Cover Financial Results for FY2026/3 Q2 are outThey're losing 1 billion yen per quarter in sales due to tariffs, resulting in a YoY decrease in profit. I don't see the situation changing anytime soon there.https://contents.xj-storage.jp/xcontents/AS05169/f93cccc6/5f31/4c75/84ca/dc44b0581efd/20251111152323504s.pdf
>>106561118What about revenue?
>>106561118Yagoo golden parachute time
>>106561133Revenue increased 13.4% YoY but gross profit decreased by 1.6% YoY.
>>106561263Tarriff is out of their control, the revenue increase prove that holo can handle the fluctuating market
>>1065612631.6% decrease because of the tariff is actually good. I thought it would decrease more.
>>106561222Yagoo will buy out phase and make them all his sex slaves and then die of turbo-filipino-aids from the rotten cunts
>>106561118>They're losing 1 billion yen per quarter in sales due to tariffsGot what I voted for.Suck it holofags should've built your merch in America
>Sebral
>>106561372
>>106561419stop falling for obvious bait anon ...
>>106561118it wasn't just tariffs, the whole fucking year was slow as fuck with less streams from everyone
>>106561263>550m yen write-down>A write-down is an accounting process where a business reduces the value of its inventory on its balance sheet because its market value has fallen below its original cost. This adjustment is necessary when goods become obsolete, are damaged, or are near expiration, and it is recorded as an expense on the income statement. So in addition to losing up to 500m-1b yen due to tariffs, they also spent 550m essentially buying back their own merchandise?
>>106561118Thanks Obama
>>106561118Ok, who cares?
>>106561118it's so over>>106561263the holoearth piles of burning money...
>>106561118They better get used to it, reps keep sucking Trumps dick and dems suck it after complaining a little.
just one more metaverse brothe consumers are yearning for nonfungible digital propertieswe have blockchain implementationthere's agentic AI bro it's web3 it's the new paradigm please browe have UGC and big data user insightsplease Y combinator give me money i said all the magic words
>>106561118They also lost Gura who practically printed money on the EN side and pulled normies in.
>>106561118I blame Bush Jr.
>>106561372Smugalana said that Sakana told her that hes still in Red till this day
>>106561630>the holoearth piles of burning money...A gacha would've been a better investment
>>106561263Watch as posters completely ignore this post BTFO'ing OPFuck this board
>>106561925the gacha needs to have some gameplay first, but knowing holoconsoomers they'd literally pay money to roll PNGs without any additional gameplay
>>106561630Do we know how much they invest in holoearth?I assume "Meta" is holoearth, seems they have a few employees working on it, all things considered.
>>106561848t. jeb
>>106561118God I fucking hate my country.
>>106562082it hates you too faggot
>>106561118Are they still hiding per branch charts? I would really love to see that one since I doubt HoloJP is doing bad
>>106562218Clearly, considering the prices of everything.
>>106562036but it's literally proving OP's point?
>>106562606reading is hard
>>106561455Would leftover merch, songs and art assets from the graduations count for that?
>>106562322HoloEN gets btfod by indies
>>106561303For a growth company, a decreasing yoy profit is awful. They better find a solution or Cover will be in serious trouble
>>106563791They can't do anything about orange man's tariffs.
>>106561372Literally no one does that because no one would buy merch at ten times the price.
>>106563851Unless...
>>106561372It amazes me how retarded MAGA is. If you manufacture in the US, the additional costs of labor, taxes, contract fees, etc. far exceeds the additional tariff not to mention the raw materials to build the merchandise is still subject to the tariffs
>>106563981>he doesn't know we're bringing back slave labor by arresting the communists and terrorist democrats and putting them in work camps and factories next year
>>106563948"Unless" nothing. Yagoo is not big enough to make THAT happen.Besides, it's only a matter of time for the tariff problem to resolve itself. You know, what with that whole "his dementia is turning his brain into oatmeal while the world watches" thing.
>>106561133>>106561372it's over
They take the girls paychecks and this is the best they can do?
