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/vt/ - Virtual Youtubers


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75733324 No.75733324 [Reply] [Original]

How could Anycolor compete with them?

>> No.75733420
File: 41 KB, 725x681, Loss.png [View same] [iqdb] [saucenao] [google]
75733420

>>75733324
But why are they down 40% YTD?

>> No.75733431

They can't. Look forward to anycolor's stock tanking when their Q4 report comes out.

>> No.75733525

>>75733420
Someone bring out the goats, a sister need a correction.

>> No.75733546

>>75733420
Because vtuber industry investors are moronic and don't seem to understand the industry at all, and saw anycolor's stock falling off a cliff as a sign that the entire industry is doomed. If you bought Cover stock yesterday in anticipation of their Q4 report you'd have made an instant 10% minimum. Easy money from nijikeks.

>> No.75733559
File: 92 KB, 1080x1077, losses.png [View same] [iqdb] [saucenao] [google]
75733559

Yagoo is gonna spend that money paying off investors after the massive 38% loss since the start of the year
Oh and Okayu is still in debt and Ririka is eating garbage

>> No.75733626

>>75733525
>It doesn't matter that I lost 100 goats if I bought 5!
Kek

>> No.75733659

>>75733559
If you have an interest-free loan then it's smarter to stay in debt and make the minimum repayments over time instead of paying it all off even if you can afford it. Why are nijisisters so financially illiterate?

>> No.75733692

>>75733559
>Yagoo is gonna spend that money paying off investors
Sisters....that's not how stonks work.

>> No.75733731

>>75733546
It seems like you're just saying it's smart to short Cover because they're gonna keep bleeding money and eventually go under.

>> No.75733744

>>75733559
Thanks for stopping by, NPC-chan.

>> No.75733772
File: 157 KB, 567x464, kfp thinking.png [View same] [iqdb] [saucenao] [google]
75733772

>>75733626
>It doesn't matter if Mohammad Anycolor spent 10,000,000 pieces of gold to gild his goats and then they were struck down by Allah's fury, his goats are still worth 5% more than Ahmed Cover's goats, according to the church!

>> No.75733833

>>75733731
Short between quarterly reports and buy for the spike up because their reports will always be good, yes. Again, easy money from nijikeks until more people get into the market and it starts to actually act efficiently. The current state might as well be like crypto whales fucking with everyone.

>> No.75733938
File: 30 KB, 372x467, file.png [View same] [iqdb] [saucenao] [google]
75733938

Funny story, 10 billion yen in revenue is amost exactly what Anycolor needs in Q4 if they're going to meet their forecast for the year

>> No.75734028

>>75733420
Stocks doesn't mean all... you really need to learn not all companies are do or die on the stock exchange

>> No.75734034

>>75733938
They why would they postponed nijifes to next year?

>> No.75734168

>>75734028
This.
Cover always has BIG numbers! Even their losses are massive!

>> No.75734234

>>75734034
They had Nijifes in Q3 with 7.78 billion JPY revenue and cost overruns that drove their profit growth into the negative

>> No.75734422

>>75733420
Now click on "Max"

>> No.75734477

weird how holofags seem to understand the implications of nijien's decline on anycolor's potential growth, but they don't understand why investors would question yagoo's unwillingness to publish revenue for their international branches and holostars
instead their reports include childish comparisons with other companies about shit like clipping and subscriber numbers
what's he afraid of? surely they can't be worse than nijien, r-right?

>> No.75734630
File: 78 KB, 1080x554, Screenshot_20240513_234224.jpg [View same] [iqdb] [saucenao] [google]
75734630

>>75734477
>unwillingness to publish revenue for their international branches and holostars
LMAO

>> No.75734722

>>75734477
Continue coping sister. I'm sure your great father Riku will show how great NijiEN has been doing in the report

>> No.75734770
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75734770

>>75734477
>>75734630
It's hilarious seeing nijisisters and homobeggars fight each other.

>> No.75734936

>>75734477
Investors only care about revenue and profit going up, Anycolor are the retarded ones that shot themselves in the foot and bragged about NijiEN's numbers in their first report and now have to keep publishing them or investors are gonna start asking why they aren't included any more

>> No.75735043

>>75734936
Riku really is fucking retarded LMAO

>> No.75735467

>>75734936
I mean can we blame him ? Luxiem had their moment, and that momentum could have been maintained if he hadn't fucked that AR live up in the first place

>> No.75735920

>>75734477
Not even Yagoo cares about investors, evidently when he told investors to fuck off twice before. Why should I?

>> No.75736348

>>75733420
Because the stock price climbed a lot early on and it's still above the initial price now. You're essentially asking why Cover isn't winning fast enough.

>> No.75737075

>>75734477
>but they don't understand why investors would question yagoo's unwillingness to publish revenue for their international branches and holostars
Anon, do you honestly think your average japanese millionaire knows who the fuck Jurard T. Rexford is? All they care about is that the "overseas revenue" bar in this year's report is bigger than last year's to see that hololive is still growing overseas.

