Will they reach the 10 billion yen goal?Or will they crash with undershoot results?
>>91307118they won't, but they will say "actually next quarter is gonna be 69 gazillion yen" and it's gonna be fine. It's what they've done until now and somehow japanese investors eat it each time
Not six hours. Four hours. (okay a bit less than 4h at this point, but you get the idea)Their report will get published at market close - 3.30pm JST this afternoon, and tonight at 1.30am EST / 10.30pm PST in NA.It will be such a glorious disaster to behold, and this pic can finally be updated
CookedBooksbros, what’s our status?
>>91307812Fucked, Aster was the one in charge of cooking them this time
>>91307118It won't be as disastrous as some here predictBut there's no shot they're hitting their projection without cooking the booksThey haven't hit their projections for 5 quarters in a row now
>>91307756>-8Every fucking time
>>91307890Aster shouldn't affect this one, you'll have to wait for Q3 for his impact. He might get an investor to ask a spicy question, but that's it.
>>91307118
>>91307118The NijiFes quarter didn't help them earn 6 billion yen in commerce. What made this quarter more special?
>>91308620They REALLY need to reach that goal. Really really.
>>91308116Yes, and Selen's termination should not have had an impact on the 2024 Q3 results since it happened in Q4, but here we are.From the shareholders' point of view, it's the exact same thing that happened last winter - a massive and easily avoidable unforced error happening right before quarterly report is published, followed by a quarterly report showing abysmal results, with the unforced error making it clear that the next quarter's results will be even worse.
>>91307756This looks a bit messy with the way the lines are continued. After the new report comes out (and when I have time, maybe in two days lol), I'll make a nice graph with this data. I look forward to any investors' comments--and to what Riku tries to do to keep the sinking ship afloat. Also,>-8RUMAO
>>91307118no but they make majority of their money in merch sales and brand deal commerce, and they have been pumping merch out like crazy so they might save some face before investors.
>>91308786That's the thing. If they want to increase revenue to reach the ultimate 39 billion yen FY2025 goal, why not try increasing the other 3 factors instead of putting all eggs in merch basket?>LivestreamingStop acceleration and start promoting livers other than Kuzuha. I even bet half of this is generated by him anyway>EventDo more than just sololives. Host summer events or more expo appearance>PromotionWhatever happened to that nba collab?Sooner or later, sisters will start getting bored with buying the same type of keychain and standees merch with different art paste on it. Historically speaking, they have never reached 6 billion yen, let alone 7 billion. This is just a clear setup for a disappointing result which WILL hurt their already low stock price
>>91309065The original document published by AC last March (picrel) was a JPEG, so the GIGO rule is in full effect. Also I'm not a graphic designer by trade, and I was more concerned with making the graph serviceable than pretty (and also depicting the -8 on a bar graph with a scale of roughly 1px = 6m JPY)
>>91309360Let me play devils advocate here for a second.>Stop acceleration and start promoting livers other than Kuzuha.He's the biggest in raw numbers and reach, but that does not mean that he is the only person getting promotion. Hell, even members who're bordering on 3view get a shitton of promotion and get brought to a comfortable 4view level as a result. They all have a penis of course and they intentionally shaft females and I'll never forgive them for trying to fuck over Sanbaka as bad as they did though. Point is that they've managed to keep onto that label of being a member of the Big Three despite there no longer being a third to that, and having a member of the nu-Heavenly Kings of which almost all of which have outlived almost all of the Heavenly Kings and still overtake them all in raw presence. Except YUA!. Nobody cares about YUA!.>Do more than just sololives. Host summer events or more expo appearanceThey do. This is just the Year of Sololive's for some reason, but they're still a comfortable second fiddle to Holo with 1/10th* of the profit*citation not required because I'm lazy>Whatever happened to that nba collab?It was worthless shit with Rakuten, a source they've had collabs with pretty consistently for the past 5 or 6 years. Usually lottery goods but I believe they have a hand in getting some animation companies on board for PV's.
>>91309670That -40.3% YoY is so funny. Like Anycolor made an excuse by saying Q3 FY2023 was NijiEN's rare "gold rush" moment and promised that they will eventually get back to that number again. But when the stockbros reacted to it by flushing 700 yen to the toilet, they stopped providing this chart, and rightfully so because this is when NijiEN started their true decline
>>91307118my husband vox will save nijisanji and riku <3 meow meow.
