>71330753
>>71331061
That's not how their Q4 works retardchama. You think they can magically make a +90% YoY increase for their Q4 performance when it has always been their 2nd lowest performing quarter in the last 2 years? We haven't took Selengate's westout into account btw

>> No.71331309

>>71331247
They won't. They'll fuck off back to kpop or whatever.

>> No.71331312

>>71331180
>expand the studio to 3 times larger than current size
...Sure, can we get some actual numbers? How big is it right now?

>> No.71331315 [SPOILER] 
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71331315

>>71331224
this kind

>> No.71331328
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71331328

>>71331061
Anycolor's slides show their guidance not their forecast.
Here's the actual market consensus/forecast.
note the consecutive quarterly misses.
Anycolor meeting their own guidance will be a disappointment relative to actual market expectations.

>> No.71331330

>>71331188
This is fucking cope
You talk as if nijiEN doesnt contribute to total revenue
Youre expecting jp to go above and beyond previous metrics to cover for the shithow that nijiEN is currently in q4 when nothing prior indicates that they can

Holy cope

>> No.71331354

>>71331180
What's really funny is they think them expanding the studio actually makes more people able to use it. We've known for like 2 years that it's really only one group who films at a time.

>> No.71331353

>>71331312
small enough that one guy walking for 4 hours is apparently enough to book it full

>> No.71331360

>>71331180
What they're not saying
>the Ku100 was second hand
>it was sold by Noel

>> No.71331373

>>71331188
There is no way JP can grow enough to make up for the death of EN, NijiJP needs to not only exceed it's CURRENT growth, It needs to do so to a degree it can make up for EN's decline, Which ipsofacto isn't possible

>> No.71331405

>>71331247
Call me a nijinigger if you must, but 9/10 holofans are fucking drooling retards. I imagine you guys wouldn't see a difference, I feel way more bad for the smaller corpos and indies who're going to get an influx of viewers.

>> No.71331425
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71331425

Niji livers browsing this thread right now
Say something nice about them

>> No.71331441

>>71331373
Yeah, that's fair enough. I forgot about the total saturation of JP for a minute there.

>> No.71331456

>>71331405
>Call me a nijinigger
Nijinigger

>> No.71331457

>>71330382
oof
Niji is getting shit on from all sides, you love to see it

>> No.71331458

>>71331425
Luca better start thinking about his exit plan, his sugar daddy is about to lose his job

>> No.71331473

>>71331425
I hope they stay in Nijisanji forever.

>> No.71331477

>>71331425
Yeah the amount of coping and downplaying in this thread alone indicates this (if not interns or employees)

>> No.71331488

>>71331047
>Anycolor gets 10bil in a good quarters.
Are you being obtuse on purpose?
NijiEN has no chance whatsoever of reversing course, they'd be lucky to hit the one billion mark, especially given not only the recent scandal conga line but also the fact that they are just straight up not streaming and that they're trending downwards anyways.
So that means that NijiJP has to have their best quarter EVER at over 9 billion yen revenue, without Koshien or NijiFes.
They are NOT reaching that shit.

>> No.71331494

>>71331425
I hope Luca enjoys spending the next year of his life on a sinking ship due to obligations as a Luxiem member he can't get himself out of.

>> No.71331498
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71331498

>>71331425
YOU CAN LEAVE AT ANY TIME

>> No.71331504

>>71331405
I'm sure those 2 views are absolutely terrified of becoming 3 views anon

>> No.71331505

>>71330382
>in
we did it holosirs

>> No.71331511

>>71331477
the excuses are retarded though

>> No.71331553

>>71331477
A lot of it is just also basic financial illiteracy. We still get that one fag coping every thread trying to start shit about Cover's stock going down and despite it being explained dozens of times now he still gets faggots biting the bait.

>> No.71331555

>>71331488
I think nijien can hit 1bil because were talking yen here
But the rest being carried by nijiJP is schizo-tier especially in current times when jp agencies are shuttering due to market saturation

>> No.71331589
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71331589

>>71325527
>40% down
AHAHAHAHAHAHAHAHAHAHA. YOU DESERVE IT FOR TAKING AWAY MY FAIRY YOU STUPID NIGGERS

>> No.71331601

>>71331511
Retarded retorts are livers or interns 100%

>> No.71331638
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71331638

>>71330073

>> No.71331639

Well 1.5 months of Q4 are already done and nothing big is announced... So basically in 1 month they will have to come up with something incredible just to reach expectations and at the same time decide on the future of NijiEN

>> No.71331693
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71331693

>>71331504
Would (you) want to go from doing maybe one tard-wrangle a stream and maybe making content from it to doing a dozen tard-wrangles a stream and only getting a headache from it? My 3view won't change much but you're deluding yourself if you think anyone wants their fanbase to be absorbed entirely by nijinignogs.

