>>109397680
Well everything looks good.

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>>109397680
Myess, these numbers definitely look like numbers.

>>109397680
Numbers go up
Life is good

did they stop showing holoen data separately?

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>Licensing/Collaborations
>2025Q2 - 1480
>2026Q2 - 2062 (+39%)
THANK YOU COCA COLA

>>109397811
NijiEN is next month

>>109397811
They never did.
iirc they always showed domestic and foreign sales rather than holoen/holojp/holoid etc.

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TLDR

>>109397727
Did you say "sell sell sell"????
AIEEEEEEEEEE

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>>109397680

>>109397931
>Every important metric is going down
Holover

>>109397976
>every important metric
>only 1
>can't read the numbers
retard

>>109397931
>Streaming/Content
>+0.0%
That seems REALLY unlikely
Did they just fudge the numbers or something? It should either be higher or lower there's no way they earned the exact same amount from supas and members this year as last year across the entire company

>>109398034
It's rounded to the nearest million anon

>>109397811
They never did, though

Biboo raided reine

>>109397680
Line goes up and to the right

>>109398210
Vshojo is what happens when line doesn't go up

>>109398202
Reine should breastfeed Biboo next time they met

>>109397931
>revenue YoY +9%
It doesn't look good

>>109398508
>NO GURA NO B-ACK

>>109398508
Why? They don't pay out dividends and most of the stock is bound around people from the company, that seems fine?
This would be bad for Anycolor, since investors actually want dividends from them, but that's not the case here.

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>>109397976
>idol company
>all business numbers up
>music/concerts numbers down
GRIM

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>>109398508
+9% while losing several big names from both EN and JP and having zero new debuts.

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>>109398508
>>109398568
>>109397976
>NO GURA NO BUY
>HERE'S HOW THE INDIE KEKVENGERS CAN STILL WIN
>2 MORE WEEKS UNTIL HOLOLIVE DIES
Feed me more delicious cope.

>>109398563
they are selling cover as growth stock but the sale can't even reach double digit, they claimed they used all of their budget to reinvest into the company for grown, but the sale is actually slow down, it is bad

>>109398699
And yet they still won't pay dividends
They're fine.
We can start worrying the day they give up on investing and start paying dividends like Niji did after the selen shock

>>109398711
>selen shock
Minimal impact on an already insignificant part of the company. The only shock was when the rope broke and her fat Chinese ass hit the ground.

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>>109398750
It's always funny to see the last few dregs of nijiseethe on this board.

>>109398699
>>109398762
>Cover reinvesting in company and growing profits = bad
>Anycolor using their revenue to pump stock with buybacks and dividends both of which directly enrich the majority stockholder Riku = good
Next up. Why Riku selling his majority share to sony (the next biggest shareholder) is actually a good thing for nijisanji vtubers.

>>109398820
That would be the biggest move if Sony buys Nijisanji after their failed agency VEE didn't take off!

>>109398875
Please make nijisanji a PlayStation exclusive so I never have to hear about them ever again

>>109397680
>Saved exclusively by becoming colalive

>>109398018
You do know the yen's value died last year so they actually lost a shit ton a revenue on the streaming side of things too, right ?

>>109397680
>Miss their revenue forecast again
>Stock keep going down
KWAB

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>>109400575
>Streaming/Content +0.0%
>Concerts/Events -13.1%
Content
>Merchandising +21.9%
>Licensing/Collaborations +19.2%
It doesn't really leave me feeling much hope. I think I'm ready to move on.

>>109397680
Anons care about sponsors and their growth in revenue, but I only care about one thing:
>Talents remuneration: 1,582 Million yen (not including the "loan" to help talents with their personal projects)
>Amount of VTubers: 85
>Average of 18.6M Yen or $121.5K this quarter
Yup, that looks good

>>109398614
Can this Biboo vs Saba rivalry bullshit just plz fucking die already? Are we not allowed to like both of them?

>>109400885
Impossible. There aren't that many angles to shitpost against with Hololive to begin with so >we have to treasure each and every singles of those few

>>109400845
But we've learned talent is putting their own money into producing content. "Personal projects" IS Hololive content. That's not reflected in the report, correct?

>>109400916
Yes

>>109400885
It's literally one retard. Stop getting baited.

>>109400965
This is something I'd want to see as an investor desu. Isn't the happiness of the talent and their ability to make engaging content what Hololive was built on? This shit makes me feel like I'm taking crazy pills, if I'm the only one to think that way

>>109400916
But it's not REQUIRED content. They can choose to do as many or as few projects as they want to, and there's a decent amount who really only accept things given to them by management which usually is decently management funded. Just because some of the girls are retarded enough to chase what will likely be a complete money sink doesn't mean they deserve synpathy for putting themselves in a tough spot, and I'm tired of the crying/talking about how they aren't gettimg 'paid' because they threw money away on a losing venture one too many times.