>>91309670Oh, I recognized the base graph. Seeing stuff like that makes me want to turn it into an SVG. I'm not faulting you, it's just that it's easier to follow when everything is the same. Another reason for making my own+adding the new data is that I can make the bars 100% accurate, to avoid accusations of lying through graphs (I wouldn't want to offend Tufte). As one of the few people who actually reads through the quarterly reports, it's nice to see the information from them being spread around by other anons.
>>91310058He's too busy burping in my pussy, sorry sis
>>91307118Damn, time flies
>>91310047Yeah, that graph was published right after Selen had been fired, but did not include the impact the firing would have since it had happened in the still-then-current quarter. They knew that EN's Q4 numbers would be worse, and that each subsequent quarter would be worse than the previous one.That's why they merged the bar graphs in Q4 and said their 2025 revenue forecasts don't include EN revenue.>>91309065Here's a template I just made for the Q2 numbers (the grey bar is a placeholder). I'll update it later tonight or tomorrow morning, once the numbers are available.Again, I'm more concerned with the graph being serviceable than pretty. I know someone can make a prettier graph, and I'm hoping someone actually does.
>>91312044That Q1 is fucking nasty. Didn't actually see it when it came out.>-8
>>91307589Genuinely, why are investors so stupid?
>>91307118I can already see investors begging Anycolor to produce Nijisanji TCG if the result falls flat
>>91310615sorry reimu, but Voxxy only loves (me). SLURP SLURP SLURP KYAAAAAAAAHHH.
>>91313004Because backing out now means they lose their money. As long as they keep holding their gains/loses are never realized.
>>91313004Sunk cost fallacy. That's why a lot of them fuck off the moment Anycolor does a buyback so they can recoup their losses.If you bought into Anycolor stock after Sep 26 then you've 100% lost money.
>>91313593They will announce new buybacks I guess. The problem is their profit is dropping a lot so they don't have the same amount of money for buybacks they did before
>>91313458This made me cringe on multiple levels
>>91312044This is actually pretty good; I would need to completely rework the original graph (just keeping the data) for it to look much better.What amazes me is that the entire quarter was worse than just merch sales from FY '24 Q3. The most embarrassing would be to fall below 414--the highest they ever got from supas/members--for the entire quarterly revenue.One last thing, is this gross profits? If not, it would be interesting to see the internals on how much money Niji is putting into the branch over time--not that they'd want to reveal any of that given the current state of affairs.
>>91313731They've been using their war chest in a desperate attempt to pump stocks but it always falls off after a week or two. They're in a death spiral and Riku has no fucking clue how to steer the ship, in all honesty, they need to oust his ass and bring in someone who knows what they're doing.
>>91313593Damn that August 5th event really wiped out the buyback advantage huh. Anycolor really has bad luck in terms of timing, including that time they announced something right before the Selen shock
>>91313932It's plain management incompetence that keeps wiping out their stock. You'd think they would've learned their lesson but they keep making the same fucking mistakes.
>>91313879A highly publicised hostile takeover complete with a total gutting of staff is the only way to salvage Niji's PR. From there they need to somehow not fuck it up, which would immediately undo any benefits gained from the hard reset button.
>>91313780The grey segments on the Q2 bar are about 100m JPY each, just for scale. It would be 500m JPY total.But yeah, having a total gross revenue of under 414 would be a disaster for EN, especially right after the Aster scandal and Scarle's underwhelming revenue from her 3D debut.>One last thing, is this gross (revenue)?Probably, I'm basing my graphs on the numbers AC published. If the numbers they publish are wrong, then my graph will be wrong - GIGO.112 minutes to showtime.>>91313932I think the thing they published right before Selen's termination was the announcement of the completion of the December buyback
>>91314366>especially right after the Aster scandal and Scarle's underwhelming revenue from her 3D debut.Those events will be reported in Q3 so you should expect them to add Noctyx 3D numbers instead
>>91312044The numbers thread had a theory that Niji is sandbagging their Q2 numbers to pump up Q3 so it looks like "everything's turning around!" It seems to be the case for EN at least. A bunch of people were on break in Q2
>>91314517NTA (the other one, actually), but this is just like >>91309038 where very publicized drama happened just before bad quarterly reports, leading to a double hit in stock price.>>91314366That's actually a pretty good marker. So, other people in this catalog thread, what's your bet--over or under 500m yen?
