Previous: >>110147617
this one not the ancient selenfag bake
big cat means
KWAB
The truth is out there.https://youtu.be/OHuuZfVvbIg
Wtf?
NijiEN further down the shitter and NijiJP losing profit because they can't sell their shit merch LOL
Is KronMei the hottest ship?
>>110152730fug beat me to it. at least we're not using that schizo thread >>110152790
>>110152802they're losing their fucking minds over there they can't comprehend it
https://files.catbox.moe/ci6kn1.mp3>FRIENDLY REMINDER!!we love Mori herewe love Kiara herewe love Dooby herewe love Ina herewe love Saba herewe love Namie herewe love Nimi herewe love IRyS herewe love Shachi herewe love Bae herewe love Kronii herewe love Fuwawa herewe love Mococo herewe love Nerissa herewe love Biboo herewe love Shiori herewe love ERB herewe love Cecilia herewe love Raora herewe love Gigi herewe love Randon OUR HUSBAND herewe hate Kiaraschizo/Egguardo/Baeschizo herewe hate Selenfag/Ennacuck/Donie Darko herewe hate homobegging nijishitters herewe hate all schizos here>Umm, achuwee, we hate-We hate YOU, you falseflagging cocksucking son of a dead drunken fat whore>WeYes we, You can kill yourself and go to hellWe all would be happy if you killed yourself and died right now, nobody would fucking miss you, especially not your whore mother who takes dicks inside and out 24/7We won't fucking miss you when you are gone, we will celebrateif I could hire a hitman on you right now, I wouldI wish you nothing but the worst and most painful death possible and eagerly look forward to the day you die alone and miserableAmen
>>110152802This retard doesnt realize that Matsuri had her Darth Vader to Anakin moment.
>>110152787>+596%How do you explain that to the investors?
>>110152821that's a fuwamoco thread though
>>110152820no
Why are grems like this?
>>110152839>How do you explain that to the investors?Dead grandpa and cats started watching niji
AIIIIIIIIIIIIEEEEEEEEE....https://x.com/gninsan/status/2031554145858277753?s=20
>>110152830>love Nimifuck no I'd rather punch a stray rat and risk infection than love Nimi
>>110152802>Rima I imagine its all phasefags under the comments
>>110152839Antis are botting us
>>110152803Cover had the same problem in their last report btw
Matsuri hasn't been relevant in like 5 years
>>110152787legit what do they even count as revenue from livestreaming? just SC + members?
>>110152854>Women really need to learn to keep their mouths shut till a man gives them their opinion.
>>110152854I think this is that one beggar who got exposed and changed his username.
>>110152865
>>110152850i mean the biboo/selenschizo thread that was my bake.
>>110152802She's barely ever even collabed with "holostars members" lmfaoThese fucking people are so unbelievably funny
>>110152870Yep a lot of "She got a Boyfriend" since they’re massive cucks, that’s the first thing their minds went to
>>110152886Is that how she met Randon?
>>110152875you already know that's gonna be homo merch
>>110152875no, cover has the exact opposite problem
>>110152892that fuwamoco thread was my bake*
>>110152854>>110150184
>>110152875yeah but that was because of tariffswhat is Anycolors excuse?
>tourists think the matsuri thing is some unicorn conspiracy when she was likely influenced by hoshikawa>used to spam apex, splatoon, nijiGTA and other slop>gets involved with pekora when the holoniji baseball stuff happens and publicly reveals her oshi is pekora>pivots to RPGs and VNs like danganronpa, dragon quest, persona and type moon shit>the amount of gta/fps slop and male collabs drops>currently all in on type moon>watchalongs of just about every type moon anime, currently watching strange/fake, streaming tsukihime, going through the story of fgo part 1 like pekora did years ago
>>110152909>>110152854lmao poor
So unicorns won by doing... nothing?
something must have shifted that even the biggest homocollabers in HoloJP are rarely interacting with the males now. i wonder what caused it.
>>110152911Nope, they're saying they made too much merch they couldn't sell>>110152915Tariffs in 2023?
>>110152802>harassedshe was collabing with those fuckers for years right?
i hope nobody posted it yet
It got removed, sisters are seething KEK
>>110152921Hoshikawa and Matsuri making out when
>>110152902its how i met your mother actually
>>110152921I'd drink Hoshikawa's pissI would not drink Matsuri's piss
>Cover's marginCover FY2026/3 Q3 gross margin: 54.1% — a record. Management explicitly flags this as partially driven by rebound from Q2 inventory write-down, but the underlying trend is a sustained march: 46.7%, 44.5%, 49.9%, 51.0%, 54.1% across the trailing quarters. Even discounting the rebound effect, Cover's structural gross margin is clearly operating above 50%.Cover explicitly flags two "areas under consideration" — product inventory issues centered on the 2023-2024 SKU expansion period, and a software development investment reorganization. The inventory language is notably similar to Anycolor's situation: goods manufactured speculatively during a rapid scale-up period that are now facing supply-demand imbalance. Cover is flagging this proactively before taking write-downs, which is better institutional behavior than Anycolor's discovery of years-old unsold event merchandise, but the underlying dynamic is structurally parallel. Both companies over-manufactured during the 2023-2024 growth surge and are now rationalizing.>Anycolor's marginAnycolor FY26/4 Q3 gross margin: working from their income statement (page 49), gross profit ¥6,968MM on revenue ¥15,693MM = 44.4%. Their best recent quarter was Q1 FY26/4 at 50.7%, but that appears to be the outlier, not the new floor. The trailing gross margin range is 44-50%, clustering around 47%.The ¥970MM valuation loss on Q3 inventories was for items manufactured years ago that were simply never sold, primarily event-associated merchandise from several years back. This is not a restructuring write-down or a one-time market event — it's inventory mismanagement surfacing. They're now also projecting a further ¥1.5B accounting-criteria valuation loss in Q4 as they revise evaluation standards. The combined ~¥2.47B in inventory losses across Q3-Q4 is a meaningful signal: at a company generating ¥42B+ annually, this is operationally embarrassing rather than existential, but it reveals that their Commerce engine — which is 68% of revenue — was being run with inadequate inventory governance. They manufactured goods speculatively, couldn't sell them, and sat on them for years before anyone forced a reckoning.>The margin gapAt equivalent revenue scale, Cover is running 7-10 percentage points higher gross margin than Anycolor. This is not a rounding difference. At ¥15B quarterly revenue, that's roughly ¥1-1.5B in additional gross profit per quarter that Cover would generate on the same top line. The structural divergence is the music and licensing-heavy revenue mix — Anycolor is 68% commerce, which carries manufacturing and inventory costs that structurally cap gross margin. Cover's Licensing/Collaborations at 19.8% this quarter and rising, combined with the TCG royalty structure, generates margin that Anycolor's merchandise-heavy model cannot replicate.
>>110152945What was it?
>>110152942Yep but in his mind they are automatically being harassed
>>110152944can you post it again please? with better resolution
>>110152940no they are saying they didn't make enough merch to meet demand
>Gigi goes home>Welcomes her grems>Streams the next day tooI don't know why that retard was blaming Gigi. If anything she's a good influence and example on how to love your fans, it's just that CC doesn't care
>>110152972sharkie graduation
>>110152972I’m guessing it was matsuris male collab post
>>110152972the matsuri male collab post
>>110152972https://www.reddit.com/r/Hololive/comments/1rqf6g2/removed_by_moderator/?sort=new
>>110152988we're shitting on beggars now, come back later
>>110152984No retard they are saying the same thing niji said, they made too much merch that went unsold
>>110152988CC is learning from Gura
Matsuri making beggars shit their pants in a temper tantrum was not on my bingo board for this week
>>110152944>>110152945TOTAL HOMO ERASURE!
>>110152962So Anycolor is still more profitable than Cover lol
>>110152921i often fantasize about kneeling infront of hoshikawa wearing a bunny suit, pitifully stroking just the tip with my thumb and index finger while she berates and humiliates me
>>110152988You don't get it man CC had a really rough trip that's why she can't stream for the next 5 days (minimum) except for another sponsored collab of course
>>110153007I'll post whatever I want
did someone check if the homo waffles sold well at fes?
>>110152988wrong timeloop, retard
>>110152962HOLOLIVE WON
Beggars and sisters are really having a bad day.
>>110152884Ad rev sc memberships. Possibly livestream sponsorships not sure about that
>>110152945>suspiciouswar this dramanigger should rope
>>110152962
>>110152962>Cover's Licensing/Collaborations at 19.8% this quarter and rising, combined with the TCG royalty structure, generates margin that Anycolor's merchandise-heavy model cannot replicate.That's something amusing because Cover caught Anycolor in the wrong foot here. Anycolor bet their farm on "acceleration", banking on a long tail that would still sell merch no matter how small inventory the lowest sellers would move, and have the option to just spam debuts to increase their revenue.Cover bet on products moved by popularity and that DEFINITELY seems to be paying off.
No white man will ever have Powdur's pussy. She is black only.
