Thread 103962110

What are they doing wrong?

Soon Mono will be free. Free to dip her fingers back into the idol honey on stream.

>>103962110 (OP)
scammers

>>103962110 (OP)
>Allow VSPO lewd fanart doujins etc
It's that easy

>>103962110 (OP)
They are doing the same strategy vshojo had where they spend money to make big splashes without any regard towards how they are going to make a profit

>>103962505
tpbp

They bought whole lot of nothing with idol, especially with Rin leaving. They also invested heavily into mocap like hololive, holo en concert actually used their stuff iirc? And overall they keep trying to blitz scale by buying out shitty corpos and I don't see any of that working out. Unlike vshojo buispo at least has actual revenue, worst comes to worst they'll axe their shitty tiny corpos, sell their studios and stick to vspo.

>>103962110 (OP)
Tell me something that Vspo did that is big or kino. They are suppose to be the gamers but they are nowhere it matters for gamers.

>>103962534
Shouldn't this be raising alarms already? The vshojo case should be studied in depth because things like this should already be on spotlight and perpetrators be jailed

>>103962110 (OP)
Maybe stop buying companies and start nurturing their own original branch like Vspo and VspoEN?

This is a more retarded move than VShojo buying indies because indies only have their IP whereas small corpos have a team behind the talents, which increased cost exponentially. They obviously aren't gonna hire more people and lose even more money so they will cheap out the current staff that came with the merger. Though at this point Brave CEO will not sleep well in the next months because investors can and will pull the plug out and shut down the company after this shitty financial result

>>103962850
There will be an exposé years from now on how brave is fraudulent and mistreats talents.
They already send legal threats to artists and clippers.

>>103962778
The problem is if you compare balance sheets it looks like they now have 1.6 billion yen in bank loans, and unlike the investor money that has to get paid back on a regular schedule. Unless they can find people willing to pay for the IPs they bought, that money needs to come out of Vspo's sales, along with their operating expenses. Not to mention Vspo does some big in person events which also cost a lot of money.

>>103963008
I guess that's why they are banking on Vspo Fes success. If it flops then we will see bankruptcy announcement next year or even end of this year because there is no way investors are gonna funnel another billions of yen into a Vspo Fes 2

v4m
Idol
Globie

they operate at a huge loss because they continue to spend 6 figures on 3D concerts, paying for subs, and paying to be at conventions instead of conventions paying them to appear

>>103963217
It’s the VSJ strategy (sans the embezzelment I hope).
Look big as fuck, get investorts or buyers, their problem now.

>>103962949
The Vspo girls own the suits instead of the other way around at this point. They're probably just desperate for a revenue stream that can't just mutiny them the moment they decide they can get a better deal elsewhere.

>>103963355
>The Vspo girls own the suits
Hilarious

>>103963355
Bro, it’s japan, corposlavery is the norm there.

>>103962110 (OP)
Buying up a bunch of smaller groups and not managing them correctly. Like, this should be of no shock to anyone.

>>103962778
>holo en concert actually used their stuff iirc
did they?

They're doing the vshojo strat
Buy everyone, spend like a sailor to grow at all cost, convince new investor that you're growing and are worth investing, and then spend again.
And just like vshojo, eventually the money runs out. Except Brave can't hide their finances and drive their company into the ground by stealing from the talents.

>>103963355
>elsewhere
???
Also going indie is generally not a good idea at this moment.
Look at how ex-HoloJPs are doing now.

>>103962110 (OP)
And Phasebros are in denial about Phase also losing money each year

>>103962110 (OP)
all of their vtubers are male collabers, and they're debuting a male branch soon

>>103962110 (OP)
>somehow
I would be surprised if they broke even nevermind making money

>>103964303
Source: It came you in a dream

>>103964081
I'm still convinced it's a front for money laundering
only way they can spend this much and not flinch

>>103964303
Phase has one of the most super chatted people on the YouTube platform and has 10 additional talents that have broken $100,000+ on superchats.
Pippa has made more in career superchats than all of ChromaShift, v4m, and Globie have made combined.

That doesn't even consider how they have no less than 2 merch events going on at a time and have a steady merch machine now (unlike vshojo who just took the money and ran)

>>103964492
That's nott how money laundering works in any way.

>>103964453
The wind murmurs otherwise.