>>91314594Well that would be a retarded move since Q2 is their only chance to give investors confidence in Niji growth and they ain't gonna wait for 3 more months for a promise that they couldn't keep 3 times in a row
>>91314750>Well that would be a retarded moveanon, this is nijisanji.
>>91314707>what's your bet--over or under 500m yen?I'm taking the under. Livestreaming revenue is probably gonna be under 100m, commerce revenue is probably gonna be less than double livestreaming revenue, they're gonna have a goose egg for event revenue (which will actually be a QOQ improvement of about 8m lol), and promotion revenue is probably gonna be under 120m100 minutes to showtime
>>91307118The Anycolor stakes have never been higher because unlike previous quarters Cover has higher market cap now so investors would actually jump ship to Cover if they fail this oneCurrently the 2 stock markets are patiently waiting for the result. Cover traders are preparing to recover and Anycolor traders are preparing to sell if Q2 is bad. The tension has never been higher than this
>>91307118Today? isnt it Tomorrow?I think last year's report was Thursday JP
>>91315103Cover already recovered from 2 big graduation announcements, the TCG is gonna be a steady stream of increased revenue as they keep selling out as it gets released. Bushiroad is gonna be happy as fuck too with a new popular (among Hololive fans) TCG.
>>91315367The traders are worrying that Anycolor Q2 failure might drag Cover down with them and ruin the past week growth, which could trigger another sell alarm. How deep it will fall is still a vague question until after Q2 releases and this will be a test for investors' trust in Cover
>>91315559I think the general investor is retarded as fuck, it's very clear by their investor meetings that Cover has a long term plan they're following while Anycolor is basically making mad dashes quarter by quarter with no real plan in sight. Cover does need to get their management and lack of studio staff under control though, those are two big areas where they're lacking and big potential future points of failure. You could see by how fast they were to address Shion being pissed off in the middle of the night due to their own incompetency that they're scared of more girls leaving.Every time Anycolor gets asked about their long term plans they just point at VTA and go "That's our secret weapon!"
>>91315869Hey, be fair, they used to point at nijien too
JP chan says they will hit 10 billion easy>>91315976>>91316396
>>91316821Observe the stock price during the last 30 minutes. Usually the reports are leaked early for some investors and they will make a decision
>>91316821>eventsSay they sell an average of 5000 tickets at an average price of 100 dollars each for five events this quarter. That's 2.5 million dollars, about 375 million yen, less than 5 percent of that 10 billion. If they do reach it, it won't be from events.
>>91316821I’m sure they’ll find a way to limp onward, they always do.
>>91316821I'm just speculating on the EN side, (given that this board is generally EOP,) where the situation does look quite dire. But EOP fans tend to overestimate the importance of the EN market; if the drama doesn't reach JP investors' ears it probably won't make much of a difference. This is more handwave-able than the YAB situation, so I doubt that the stock price will be too poorly affected. I don't know enough about Niji's activities in past quarters to be able to say one way or the other, but I don't think that they'll much exceed their expectations (not like Cover did with the TCG, at least).
>>91317183You're forgetting online tickets and merch sales
>>91317081We're currently about 50 minutes away from the report. The 30 minute mark will be at the top of the hour
>>91316821
>>91317382What do they mean by umashiki-san?
>>91317467Probably someone in Anycolor board or some obscure JP finance meme
>>91307118how long are you desperate faggots going to keep making these bait threads? Q2 dropping, they're done! Q3 dropping, they're done! Q4 dropping, they're done! Q1 dropping, they're done! OVER AND OVER AND OVER. 2 more fucking weeks for eternity? You lost, they're not going anywhere. Deal with it or rope.
>>91317682Holy nijiseethe
>>91317682>they're not going anywherethis will age well
>>91317718not even nijiseethe, just Tiredof2moreweekscatalogspamseethe
>>91317740>they're not going anywhere>this will age wellthis will age even better when they're still here long after your oshi is gone, holokek
>>91317761So, nijiseethe, got it
>>91317798nijien should be dead by then lol.two more week until aster and twisty termination, nijimonkey
30 minutes until Q2 dropsGet ready for 10 billion yen
>>9131794620 gorillion yen or naked dogezas from all of NijiEN
>>91317081>>91317299>30 minutes to go>the stock pumped from 45 minutes ago to 15 minutes ago (it's reported on a 15 minute delay)>first few ticks after that mark have been downI'm on the edge of my seat
>>91317946its so boring when riku wins.