>>110153014The situation is ridiculous because both sides can't read, she's not dropping homocollabs, her decision is to not organize them anymore. Also that last part about "I'll collab with someone at the end of the month" is ominous
>>110152962ask A.I
>>110153025Hang on let me borrow the james webb space telescope to read this
I can only hope Shiori is seeing this Matsuri stuff go down and is starting to have second thoughts
>>110152802you just love to see how every decision they make is somehow influenced by "harassment" from ppl who... barely watchs her anyway? is like thinking there are unicorns "harassing" fucking Ollie for male collabing
>>110153069Literally who / buy an ad
Both sides of people who have never and will never watch Matsuri fighting each other
>>110153098No one watches Matsuri
>>110152875this nigger can't read also show me were cover had to tank almost 2 billions yen worth of unsold items lmfao
>>110153025bigger
>>110152802Matsuri has outright said in the past that no one has harassed her for male collabs, the homo agreed and said no one has harassed him about it either.
>>110153082i got you bro
>>110153069I don't know who that is but she sounds hot. I wish holos were that open about being snowbunnies.
>>110152945there was a lot of angry beggars in that threadthe word parasocial got used a lot kek
>>110153108I watched her during holorust, it was pretty fun
>>110152988She got distracted by something
>>110152945>>110153000It's so fucking funny how all these people that have never watched even just a single Matsuri clip in their lives, let alone an actual stream, are championing her as some grand Homo supporter that suddenly betrayed everything she's ever stood for.It's fucking Matsuri. The Homos usually avoided her like the fucking plague since they had no idea how to deal with her and her rabid fanbase. It's mostly dudes from other agencies, indies, and flesh-tubers that she collabed with. The Homos were outright scared of her.
Jesus matsuri caused so much seethe. What was the reaction on twitter during el silencio?
>>110153086ms "just be yourself, dont try to pretend you're someone you're not"? she loves her homos anon, even if some of them are awful pieces of shit (hell she might even like them more because of that)
>>110152802She's never been harassed because shes been consistently homocollabing since the days of Miko and Mio doing male collabs with Nijis.
is saba streaming today?
>>110153121It's unfortunate but our BASED KKQueen will have to satiate our lust
>>110153086Shiori averages less than 1 homocollab a month since she started doing it lol
>>110153149Nowhere near this big. Everyone knew FWMC would never show support for Homos.
>>110153098>both sideswhom exactly?
>>110153116Yeah, I've seen that before, but beggars only watch the clips that suit them (like the Ao and Pizzafag one)>>110153124They’re doing the exact thing they accuse the unicorns of doing. Apparently the girls can’t even choose who they collab with anymore
>>110153117lighten it up a bit I can't make out the letters properly
>>110153172Twitter people
https://www.youtube.com/watch?v=uzF43bRo5XUTomorrow Anya Melfissa from HoloID will be having her birthday 3D Live. She's going with a detective theme this year and has put out some shorts promoting the live and it's vibe. Short 1: https://www.youtube.com/shorts/FalqD8Ubv2g Short 2: https://www.youtube.com/shorts/sAts1vlfX9QShort 3: https://www.youtube.com/shorts/UCPifYi2t7kHer guest this year are:* Ina* Kiara* Irys & Watame* Subaru & Hakos Baelz* Moona, Reine & ZetaThere is one more super special mystery guest!https://x.com/anyamelfissa/status/2031716771904803068
>>110153117please post it again but in chinese grok is not working
>>110153152>she loves the homosis that why she dropped the frequency of collabs?
>>110153148remember roberu dropped out of an apex tournament because the draw had him teamed up with festival lmfao
>>110153191Since you seem invested, any guess on the special guest?
>>110153191thank you anyas manager
>>110153214it's a VA of some sort, maybe Aoi Yuuki
>>110153183yeah both which sides ar you talking about, beggars and who else? phasecucks?
>>110153149they're still seething to this day under the matsuri post
>>110152962>Cover vs Anycolor Q4 eventsCover's Q4 is loaded: hololive 3rd Generation Live, Hoshimachi Suisei "SuperNova: REBOOT," hololive SUPER EXPO 2026 & 7th Fes extended to three days (from the usual two), Takanashi Kiara/Ninomae Ina'nis 1st Concert in LA. This is the standard Cover Q4 pattern — large-format events front-loaded after sustained content momentum building.Anycolor's Q4 event guidance was ¥100MM against FY25/4 Q4 actuals of ¥1,129MM — a 91% decline. Their Q4 "events" are an anniversary commemorative product and a concert encore, not arena-class originals. This isn't temporarily soft; it's the structural consequence of NIJISANJI EN's collapse removing the English-language event market and the NijiFes trajectory we established earlier.>NijiEN collapseEN Q3 revenue: ¥404MM. Q3 FY25/4 was ¥608MM. Q3 FY24/4 was ¥1,165MM. That's a -65% decline from the year before last to current quarter, in a period when the English VTuber market was expanding. Cover's English branch is not disaggregated the same way in their reporting, but the World Tour data — 7 cities, Seoul and Kuala Lumpur in Q3, LA upcoming in Q4 — indicates sustained English-language audience investment with no equivalent collapse signal.>Not アイドルWorth noting what isn't in Cover's IR: no defensive positioning language, no claims about what category of entertainment they are or aren't. Their vision slide says "Together, Let's Create Culture Loved by All" and describes building infrastructure for creators. The operational language is about concert scale, touring geography, fan engagement density, and technology improvement. The institutional confidence expressed through operational action rather than category positioning is legible by contrast with Anycolor's continued maintenance of the slide explaining what VTubers are not.>The 2:1 figureThe headline comparison held better than it appeared. At comparable operational denominator, Cover's per-talent revenue advantage is probably 2:1 to 2.5:1 depending on how you trim the Anycolor tail. The gross margin structural gap at 7-10 percentage points is the more durable institutional differentiator, because it reflects revenue mix architecture that Anycolor's commerce-heavy model cannot replicate without restructuring away from its primary growth driver. They can't simultaneously grow commerce to hit ¥60B by FY27/4 and shift the revenue mix toward higher-margin licensing and streaming — those goals are in structural tension.
>>110153191I won't even 'buy an ad' you anya I might even check it out
>>110153114From Cover's own report
>>110153214Absolutely a voice actor. Could be so many though, there's no way to know who
>>110153225Oh cool, thanks
I had a nice buffet
>>110153217>her male collabs were hilarioust. has never watched Matsuri
>>110153231>continued maintenance of the slide explaining what VTubers are notthe classic
>>110153237550 million is 1/4 of 2 billion
Matuli seems really taken aback that this post generated such an outcry lmfao
>>110152802>beggartranny writes that she got a bf>beggar: parasocial UNICORNthe fuck bro
HOMOS COMMITING SUICIDE
>>110153231so no nijiEN on nijifes?
>>110153197did that stopped her from mentioning them unpromptly?
>>110153271So you concede that they lost money due to unsold merch?
>>110153025
>>110152419This reads more like Matsuri is about to graduate.
>>110153272that's what happens when you pander to that audienceand there will be no unicorns coming to your defense
>dont click
>she admits that she will flip flop and this will only be active in 2026Unicorns didn't win yet, move along
>>110153280Kek
Never forget Nimi Randon
>>110153290you can't answer the question with another question. Answer: is it because she loves the homos that she dropped the frequency of collabs?
>>110153313>upsetting ALL sidesclassic menhera
>>110153018Opposite; 10% less profitable on average.
>>110153275
>>110153303A post from a retarded drama whore has insight on a JP talent on whether she is graduating or not, how retarded are you?
>>110153231>Cover investor guidanceFull-year forecast unchanged at ¥52,500MM revenue and ¥8,200MM operating profit, with Q3 cumulative at ¥34,681MM (66.1% progress). At face value that implies Q4 needs to deliver ~¥17,819MM, which would be the largest quarter in company history by a significant margin. Cover is not revising upward despite a strong Q3. The IR explicitly acknowledges Q4 will be heavy — 7th Fes extended to three days, Suisei arena, 3rd Gen Live, overseas concerts — and states "the current earnings forecast remains unchanged."This is consistent with Cover's historical guidance behavior. They have repeatedly issued conservative full-year forecasts and then hit or exceeded them on the strength of Q4 event concentration. The pattern is deliberate: under-promise on the annual number, let Q4 events drive the beat, avoid creating upward revision cycles that then generate downward revision risk. The one genuine uncertainty they're flagging — temporary costs from the inventory rationalization and software development reorganization — is inserted as a hedge against the forecast rather than a revision trigger. Management is essentially saying: Q4 should be fine, but we might take some write-down costs in the process, and we'll tell you when we know more.The ¥8,200MM operating profit forecast implies roughly 15.6% operating margin for the full year, which is lower than Q3's 19.8%. That compression is the upfront investment load — R&D, overseas infrastructure, logistics systems — explicitly modeled into the annual forecast rather than treated as exceptional items. Cover's IR convention is to honestly include strategic investment costs in the operating line rather than adjusting them out, which makes the margin number look worse than peers who strip exceptional items but makes the comparison cleaner analytically.>Anycolor investor guidanceThe contrast is sharp. Anycolor revised its full-year forecast downward from ¥52,000–54,000MM to ¥54,730–55,630MM on revenue — actually an upward revenue revision — while simultaneously revising operating profit down from ¥21,000–22,000MM to ¥19,824–20,359MM. The revenue beat is real; the profit miss is the inventory situation.The operating profit downward revision of roughly ¥1.2–1.6B against the prior forecast is entirely explained by the ¥2.47B in combined Q3-Q4 inventory losses (¥970MM already booked, ~¥1.5B projected). Strip those and the underlying business is beating the prior forecast. Anycolor's IR presentation frames it this way, and the framing is defensible — these are genuinely one-time accounting adjustments for goods that were manufactured and should have been written down years ago rather than carried at cost.The problem is that the ¥19,824–20,359MM operating profit forecast against ¥54,730–55,630MM revenue implies a ~36% operating margin for the full year. That is a structurally lower margin than FY25/4's 38%, which was itself structurally lower than the peak. The revenue growth is real and the margin compression is partially inventory-explained, but the direction of travel on margin is down while Cover's is up. Both companies are growing revenue; they are moving in opposite directions on profitability quality.
