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

/vt/ - Virtual Youtubers


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75721456 No.75721456 [Reply] [Original]

It would be nice to see kurosanji nosediving into oblivion after q4 report, but I wonder how realistic it is.
Yes, EN reputation hit the rock bottom and they keep digging down.
Yes, the livers are still losing subs.
Yes, they've lost on some conventions and on valentine merch.
But on the other hand, they rapidfire their 3D debuts, they had AR colors (inb4 concert quality, it did sell tickets), they had that shitty Singapore concert.
They will lose a lot of money due to controversies, but in the end they just need to do better than the last year, and what did they even have for the last year's Q4? Lazulight 3D and valentine merch? Doesn't look like too difficult to surpass.

>> No.75721519

>phase

>> No.75721534

>>75721456
wont happen because jp is still good but en is pretty much a rotting corpse

>> No.75721573

>>75721519
it's how you know op is a phasekek, massive delusions of grandeur.

>> No.75721934

If we are being completely honest, there are three check marks they need to cross to have a good year, and I doubt they will get all of them
>Q4 has to be their most successful one yet
>they need to hit their growth predictions for 2023/24
>EN has to be on a positive YoY growth
As a dramafag, I don't care about the first two points, but what they have going for the last one is that their last Q4 had absolutely nothing in comparison to this one (AR "Live", 3D debuts, large cons, and so forth), and even if these events flopped, they are still better than nothing at all, which is why nijisanji rdecided to release them. The two big things that stand in their way is the Armageddon that was the beginning of the year and the lack of Valentine merch do their biggest talents. So we will see how it goes
>

>> No.75721948

>>75721534
JP will be fine, but everyone believes that nijiEn will fold/merge. If the report is not disastrous they can stay afloat at their current state for another year or two

>> No.75722002

>>75721519
Change phase to brave

>> No.75722215 [DELETED] 

>>75721456
wont happen because jp is still good but en is pretty much a rotting corpse
also pretty cute of OP implying phase is even part of the big leagues

>> No.75722336

>>75721456
phasefag being cute thinking hes part of the big leagues

>> No.75722379
File: 509 KB, 498x498, kekw.gif [View same] [iqdb] [saucenao] [google]
75722379

>>75721456
LMAO NICE PIC HAHAHA

>> No.75722422

>>75721456
I say its 50-50 flip coin toss. JP probably will do fine since they got 2 concerts from their 2 most popular groups, but EN is a coin toss whether they can salvage their number enough that the sentiment become "well, its not thaaaat bad".

I am still on belief that NijiEN will not live to see Christmas this year though. And I feel like AnyC is feeling whether they can market their JP group instead, with the Chronoir concert in AX.

>> No.75722579

>>75721519
>>75721573
Phase is beating your EN branch on the regular now, nijikeks

>> No.75722833

>>75722336
I mean even the Q1 stats that came out put them as the only non JP corpo on youtube to reach over the threshold this year to be considered big enough to show up so yes, they are in the top 10 of worldwide corpos, vshojo actually wasn't that far in front of them, any other even medium sized corpos didn't show up since they couldn't even hit 0.3% of the marketshare

>> No.75722893

>>75722579
i exclusively watch holo, you fucking sodomite. just because the stars regularly stick their dicks in your girls doesn't mean your shitcorp is worth anything.

Have fun seeing your GFE girl get raped in Doki's event, btw. I'm sure you cucks will love it.

>> No.75722940

>>75722833
>>75722579
phasecope

>> No.75723061

>>75722940
do you have better numbers than Vtstats's own Q1 industry report or are you just being a fag?

>> No.75723111

>>75723061
uhhhh sisters have you seen the numerals? you must not have because the dox siterino is downerini.

>> No.75723297

>>75723111
yeah okay you're just a brown fag, but if you must know, niji and holo are neck and neck but their EN branch is pretty much dead, Vshojo is nowhere near 3rd place and things like brave group talk a big game but so far their attempt to reach the EN market has been underwhelming, though they still absolutely mog Vshojo's 3%

>> No.75723384

>>75721456
No matter how grim the Q4 report is, I don't think it will be enough for Nijisanji to collapse.

>> No.75723503

>>75722002
depends entirely if you talk about EN or JP market, maybe if they buy idol they'll be able to reach the 1% threshold but right now most of their attempts to scratch the EU and EN markets haven't paid off
they're still big, and the EN market is still absolutely tiny (vshojo is only 3% of the worldwide market in) but right now they need more starpower to get a real grip on that market

>> No.75723854

>>75723297
nijicope

>> No.75723910

>>75721948
NijiEN likely won't fold if they have enough sisters keep paying as the company cuts expenses wherever they can.

>> No.75723911
File: 56 KB, 1014x324, 1715593012629218.jpg [View same] [iqdb] [saucenao] [google]
75723911

>>75721519
>helldivers2 + collab
>Still got mogged by phase

>> No.75723953

>>75723854
I'm far from being a niji believe me, just looking at the worldwide market since it's brown hours and half the board well be extra gay, holo is still one vshojo over niji if that makes it any better for you

>> No.75724061

>>75723911
>>75723910
I firmey believe they're going to just take the top 3, give them their own support team and give the rest to a bargain bin branch they'll endlessly debut talents into with cut costs to them overall and strict merch and stream times but with a different name far enough to be something they can drop anytime they need to

>> No.75724211

>>75723911
Mugged by part 7 of a VN....GRIM

>> No.75724385

>>75722893
>>75722940
I'm not a phasefag I just fucking hate niji and I wish to see them burn to the ground.