>>103964508
does brave en even have 1 girl that has $100k in career superchats earned?

>>103964508
>and have a steady merch machine now
LMAOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO

>>103962949
>VspoEN
DOA. The branch was solely created to get more money from the investors. Anyone with a brain can figure out that their main shtick does not resonate well with the western audience. Dokibird is not doing that good to warrant more self-sabotaging menheras under a no-name brand.

>>103962110 (OP)
Soon Cover can buy VSPO from Brave, and finally get HLZNTL going and Towa will no longer be lonely in Hololive

>>103964982
At this point, a duopoly will be established.

>>103964982
inb4 Brave buys Cover corp *insert gigachad mundo here*

>>103963715
>Buying up a bunch of smaller groups and not managing them correctly
More like buying up any potential competition and blatantly sabotage them. Little Boy and Fat Man weren't enough to punish Japan.

>>103962110 (OP)
Brave Group had every chance to stabilize with VSPO and Aogiri. They just needed to accept being a mid-sized company focused on niche products.
Instead, they got greedy and tried to expand where Cover and Anycolor wouldn’t, for good reason:

>>103964982
While it’s the best outcome for both sides, Cover gets to expand into wider markets. VSPO gains more stability and will hopefully continue operating independently (though they’ll probably be controlled to maximize profit once Brave gets desperate for money). Part of both fanbases will be vomiting blood.

>>103964698
the point is you can see where phase connect makes their money.
they go to about 10 cons a year. rent for a booth is cheap, and they sell merch to con goers.
they have a juggernaut in superchats in Pippa
they have probably 20 girls who bring in more superchats than any Brave EN girl does
they have coffee that people buy
they have 29 birthday merch packages
they have 29 memberships they pull money from
they have 5 gen merch packages
they do merch for every holiday
they do merch for made up events

>It is real
They better have a way to turn this around. Doubt they will receive more funding if investors watch this.

>>103962949
>their own original branch like Vspo
Vspo was also an acquisition actually

>>103962812
vspo showdown
I followed mainly the CoD squad but it was a lot of fun overall

>>103962850
not really, this kind of shit is extremely common, especially in the past few years where low interest rates means VC money was flowing like water
If gunrun had the good sense to throw in the towel back in 2024 when he still had money instead of embezzling charity funds, he'd just be another failed start-up instead of being a federal felon

the problem when you bot so heavily like Brave does is that bots dont have money and buy merch, or send supas or voicepacks

they spend money like hololive, yet their girls bring in money like Prism or PixelLink

>>103964839
maybe it would've worked better had they hitched their wagon to Doki instead of cozying up to Elira for some reason

>>103966029
I don’t think they even have the ability to round up more funds.
How much did they get? 40-50 million dollars? At this point they should have gone public.

>>103966333
doki is afraid play apex with Arya, she'd get omega mogged and have another of her sore loser moments

>>103966403
For context, Brave have lost almost twice as much money in their three years (~3.5B yen) of existence than Cover took in from 2017 through 2020. All of Hololive was built up - and achieved IPO - on half as much capital as Brave group has lost.

>>103966451
VspoJP didn't seem to have the same problem

>>103966403
They can't. They probably never could. To go public, you need to show your finances first. Not just a small balance sheet, a proper financial report like Cover and Anycolor do them. At that point, the whole rot would be exposed. Valuation would be miniscule compared to the expectations of their initial investors, and they'd lose the company.

>>103966200
https://bravegroup.co.jp/en/news/5833/
As of April 2024, they had 6.2B JPY in total funding, including bank loans

>>103966451
Learn English, seafag

>>103962173
How many to VAllure and will you watch it?

>>103964839
It's telling that the only one in VSPO EN who's been inclining lately is Riko, and that's because she's been reaching out to the JP audience with collabs and language learning.

>>103962110 (OP)
I mean the numberfags been saying they bot the hell out of their streamers and the keyboard shit became a meme because each streamer supposedly sold way more than what they average ccv wise and that’s already botted
>conclusion
My take they are trying to fake it till you make it and at this point they just sinking money into everything that doesn’t matter Ala Vshojo

>>103962949
>VspoEn
>debut and become homo cock sleeves
Yeah that wasnt ever gonna work on in the west side. I mean on the JP side those girls are only that high anyways because they are botted as fuck. Supposedly 6-8k ccv and they have like 2-3 chat messages per min tier

>>103966024
>makes their money
>created a list of expenses
Jesas fucking christ. Is basic financial education not taught in schools anymore?