>>110153308>kuzuha dancingkek!
>>110153308SUISEI DOMINATION
>>110153272Because she's not dropping homocollabs, beggars and unicorns can't read
>>110153308that guy walking looking at his phone and not bothering with Suisei, is 98% of the Fortnite community.
>>110152945GLORIOUS
what gappened to papa riku?
>>110153313no shit, already been obvious from the >(self-produced collabs)part of matsuri's tweet. The question is, why are beggars melting down?
>>110153294I am not the one you replied to, just pointing out your number was wrong by a lot>concedeThis isn't your middle school debate, kid
Sometimes you just don't know when a clip will get crazy numbers
>>110153361looking to hes phone to download the fortnite after seeing suisei dancing
>>110153361That’s the whole point of ads though, 98% of a massive player base who has never seen her will now be exposed to her and Hololive
>>110153359>unicornsThe only ones melting down are weird brown faggots that need every girl to collab with some pathetic male vtubers.
pls considerlearn to drop hateinvest in a smilelove will comemaybe you will like it
>>110153318i dont know anon, but correlation between her collabing less with them = she doesnt care about them anymore seems retarded to me
>>110153350>The divergence in the mid term gapCover: ¥100,000MM revenue and ¥25,000MM+ operating profit by FY2030/3. That's roughly 2.3x current annual revenue over four years, with operating margin expanding from ~15% currently toward something that implies 25%+. The explicit acknowledgment that the current period is a "lower profits due to upfront expenditures" phase, with the medium-term target implying significant margin expansion once the investment cycle completes, is a coherent capital allocation narrative.Anycolor: ¥60,000MM revenue and ¥24,000MM operating profit by FY27/4 — two years away. That's +9% revenue growth from the revised FY26/4 forecast, which is achievable given current trajectory. But the operating profit target of ¥24,000MM against ¥60,000MM revenue implies a 40% operating margin, which would be higher than any quarter they've actually achieved and is being targeted in a period when their gross margin is compressing and they're absorbing inventory losses. The mid-term plan was set when the business was running at 38-40% operating margins and EN hadn't collapsed. Neither of those conditions still obtains.The Anycolor mid-term plan is not obviously achievable without either a structural EN recovery, a different revenue mix, or significant cost discipline that their hiring trajectory (621 employees and growing) doesn't currently support. The plan's internal logic requires that per-VTuber revenue continues growing at 10-15% annually while roster grows 10-15% simultaneously — multiplicative growth that requires both the efficiency gains and the scale gains to materialize concurrently. That's a demanding assumption in an environment where their primary growth segment is struggling and their commerce engine just surfaced multi-year inventory management failures.Cover's mid-term plan is asking for 2.3x over four years while explicitly acknowledging margin compression in the near term. Anycolor's is asking for 40% operating margins in two years while currently running at 36-37% and declining. One of these is probably sandbagging; the other perhaps wishful thinking.
>>110153361hololive soon have a fortnite concert guest miku and ai
Truth nuke
homobeggars defence force is here
>>110153359>unicornscan you show to the class where are the unicorns seething about this?
>>110153415I didn't say she doesn't care about them, I said she doesn't love them. You are not even trying
>>110153425soon
>>110153217it was a real "silence is violence" moment for beggarskek that shit haunts them
>>110153383>your number was wrongI never mentioned any numbers though
>>110153441no shit that reddit thread where they were seething from en-masse got nuked ofc they'll come here to continue their melty
>>110153374he's cashing out
>>110153432based mugiposter
>>110153402>>110153445unicorns are the ones celebrating, I never mentioned any meltdown or seethe. I swear this thread reads something and then adds imaginary context to everything.
>>110153432which thread
>>110153451Idol concerts in the middle east soon.
>>110152854>>110152889here found in the archives, have fun bros>>98561109 >>98561517 >>98561927
>>110153470https://www.reddit.com/r/kurosanji/comments/1rqp624/matsuri_no_longer_collab_with_males/
>>110153469we can see your color because the object of discussion is matsuri
>>110153469No one is celebrating anything. All I see are typical reddit browns crying about invisible guns.
>>110153425>Anycolor dividend policyExplicit and quantified. FY26/4 forecast dividend of ¥75.00 per share (¥35.00 interim already paid, ¥40.00 year-end planned). FY25/4 was ¥65.00 per share. They've also formalized a policy of targeting a dividend payout ratio of 30% or higher going forward, which they describe as intended to "more clearly indicate stable and continuous payment of dividend out of retained earnings." In addition to the dividend, they executed a ¥5.0B share buyback in January-February 2026, and their capital allocation slide projects cumulative shareholder returns of over ¥30B through FY27/4 against projected cumulative operating cash flow of ~¥40B.That's an aggressive return posture for a company still in a declared growth phase. Returning over 75% of projected operating cash flow to shareholders while simultaneously claiming to need investment for mid-term targets creates a capital allocation tension the IR doesn't fully resolve. The ¥3-5B earmarked for capex and strategic investment, against ¥50B+ in projected cumulative operating cash flow through FY27/4 in their own mid-term numbers, implies they believe the business is substantially self-funding and doesn't require retained capital to hit the targets. Whether that's confidence or optimism depends on whether you believe the 40% operating margin assumption.The share buyback is also worth contextualizing. Anycolor's stock has traded significantly below its peak following the EN controversy and subsequent talent exodus. A ¥5B buyback at depressed prices is good capital allocation in the narrow financial sense, but it's also a signal that management sees the current price as undervaluing the business — which is either genuine conviction or IR management ahead of the mid-term plan presentation.>Cover dividend policyNotably non-committal by comparison. The IR language is: "We will consider returning surplus cash to shareholders while maintaining flexible internal reserves." Their capital allocation slide shows ¥50B earmarked for growth investment or M&A over five years, with shareholder returns explicitly subordinated to maintaining a cash buffer and completing the investment cycle. No specific dividend per share figure is disclosed in the Q3 report, no payout ratio target is stated, and the framing is explicitly conditional on "financial soundness and cash generation capabilities."Cover's cash position is strong and growing — ¥14,938MM at end of Q3 against essentially zero debt. They generated ¥11,184MM in operating cash flow in FY25/4 and are on trajectory to exceed that in FY26/4. The capacity for shareholder returns clearly exists. The decision not to formalize a return policy reflects either genuine uncertainty about investment requirements — Holoearth, hololive Dreams development, overseas infrastructure, potential M&A — or a management preference for capital flexibility over return commitments.The honest read is that Cover is in a genuine investment cycle with unclear terminal capital requirements, and committing to a dividend policy before that cycle completes would either constrain investment or create revision risk on the commitment. Anycolor has implicitly concluded their investment requirements are modest relative to cash generation, which is consistent with their asset-light talent model but inconsistent with the ambition of their mid-term targets.The divergence maps cleanly onto the institutional character difference established throughout this analysis. Cover is building infrastructure and deferring returns until the build is complete. Anycolor is harvesting a mature platform and returning capital while projecting growth that the capital structure may not adequately support.
Nijibots not working today? Their ccv can't be this low...
>>110153490?
>>110153432fishman does kind of have a point. stars has no fans so they'd have to be antis by default
The (((TRIBE))) is having a secret meeting about the future of Hololive #FoxTribeSecretMeeting【Part 3】Chill Radio Stream #FoxTribeSecretMeeting "Great job at EXPO&Fes!"【Hololive/Shirakami Fubuki/Omari Polka】https://www.youtube.com/watch?v=sLAzeRWOGqohttps://www.youtube.com/watch?v=sLAzeRWOGqo
>>110153448ok retardgod let me change it to "she cares about her homos" then..
>>110153496Because they can't read either and think she's dropping all homocollabs
>>110152875they couldn't sell the 5th fes puzzles
>>110153275so are homostars fans cuckqueans? imagine if a holo said she was moving next to her ex boyfriend?