>>106561263>Individual/group interviews with talents continue to be conducted. Aims to increasingly reflect talent intentions in various initiatives. The Hololive graduations did hurt them and Cover even included statements about doing more to reflect what talents want. That really shouldn't have required an 8 talent graduation wave but at least they have realized that management getting into constant fights with talents isn't a good long term strategy. Still won't undo those graduations but maybe it will lower the chances for 2026.>>106562061>I assume "Meta" is holoearth, seems they have a few employees working on itCover is likely doing some corporate trickery by having the HoloEarth software programmers counted under in the content creation software development team instead of having them specifically in Metaverse development. There is no way they have less than 100 employees working on HoloEarth and MMO game development tends to bloat quickly.
>>106564540Have you seen that garbage? I for one doubt all of these 100 actually work on it
>>106564534>>106563658>>106562322>>106561824Retards are reacting exactly as this post >>106562036 said, kekNumberfags are so stupid
>>106563554Merch for sure. Pretty holo doesn’t sell merch of the graduated girls so cover would have to take the hit to pull them out of production.
>>106564745Pretty sure*
>>1065620613.5 billion yen so far
>>106564540Cover wouldn't be wrong if they put some of them under IP planning
>>106561372>built your merch in AmericaThat would be even more retarded, lmao
>>106563854>>106563981>>106565352If you want to leech from American consumers you must play by our rules and bring factories and jobs to America.Don't like it? Have fun paying 500% tariffs on your cheap chink plastic.The American Golden age is quickly approaching so get in quick before you're left out
>>106566309I don't understand how the average american doesn't feel the leech sucking his brains out from behind their heads. Are they this numb that they don't see the "savior of humanity" is actually just sucking then dry or do they think they are so smart that they can in turn leech of somebody else..there is nobody else, dude...you are left holding the bag. The american golden age is for the rich assholes who download into your brain american exceptionalism
>>106567142Phase has a US merch warehouse partner now. They only pay tariff on manufacturer price which is $1/kg.
>>106564464>Streaming slight uptick, mostly flat from Q1That's an absolute win considering how many talents left and some were big draws too. But not sure how much more they can push streaming considering recruitment has slowed down and talents, new and old, aren't gaining as much momentum to fill the void.
>>106562061Planning , branding sales and marketing all share in that
>>106561118Just like vshojo, holos capital is mismanaged.
>>106561118post the other onehttps://contents.xj-storage.jp/xcontents/AS05169/c7610964/fbb1/409f/8810/0c6b757b9858/20251111152358549s.pdf
>>106566309Somebody tell this poor man the median wage in other Western countries is often higher than in the US. Sure, the government benefits partly from the tariffs (albeit at the cost of consumers lmao), but you are not going to see a very large majority of that money unless you are in the top 1%
>>106570114>>106567335>>106567142Look, just admit you lost forever and won't be able to take advantage of Americans anymore, suck it up like a grown up and maybe tell your boss yagoo to make a deal with Trump and open a holomerch factory in America.All I'm saying is that winning is that simple, trust me.
How the fuck are they losing money when the girls take out loans from the company to pay for their own concerts and the other things they do is stream on a computer. THEY PAY FOR THE CONCERTS THEMSELVES.
>>106570758Yagoo needs a bigger yacht than Riku
>>106570114Europeans get paid half of what americans make and then they get taxed more. You chose to be a mediocre socialist, you will always be inferior because of your beliefs.
>>106570694>>106566309If Trump's """"brilliant""""" idea is going to be turning America into the manufacturer of the world by copying China and churning out cheap plastic from his factories, its going to blow up in his face. Unions are are an institution in the US, and no amoint of kingplaying is going to remove them. And with unions around, the average Joe will want higher pay even for a factory job.tl;dr no one is going to buy American. Its already too expensive, and other parts of the world have already dropped American products because of the tariffs.Oh, and I specified local workers. America COULD copy China if it got more cheap labour, but you polfags sure love to rep ICE. Well guess what - no cheap labour for you. Unless (you) want to be the cheap labour, of course.
>>106564007Ah yes, the authoritarian plan. Thats just going to start a civil war, which makes me wonder if you're a vatnik.