>> No.71331713

>>71331639
i think anycolor already decided on the future of en with how they vanished from the presentation

>> No.71331721

>>71331555
they only earned 1 billion this quarter, no way NijiEN is earning more in the next... Almost all of the revenue needs to come from JP

>> No.71331722
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71331722

>>71325527
Q4 report will be much funnier kek

>> No.71331753

>>71331037
incoming mini game where your Akiyama has to manage a Vtuber agency (as in SAVE a struggling agency) like they did with the cabarets and real estate things.

>> No.71331760

>>71331310
Why the fuck would what specific quarter it is matter? That's not how it works. Are you going to look in shock when you see Q1 made more than Q2 despite Q1 consistently making less than Q2?

>> No.71331807

>>71331425
Any of them will be fine outside of Nijisanji, no need to panic too much.

>> No.71331810

Here is an idea for Riku and maybe this is already happening:
Trigger the suspension clause of the organs contract and punish them by taking 100% cut of their revenue

>> No.71331811
File: 95 KB, 1280x720, DZk1WixXUAIEx8f.jpg [View same] [iqdb] [saucenao] [google]
71331811

>>71331753
Akiyama wouldn't touch vtubing with a ten foot pole. Dude makes investments into things that actually matter.

>> No.71331842

>>71331760
Yeah and where do you think are they gonna magically get that 90% YoY increase from? You're missing the main point.

>> No.71331851

>>71331810
What revenue? They get the most from supas and you can clearly see that's barely a fifth of what they make from the IP of their names I.E. merch.

>> No.71331896

>>71331811
i used him as an example. could be anyone from the recent games. someone gullible enough to fall for it and now you're in charge of managing it and getting some extra money from it.

>> No.71331899

>>71331842
Well they have 20m yen they didn't pay selen so that's a start

>> No.71331917

>>71331721
Goddamn i missed that. Thats horrible. NijiJP has to solocarry and HARD

>> No.71331923
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71331923

>>71330487
All part of her plan.

>> No.71331922

>>71331851
NTA but they get the most from SL and voicepacks (both 50%); the former are part of Livestreaming, the latter of Commerce.

>> No.71331929
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71331929

there is also some fucking hilarious math going on here.

"97% retention rate" for VTubers. With a footnote of "Number of domestic VTubers as of April 2022 minus those who graduated during the FY23/4, divided by number of domestic VTubers as of April 2022". So that's VTubers in Japan, AS A WHOLE, apparently, even though the rest of the presentation will make it look like ANYCOLOR'S VTubers have a 97% retention rate.

When the reality is far more stark: in Nijisanji alone, out of 240 historical Niji/Anycolor talents, 63 have been terminated, graduated, or otherwise departed the company since operations commenced in 2018. That means that Nijisanji, as of March 14, 2023, has lost 26.25% of the total Livers who have ever taken up the company's banner. It has a 73.75% retention rate. It has burned through ONE IN EVERY FOUR LIVERS to ever work for the company.

Nijisanji is a MEAT GRINDER, especially compared to hololive, but really in comparison to nearly any other notable VTubing company or group. And they're trying to pass it off as a stable job instead

>> No.71331937

>>71331061
Anon youre asking for numbers that are higher than the highest performing quarters of both EN and JP combined (2023 Q3: 1.95B and 2024 Q1 7.4B respectively) for it to even reach their forecast. and since 1/3 of Q4 is already gone, then expect EN no not even get anywhere close to their respective number

>> No.71331943
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71331943

>>71331722
>Yeah, Council didn't do as good as they expected then Luxiem became massive.

>> No.71331959

>>71328277
>>71329880
Unlike crypto, where everyone can trade 24/7,stock market trading happens during business hours. After that, there's a pre market where people can place buy and sell orders online for the next day
Usually, there isn't much activity during premarket hours because everyone is asleep. If there's big swings, it means some big news happened after the markets closed and traders ran to premarket to prepare for the following day pump or dump
So if it pumps in premarket, the following day will be green. If it dumps in premarket, the following day will be grim

>> No.71331971

>>71331247
It'll kill their stocks, but personally the only way I see them recovering is by culling the number of livers. They have way too many 3 view shitters taking up management/art/merchandising resources. Resources that could be better allocated to the top 100.