>>110153217>calls people sexist>refers to girls/women as females
>>110153511He’s been doing damage control in both threads for over 5 hours now, and I’m pretty sure he’s lurking /here/
Does anyone know the updated pre order numbers for the holodreams game? Did they already pass 500k?
>>110153518sure, if care means collabing with them less than once a month and dropping the frequency of raids too
>>110152922>ill make better use of it than the shareholdersDon't shareholders get a total of 0% cut from Cover's direct profits due to the lack (or non-existant) of buyback / dividends?
>>110153469well, can you show us who's celebrating then?
>>110153275Since they’re all in Japan, hopefully Shiori recommends him the same apartment as Biboo so they can bond over DMC and maybe visit the Capcom Store together
>>110153517>some one in the Tennis tournament and Terraria event is graduatingYeeeeaah it's Marine.... Peko did both them events for her.
>>110153308That dude got a cool hat
>>110153531He's Flip, most of his fans are Flip, and we all know that Flip are unironic cucks
>>110153521I dunno why you include"unicorns" in anything regarding this. That term is so overused and has nothing to do with her stopping/cutting back collabing with males.
>>110153573based?
>>110153545The only released number was 300k on monday. They are not giving updates because that's the most they got.
>>110153568sisters can't help themselves
>>110153497>Cover - execution of strategy and outcomesThe record 54.1% gross margin is the most important single datapoint. Cover's strategy requires that the revenue mix shift toward higher-margin licensing, collaborations, and asset-type income as the platform matures — and that shift is now measurable in the margin line. TCG royalties, music catalog income, licensing collaborations growing at 19% YoY, all flowing through at margins that merchandise manufacturing cannot match. The strategy is not aspirational at this point; it's in the numbers.The deliberate Q3 concert/events softness (-13.1% YoY) is the other confirming signal. Cover explicitly stated this was a choice — prioritizing exposure for newer talents over scheduling major solo concerts for established ones. A company executing a talent development flywheel accepts short-term event revenue compression to deepen the bench. The Q4 event slate then validates the flywheel is still spinning: 7th Fes extended to three days, Suisei arena, overseas concerts in LA. The revenue was deferred, not lost.The overseas infrastructure and marketing spend — World Tour, Twitch partnership, The Game Awards co-streaming, Southeast Asia EC expansion, BtoB transaction companies +29% QoQ — is the expensive part that's compressing current operating margins. But the progress indicators are all pointing in the same direction: new market penetration rather than existing market saturation. hololive Dreams with 50+ talents and 150+ recorded songs is a genuine product launch rather than a Holoearth-style indefinite development horizon.The proactive inventory disclosure is also a strategic signal. Cover flagged supply-demand imbalance before taking write-downs. That's an institution that has learned something from the 2022-2023 period and is applying tighter governance earlier in the cycle. Whether the write-downs materialize in Q4 or get managed through sell-through, the institutional behavior is better than reactive discovery.The one genuine strategic uncertainty is the software development reorganization. Holoearth has been a persistent capital sink with unclear returns, and the language in the IR — "reorganizing scale, approach, and schedule in light of changes in the market environment and priorities" — is how companies describe deprioritization without announcing cancellation. hololive Dreams absorbing the digital product bandwidth suggests Cover has concluded that a mobile game with an existing talent catalog is a cleaner product-market fit than an open-world metaverse requiring users to build behavior from scratch. That's probably the right call, but the Holoearth capital that was spent getting to this conclusion represents real opportunity cost.
>>110152854Trust me this bitch is way more annoying irl than she is on X.Also It's a fucking bong
>>110153545*pre register
>>110153573Elite Mandalorian!
>>110153573In this age of AI slop, you gotta provide sources, man
>>110153597anon grooming femgrems is meant to be a joke stay away from them
>>110153517Why are they discussing elementary schoolers
>>110153552Go fuck yourself Bibooschizo
>>110153593>Anycolor - execution of strategy and outcomesThe revenue growth is genuine — +35.7% YoY is not a small number, and the upward revenue revision at Q3 while simultaneously cutting profit guidance confirms the demand side is real. The problem is that the strategy's internal logic is breaking down at the cost structure level.Anycolor's model is predicated on the commerce engine — 68% of revenue — continuing to scale efficiently as talent count and output grow. The inventory failures reveal that the commerce operation did not develop governance infrastructure commensurate with its growth. Manufacturing goods years in advance for events without tracking sell-through, then carrying them at cost rather than marking to market, is not a scaling problem — it's a process maturity problem that should have been caught well before ¥2.47B in losses surfaced in a single fiscal year. At ¥15B quarterly revenue, that's a meaningful fraction of a quarter's gross profit evaporating from a preventable operational failure.The EN collapse is structurally more serious because it's not preventable through better process — it required not doing the thing that caused it. EN revenue is down 65% from its peak in an expanding market. The mid-term plan's per-talent revenue growth assumption requires that either EN recovers or JP talent continues growing fast enough to compensate for a segment that has effectively halved twice. Neither is currently supported by the trajectory.The capital allocation tension is the clearest strategic inconsistency. Committing to ¥30B+ in shareholder returns through FY27/4 while simultaneously targeting 40% operating margins — higher than any quarter actually achieved — and claiming to be in a growth phase, requires all three of those things to be simultaneously true: the business is mature enough to harvest, growing fast enough to hit aggressive targets, and lean enough to expand margins from a currently compressing baseline. That's a lot of simultaneous requirements. The two consecutive operating profit guidance cuts suggest at minimum one of those assumptions is softer than the mid-term plan presentation implies.>Comparison & conclusionCover is investing through a margin compression cycle with a coherent thesis about where the margin expands — licensing mix shift, overseas market maturation, infrastructure investment completing. The current numbers are consistent with that thesis executing.Anycolor is harvesting a commerce platform whose cost governance has surfaced material failures, while projecting margin expansion that requires assumptions the revenue mix structurally cannot support, in a period when their primary English-language growth engine is in documented structural decline. The revenue growth is real but the profit quality is deteriorating, and the capital return commitment may be limiting the investment flexibility needed to address the structural problems.Cover's strategy looks like it's working. Anycolor's strategy looks like it was designed for a business that existed eighteen months ago.
>>110153573THIS IS THE WAY!
>>110153582And to think some anons were saying the 500k number was too small
https://www.youtube.com/watch?v=hypE1B8Gj4khttps://www.youtube.com/watch?v=hypE1B8Gj4khttps://www.youtube.com/watch?v=hypE1B8Gj4kAnya BIRTHDAY COUNTDOWN CALL-IN
>>110153573>that should've been me! >not her!
>>110153549>>110153415
INDOCHADS WE CANNOT STOP WINNING
>>110153191will be nice seeing Detective Amelia Watson again
sistes really be melting down
>>110153597>Trust me this bitch is way more annoying irlany example?
The beggars are dragging in everyone who ever talked to a dude into this
>>110153593grim, no metaverse then just concerts
>the few HoloEN that stream are now going straight into streaming another event>its Mario Tennis>entire thread is just full of dogshit on homoposts from twitter and redditgrim
https://x.com/bubberinooo1/status/2031673262204477765?s=46lmao
>>110153666>Vox 600 ccvAnd to think that at one point he was at the very top of the vtubing world, kek
>>110153655It's ok anon, I'm sure she's actually in love with them and meeting some behind the scenes all the time too. That's what you want to hear right, faggot?
>>110153552of course the indog can't read the pagman isn't in japan
>>110152922>>110153597
today i will remind them: https://www.youtube.com/watch?v=wzIgoIOXS7M
>>110153684What's wrong with Mario Tennis?
>>110153684No Kronii No care
>>110153681And also making some wild ass claims
>>110153610stop pretending to be retarded there are dozens of ai detector sites
>>110153681all this shitshow for a single fucking tweet lmao.. and yet beggars think homos should have a stage for them
Invisible war status?
>>110152928yes and will keep winning by doing nothing than being fans of unicornfirendly chuubas
>>110153747>ai detector sitesLOL
>RIDER BANGER ALERT!<RIDER BANGER ALERT!>set hololive gender relations back 5 years by posting this instead of just doing itThe funniest thing is that it is not even that "unicorns" are winning anything, Matsuri never ceased to be cute and never really mixed her "off the reservation" content (mostly with nijis and random nips) with her solo content so whoever wouldn't have minded her behaviour in 2018 to 2020 would continue the same way till 2026 (and the converse is also true).This is 100% pure "TOTAL HOMO ERASURE"; pure homo loss without anyone even gaining anything. Now, what's with Rider making a post quite literally "lionising" unicorns?
funny
>>110153684what does tennis have to do with homoposts?
>>110153684what's wrong with ENs practicing for an event?
>>110153703at least he got to fuck Reimu.. but then it also came with a whole baggage of problems for him
>>110153737UNICORNS UNICORNS UNICORS, INVSIBILE GUNS, AHHHH IM CRASHING OUT, COLLAB WITH MY FAGGOTS YOU WHOOOREEEE
>>110153778kek, wtf? Is this some sort of "pre programmed" shibboleth? Why "I don't want the holostars" ALWAYS mentioned by their most ferocious online warriors?