>> No.75737196

>>75734477
You retards now get mogged by phaseshitters i don't think you really want a pure HoloEN vs NijiEN comparison cause just the HoloEN girls put to shame your entire shit branch.
When simple Karaokes get more CCV and SCs than 3D debut you sit down, eat shit and learn to know your fucking place.

>> No.75737211
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75737211

>>75735920
>doesn't care about investors
>going to prime market

>> No.75739319

>>75737196
>bringing up phasekeks when their top four talents combined cant even get 3m total views gained in a month.

>> No.75739938

>>75733559
>Yagoo is gonna spend that money paying off investors
holy fuck retard

>> No.75741346

Kneel

>> No.75742456

>>75733559
Sister-chama....
There's no investor board to deal with. Most of Cover's stocks aren't available for trade on the market, and the ones flying around aren't enough to give any kind of power. And i'm pretty sure that most of the small investor that have Cover stocks are probably fans that just want to have a piece of it, some sort of token.

The stocks prices for Cover is totally irrelevant because no one, with a high amount of stocks, is gonna bail, unlike the faggot from the other corpo.

>> No.75742855

>>75734630
That proves his point tho, Holostars barely surviving if top 20 Hololive girls are 45% of the whole thing. The drop per isn’t even that big so 21-30 is probably another 20%. That leaves 40% to spread towards the other 60 people and Holostars being at the very bottom isn’t getting very much

>> No.75742875

>>75733559
Good point. Considering how good the company is doing right now and how bad the stock is doing in comparison this would be a great time for a buy back. Niji crashing the investor market is doing them a favor.

>> No.75744122
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75744122

>>75733324
wait, 10 billion? isn't that the exact number cover needs to reach to meet their own extremely low promises?

So AC needs to have had as good of a quarter as Cover did to survive? and Fes was this quarter? Holy GRIM.

>> No.75744392

>>75742875
I mean they should wait for it to drop it more. I mean if Cover did a buy back now they would still lose money. It's still higher than at initial, just wait for it to drop, buyback, delist and sayonara.

>> No.75745543

>>75733559
You are confusing Yagoo for Riku Nijisis. And sadly for you, he doesn't give a fuck about investors because he's in for the long run.

>> No.75747669

>>75744122
>wait, 10 billion? isn't that the exact number cover needs to reach to meet their own extremely low promises?

No dumbass, cover was initially forecasting 7.338B for their Q4 quarterly revenue (target 26.562B for full year results). They revised it because they expected FES to do much better than expected (revised to 28.471B for full year results). They exceeded their revised forecast and ended up with a total yearly revenue of 30.166B. In short, they were initially expecting 7.338B for Q4, revised it to expect 9.247B, and ended up with 10.941B for the quarter.

AC is forcasting 33.0B in yearly revenue. This means they will need a Q4 of 9.727B in Q4 revenue to meet their forecast. They are banking on the fact that 30-40% of merch sales for nijifes will be counted for their Q4 results. Considering 60-70% of Nijifes merch sales is ALREADY COUNTED for their Q3, and they had a pretty lackluster January-March in terms of events, this might be hard to pull off. This is the reason for the big selloff, as most shareholders were not convinced when they said their Q4 will be their highest grossing for the year, but who knows, maybe the kuzuha concert pulled in massive money? We'll find out in a month, but do not be suprised if it does not hit that forecast because again, most of their big events were in Q3 and already counted and their numbers werent that great for that quarter.

So yeah, TLDR, Cover did very good, exceededing their forecast which was revised upward. AC will need to get 9.727B in Q4 revenue to meet their expectations. Any lower and they might be screwed and see another stock selloff. AC Q3, with Nijifes was 7.785B in revenue, so getting 9.727B now might be tough, but we will see what they can pull out of their asses in a month or so.

>> No.75747754

>>75733546
>Because vtuber industry investors
Fyi people often dont do that, they just buy a bunch of stock on a comoany and see if it goes up or down. I doubt major investors care about vtuber one way or another.

>> No.75748396

>>75742855
>Holostars barely surviving
Post the average NijiEN stream performance compared to Homostars.

>> No.75748974

>>75747669
my bad, I meant anycolor. mistype.
either way, they're gonna need around that, which is what I meant.

>> No.75749232

10 million yens is like 100 bucks

>> No.75749386

>>75733420
Because the stock market is not open yet? That's the prince of the stock prior to the report.

>> No.75749609

>>75733546
Cover stock is still technically overvalued.

>> No.75750428

>>75734477
They aren't questioning anything. All the revenue is combined. There is no need to show separate branches because they already show the overseas revenue. But HoloEN, HoloID, Holostars... all of it is under Hololive Production umbrella. Anycolor chose intentionally to show JP and EN as separate, because Anycolor's whole growth strategy was focused on overseas expansion, so that data was relevant. They had to show the investors how popular the EN branch is, especially after IN, KR and ID flopped. And in the end that turned to bit them by the ass. There are big chances, that EN will not even be shown as separate in this report, and that they will do what Cover does. Cover on the other hand, has a very different strategy. They are focused on IP recognizability and multimedia creation around it. For Cover's strategy, is irrelevant if the top Holomem are JP, EN or ID, as long as the IP is recognizable. Their growth doesn't depend on expansion, it depends on the penetration of their IP into the mainstream and it's recognizability.