>>106564540>>106562061HoloEarth is a fucking sink. Its even worse than Holostars and I fucking hate the homos
>>106570937Literally look up "median personal income [insert country]" and you will realize you're so wrong after converting it all to USD. You should also understand this median income is taxed for a mere 18%. Just because the US has a lot more CEOs and other top earners (because the upper tax brackets are lower than in Europe), it then implies the average Joe earns anywhere close to the mean wage. Indeed, the higher the income inequality, the higher the discrepancy between average and median.
>>106563948Their whale assassin is gone now, anon. The only one left for the job would be Pekora but she's busy.
>>106563981>not to mention the raw materials to build the merchandise is still subject to the tariffsBut much of it comes from the US, .ie cotton, textiles, wood, etc.Yagoo is too obsessed with the profit margins from cheap acrylics, ignoring that shipping may cost more than the merch, before adding tariffs.
>>106561118if this is what it takes for cover to finally get rid of the homoshitters then unfortunately this is how it has to be
>>106567335It's even simpler than that.Half of the country has been politically radicalized to the point where they don't care if they're hurt as long as "the other guy" is upset, too. They'll gladly get all of their rights and government resources/benefits removed and let their children starve if it means they can "own the libs."Their guys up top siphoning all the money? Don't worry about that. The hippies and liberals are waving weird flags and want to murder your unborn children! It's really depressing because it leads to situations like the tariffs and the government shutting down welfare, which obviously leads to less merch as people are struggling to put food on the table as is.
>>106567335>>106570114There is a simple explanation, read about "three cueing" and how that debunked method have sinked generations of american students to the point of functional illiteracy. Like european education is also on managed decline but is light years ahead of USA.
>>106561133>Merch sales were likely affected by Cover's complacency regarding shipping to the US.ThisForget tariffs—shipping is the real wallet-killer, and after all these years, they’ve done nothing to fix it.
>>106571617Anon at this point the homos (at least on the EN side) are still earning more revenue than ID and even some of the JP girls. If they cut out all the lowest earners, you'd be losing a lot more than just a few dudes.
>>106571049Anon, unions and workers' rights are dastardly ploys conjured up by gay, communist Satan himself.
>>106561118>Seanumbermonkey got into the hobby only to obsess over corpo ojisan profitsThe absolute state
>>106571658sometimes a host has to die in order to kill a parasite
>>106571049>Unless (you) want to be the cheap labour, of course.I think there's an even more obvious solution that's being developed by the current crop of would be capitalists.
>Learn from the Queen.Million+ in merch sales.No shippingNo tariffsNo taxes in some statesMeanwhile, HoloEN can barely sell their limited merch.
>>106561263wow wow its so over huh >>106561118 tranny
>>106571838What would a company rather pay, five full-time workers for 1000 per month or one machine worth 50k with a useful life of 10 years and 10 bucks per hour of running cost? This is basic microeconomics, retard
>>106561680>>106571049>actual TDS>bringing up ICEsasuga /vt/instead of a blue board this should be a brown board
>>106572796>picGrim. /pol/tards aren't even trying to blend in anymore.
>>106561824>They also lost Gura who practically printed money on the EN side and pulled normies in.They still won’t admit how much the lost of her IP has cost them. It's not just her streaming numbers, but the continuous record-breaking merch sales. Losing a large portion of her audience outside of the Holobox has impacted those sales and future endeavors, like the TCG cards and HoloEarth. Could you imagine the numbers on upcoming Twitch collabs with SNOT? They don't need Twitch to put on front page, Chumbuds would do that automatically.Can talk about the numbers in the EN concerts, but there's not much profit from it, and with the same high shipping costs for the merch, there are fewer people buying. Meanwhile, Gura has proven you can pull concert audiences with a Meet and Greet Karaoke. Then, adding same merch suppliers that Saba uses would have huge profit margins.
>>106572060>XL T-shirtAnon, time to put down that fork...
>>106573150I already eat with my hands, and an Indian diet is already healthy.
>>106573150I'm not SEA. But a US Veteran.
>>106573201Go Space Force!