>>110153778>every>time
>>110153681>they forgot about her salome collabsKEEEEEEEEEEEK, looks like they only care when a male appears
>>110153703dude bought some real expensive real estate, I'm curious how much his mortgage is
>>110153778lmao
>>110153778As expected lol
>She can do whatever she wants.>But I just can't stand these antis, hell even unicorns pushing gender segregations way harder than any strict parents or teachers out there to these talents.Rider, as usual, monitoring the situation.
>>110153820I'm pretty sure there is a few more nijigirls than that as well
story of the homos
>>110153777That dude is right, Matsuri should've just stopped doing male collabs instead of announcing it. Now she's got people dogpiling on her like Koyori did a few months back and it's not looking good for Matsuri.
>>110153704no? i just dont understand why shioti would've "seconds thoughts" because of matsuri's situation.. but if you think she's on her redemption arc and now she doenst care about them anymore then you do you anon, grugdepost me if you want i would love to be wrong
>>110153737grrr we need to put all the unicorns behind jails, they are dangerous!!!
oh shit the homie's getting in on it too
>let's support the girls' choices!>unless they choose to not collab with dubai anymore then we'll call them lying whoresbeggars couldn't help themselves LOL
>>110153868Brought to you by the same people who wanted fuwamoco to give a courtesy cheer for the homos
>>110153864she hung out more with Salome tho
>>110153875>shiotifatty
>>110153866AHAHAHAHA i love it>omg i can't believe this is happening>stfu starmin>i dont even watch them!!
>>110153858>>110153885none of these niggas watch festival why the fuck are the commenting
>>110153868Or she could've just said "I want to get closer with some of the girls this year" and leave it at that. That would seem wholesome and nobody would have an issue with it.
>>110153716That homo sucks at singing, how do you get mogged by Biboo in a 2 male voices song on both voices
>>110153765>status?we are clean
>>110153858He has all the time in the world to monitor and sperg out
>>110153545Nope not even close to 400k and at this rate it doesn't look like they reach their goal of 500k
>>110153777holy shit this guy is melting down LMAO
>>110153923Probably beacuse she is part of whatever document they keep sharing about which girl is homofriendly
>>110153944Source?
>>110153868>>110153927Who is “having an issue with it”?
>>110153923because they have to battle le evil unicorns duh
>>110153915
>>110153940doesn't he live off his prostitute girlfriend? or did she dump him
>>110153778Homobeggar with the banger classic.
Raora being extra soft and cute today
>>110153866this shit is so funny and produced so many material God bless /#/
Kuzufag is botted to shit just to break 20k and Iroas is at 15k. With Apex. And those are the two biggest Nijis.I think they gave up on VTubing.
I am watching Subaru
my only hope from all this shit is for Cover to look at the drama beggars make for one single tweet, and all of this for retards they dont even watch
>>110153681>>110153737>>110152854Can't understand why these people act like PETA or those annoying vegans of the 2010's. My wild assumption is a weird self-insert or wishful thinking where if the girls rejects the guys then they would reject them as well. Would explain this >>110153778 too. Why else act that way?Not sure why they don't understand that by begging they're reinforcing a stereotype. If I were a holostar I would hate these homobeggers the most lmao.Not like any of them are here or would be willing to listen but just like anything else in life, if the guys are successful people would flock to them. It's really that simple, no need to beg for handouts or welfare attention or whatever the fuck.
EVERYFUCKINGTIME
>>110154102At this point if Cover dosent take the position they did during the Kronii shit it's only going to look like they won't bother to protect their talents of they decide to pander to muh ickey unicorns.
>it's the unicorns fault that the girls are deciding to not Collab with males I hate this community An actual take I have seen, WTF is this shit? I don't consume something I don't like and that is my fault? THE CONCORD OF VTUBING?!
>>110154140damn Kronii is branded forever and not even sex on stream with IRyS and Raora will remove it
Laura please stream on twitch instead so I can get the drops without having to watch some 2view
Kiara just implied she's grateful to Anya for accepting to join her graduation Live.
>>110154140At least they remembered ERB
>>110154140>Nimi and Mint oshimarksl m a o
>>110154133Wait dugtrio is just called dugtrio in japanese?
Raora said she got her maid model specifically for a valentines stream which didn't happen because of you know and Raora said she actually submitted some outfit designs she could get and commission but they didn't get approved
>>110154140>thank god for shiori and ERBfunny thing to say when both have dropped the number of homocollabs for some reason
>>110154214So it isn't part of a wave of Justice outfits and Justice are actually going to take longer than any other gen to get their first non NY outfits?
Miko's first encounter in Diglett Cave was a level 29 Dugtrio with Arena Trap..
>>110153944you lost
>>110154214She has to up her breast size gradually just like the others do otherwise they will not get approved
>>110154238oh shit it has a arena trap
>>110154259why aren't they updating the number then?
>>110154236They'll probably get their casuals this in a few months
>>110154214rip raora bikini
>>110154238why didn't she go out to fucking butterfree
People everywhere is going to be surprised after Kiara confirms the friendship book idea started because she wanted memories before graduating this year when it's the most obvious thing
>>110154277The only numbers updat came during a stream wait for the next stream you fucking retard
>Girl collabs with boys.OHHH I LOVE THIS SHE CHOSE THIS FOR HERSELF LETS GOOOO>Girl doesn't collab with boysWhy doesn't the girl want to collab with my boys!! it's the company's fault>Girl stops collabing with boysFucking company forcing her at gunpoint to stop collabing with them, its totally not because of a change in tastes.Watch Holostars to support them instead of ranting? Nah, I don't even watch them
>>110154313kiaraschizo taking a fucking a dayoff
How are uniGODS so powerful
>>110154304Wartortle is a tank
Kek the musketeer is raising hell
>>110154140who the fuck says Dez instead of Magni
>>110154337not Kiaraschizo, I call him out all the time. Just being realistic.
>>110154313ok so we should ignore she has done that shit even before she joined hololive
>>110154365Who is Dez?
>>110154365homobeggars apparently
Now they are just dreaming about secret husbands
>>110152802>It must be because of the unicornShe most likely made that decision because the sisters keep harassing her to collab with the Holostars, since she rarely collab with them nowadays
>>110154342beats me
>Click on Raora stream>She gives you a degree in Advertisement which requires 2 hours of class presence (stream is only 30 mins so far)>Enslaves you and tells you to promote her merch
>>110154365Altare and Axel called him that
>>110154360Helmir is having the time of his life tooThis is his eternal vindication. They wanted to do this since Ame's Birthday
>>110154404yeah those fags are saying she got a bf who doesn’t want here to male collab
>>110154413This is basically Christmas for him
>>110152730Sex with this pink creature.
please let miko catch the dugtrio
>>110154119>If I were a holostar I would hate these homobeggers the most lmao.well this is one of the reasons why i started hating the homos... they love beggars, i havent seen a single fucking homo trying to talk or at least suggest their fans to not bother the girls. The only one was Ruze and yet he was passive aggresive as hell.
SHE DID IT
>>110154313I've been saying it from the moment she first mentioned that friendship, especially when she mentioned it's something kids do when they graduate from elementary/middle school so they can have memories and contact info of people they may never see again
>>110154484>The only one was Ruze and yet he was passive aggresive as hellQrd on the passive aggressive part
>>110154484Groombullet sent his beggars to beg for girl collabs JUST YESTERDAY, and it's not even a game the girls play fuck you mean Toontown
>>110154404
Nimi should stop associating with Grape after last nights yab. I don't want her to taint my pure unicorn friendly chuuba
>>110153713>gigi encouraging piracywtf grems is this real?
>>110153086Anon shiori has lost any fucking numbers
>>110153075So basically, a reverse Kronii
>>110154545no, read actual account name
>>110154413Nah this is next level.
>>110154413GO GET EM CHAMP
Withe me btw
>>110154593forgot the pic whoops
>>110154580someone should post it on twitter, would be funny
>>110154581dang suspicious is going wild today
>>110154610stop bragging and focus on your stream raora
>>110153597You know this person irl? Poor anon
>>110154581Cover doesn't get enough shit for not controlling the beggars.
>>110154527him going "i can do whatever the fuck i want! i just choose not to" im going to be fair with the fag and think he was saying this for the ppl claiming cover was forcing him
>>110154581didn’t ririka say after this that devis managers made them collab with the homos
>>110154581>You are bringing this up to attack matsuri???
Cute clock.
>>110154581and after her numbers went down she flipped sides
>>110154140Mori is a revolutionary for doing mixed gender collabs in en. She even shortened the mandatory collab ban for new hires. She must have really wanted it!
>>110154642Ofcourse I do. This cunt is a known liar
>>110154660oh damn
>>110154642sex is wild tho...
>>110153778>i watch clips sometimes>teh Vesper Kronii collabs were teh best streamz evah!11>I dont watch them but..
>>110154660Cute but why won't she stream?
>>110154705She just got home. Will likely have her zatsu today.
