Thread 104468799

Cover:
First quarter (April to June) of the fiscal year ending March 2026
Sales: 9,929 million yen (50.1% increase from the same period last year)
Operating profit: 972 million yen (16.5% increase from the same period last year)
Ordinary profit: 932 million yen (1.6% increase from the same period last year)
Net profit: 693 million yen (11.9% increase from the same period last year)

ANYCOLOR
First quarter of the fiscal year ending April 2026 (May to July)

Sales: 15,768 million yen (up 112.1% year-on-year)
Operating profit: 7,003 million yen (up 157.6% year-on-year)
Ordinary profit: 6,998 million yen (up 158.6% year-on-year)
Net profit: 4,884 million yen (up 159.9% year-on-year)

>>104468799 (OP)
ACCELERATE WORKS

>>104468799 (OP)
They actually pay their staff

>>104468799 (OP)
Hololive is for the talents
Niji is for the profit

Niji is a pyramid scheme that exists to pay Riku all of the earnings with stock dividends.
Holo is the typical "tech" company blowing all of its profits and investor money on stupid shit that will never make them money.

niji milking their livers
holo is allowing their livers to milk them

>>104469247
This, but unironically. And before some holodrone says "but muh talents", it's totally fair if you want to shit on the workers just for profit as long as it isn't illegal, you create a company to make money, and that's it.

>company with more than twice the talents has almost twice the revenue
Whoa

>>104468799 (OP)
they dont pay their employees, they minimize the quality of their standardized merch, and they manipulate stock prices with buybacks and dividends.

>>104468799 (OP)
People say more popular but if you look at the domestic revenue from last year from the securities reports Cover had 30.9 billion rev earned from domestic while anycolor had 36.3 billion.

>>104468799 (OP)
Cover focuses on content
Niji focuses on paying investors.
There's zero reason to really invest in cover when they won't pay you

>>104470564
>domestic
yeah that's kind of the whole thing. Japan is Niji's turf, while Holo makes up for that with their other branches.

>>104468799 (OP)
>non existent audience
>making tons of money
Gee, wonder how.

>>104471017
>Holo makes up for that with their other branches
used to

-8

Sales of what?

Hololive is a Improved Miku and Friends Experience using real talents and Their Concerts, Holofest,and Their World Tour besides the CDS and doing Billboard Ads, TV Commercials, And being on Radio in Japan is examples of "Yagoo's Dream coming true

Nijisanji is a fly by night Dropship Temu Wannabe w that sells OEM IP crap of the male vTubers to zlonely Fujoshis that couldn't go to their Host Clubs during lockdown which is why only Aia and Scarle with their Esports Bros from associating with Selen's Apex/Overwatch Group(Selen, Pomu, Nina, Mika, Aia, Scarle) have such high Superchats though no Support as Fujoshis don't buy their shit(99% of guys don't buy key hains,Plushies,stickers,Acrilic Stands,etc which is hello kitty shop crap only girls buy)

Both companies are doing fine in what they do.....the Stock value is only one aspect of the businesses

Being fly by Night makes Nijisanji more likely to go "poof" if they lose the ability to contract shit to the Fujoshis constantly while Hololive has Residual Income in Music and their Idols can do Ad runs,Interviews,and Collab projects like the Tourism Ambassador as selling merch isn't their main source of income as a Idol Company even if they aren't currently running concerts or events which is main point of Hololive (Streaming is a down time event their Idols don't have to do...Chumbuds will bever live down Gura chose her Idol Projects over Streaming from 2023-2025)

>>104468799 (OP)
>nijiniggers only care about suit's money
The absolute state

>>104470239
>they manipulate stock prices with buybacks and dividends.
How long before AnyColor gets their Boeing moment?
>>104470564
That's good for Cover.
They are bringing cash into the declining JP market while AnyColor is contributing to that slumping

>>104473435
why do you only ever use nijiEN when you talk about this when they’re already dead. at the very least compare suisei and chronoir/rofmao

Sometimes investments are hit or miss... especially doing uncharted territory shit

Look at Kizuna A.I. Companies business model that started the vTuber company wars on Japan and how quickly almost all of them went under cause of the 2 Adpocalypses from Pewdie Pie and Naughty Elsa as Ad Revenue dependency was no way to run a company

Hololive survived cause they are selling the Miku and Friends Experience with real Talents as main focus

Nijisanji Survived cause they sell crap and if the Lovers,not talent....grunts, manga to get Superchat,memberships,and as revenue they'll take half that shit ..if they don't make mone,fuck em...they can always meatwave more

The only major Western vTuber Company left is a Coffee company first and he came in a Fishman came in a Billionaire from Coffee and the girls have a base Salary even if their ad revenue,Zmemberships,Superchats and Merch Sales are non existent

>>104469247
>Hololive is for the talents
lmfaooooo

>>104473435
>bro thought they were onto something when typing this

>>104473945
I bet every time someone called you smart, they had a smirk on their face.