>>106573201>a US Veteran>t.92W
>>106561296they could increase profit margin by actually using the HoloUSA subsidiary to bulk import goods by ocean freight to the US and tariff at production cost then retail them in US at typical prices to reduce their share of tariff impact and international shipping but the holoUSA office is obviously a lazy shell for PR only
>>106572862NIJISEETHE
>>106573454They already do more than enough
>>106571049>If Trump's """"brilliant""""" idea is going to be turning America into the manufacturer of the world by copying China and churning out cheap plastic from his factories, its going to blow up in his face.It is not.Trump has never even hinted at copying cheap junk back to the US. It's the vital markets, US Steel, Autos, Chip manufacturing, furniture, Rare-Earth processing, etc. The are other nations that can do the cheap plastics and clothes, like Vietnam, which was the first country to make a trade agreement with Trump.Trump has already secured 18 trillion in investments back to the US, and he's just getting started.
>>106563981not to mention they'll pay tariffs on the exports too since it goes both ways now. anyone supporting this retarded trade war he has started with the entire world, including HIS OWN FUCKING ALLIES, is beyond braindead. doesn't even matter which side you're on politically
>>106573621>and he's just getting started
>>106561118Older Americans and their hate autism for post-war Japan despite that being the most fucking loyal nation to the US in the world will never make sense to me.Like holy fucking shit Japan treats Trump so kindly and he is very popular there and yet he can't let go of his 80s hatred of Japan. I just don't get it.
>>106573722We don't owe them anything. If they willingly submit to the US like their women do for BWC that's up to them.
>>106561372Where is my $5000 doge check you fucking MIGA faggot. Why do you keep giving money to Israel?
>>106573644>since it goes both ways nowCountries other than China that tried retaliatory tariffs have already backed down, America has already won the trade war with Canada and Europe; your months out of date anon.
I can't tell if the MIGA guy here is baiting or if he actually believes in what he's posting.
>>106573621I know you're a retarded MAGA, but even you should logically come to the conclusion that Trump loves to inflate numbers. But EVEN IF 18 trillion of investments were secured, they are literally just announcements just like Musk announced that we were going to space in 2020 yet here we are. You can say all of that and then just not do it as he leaves the office in three years
>>106573869ah, so only americans pay massive additional fees. yeah i forgot that you saw this as a big win, my bad g
>>106573869In actual fact China and India are utilising Trump's "trade war" to implement traffics against Canada who're desperately trying to get China to lift their tariffs.
>>106573948>leaves the office in three yearshope not. as long as he stays fit he's good for at least another term.but even if not i'm fine with a vance like guy anyway. the playbook should be ready by then.
>>106573948>EVEN IF 18 trillion of investments were securedEven if he only did 1/20th, it would still be more than the previous administration. It's like saying there is still a 1% inflation, ignoring the record-breaking increase previously.I judge by what I see. In my city, they are already bringing back the GE plants that went to China.
>>106573950The "big win" is the tariffs are pushing said countries into recession, the hope is it'll hurt them more than America.
>>106574062>bringing back the GE plants that went to Chinabasedthe general public really shouldn't be discussing things they no knowthing other than what they hear from talking heads on a screen
>>106574062>>106574203Enjoy having cars and every other product skyrocket in price in a market that people already think is too expensive. Because you're not retarded enough to think the prices will stay the same, right? The cost of running a factory in America is probably 1000x what it costs to run it in China
>>106561118blame on romhack rabbitch
>>106574256price doesn't matter if my earnings go upsorry about your portfolio i guess
>>106561118John Roberts will be my new oshi if he saves us from this
>>106561419That was from the Canadian Post system having a fucking melty
>>106573803The shit the US pulled with Japan directly led to the rise of China, you keep beating down your friends and the only people left standing up will be your enemies.
>>106574256If you haven't noticed, many foreign auto manufacturers have been producing in the US.Somehow it's different now? Because of Trump?Trump especially wants the US plants to come back to the US from Canada and Mexico. Which are in the works.Again, I judge by what I see, many Toyota plants in my state. Plus more incoming. New battery plant late 2025, and Rav4 coming to my state from Canada, lol.
>>106574371Why would they go up when you can't profit off of the cheap labor of other countries anymore, which is what made the US so rich to begin with? Are you sure you've thought this through?
>>106574371If investors led to good results then people wouldn't be freaking out about Cover going public or fearing the day Gaben kicks it and Steam is fully taken by the stock market.