>> No.71332000

>>71331971
>They have way too many 3 view shitters taking up management/art/merchandising resource
What management/art/merchandising resources? Most of the nijis get 0 support

>> No.71332006

>>71331929
>reposting SEAmath from another thread
They're not talking about vtubers as a whole, they're simply hiding the fact that most of their graduations come from foreign branches. AKA around 25% and your one-in-four number.

>> No.71332017

>>71331971
>top 100
WTF They have more than 100?

>> No.71332018

>>71331899
Anon that is 0.2% of 10 billion...

>> No.71332045

>>71332017
>As of March 2024, the agency manages 177 active Livers across two branches: 146 members of NIJISANJI's main branch (127 JP, 7 ID, 12 KR), and 31 NIJISANJI EN members.

>> No.71332057

>>71331943
I legitimately can't believe he became a shittier looking vesper 2.0.. like.. why did he want to look like that.. also "archivist" is pretty funny, I can't tell if he's ripping off "scholar" or Shiori's "Archiver" title with that

>> No.71332068

>>71332018
Damn that's like...Negligible

>> No.71332086
File: 451 KB, 680x760, Look-at-what-they-need-to-mimic-a-fraction-of-our-power-meme-6.png [View same] [iqdb] [saucenao] [google]
71332086

>>71331929
vspo with actual 100% retention rate looking at niji's mental hymnastic

>> No.71332121

>>71331639
They are seemingly banking on 2 days worth of concerts by their biggest talents / draws. Problem is, those same guys were at Nijifes, and Nijifes included many more talents besides and did not make as much surplus revenue as they'll need to generate in q4.
Unless there are multiple more BIG (and I mean on the level of the google pixel deal), their prospects are looking grim.

>> No.71332129

>>71331929
>supported by fan's passion
Roru , rumao even, the moment they outed themselves as a black company it was over.

>> No.71332131

>>71330032
April 30th...
Pomu?

>> No.71332162

>>71331810
Anon please learn how to read contracts or at least make sure you bring a lawyer if you ever need to read any. This retarded idea of a suspension clause where they take your money is utterly impossible. Not even trying to defend Niji as they're perfectly capable of being completely retarded in reality, but we don't need imbeciles who have no idea how contracts work spreading legal fictions.

Worst they can do practically is withhold outstanding payment which would be about a month's worth of income (still pretty bad) and that's probably why they do the whole stealth suspension thing too (don't pay them for a whole month, then another month of stealth suspension means their talents are financially desperate)

>> No.71332168

>>71332086
VSPO would never since they only made it past their first 2 years in part due to Nijisanji. Or I guess mostly Kanae.

>> No.71332170

>>71332068
The pay they would have given her is, The other 98% of her earnings that were ALREADY going to them tho.. was not, And then you have losing pomu, being ABOUT to lose scarle, and that's ALL your main hitters for EN, So now JP has to literally Solo Carry into their BEST EVER Q4, The only people retarded enough to believe that are the nijisisters shitting up the board, The actual investors are BTFOing the stock in presales, dropping down to 2590... and that's BEFORE the loan margin cull which FORCES AUTOMATIC SALES if the price point drops below where it was when the loan was taken... whoops!

>> No.71332178

>>71331721
No clue where you're getting that 1 billion from
This quarter they made 7.696bn (6.531bn JP + 1.165bn EN)
That said, I have no idea how they'll ever make the 10bn need to bridge the gap to their forecast in a quarter that historically has always been worse than this quarter

>> No.71332194

>>71332000
According to their doc they have support staff. As for how useful they are - who the fuck knows. JP seems to be at least semi competent if they're getting big name sponsorships regularly. We all have the same opinion on EN side though.

>> No.71332213

>>71332121
From what i remember nijifes problems werent from the livers themselves but from the fact that there was 50% less variety compared to 2022
Its not surprising since a lot of niji events like niji melody have been shit or have been straight up cancelled (nijimarika, NJU) after maimotos manager got canned around august last year since he was responsible for a lot of the collab project coordination among the livers next to mayuzumi

>> No.71332219

how much finanas do they need?

>> No.71332221
File: 271 KB, 850x850, file.jpg [View same] [iqdb] [saucenao] [google]
71332221

Ready for Q4, it will be a complete bloodbath.

>> No.71332238

>>71332121
Even by some magic they reach the numbers its still disastrous because they have proved themselves that they have no growth or expansion in future

Its so funny that they specifically mention that their organs are not idols but then they are relying on the idol concert to save them. LOL

>> No.71332259

>>71331811
Akiyama absolutely would. He owns (or at least owned, his current financial situation and what he was even doing the last few years prior to 8 are deliberately kept vague) several cabaret clubs and pops in to help out the management.