>>103964643
Alias Anono has made $66k+ from her ASMR Patreon
https://graphtreon.com/creator/AliasAnono
Lifetime superchat earnings are $7.5k, but V4M tries to steer donations towards Streamlabs, so that should be a fraction of her total
https://playboard.co/en/channel/UCEY9CnSH0n0QKmY2Q-OH7Zw
https://streamlabs.com/aliasanono/
When all is added up, she probably clears the $100k mark

>>103968012
you have to spend money to make money, retard.
they sell cheap acrylic stands that probably cost ¢50 wholesale to make and sell them for $15-$20 for 400% profit per unit
their coffee that they sell for $40 a bag likely costs them something like $5 wholesale
voicepacks are free and cost nothing

>>103968095
>Brave has to have their talent whore themselves on patreon
grim

VSPO EN hitching their wagon on NijiEN right after the Selen black screen stream is still one of the dumbest things they did.

>>103968095
>$7k in super chats
so no, not $100k in superchats. Superchats are an important metric because that is how the casual viewer donates, not diehards. You are only as healthy as your casual superhcats are. I have gotten arguments about this with kawaii, Pixel Link, Idol etc fans when I would say they are gonna die because their superchats are abysmal and a reflection of their dying corpos, and was always told "erm ur wrong. streamlabs are crushing it things are better than ever money is flowing" and well look at how it turned out
Every vtuber has streamlabs that is not a one way street that exists. Phase gets shit loads of them too

>>103968166
Anon, she's more than happy to do it herself. Her PL Patreon is still active and putting out the ASMRs that are too racy and risk being striked on the Alias channel. V4M management doesn't want a repeat of the months she spent demonetised.

>>103962850
There is nothing new or interesting about the Vshojo situation to be studied. Its the story of every failed venture capital startup. Spend the venture capital to grow quickly without regarda for profit. When the money runs out take out loans to keep operating as you have been. Then the company collapses when the bills come due. The goal of this business model is that you want to make yourself LOOK big and successful enough that a bigger company swoops in and buys your company for a big profit before you collapse from debt. It's literally what Gunrun did with all his previous companies and is extremely common in the tech industry.

>>103966024
Phase spends their money too. They take frequent company trips, 3d concerts, paid for cosplayers and car wraps at offkai, sponsor events, sponsor artist row

the difference is I guess that they lived very frugally for the first 3 years they didn't start flexing money until Euphoria/Kaliedo happened, and in that 3-years time they got infrastructure in place. they have a merch warehouse, they have good deals with manufactures whomever makes their merch, they are getting paid for their concerts by cons so that offsets some of that spending

>>103966451
I want to play with Arya in bed iykwim

The models are the best hing about vspo
No corpo/indie comes even close to them when it comes to designing models

>>103968166
To be fair anon, they had to look for outside sources like Patreon to continue the cash flow after the company was hit with demonizations because they were botting subs and views

>>103967803
>keyboard shit became a meme because each streamer supposedly sold way more than what they average ccv
lol so that's what you retards have been going on about forever. surely there's more to it than that?

>>103970566
i'll have you know "keyboards sold to average ccv" is one of the most powerful metrics developed by the top noombercroonchers of /#/
anon pls let them have their cope

>>103968822
This is true. The majority of startups fail around their first round of funding. Vshojo got their first funding of 11 million dollars and they destroyed themselves.

>>103964334
and they also starting a korean and french branch. https://annuaire-entreprises.data.gouv.fr/entreprise/brave-group-france-944326412

>>103963073
Why would it flop? It's freaking hard to win tickets in the lotteries.

>>103965541
The founder of VSPO is also one of the top 3 people in the Brave management. He won't let VSPO be sacrificed for the sake of Brave Group.

>>103966211
You clearly have no idea what you're talking about and no idea about the state of Japanese vtuber scene.

To the moon baby!

Brave Group are not a serious company

>>103962110 (OP)
Vtubing corpo scam is a bursting bubble where only the top companies and indies will survive until this hobby finally goes the way of Machinima