>>106574470I wish I could be as retarded as you. It must be so much fun
>>106571344>Pekorathat scum is a troublemaker, don't need it
>>106573500Anon if you think either of those girls like the current us politics, then you're more delusional than fandeads
>>106574445Only who's standing last matters. Guess who has the most advanced military in the history of the world?
>>106574470how about Hyundai? oh wait Koreans are still pissed after the Georgia raid kek. still the largest ICE raid in its history btw
>>106574738No one is above the law.Korea has already apologized and made a trade agreement with Trump on Oct 29 for 15% reciprocal tariffs. $350 billion investment with the US in shipbuilding.But South Korea needs to worry about its own fragile economy and political environment.
>>106574738just don't come here illegally
>>106574955>No one is above the law.Anon, the hypocrisy is off the charts. Now please go back to /pol/ instead of spreading your nonsense in a board about anime girls screaming on camera
>>106575043Back on topic then.Cover blaming their financial ineptitude on tariffs is very disingenuous. Ignoring that tariffs are much smaller than the shipping costs that they failed to fix. Many competent companies have adjusted. Vietnam can produce the same and already has the infrastructure in place. Cover has worked with California-based Omocat before, and can continue for the Western audience.Gura's re-release of Dino Gura had no tariffs, so they do have some connections outside of China. But that Ebi is what added the duties. Still bought it.
>>106575349Holo and Phase got hit hard by the traffics because the shipment company they were using was purposefully (and legally) categorising their merchandise incorrectly, happened to a lot of publishers who were categorising their books as children’s toys and such.
>>106574470Anon... you do know car manufacturers don't plan and build factories within 10 months, right? "Judge by what I see" and right after that saying "more incoming" is actually laughably retarded
>>106575926Of course, it's not going to be done overnight. But the Rav4 plant in Georgetown is already under construction. The Battey plant will start this year. Luckily, we have a President who will help bypass much of the red tape and is well-experienced with construction.Just like he told the Mayor of LA, she has the power to start and streamline the reconstruction right away. But she gotta feed that bureaucracy. It didn't take that long to move US plants abroad. Just seeing the reverse process in action is a win that we can build upon.
>>106576882>It didn't take that long to move US plants abroadThe incentive was because foreing labout is cheaper than US based one. You are never going to get things 100% manufactured in the USA unless you found a consistent population willingly working for peanuts. It's the same reason why you never are going to have cheap housing, healthcare or college education. Because all of them use national labour. Unless you are willing to create a real migration reform for temporary workers.
Good, Hololive English was a mistake
buy the dip saaar
>>106577581>The incentive was because foreing labout is cheaper than US based one.The goal isn't to bring back cheap labor, nor is cheap labor exclusive to China. Many other countries can produce what China does.Trump aims to repatriate critical production, not low-end apparel or footwear. The 15% tariff serves as the offset. Future factories that Trump is trying to bring back will be more automated, requiring more skilled workers.>It's the same reason why you never are going to have cheap housing, healthcare or college education.Different reasons. Real estate is an international problem. Supply and demand affect prices more than cheap labor. Obama bailing out the banks instead of the homeowners kept real estate high. Mass immigration prevents a housing bubble burst. Guaranteed insurance and student loans encourage price increases.
>>106561118Well now they just announced auditions for a new gen
>>106570694>Lost forever>Trying this gaslighting when you got totally BTFO in last week's elections.Please keep coping and doubling down. It'll make you getting BTFO even harder next election even more funny.
>>106561118
>>106581239Will they be looking more into Twitch type streamers?Will they try to replenish US girls, or have they given up on them already?
>>106561118>Our income is tanking because of a 15% import taxBuuuuuulllshiiiiiiiiit
>>106580394>Trump aims to repatriate critical productionTrump gutted the Chips act (but considering that the AI bubble is set to explode maybe is a net positive), but even that there is barely any critical products that can't be 100 percent made in the USA. The tariffs already set the economy on fire and the only light in the tunnel is the SCOTUS reversing them. But Trump brain is so gone that he probably would throw a fit and refuse to comply.
>>106561118Good.
itt: retards not realizing that the primary goal of the high tariffs was to pressure foreign nations to reduce their own tariffs on American exports.