>>110154705She doesn’t need to
>>110154365well give them credit, actual fans that watched their streams called him that
>>110153885Always this Nerigga
>>110154705she really really dislikes not using her own set up
>>110153713
>>110154717>block that personI wonder where this dude is originally from if he thinks he can demand this
together all night in her room instead of sleeping
>>110153885>She could of just never said anything and no one would of noticedThat's where these beggars are idiots. She wante people to notice it. Otherwise she wouldn't have made tha tweet.>ofIs of some kind of weird dingo slag for Have?
>>110154581>>110154656devis is full of fake whores regardlesshttps://litter.catbox.moe/y4g7lvgycae68x7x.mp4
>>110154770
>>110154797Who the fuck asked for this?
>>110154610>Kronii slept all day>GG slept all dayTHEY ARE
Voice actress from the vending machine anime
>>110154814beggars are having a melty
>>110154815jetlagged
>>110154790https://x.com/Sneightow/status/2031711460879921258literally can't ever bet agains't TimeRyS
Hmm shiori's numbers didn't go do after the whole brick thing I compared her against CC since both of them are sub runts of their gen and basically both cc and shiori have similar sub growth pattern after 10 months of their debut their growth started slowing down.Shiori brick thing happened on 03-25 and after that her sub number growth rarely crossed 5 digits
>>110154797only Regloss, Flowglow are good girls
>>110154825that's very sweet
>>110154839This is some kind of ageplay thing isn't it
>>110154834yeah...
>>110154847This is CC'S
>>110154867Attack mean sex
>>110154847>>110154881The other metric is SC and that thing has lot of factors to consider 3d lives , song release any special events happening.
>>110154867jesus christ
ooof
>>110154654yes and she lied
>>110154654Not DEV_IS but her own manager.She wasn't "forced", but she was in her own words "strongly encouraged" to take a stand against unicorns and collab with men, and obviously as a new content creator being urged to do something by in her eyes knowledgeable and experienced staff from a tremendously successful agency she obliged.
>>110154904Based. These beggars need to be called out. They don't even watch stars stream and say hey I would like to watch them Collab with girl.
>>110154867IRyS only behaves like this with Kronii
>Vivi canceled her Pokopia stream because of the Miko overlapWhen Pekora hears this it's going to be all out war. No more pussyfooting around
>>110154939Did she say that or are you having visions of gunrun?
>>110154904Drama grifters stirring the pot for cash
>>110154847The amount of subs she gains seems to be worse than before also cc barely streams so it makes sense that shiori would have more views
>>110154904OOF so based it kills
>>110154775He is an Australian cuck
QRD on anycolor's quarterly report?
>>110154974Aussies are almost as bad as SEAfags
>>110154961She said she feels like "she suddenly doesn't have the energy anymore" and this was minutes after Miko put her Pokopia frame up for the exact same weird start time at 11:45pm JST
bro's I'll be honest, I don't like TimeRyS as a ship
>>110154904TRVTH NVKE
>>110154974I mean fanbase where you can expect people to follow along with his demented demands
>>110154974Moot was right
>>110154985They had to revise earnings due to unsold merch and this wiped out 15% of their stock price and the market hasn't even opened
>>110155012you're gay, it's the best ship in EN
>>110154969Anon after debut every girl has a buff for approx 9-13 months and then they start.going down on subs Also shiori channel was severely sub runted since the beginning so the only other channel I could compare it with is CC channel after 10 months
>Beggars fighting for their lives on Twitter thread are suspiciously free of cuckposting.Probably just a coincidence
>>110155031I just don't vibe with it man, they purely give good bros energy to me
>>110155012it's ok to be gay
>>110155009So visions of gunrun
>>110155023jezas from a glance at the numbers I didn't think it was bad
>>110155031I prefer Baerys
>>110154939She picked her side, now she faces the consequences.
>>110154995It's really really bad anon... this Nerigga begged for Nerissa to get a boyfriend in Japan on the membership stream where she announced her permanent move to Japan. Then Nerissa said that she isn't in Japan to find love but for work, ease of mind and for her being with her friends (she felt lonely in the US). And then he was like you maybe you'll find something anyway
>>110155053If this >>110154867 is you and your bro, you gotta sit down for this one
>>110155065ah the gentleman's ship enjoyer
>>110155072well I'm not a woman but I fear tickling is pretty platonic
>>110155065>rys
>>110155033I'm pretty debut buffs don't last that long, your post just shows shiori performing worse after her homocollab
>>110155098well you do you anonTimeRyS rule tho
>>110154939shut up we are talking about dubais right now
>>110154881This is CC exactly after same window. The sub growth in between is vecause of her 3d btw(bias) >>110155115
my new monitor arrived, 27 inchesI like it.
>>110155119I'll come to your side when they drop dual valentines covers anon
>>110153885>follow almost every gg fanartist and gg liveposters on twitter>no ones from that followed him even when he had 2k followersidk who he is but thats a big redflag
>>110155158I got a duet cover and a fes duet i'm good but thanks
>>110155166It says her though? Is she troon?
>>110153885>>110155166No idea who this shitter is but when i checked lolMust have done some retarded shit
>>110155175i assume everyone is a male if they don't have pic on their account
EN 5 SOON
>>110155070Being this obsessed with someone's relationship status is weird. Do they not realize that content creator or not most normal people just like to keep that shit private?
>do fomo driven limited merch runs>aieeeeeee no don't buy from scalpersAre all foids just born retarded?
>>110155142Yeah shiori is beating cc in subs and views because cc barely streams, not that impressive really
God chattini are so lame, nobody is superchatting Raora when she is saying she is short on cash
>>110155169I respect your decision, anything is better than some fuck ass krofaumei slop
>>110155215>supporting scalpingAnon didn't know, but he was the retarded one
>>110155227now that's a truth nuke
>>110155224chatinni are poor browns they can’t spare any change
>>110155217I am not saying she is beating cc I am saying that Collab with males didn't affect her too much
>>110155215It being limited wasn't exactly Nerissa's choice anon.
>oh no the consequences of my own actions
They won
>>110155166>>110155190i think you guys just don't like reading the thread >>110153713
>>110155251Her average went to shit. From 5k on March to 3.3k on November
>>110155215are you retarded nigga?
>>110155249yeah they are way too poor, never saw anything like this in Holo, if she was my Oshi I would have already bought the character for her
>>110155273OHHHHHHHHHH ITS THIS NIGGER LOL
>>110155215Are you the seller?
>>110155190Kek, same for me, i had him block, he must be a pretty shitty person.
>>110155215Nerissa has always been extremely anti scalping. She has said this many times
>>110154847>>110154881so shiori does double the work for same ammount of subs, that is actually bad
>>110155251There are different levels of homocollabing. There are shioris and erbs random one-offs playing some game with them in a group every few months, then there are niji tier ones where the female becomes part of a harem for some 3view faggot.
>>110155215How the fuck DO people even get limited merchI've never seen it not be sold out instantly, yet everyone and their mom seems to own merch.
>>110155251Well her numbers did decline but not by much so I guess your kinda right but than again shiori was always a runt so she never really had that many people to lose
Did Nimi say what she's playing today? Maybe Dark Souls? (didn't watch RE to avoid spoilers)
>>110155299Yeah CC is smart. She splits the workload with GG
I block homo collabing girls in holodex so I genuinely, unironically forgot matsuri existed even more so than the homobeggar ENs since there's less ENs around and they often collab so I'm reminded of their filthy fucking existence just by associating with EN at all. But Matsuri? damn bro, if not for that tweet and being here, I would have gone on like a 3+ year record of just not ever thinking about her name at all. It's so fucking late for her to drop male collabs now, and the "she got a jealous bf" thing doesn't make it better and I feel bad for the poor fucking bastard desperate enough to date her.Matsuri has always been more like a really crass niji, or like those twitch cunts you guys hate so much that always talk about cock and balls and vaginas and sex. That's matsuri, that's her entire tired ass gimmick. Good for her though, I guess?
>>110155299>workit's just playing video games
>>110155294So in her mind people who weren't jailbirds two years ago just don't deserve to have the jailbird plushie? Hololive's business model obviously encourages scalping and she has never seemed reluctant to participate in that.
Fwmc misunderstanding! Cover stocks going down from this one!
>>110155251>>110155319Shiori's been inclining recently mostly due to a change in content (more focus on video games basically)That muddies the waters regarding her numbers, if homocollabing debuffed her it's hard to tell because something else buffed her
>>110155343You want to support people who buy the merch and resell them at a 200+% mark up? Fuck off. I'm sure they'll do reruns of the jailbird plush
>>110155333A certified Ernoul post, gonna share it to the homobeggars?
Fuwawa is not apologizing and only making excuses for shitting on Paco
>>110152934Vesper bagging fauna and Ganma's rape atttemp against Nene
>>110155333The only exposure I got to her was from the few times Biboo collabed with her in groups/MC. I dunno she seemed fine, but probably because she was around Biboo.
Raora has absolutely zero impulse control.She's already spent almost 1000USD on gacha currency this stream.
>>110155336too much work for some
>>110155336if it is just playing games, why are you not doing it? also not all vtubers are using their own personality and or voice. for example fuwamoco strains their voice by making fake voice and playing retards for bit
>>110155386why the fuck are beggars like this?
