Cover's new report is out. YoY revenue keeps falling while Anycolor's went up in the same time period. But you guys told me Nijisanji was dying?
>>116155125>YoY revenue keeps fallingHas this board reached a new level of stupid that it cant read its own images?
>>116155144I think you should learn to read first.
>>116155144>revenue down>profit upthat is a sign of black company
We said that NijiEN is dying, moran
grim
>>116155155NTA, but that column clearly said "1H" there. You might want to look at the first "YoY" column for this quarter, where their revenue went up by 0.3%>>116155226The Holodori / HoloTCG effect, no doubt
Where did the profit from holodori go?
>>116155231Warning merge ahead
>>116155125What is licensing/collaborations? Like when the talents have one of those big collab events with a store in Japan? I guess that would explain why streaming is no longer as emphasized.
>>116155292To the +55% YoY Profit
>>116155313Stuff like Raden merch at museums and Hajime designs with Fila, yeah.
>>116155313Anything that uses Hololive brand outside of Cover-only projects. This goes from collab (including collab merch), sponsorship to Holodori, for example
>>116155125Who gives a shit, revenue isn't why I watch Holos
>>116155313the licensing/collaborations increased comes from holodori, qualiart is the producer and publisher so cover only got the profit share as IP licensing, it's bad because the one who doing the gacha are holofans and it's eating up the holo merch revenue while other company(qualiart) takes up most of the profit
>>116155297I hope notI'm sick of western filth interacting with japanese clay
>>116155394Given that profit went up significantly, it clearly isn't that bad
>>116155125>says Anycolor revenue went up>doesn't post any revenueNijifag too scared to show the numbers?
>>116155410>Given that profit went up significantly, it clearly isn't that badit's because they don't have holoearth hook all of the profit margin anymore, that increase is holoearth cost
COVER (July–September 2026, announced November 11)ANYCOLOR (May–July 2026, announced September 9)Revenue: COVER ¥12.156 billion / ANYCOLOR ¥16.620 billionOperating Income: COVER ¥2.947 billion / ANYCOLOR ¥6.390 billionOrdinary Income: COVER ¥2.922 billion / ANYCOLOR ¥6.384 billionNet Income: COVER ¥2.024 billion / ANYCOLOR ¥4.365 billionOperating Profit Margin: COVER 24.2% / ANYCOLOR 38.5%
>>116155441And now with source and picture please
>>116155441It's nice there are two large successful Vtuber corps desu
>>116155458Holodrones cope
>>116155155so yeah? you are too stupid to read? bring back the old captcha
>>116155441Blatant fucking lies
>>116155441Oh yeah, anycolor had a crazy quarter last time because of the album sales. Consolidating their music stuff under accelnotes after they learned the knowhow (eat shit sony and warner) allowed them to reap most of the profits.
+22% YoY profit, and yet they cut the boys budget? it's was clearly some spiteful decision
>>116155710Twink death happened
>>116155587>>116155454NTA, but I looked both companies up for you guys. I'm not a biz guy so feel free to tell me if I read any number wrong>COVER (July–September 2026, announced November 11)https://contents.xj-storage.jp/xcontents/AS05169/25d191bf/508d/47b6/bf4c/8f28de236e7b/20261111153028528s.pdf>ANYCOLOR (May–July 2026, announced September 9)https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/212305/00.pdf>Revenue:Cover: ¥12,155M (+0.3% YoY)AnyColor: ¥16,620M (+5.4% YoY)>Operating Profit:Cover: ¥2,946 (+74% YoY)AnyColor: ¥6,390M (-8.8% YoY)>Ordinary Profit:Cover: ? (Not sure where to find Cover's Q2 ordinary profit. Their reports only showed 6 months / 1H)AnyColor: ¥6,384M (-8.8% YoY)>Net ProfitCover: ¥2,024M (+55% YoY)AnyColor: ¥4,365 (-10.6% YoY)
>>116155430Everyone knows that Nijisanji earned Nijilion dollars
>>116155710>holoearth banished to the shadow realm>holostar downsized>holoEN merged>holoID mergedof course the profit margin will increase but revenue is stay the same and holodori don't bring much profit or revenue as expected so it's very concerned that Cover resorts to the "ACCELERATE" strategy of anycolor to pad up the revenue
>>116155710How do you think profit increased despite the revenue decreasing?