>>106573621>The are other nations that can do the cheap plastics and clothes, like Vietnam, which was the first country to make a trade agreement with Trump.And Vietnam is now an outlier for China:https://www.vietnam-briefing.com/news/vietnam-china-economic-partnership-amid-global-tensions-top-chinese-leaders-visit.html/You're not going to beat China by relying on other countries who are close to China. China has been influencing Vietnam a lot lately, and they stepped uo their influence during Trump eras
>>106574112Its a retarded strategy because it assumes the other countries won't deal with recession better than America.https://www.prcleader.org/post/changing-course-in-a-storm-china-s-economy-in-the-trade-warhttps://www.reuters.com/world/asia-pacific/china-keep-its-all-about-production-economic-playbook-rivalry-with-us-2025-10-15/I don't like China, but I don't believe in underestimating them
last year, they were the same at 2,200now Anycolor is 4X of Coverwhat a fuckin downfallAHAHAHHAHAHAHAHAHA
>>106564745>Pretty holo doesn’t sell merch of the graduated girls so cover would have to take the hit to pull them out of production.they are still selling meach of the graduated talents that had been producted
>>106584858its over, niji is about to collapse any moment now. black company, nijisister, bootlicker, yacht etc etc. did i do it right EN??
>>106561263>Profit decreasing They're never beating Niji now
>>106561118I wonder what percentage of American Hololive fans voted for Trump and now have to watch Hololive sell their soul to China because it's no longer feasible to invest in HoloEN.At least now we understand why Holo was trying to reenter China in recent months.
>>106584858Remember when they used to post Niji stocks going down all over the board? Wha happened
>>106585275More importantly, how many can't afford to financially support their oshis as much as they want to because of trump's huge tax hikes on holomerch.
>>106585237the most important thing is the sale YOY is slow down compared to last year, they are showing a sign of reaching their limit
>>106563981>the raw materialsIt's impressive how ignorant boomers are when it comes to manufacturing despite claiming they support it and want to "bring it back". They never consider that the>well just buy inferior more expensive american goodsargument they force on everyone also applies to the manufacturing jobs and companies
>>106582817Vietnam made the agreement with Trump months after that article. The reason why Vietnam was so eager to trade with the US is that it wanted to stop being China's bitch. Being the first to make an agreement with Trump, was a big FU to China. Part of the trade agreement is that China can no longer use Vietnam to get around tariffs, like what they were doing in the past.
>>106586543>Part of the trade agreement is that China can no longer use Vietnam to get around tariffs, like what they were doing in the past.China does not care about US tariffs at all on a state level. Individual Chinese companies were trying to get around tariffs, but the CCP thinks Trump is a godsend for antagonizing the rest of the world to get closer to China instead of America.
>>106585405Last year, when Anycolor took a major hit, so did Cover.But it changed after the recent graduations. While Cover went down, Anycolor kept going up....to the moon.
>>106561118>They just keep making more and more moneyNijis actually think this is bad lmao
>>106561118They're doing tariffic
>>106561263They just keep showing explosive growth and retards who can't into /biz/ keep seething about it kek
>>106586866Who are these countries that keep getting closer to China? Russia? That's Biden's fault.Are the countries in indentured servitude due to BRI?Indonesia, the 4th largest country in the world, should have been the next China. But since their corrupt politicians are in bed with China. They give their resources away (rare-earth minerals and oil), remaining a third-world country, and wasting their potential for cheap labor to the Western world.
>>106587106>Are the countries in indentured servitude due to BRI?lolamericans really are the most propagandized people on earth
>Cover doing well>Retards can't read financial reports (again)>Nijis and phasefags seethe (again)>Thread flawlessly descends into /pol/ thirdies crying about America (again)Amazing how this happens literally every time lol
>>106587418>it's the investors who are all wrong>this is actually good for Cover
>>106561865Do you have a link and timestamp?
>>106584858>Last year they were the same at 2200And the year before that they were at 3800, which is why it was hilarious that they dipped to 2200 because of how they mishandled one purple girl.
>>106574017>as long as he stays fit
>>106566309Tenma is the hard working "dad" while pippa lazies around ...