>> No.71332261

>>71332213
>after maimotos manager got canned around august last year since he was responsible for a lot of the collab project coordination among the livers next to mayuzumi

Sauce? First I've heard of this, and while I don't want to believe the entire company was held on the back of just one mane-san I can certainly see it.

>> No.71332267

>>71332219
Finanas is not approriate ie way too many Finanas. The need Kazuhas

>> No.71332298

>>71332178
you retard you literally put 1bn in your post for EN... are you high?

>> No.71332305

>>71332267
Finana is still the most basic unit, we can use both.

>> No.71332311

>>71332267
That's why we have kiloFinanas.

>> No.71332367

>>71332178
not him but man you need to reread that comment

>> No.71332368

>>71331971
Long term maybe, but a culling would short term and potentially long term result in a loss of image. Also one of their main metric they use to show how good they are (even if manipulated heavily) is the retention rate. So they would basically ruin one of the KPIs they have set themselves.

>> No.71332401

>>71331896
i'd say nick ogata but he would never be struggling in the first place

>> No.71332467

>>71332261
>Sauce? First I've heard of this
was discussed in the niji thread in 2ch and some matome sites last year
speculation was that he was let go because maimoto's rehab was indefinite and that maimoto was going to be working in the back end if he does come back like gilzaren or aiba before she quit
iirc he was let go around the same time they also let go of a couple of old managers including pomu and eliras old manager

>> No.71332508

>>71332401
Nick Ogata would help someone if he thought the business was viable and / or the people running it deserved the help.
He could just rope Ichiban into managing their corpo like how he got involved in the Ichiban Senbei / Holdings stuff.

>> No.71332513

>>71324567
>Q4 results are expected to be the largest in this fiscal year
>>71325527
>Q4 consistently underperforms
Are they expecting to find a magic money tree in Riku's yard during the quarter or something? They're projecting they'll have their best quarter of all time in what is usually their weakest part of the year.

>> No.71332518

>>71332467
But is there an actual link?

>> No.71332525

>>71328277
See the top line? That's the bids for the stock at X price.
See the bottom grey area? That's volume. See how the grey is a massive spike? That indicates a MASSIVE movement on that stock.

>> No.71332537

>Some nips found Niji lied in its own financial report
Ohnonono

>> No.71332541

>>71332298
>>71332367
Sorry brainfart
"EN" didn't even register in my eyes because they're negligible

>> No.71332559

>>71332537
sauce?

>> No.71332575

>>71332219
around 3.3 gigaFinanas give or take, assuming 1 Finana - 300 yen.

>> No.71332583

>>71332518
2ch doesnt have any archive sites but you can dig back on matome sites archives if you want
you can also try asking japs there

>> No.71332626

>>71324567
Nijisanji in shambles
Hololive thriving

>> No.71332627

>>71332513
They are doing the age old trick of lying through their teeth and hoping the investors won't bail

>> No.71332643

>>71332583
You're telling me to dig through up to a years worth of matome sites to try and find the original source of a claim about Maimoto's manager? I don't doubt you but I ain't doing that.

>> No.71332665

>>71328460
no one with more than half a functioning brain does

>> No.71332692

>>71332368
That KPI actually fucks them lol. They're using retention for the entire industry not their own company retention rate. Their historical retention rate is something like 75%

>> No.71332784

>>71331971
>but personally the only way I see them recovering is by culling the number of livers
they literally cant because some of the bottom livers are best friends with their moneymakers and if they terminate them theres a huge chance their moneymakers walk out as well

>> No.71332799

>>71332784
>best friends
>implying

>> No.71332823

>>71332784
kek

>> No.71332837

>>71332692
No, they're using the retention rate of Japanese talents over the last 2 financial years. Which is still ridiculously misleading, particularly since ID and KR were "merged into the main branch" for that entire time and none of the people who left from those are being counted, but still.

>> No.71332854

>>71330455
>"we were able to manifest their abilities as a VTuber"
Transl. - Those indie VTubers weren't shit until I made them something thanks to my mad superpowers (and trust fund money).

>"see them off"
Transl. - defame in public; launch legal battles and coordinated harassment campaigns against the ex-talents

Riku's now the bench mark for black company director.

>> No.71332866

Anyway watching NijiID and NijiKR, have they switched to JP or do they talk in their native tongues?

>> No.71332909

>>71332866
KR streams in korean almost exclusively on Twitch which is a rarity, outside of the rare youtube streams once or twice a month.
ID I don't know about since I don't watch SEAtubers but I imagine the few left shifted entirely to english.

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