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Looks like the amount of people working on holoearth decreased compared to Q2

>>109401081
I'd feel more confident without the 2025 graduation wave

>>109401081
nta but it feels really hard to judge since we do not know what is the baseline of a chuuba who does 0 personal projects, if any even exist

>>109400845
till you learn that overall for the 3 quarters they are only getting 12% of total revenue
rev 34,681
payout 4,365

>>109401365
Just take Shiori or Gigi as examples in EN. Very few songs, very few big projects outside of the group ones.

>>109400598
Not really, their Q3 runs from October through December, in both 2024 and 2025 the USD-JPY rate hit 150 JPY per dollar in early October with the yen continuing to weaken to 158 JPY per USD before reversing in early January

>>109401473
Right but these are the two newest EN generations. The grads are mostly coming from the older talent, even on the JP side. The only exception I can really think of is Ao and it was for different reasons.

>>109397680
this is good, right? Numberniggers always post numbers when they are good, right?

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>>109398568
Rei-chan LOVE

>>109401233
So their operating profit is up because they fired everyone working on Holoearth

>>109401408
I only care that talents earn a lot of money. I don't care how many % of revenue they get since a big part of those revenue is invested back into the company which will benefit talents anyway

MERCH MERCH MERCH MORE ACRYLIC STANDS MORE SHILL STREAMS NUMBER GO UP GOOD WE ARE WINNING STREAM PROFIT CONCERT PROFIT DOWN NO MORE STREAMS NO MORE EVENTS JUST ACRYLIC STANDS AND SHILLING

>>109402105
>revenue is invested back into the company which will benefit talents anyway
You're being awfully optimistic about corporate management in the entertainment industry

>>109400776
if you break down the merchandising section, the merch sale actually decreased, the increase comes from card sale

>>109402105
You say paid well but some talents are going to vastly be over that average while others far far below, what that old chart they used to show was like 1-5 were over like 20% of the generated revenue.

>>109402183
>others far below
ID and homos.

>>109400845
if you come back to the past report, the talents remuneration to sale ratio actually decreased YoY so talents actually are getting less for the amount of sale she bring to the company, Cover is reducing talents remuneration while the works for talents pile up

>>109402183
That was top 15, not 1-5, but it doesn't matter because as the other anon said, it's mostly IDs and homos who dragged the average down
>>109402148
You can see their expenses in that report, anon...

>>109402464
It doesn't matter as long as talents are still paid well - which they are; In fact, they've been paid more YoY.
> while the works for talents pile up
Only if the talents want to. Otherwise, when it comes to mandatory work, there is minimal differences at best

I don't understand why assume that everything with the talent is fixed. Where exactly do you get that impression? It seems to me that's the kind of thing you can't really see at all from a financial report. This shows figures and management's intentions but it's not on-the-ground kind of information.

>>109398875
And also Prism Project. Somehow I doubt that Sony is in any particular hurry to expand their footprint in the vtuber market.

>>109401473
>Gigi
what ? she has more songs than ERB...

>>109400776
Have you seen the amount of paid collaborations EN alone has been picking up? Over-saturation of a semi-small market will lead to a collapse when all those brands they sell to don't do as well with the IP as their banner to draw in new customers doesn't work as well.

>>109398508
>Only 9% increase
Holy shit, they lost. They're never beating Nijisanji now

>>109402148
They are legally obligated to post what they are doing with their money. It is literally in the report.

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>>109402165
>the merch sale actually decreased
It boggles the mind trying to figure out why this happened

>Zero mention or accounting of Holoearth,it's cost and it's total failure
Keep cooking them books

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>>109405155
>presentation materials
if you want to see it in full it will be in financial results in which you can just look at where money is being used.

>>109402105
Investing into holoearth isn't good RETARD

>>109397727
Sell signal.

At this point yagoo should own at least few yachts
why doesn't he?

>>109402698
You're retarded

>>109405984
Do phasenigs really

>>109400885
Sabacucks really began this war under the rather childish delusion that they would go out and shit on hololive and nobody would shit on them

>>109402698
If it's not a number, it doesn't exist.

>>109413145
You oshi the C-suite, I guess

>>109415400
when push comes to shove all tribalfags ultimately oshi the suits

>>109415400
>when they attacked the c suite, I didn't speak up, because I wasn't a c suite

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>>109397680
DORYAAAAAAAAAAAAAAAAA

>>109405984
After seeing gen 5's fat asses in tights, it's great. It just matters that the investing into it is in the right parts.

>>109423099
We won?

My main takeaway is honestly just that operational cost is 60% of gross profit, which means that talents (and other employees) are getting a pretty respectable cut. Not bad.

>>109423000
It's more about the policies and decisions. I don't need them thrown in ovens or anything

>>109425829
I don’t think so

>>109425829
Yeah, we won