>> No.75726600

>>75721456
Yes

>> No.75726837

>>75721456
Niji overall? No, not a chance.
NijiEN? Might fold, yes, unless they decide to directly fool investors with the fake revenue numbers.

EN talents should be livid as fuck right now though, the management's retarded decisions led them to losing 50+% of their audience and income even if they're innocent. To this day I still don't understand why they don't speak out at least about this point.

>> No.75727427

>>75726837
>To this day I still don't understand why they don't speak out at least about this point.
Management will obviously silence/punish them

>> No.75728082

>>75721456
even if en got folded, vox will still be around in the main branch to mog your oshi op. better not lose some sleep.

>> No.75730414

They won't merge EN into NijiJP, it would look extremely bad - like giving up hope for actual growth. They'll just cut costs and investments behind the scenes.

>> No.75731308

>>75722422
> EN is a coin toss whether they can salvage their number enough that the sentiment become "well, its not thaaaat bad"
Every metric we've seen indicates it's that bad if not worse. I'm not sold that AR live and concert was all that profitable, at least from the live concert experience - subtract costs for the venue hire, booking agent fees, PA/equipment/security/staffing, insurance (public liability insurance is pretty hefty in most parts of the world), marketing etc. From what we've seen of the the actual turnout you'd have to be concerned if you're a Nijifan. I don't know how many people bought online tickets though so there is that. If the free portion viewership is any indication I'd be very concerned

>> No.75731487

>>75721456
>>75722422
I want NijiEN to survive up until the Vtuber Awards (assuming they're doing it again this year) because I think it'd be a funny situation.

>> No.75731593

>>75721456
Is not so simple. Is not only about Q4 needing to be better than Q4 from past year, this quarter needs to be their best quarter ever. Quarters are just portions of a whole year. Anycolor needs to show growth for 2024 compared to 2023. And each quarter builds to that. Their Q3 underdelivered, and because of that they need their biggest Q4 of all time to have growth for this year, and that is pretty much impossible.

How bad is gonna be? May be really bad, but is also very possible to not be as bad as some anticipate. NijiEN is going to have bad results, there is no discussion. But Anycolor could hide most of that, by doing what Cover does, and combine the revenue from NjijiEN with NijiJP, and have the growth in JP cover some of the impact of EN. It would still drive down their overall, but maybe not that much. Their stock will dip anyway, but maybe not to disastrous levels. It will likely fall below 2000 yen, maybe to 1900-1800, worst-case scenario. Personally, I don't think it would go down lower than 1950-1980, because most investors left are either long-term major investors or how who bought at 3000 and hope it will bound back there at some point and will hold the bag. Things should get better from Q1 thou.

Other than that, let's hope Cover will make the best of it's next surge now, because once Niji's report will be out, Cover will dip down too.

P.S.: NijiEN won't collapse, nor is Nijisanji. Anycolor had it worse before, in 2022 when it from +6200 all the way down to 2100. This is mid compared.

>> No.75731631
File: 86 KB, 850x798, a689d601c09091ee7f0a1c7a7167b419.jpg [View same] [iqdb] [saucenao] [google]
75731631

>>75722893
>Says he watch holo
>Also spouts shit that a nijisister would say

>> No.75731652

>>75731308
The concert in Singapore you're talking about? That wasn't even run by Anycolor. It's always profit. They get paid by some Singapore company to show up to their Singapore event.

>> No.75731754
File: 200 KB, 844x1280, IMG_2135.jpg [View same] [iqdb] [saucenao] [google]
75731754

>>75723911
are phaseshills and nijikeks really fighting over 2k ccv’s? holy fucking shit man HAHAHAHA this is so fucking sad

>> No.75732811
File: 832 KB, 3247x4598, phasekeksvsshulol.jpg [View same] [iqdb] [saucenao] [google]
75732811

>>75723911
>muh ccv numbers.
>gets eaten alive anyway by shu on vod views.
KEK.

>> No.75733742

>>75731308
Concerts like the one in Singapore are basically elaborate sponsorships from the perspective of Anycolor. They aren't hosting or organizing those events themselves. They are just supplying the livers and the right to use the IP. If you are familiar with them at all you can see the difference is night and day between what they do for each type of concert. If they do something like AR Live their own concert they do a big announcement, do a press release about it, setup a website on their website for the event, make a merch range for the event they will sell through their stores, tweet about the event all day while its going on and shill the tickets before and after. For an event like the one in Singapore there is no press release, no official nijisanji website for it, no Anycolor merch range. You get some tweets from the livers that are part of the concert promoting it and thats about it from them because they are only doing the deliverables they got paid to do. They don't make or sell merch for the events that are elaborate sponsorships either the organizers do that as part of the deal and get the money from that aswell as ticket sales.

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