>> No.75751172

>>75733938
what can even niji do in q4 when nijifes cant even save them lmaoo

>> No.75751392

>>75751172
accelerate

>> No.75752290

>>75751172
It'd be hilarious if they straight up lie.

>> No.75753171

>>75747669
Adding onto this anon (who did a great ob summarizing):
Anycolor's Q4 has historically been their weakest quarter (no major events during this time, only Valentine's Day for major holidays during this quarter).
Basically, Anycolor has to MATCH Hololive's Q4 (which is always Holo's strongest quarter, due to Holofes), WITHOUT anything of the scale of Holofes and their EN branch already in terminal decline.
And Riku, being the retard that he is, promised his investors that this Q4 (with no major events, and Nijifes already in Q3, which also recorded negative profits btw) will be the BIGGEST EVER because... idk, some random BS he pulled out of his ass.
Basically, they backed themselves into the corner and made their own noose.

>> No.75756322

>>75733324
Better merch

>> No.75756412

>>75756322
>Copy and paste march for birthdays
>Better
Nijisis trying to kill people with peak comedy I see.

>> No.75756678

>>75737211
>yagoo literally shit on investor when they ask question
do your rep sister,its been leaked long time ago

>> No.75761079

>>75753171
wasn't there some JP boyband concert they had? voltorbs or something? also they probably got SOMETHING out of that shitty old scam they called an AR Live and singapore "concert"

>> No.75761584
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75761584

The most important thing is money in my pocket
>Reduce livers' allowances and fire livers who can't make money

>> No.75761862

>>75733420
Cover is up 17% so far today. Good start. Very good start.

>> No.75765648

>>75761862
>Cover is up 17% so far today
How do they do it?

>> No.75766129
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75766129

>>75733420
Nijibros....not like this

>> No.75766340
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75766340

>>75733420
Up 51% all time

>> No.75766456

>>75766129
I feel sad to reminded you that Cover's stock perform good in stock market will also drag Anycolor stock going up too.

And when Anycolor's Q4 reports release then their performance will drag Cover's stock down on that day too.

Because stock broker sell&buy not as individual stock but industry stock named "Youtuber/VTuber multimedia group stock"

>> No.75766553
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75766553

It's still going

>> No.75766956
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75766956

>>75766129
>>75766340
>>75766553
I literally told you guys for weeks to buy the dip, you could have made a 15% return buying near the bottom

>> No.75767071

>>75766956
I can barely afford my house. I can't afford stocks

>> No.75767250

>>75766456
Anycolor fiscal reports > buy the dip > Cover fiscal report > sell the top, return to stage 1

>> No.75768368

>>75733420
Retard

>> No.75768715
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75768715

>>75733559
>and Ririka is eating garbage

>> No.75768759

>>75751172
Q4 already happened, anon

>> No.75768837

>>75742855
>and Holostars being at the very bottom isn’t getting very much
oh nyo

>> No.75769747

>>75766129
>>75766340
To the Moom

>> No.75771849

>>75766553
jesas

>> No.75774228
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75774228

>>75733324
>>75766129
>>75766340
>>75766553

>> No.75774787
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75774787

>>75733324

>> No.75776083

>>75734630
This doesn't say shit about how any specific branch. "Overseas sales" doesn't mean EN and ID and "domestic sales" doesn't mean hololive.

>> No.75777052
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75777052

>>75776083
Jesus the coping is hard

>> No.75777123
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75777123

>>75776083
>"Overseas sales" doesn't mean EN and ID and "domestic sales" doesn't mean hololive.

>> No.75777380
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75777380

>>75739319
once again nijiniggers moving the goalpost to total views

>> No.75777687

I never visit any nijithread before, are they all this delusion and passive aggressive ?

>> No.75777696

>>75777052
>>75777123
But you're the one coping and don't understand what "overseas sales" means.

>> No.75778095

>>75777687
Yes, any nijiniggers who aren't this delusional have long since left the fandom

>> No.75779093

>>75733324
>0 yachts
*yaaaaaaawn*

>> No.75780684

>>75733324
Thriving

>> No.75780877

>>75776083
You don't understand. There is no merch of HoloJP mems overseas and there is no merch of HoloEN mems in Japan. Obviously

>> No.75781050

>>75733324
what’s that, like 50 bucks in a real currency

>> No.75781059
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75781059

>>75766129
And they got slapped back down to 2,000. Didn't even recuperate the loss from the last 3 months.

>> No.75783517

>>75733324
Yagoo sama...

>> No.75783864

>>75733546
I suspect that's the case. Because every other vtuber company is doing badly, they think it's only a matter of time before Cover also does worse.

>> No.75785361

>>75733324
Hololive is a higher league.

>> No.75787128

>>75733324
>Cover made 10 billion yen in Q4
as they should

>> No.75788770

>>75733324
Cool.

>> No.75791634

>>75733324
Sisters how do we cope?

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