>>116155775HoloEN & ID merge makes very little change in their expenses (it's not like either branches lost anything but their brands). The big increase in profit margin was likely due to Holodori
>>116155796That happened in prior quarters.The big one this time was the HoloEN merge
>>116155796Revenue didn't decrease this quarter, though. It actually went up by a tiny amount (+0.3%). The 1H decrease was largely due to previous quarter revenue drop
>>116155125NijiJP has always been fine and it should be thanks to goddesses like Ruri, Meruto, Salome and Lulu. EN is as dead as it gets, but at least they got to keep their name.
>>116155916Told you guys EN5 was coming this month. Announcement in 9 days, to be exact
>>116155125>>116155762>Niji got a bunch of minuses>Cover got a bunch of plusesOP>Cover's new report is out. YoY revenue keeps falling while Anycolor's went up in the same time period?_?
Nijiniggers lied and were called out lolKekkkkkkkk
>>116155762Thank you. Been a while since I looked into finance stuff.So year by year revenue went up while profits went down. And while Cover seems to have less profits, their numbers are actually looking better since their net % increased. You'd need a Q by Q report to directly compare them. Or Year by year from Cover.
>>116155125>profits for everything besides shilling downGrim
Surely that extra profit will benefit the talents right?Right?
>>116155873The comparison is always to same quarter of last year
>>116155948anycolor revenue continue to increase which mean they still have potential to grow, the profit margin can be fix by decrease the SG&A costcover revenue stayed the same eventhough they have a hug hit holodori in this quater which mean they are stagnant, there's no growth potential anymore and they already downsized holostar, holoEN, holoID, deleted holoearth so there's not much room to profit optimization anymoreit's fucking grim
>>116155762>p-profit increassed while revenue is stagnant is goodyou know this meant less food in the table for your oshi right?
>>116155155bunches of pluses and minusesthe most important thing(net profit) is positiveonly highlight the minuses and then acting smugpeak stupidity
>>116155125revenue -3.6%net profit +22%holy shit holoearth and homo really blight on coverreally need to purge more homo
>>116155938kotone was the trigger that dragged me back to niji from vspo, the latter being hinano.corpo doesn't help.
>>116155125retard
>>116155125>>116155155I like how holoantis now outright lie about the data they themselves post and anyone with eyes can see they're fucking retards
>>116156315This means cover has positive cash flow since they don't pay out dividends retard chama.
>>116156315but enough about niji whores begging for donos to pay off $10k in student loans
>>116156315>you know this meant less food in the table for your oshi right?No? We have a breakdown of operating expenses and payments to talents are doing fine, see "performer remuneration" on this chart
>>116156315The 14% drop in merch sales is concerning but they are making a huge amount of money from Hololive Dreams. At least for 2026 everything should be good in terms of revenue. The big question mark is even though they shut down HoloEarth they still have the hundreds of employees they hired while developing the game. Those 750+ employees means that Cover will be in trouble if merch sales drop again in 2027.
>>116158773check the employee breakdown, I don't think the holoearth crew were ever entirely in house, and if they were they are seemingly folded into creative technology department that does 3d stream apps and stuff
>>116158089>performer remuneration>down YoY from 1452 to 1314>>116158773>huge amount of money from Hololive Dreams.but that don't increase their revenue and instead took down their merch sale, it's a sign of stagnant fanbase growth rate and the money just moved to gacha game where Qualiart takes a big chunk of money
>>116159154>took down their merch saleshirly
>>116159180>concert/live event -799M (-41.5%)>live stream/superchat -292M (-12.7%)>merch -400M (-6.8%)>total -1491M>licensing +1522M (+73.8%)literally the same amount of money of the money moved around
>>116159358>different words than what you saidwaow!
>>116155762NIJINIGGERS BTFO
>>116159491What did you expect from a nijinigger?
>>116157173You're not supposed to check, anon.