>>91318061>still JP stock watching on delayUse Yahoo Japan. No delay there
>>91318061Yahoo Finance Japan has a very low delay, something like less than one minute. Roughly 25 minutes to go until the market closes and the report is published
>>91317467In case you're having a brainfart and not just trolling, the kanji for baka are 馬鹿, literally horse-deer. It comes from an ancient legend about a Chinese politician, https://en.wikipedia.org/wiki/Zhao_Gao
>>91318193Thanks anon, I can say I pretty much never have seen baka written in Kanji like that.
>>91318287Clearly you need to read more chuuni manga.>>91318153>>91318184My turn to be thankful.
Looks like the insider traders think it's gonna be a big one
>>91318402They're probably expecting a round of buybacks bigger than the last one. It can't be too much bigger, or else the stock will be unlisted due to not having enough shares publicly available.10 minutes to go. Keep an eye on Niji twitter also, in case they announce graduations, "graduations," terminations, or the fate of the EN branch.
>>91318402If Anycolor does good, they make money. If Anycolor does bad, they'll release a buyback notice almost 100% guaranteed.
Are you ready?
It's nowSomeone post it
https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/163400/00.pdf
>>91318996RikuWINS, PhaseInShambles.
>>91319164Anon, that's Q1.
>>91319207So much for 10 million, fuckers couldn't even get 7.5 million.
https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/123642/00.pdfhttps://ssl4.eir-parts.net/doc/5032/ir_material1/242187/00.pdfhttps://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym3/169910/00.pdf
4% YoY increase in profit12% YoY increase in revenueNot great
>>913192919.9 billion
So, they are down billions in profit. That is not a great look for Investor-san.
>>91319336So, youre telling me riku made over 50m usd dollars despite faggoons, falseeyed, holokeks and phasekeks best attempts at slandering him ? RIKUWINS BASED BASED BASED.
>>91319401EN livestreaming revenues dropped, but they sold more merch this time so the net revenue went up
It's so boring when Niji gets serious
>>91319401>771what the fuck??? Who's buying this shit?
>>91319378No, YoY for the quarter they're up.
EN branch live streaming revenue dropped, but commerce and promotion are up. Respective totals in millions of yen are 171, 477, and 123; overall revenue is 771.The first time in 7 quarters that EN's overall gross revenue increased from one quarter to the next
>everyone gets BTFO>suddenly silencePfhahahahahaaaaaaaa
>>91319401771m yen for niji en, thats more than what vspo en and phase did in one year combined kek.
Below their predictions by a lot. They can still spin it to investors but it's not looking good.
Yawnit's so easy for niji to make a comebackhater btfo
i bet you all feel so silly now
LMAOOOOOOOOOOOOO GET FUCKED
>>91319497Wasn't that because they said they were moving some of Q1 merch to Q2 to pad it out or something?
>>91319542What do you mean? Anycolor failed to reach the consensus estimates for both revenue and profit
So are they finally recovering from the pit or are they cooking the books?
>>91319618Yeah.
>>91319542>btfolearn to read nijimonkeyit failed to hit the target
>>91319667Sisters be trolling, get used to it
everytime nijifags copying because they can't read it
>>91319667I think they are trolling.
>>91319686It's not even sisters in all likelihood, that's the really sad thing.
>>91319725Who the fuck would choose to bat for Niggersanji of all things if they're not brainwashed sisters? Being a useful idiot for them is not funny.
>>91319667Reading is hard
>>91319791They're not batting for Niji though, that's the point - they're baiting for (You)s. How new are you?
>>91319791The catalog nigger has no allegiance. He shitposts for whichever side that'll get him more You's.
>>91319667It's like losing by 1% instead of 50% you still lost, but you can feel smug
>>913196795m usd dollars in clean profits, niji en not going out anytime soon faggoon lmaoo. riku is happier now without cancer selen and tumor pomu ruining his en branch.