>>110155419the worst part is she doesn't even really like the character she's only doing this because her english VA has a faux-italian accent lmao
>>110155419what? she barely spent 10$ and she is dead broke
>>110155343cocer will do reruns of merch or they could puchase from other jailbirds near original price
>>110155374>I'm sure they'll do reruns of the jailbird plushHow many limited merch items have had reruns throughout the years?
>official anime songs sung by FUWAMOCO1>official anime songs sung by Kiarauhm...
Raora got her Liz rip-off!
>vending machine isekaihow did this slop get 3 seasons? I hate the japanese so much
>>110155333>Matsuri has always been more like a really crass niji, or like those twitch cunts you guys hate so much that always talk about cock and balls and vaginas and sex. She touched on that point at one time, when she was trying to tone it down and go “proper Holo girl”, on how the great majority of her content is regular “cute girl act” but people hang on to widely clipped moments like “nipple bandaids” or “pissing herself” and she ended up typecast. It didn’t help that IMMEDIATELY AFTER that attempt she put that dad and pathetic display of poor judgement in that VCR GTA, when she quite literally cucked her own audience>by graphically simulating sex acts with some male eceleb while her audience watched, sat in their chairs, from the corner of their roomsAnd, like yourself, that was the last time I heard of her at all because she doesn’t cross paths with the girls I watch and I would have to go out of my way to support or even acknowledge her. She’s a lot like Haachama where she got early success but never went past her initial viral claim to fame and no amount of attempts helped her reach the same pre summer of 2021 heights
Antis are DESPERATELY trying to slam Miko for this tweet. Really trying to get people to care about it since 3/11 is the anniversary of some big earthquake in Iwate.. but without that faggot Mary around to provide engagement bots, it's falling on deaf ears.
>>110155472>Liz rip-offUm, excuse you?Liz is deliciously flat chested and would never dress like such a cheap prostitute.
>>110155277Ccv?Hmm lemme check
>>110155516I love prostitutes and whores and strippers
>>110155472wrong character, that's EmberYvonne is literally Raora but with a fatter ass and horns
>>110155299I mean she is just gaming!?
Hololive is reclining so bad matsuri had to pander to gachis again for stability Incase she leaves hololive
>>110155516Yeah, true. However, Raora loves prostitutes and stippers
>>110155501kek
>>110155545>Hololive is recliningproof
>>110155545melty
https://www.reddit.com/r/kurosanji/comments/1rqwd6s/nijisisters_hijacked_a_kudoboard/
>>110155540he's probably talking about fate liz
>>110155446>cocer will do reruns of merchNo they won't lol
how many songs is saba working on rn?she's not streaming to save her voice
>>110155576>Jailbird plushieYes they absolutely will
>>110155545worry about your shit report nijinigshit is real grim
>>110155568>Nijibabas now acting like fucking Sharty fagsHAH, HAHAHAHAHA
>>110155609Kinda fucking based ngl
>>110155568my fucking gods
>>110155609Ok the last part got me KEK I was not expecting that
>>110155319Yeah she was always a runt.so it makes you think like the whole homocollab thing tanked her numbers.>>110155371I mean even if she comes back and does homocollab once a while no one's gonna bat an eye. Her novelites based on what I have noticed on X and discord are of two kinds the one's who will watch any stream regardless homo , yuri , solo and then there are novelites who only watches her solo stuff or the things she does with girls. I would really like to create a graph of her sc and ccv and check how much did it affect her but sadly I'm spam filtered on pc
Why are Raora's tits so big?How am I supposed to pay attention to the stream with her fat Italian tits in my face?
>>110155568Who need enemy when you have nijisisters stalking your rm and policing them.
>>110155568Nijiniggers will spend months talking to themselves on twitter about how they're good, the shit they got was never justified and how nijien is going back up just to fold, turn around and do vile shit like this
>>110155511Miko's antis are basically:>Miko fed a small village town on the verge of famine. Here's why it's a bad thing
>>110155609The funny thing is that she did the "we're gonna finish Atlantis actually for real this time" like 2 or 3 times
this character raora whaled for has a really nice tight bubble butt she keeps poking into the camera during her combo animations
>>110155545I don't think she realizes that once you are permatainted like that it's over
>>110155609She also made everyone gather materials for her to build it a few times only to immediately drop the project again after placing a few dozen blocks
>>110155593There have been like 2 anniversary/birthday merch reruns ever in 6 years of holoEN
>>110155544you would think, but no. she is enduring novelites
>>110155692Sounds like her career
Worth discussing?
>>110155718I didn't say the whole anniversary. Just the Jailball
>>110155609she traveled 5000 blocks to build atlantis somewhere else
>>110155741cancer x cancer x cancerno thx
>>110155741I want nothing more than for all of them to perish and be gone foreverPippa, Hasan, Asmon, Rima, Rev, Bao, all of them
>>110155642The myth of Shiori’s homo collabs not affecting her numbers has been disproven time and time again. >>109662886
>>110155718plushies are stocked in store regularily
>>110155667>tunnel for the first location>AmeSame's expeditions to find another location (portal where wdsmbt happened)>Decided to make it closer to Ina's Torii instead>changed location (still close to Ina's Torii) where Kaela got her a fuckton of quartz>new minecraft world Her fickle nature should have been a tell
>>110155609AHAHAH ok this made me laugh
>>110155729As in?I really think the whole unicorn shit is just a small amount of mentally retarded idiots on X larping as people who hate male collabs.I dont like male collabs but does that mean if tomorrow the talent I like does q male Collab I will go and start spamming hate comments under her account or start shit talking about her in other platforms. Fuck no I will just stop watching her streams all together.
>>110155472that's Vivi during full moon nights, retard
>>110155741Even thumbnail look cancerous.
>>110155609She did the same with Hytale. Spent 4 streams looking for somewhere for her lighthouse, built a house and stopped playing.
>>110155678yeah okay satan
I am listening to Chiha now
>>110155799it is not unicorns that bother anyone. does anyone have any proof of unicorns even existing other than declining or nerfed numbers. it is homobeggars that are insufferable
>>110155788The birthday set plushies?
>>110155741>dramafag>plappa>hasan piker>wojak esque-thumbnailunironicaly kys for bringing this shit to me eyes
>>110155609>Dead mythNo pun intended
>>110155840fatfucks were given
>>110155318Pretty sure there's no difference between limited ver and non limited one outside of handsigned postcards
>>110155855Only the myth fat fucks got a rerun
>>110155490>by graphically simulating sex acts with some male eceleb while her audience watched, sat in their chairs, from the corner of their roomsOh man, what a throwback, I remember that Matsuri apologized and all the dramaniggers from the EN side were caliming it was unicorns' fault when in reality she apologized because the guy she clung on to with that command in GTA had no idea what the fuck was happening and matsuri had the brilliant idea to moan like a whore, that shit got him banned on his streaming platform and his fanbase started (rightfully) blaming matsuri for it, she apologized for that.
>>110155879So Festival got a male vtuber banned by sexpesting him. kek
>>110155799>I really think the whole unicorn shit is just a small amount of mentally retarded idiots on X larpingthis has been always the case anon, the whole "muH UNiCorN" is just beggars looking at ernoul.
>>110155879It was kind of funny
>>110153217why did fwmc genocide the males
>>110155816This also sounds like her career as Saba
why is this character always pointing her butt to the camera with her thighs together and her back arched like that
>>110155879wait so matsuri sexpest the eceleb guy
>>110155949She's a whore (affectionate)
>>110155949for male gaze
>>110155949yvonne's real cute, her Jap voice is great
>>110155949I just tried this pose and while it's pretty uncomfortable it also made me kinda horny
>"today I learned that Matsuri is an unironic sex pest"cute newfags
>>110155956Were you not here for that? They recorded a fake porn movie together in GTA and he got banned on twitch for a few days and had to miss the eceleb gta event, Matsuri ended up taking a break too to atone but then went back and played the rest of the event anyway while the guy was still banned
>>110155949Because people whale for sexy characters
>>110155956yes and after said eceleb went to brothel and published few pics of him having fun with real sluts. matsuri had crying melty and got vacation
>>110156001Alright enough internet for me today
no one wants to collab with homoits a given
>>110155816ig she's giving the hints of how things are going to be with Saba as well
>>110156006sexpesting homostars so bad that they do not want to collab with her is kinda kino
>>110155956Yes? Being a desperate sexpest is kinda her thing.People act as if she collabed a ton with Homos but honestly they all tried their best to keep away from her as much as possible since her joking flirting and sexual harassment is really hard to deal with when you are part of the same company and drama with her fans can close many doors for you.
>>110154867why is IRyS giving that info to someone that could rape her if she wanted to?https://x.com/Sneightow/status/2031713473210503571
Saba will stream for St. Patrick’s Day
Hitomi Chris talked about Matsuri wanting a yuri harem in holo during her first stream. The sexpesting was quite early
>>110156112Hitomi Chris has never been on any stream anonchama
>>110156094being raped is the most common female sexfantasy
https://x.com/_nenechidayo/status/2031721700098986275https://x.com/ookamimio_sab/status/2031739874878091684Who died?