>>91319977>
>Holo? MoggedThis kills the number tranny
Updated chart. Not sure how they managed to increase merch sales by 103m yen, but they did.Where can one go to look at the after-hours trading?
>>91319831And it's not funny, like i said.
>>91320044It's not meant to be funny to you, you absolute retard; they're doing it for their own amusement. How is the concept of trolling a revelation to you?
so....why didn't anyone shitposting?oh wait, they btfo the haterFEELS GOOD TO BE NIJI CHAD
the niji jp branch is powerful as it has ever been, even despite losing chihiro who was closer to vox in superchats than selen and pomu combined. riku has a very good future ahead of him, yagoo will seek more future holoxniji collabs soon, the dirty leech.
>>91320245Are you retarded?
>>91320112youre responding to some retard who discovered 4chan through twitter this year probably
>>91320245Anon, first of all everyone is aware you're not actually a Nijifag. Second, it's clear it's you spamming because you have the same broken English. Third, you'll probably get more (You)s if you wait about 12 or so hours for the Americans to be up.
>>91320280keep crying me a river, NAF
>>91320040BTW even with the uptick this is still YoY -39%.
>>91320245
Here's something I found to be very interesting.Their Q3 outlook has them getting just under 10k revenue. So they're gonna need almost 12k in Q4 if they do get 10k in Q3 in order to hit their fiscal year forcasted revenue
>>91320457They extended Nijifes by like 3x and made it a weeklong event if I recall.
>>91320396i rather lose 39 percent, than keeping two growing tumors in my brain. atleast the en branch is recovering, even without a star female liver like petra streaming and luxiem having an off year.
>>91320040Go here: https://www.sbisec.co.jp/ETGate/WPLETsiR001Control/WPLETsiR001Ilst10/getDetailOfStockPriceJP?OutSide=on&getFlg=on&stock_sec_code_mul=5032&exchange_code=JPNCurrently it got shorted down by 100 yen. Some said it's due to panic sellers, but only time will tell whether the traders will accept this result and give it a boost or let it bleed slowly till Q3 or an upward revision
>>91319651
>>91320396Yeah, that's not gone well.Incidentally, they've only ever had four quarters of overall YOY growth, the four quarters of FY 2023 (May 2022 - April 2023), or from the first anniversary until when AR Live was originally scheduled to happen. Those four quarters are also the only ones with YOY growth for commerce, and the only four quarters for livestreaming with either actual growth or a less than 2% drop (Q4, Feb-Apr 2023, had the drop)They've been declining ever since.
>>91320489Nijifes is happening in Q4. Its impact on the Q3 financial results will be negligible.
>>91320040>Not sure how they managed to increase merch sales by 103m yen, but they did.They've been doing reruns of previous merch. Cheaper to do since they don't need to commission new artwork or any development costs, just open up their old work and hit Reprint.
>>91320457I wouldn't be surprised if they intentionally lower the expectation here then pull an upward revision card in the future to boost the stock price like what happened to CoverLike you are telling me a quarter with concerts will lose to a quarter with merch?
>>91317943this nigga said "two more week" unironically
>>91320625Thank you.If I'm reading that chart right, they're currently down to 2250 (after closing at 2329) in after hours trading. Tomorrow's floor is 1829, even if they drop that low in after hours trading.
>>91309902>trying to fuck over Sanbaka as bad as they did thoughWhat did they do?
>>91320625>>91321255>pumped and dumped againkek, retail EOD bagholders gonna get fucked
>>91321255This result is... rather tame. They didn't meet the expectation to help their stock price reach the ceiling, but they did well enough to not hit rock bottom. The question now is whether the traders let Anycolor stock grow or drop slowly knowing that Anycolor failed to reach half of the fiscal year goal
>>91320310You're saying that, and you're clearly a retard from some discord.
>>91317740get rekt
Do you like what you see?
>>91319977You're probably one of the shitters that disapprove of what Luigi did
>>91319667>consensusthe consensus were around 9.6 bil so they exceeded it, company forecast is irrelevant
>>91323185NTA, but still: Retard
>>91320245>holo hit the record sale>still losing to nijigodrikufeelsgood.jpg
>>91322984as if you had never used Discord in your life
>>91316821Heh
>>91320457thanks