>went through post-Holofes SC rankingAzki winning first place at ￥1,154,058 is not a big surprisehttps://hololyzer.net/youtube/realtime/list/2026-03-08.htmlBUT,Ririka taking in￥936,437 is pretty crazyhttps://hololyzer.net/youtube/realtime/list/2026-03-09.html
>>110156128It's in her first stream. She talked about Roboco being her oshi, Aki telling her to focus on the loud train sounds when she's hungry to hide her hunger, Fubuki's hair pins and Matsuri being a sexpest and helping her with streaming stuff
>>110156152Kiara
So. About EN5.
>>110156152Nene is neneMio got sick af because she got too cozy with the girls
>>110153415I mean it does tell you something homos are always up for a collab with a girl they will go out of their way to do it so it does feel like Shiori gave up on whatever she was trying to do it's interesting that she had her brick moment just in time to boost homo 3D debuts so maybe their management asked her for this favor because it was now or never type of situation in their mind last time when company gives them free handouts they will never have something this big again unless yagoo is dumb enough to debut another gen.
>>110156189only happening if they are part of flow glow branch stuff then forget it
>>110156152That Mio tweet was about her recovering from her current sick break, dumbo
>>110156169Men desire a cute gyaru girlfriend.
>>110155949More importantly will Arknights only have women like that or are they based enough to also have some lolis for us in the future?Not like I hate big titty and big ass but I need variety
>>110156169>more than LamyWhoa
Remember when Fubuki and Matsuri had Rikka and Roberu on their really old talk show and within like the first 10 minutes she asked Roberu if he'd ever tasted his own piss before or would like to try tasting her's? Roberu kept ignoring her and not engaging with any of her comments but she wouldn't let up and kept talking about drinking piss all fucking stream until Rikka pretty unceremoniously said his goodbyes and Fubuki in complete panic ended the stream.That was a good stream.
>>110156238It was a bad stream and only proof that mancollabs shouldn't be a thing
>>110155949ICYDK, Chinese gacha games are considered BASED by the "Why don't Western games have sexy girls anymore?" crowd.There are also straight up soft-core gacha games.The Chinese are doing capitalism better than the West.
>>110156238no I don't remember but I believe you
>>110156198She got her rocks off from her brick moment, anything more is just a spur of the moment type of thing for her.
>>110156171Again, stop making things up.Chris has never streamed. She never even signed her contract with Cover.
>>110156219Next two banners are a loli and a premium medium
>>110156277oh yeah post the rori
>>110156238what the fuck is it with matsuri and pee
>>110156262Western games cant have sexy girls because they'd be called whores. We have cycled back to puritan concernfagging.
>>110156169Yeah there are always surprising winnersI bet most people don't think of Iroha when the topic of SC rankings come up, but there she is.
>>110155545do you know what reclining means, anon
>>110156189saba and dooby will be in it, now that mint and nimi's grift was exposed, en5 will be the "streamers" gen
>>110156238All i've read from matsuri's shit looks like she's some kind of double agent lmfao
>>110155609Wasn't that Ame?
>>110156262ok, how much of a p2w fiasco is this game? looks kinda good, might try it out
She’s going to stay in Japan until at least after her birthday.
>>110155545she probably found some rich ojisan for her
>>110156238Are they actually gay? I would have said yes I want to try hers, and if I could drink it straight from the source, during an off-collab. I thought they are sexspests?
>>110156323She's home retard lol
>>110156326like IRyS
>>110156262Brown Dust 2 is koreanChinese games aren't allowed to be tits and ass sexy, they have to be feet and legs sexy instead. That's why games like Girls Frontline 2 exist.
>>110156340Can't help yourself huh
>>110156333Even a sexpest would be weirded out if you ask him if he drinks his own piss
>>110156326It is really a fetish thing for the beggars isn't it?
phasechads won
>>110156322Unironically not p2w enough for its own good
>>110156262yes chinese know what bring money, but also they are banned from consuming it in china so japanese devs are our only hope for actually good stuff
>>110156198respect her collab choices anon and stop making shit up..
>>110156349He got you.
>wake up>waiting
>>110156340yeah me
>>110156152Mio was sick before fes already but Nerissa sucked her toes and she became more sick
>>110156262Brown Dust is a Korean game, ironically.
>>110156295Red riding hood themed Actually not a ton of art of her and she’s a bit larger here than her in game model, name is Rossi
>>110156409Kaela is streaming, why are you waiting?
>>110156409All in on the Shiori redemption arc
>>110152730can you fuck this
>>110156333They are novice streamers at the very start of their career. Being sexually harassed by their superior, someone that has a lot more experience than them and a WAY higher standing in the company. Being asked if they would try tasting her piss infront of thousands of viewers. Over and over. Every time they manage to change the topic she brings it back up 5 minutes later.
>>110156276>Chris has never streamed. She never even signed her contract with Cover.She had only one stream in her entire career before she and her artist were terminatedhttps://www.youtube.com/watch?v=QWzcMOvEnLk
>>110152854>>110152922Holostars fans like that won't spend money on Hololive but loudly complain if they won't collab with Holostars. They almost feel like a unicorn running a parody account since they make it too obvious they only care about the guys. They can't even imagine that Matsuri would have financial reasons for caring about her merch sales.>>110153217Unironically I do agree that Cover is sexist but not in the way that anon is saying. They actually treat Holostars like professional entertainers while it's the girls that suffer under the sleaziest elements of idol culture.
>>110156334>Fagku makes that post>Kronii goes silent for 2 days>Then suddenly appears home >Uh we didn't meet I trolled him teeheekronies...
>>110156460Oh is that the one some people lost their mind over cause she was really into the MC in the game?
>>110156491It's not even financial reasons since she is pretty well off, i think she might want to have genuine fans who show up for her performances
>>110156500Fagku make those retard post every other weekCringe to cuckpost with random twitter nigger then again it's not like you have any material kek
>>110156262"Brown Dust" has to be one of the worst names anyone could come up with, it just sounds like farts
>>110156214Anon retards itt were screaming how she is gonna lose gaachikois because of her I might collab with males because I have actual works from management
>>110156539>second lowest income in her relevant gens beating only haachama who is on locked up
>>110156545>randomthat's one of her biggest paypigs and artists though
>Matsuri starts unicorn pandering again
>>110156533Yeah with a thick Italian accent
>>110156565>paypigs
>>110156565>paypigigsNigger please lolHe's a fucking uruguayen who pays shit with meme currency
>>110156559she did 180° soon after that almost redeemed her
>>110156342>>110156445Fine fine, shoudl have put "Asian gacha games" instead of Chinese then.My point remains regarding the contrast between them and Western games, also why Yvvone is shoving her ass to your faceThis is from a Chink one:https://www.youtube.com/watch?v=ChcnzTnVcBA
>lowest income>source?>SCshahahahaha
>>110156562That doesn't disprove it though, the holos are loaded even if they aren't that popular in comparison to other holos
>>110156539She is just having another episode. And its not like her stance is unique when fbk will male collab professionally time to time but 99% of all her content is slurping up mios stinky bush.
>>110156500>>110156565kronii spent her time plowing IRyS on her own bed and you're here shitting about a fucking LTAM goblin negro who's never fucking anything else but the village's goatnigger be real, that's why you beggars lost the war
Uruguayans are all literal faggots who take it up the ass until killing themselves at 30It's like cuckposting with the Dutch or the Swiss
>>110156596Pretty well done, kek
>>110156624>beggardidn't know Fagku joined the homos
As long as I get to watch. I'm okay with everything.
>>110156631You're so jealous of him lmao
>>110156637he's a retard beggar himself that's why niggers use the shitter to cuckpost and beg
>>110156599what proof you have they are really loaded other than top brass like suipiss, migo, marine and few others?
>>110156642Don't suck my cock, I'm hetero
>>110156500Sounds like there's nothing she can do that won't make you think she's cucking you so very cool, cuck bro
random guerilla clockhttps://www.youtube.com/live/4RmFQEwHQKM
https://www.youtube.com/watch?v=X1VJ1czhCk0AAAA MY HORN MY HORN IS GROWINGGGGGGGGG
>>110156668Is this a real question, is the thread really full of tourists now
>>110156596Yeah, and guess what's happening to it?
>>110156688surely you have some other proof as supas and members were not inaff to say she is not swimming in money
>>110156701you tell me, you sound way more into this than me
>>110156678Holy fuck out of nowhere, she loves us
>>110156323>and she replied to that straight up cuck bait
>Cuckposting with twitter artistsTry a better angle
>>110156726>cuck bait>clowning on the fagYou guys are really desperate for anything heh
>>110156730Kronii was the one who gave the angle, blame her
numbers is /nyfcuck/
>>110156730>he doesn't know the power her main artists have over Kroniilol
>>110156745What angle nigger lmfao>Interact with a fan>cuckpost cuckpost cuckpost cuckpost cuckpost cuckpost Pffft