>>104474011
thanks anon.

>>104469247
Truer words have never been uttered on this board.

>>104474308
>>104469542
>>104474308
So where's haachama's concert?

Actual IRL numberfag here, let me explain:

Anycolor makes more money AND returns more money. Just looking at the last report:

Revenue (total sales):

- Anycolor: 15.8 billion yen
- Cover Corp: 9.6 billion yen

===

Net income (profit after everything is paid):

- Anycolor: 4.9B
- Cover: 0.7B

===

Profit margin (how much of sales becomes profit):

- Anycolor: 31%
- Cover: 7%

===

How much of that money goes back to investors?

- Anycolor: 35 yen/share
- Cover: 0 (they reinvest all their money)

So every 100 yens you invest on Anycolor you get back 1.1 yen/year.

Most investors in the market care more about short term revenue and for that Anycolor is better.

That doesn't mean it is the better company, if you think in 10 years Hololive will still exist then there's a clear advantage for the price (in 10 years). Investment will start to return (things like the studio).

Meanwhile if Anycolor stops paying investors or growth at any time the price will go down hard (hence why Doki's incident caused fear and the stocks went down hard).

btw captcha: WHAH

>>104474723
forgot the image source: Investor Relations page (not edited): https://www.anycolor.co.jp/ir

>>104468799 (OP)
Simple, Nijisanji moves to acquire new market segments and it's surprisingly effective. Idios unexpectedly became the most successful niji female unit in years with a really easy marketing/targeting approach (fruits zipper), enough to get some male fans in a post-holo environment. Heroes' fanbase is a previously untapped pool of new young female adults with high purchasing power. Lunlun was a hit with kids and the yumekawa crowd, and they responded with a marketing campaign in Ciao and going aggressive with the nui/pape accessory lines. Volta and 3SKM has their own target bases which they perform well in.

>>104474723
>hence why Aqua's incident caused fear and the stocks went down hard
ftfy

>>104468799 (OP)
Isn't it self-evident?
Reinvesting back into your talents increases popularity but does not make investors money. Investing as little as possible into the business and using that money to buy back your stock makes investors money.

>>104474866
Yeah it really is basically the accelerate tactic + diversifying the audience you are aiming at. Holo is fairly a one trick pony, not meaning it in a negative per se but they have audience they cater to and rarely try to do any meaningful expanding. Like I really think holo should try some mascot chubas like lunlun if they really don't want to try anymore for the female audience.

Is this some Dodge v. Ford Motor Co. thread?

>>104468799 (OP)
Hololive compensates their talent really well. The investors have complained about it multiple times asking why it's not like the margins of their competitor.

>>104469411
>>104474723
>we aren't behind because they pay people
Holy cope, there's a ton of successful companies that have been in the market for decades that do. It's only 1,04% as well, basically nothing. Cease your cope holobrony. Anycolor simply has a better business strategy.

>>104475579
>Hololive compensates their talent really well
lol

>>104468799 (OP)
Hololive = legit business

Nijisanji = yakuza money laundering

>>104474723
tldr?

>>104476666
The coping goes hard.

>>104468799 (OP)
At least the person who made the article isn't that dumb to think Nijisanji is more popular than Hololive because of stocks but still dumb enough to not know the obvious answer tho

>>104475016
I'm not sure cover is capable of deviating from their one size fits all idol agenda. Gamers was an early attempt at something different and regloss ended up being more of the same but with different branding.
HoloEN was also the same, multiple talents have said how early on it was more casual and entertainment focused - they weren't in the idol pipeline so ended up doing it themselves with smol myth but eventually the focus changed and they were forced to follow the same path as JP and those that couldn't take it left.
Cover is laser focused on one particular thing which means that they can't be flexible like anycolor and throw random shit at the wall to see if it sticks.

>>104476666
If niji was yakuza nobody would be leaving and certainly nobody would be making a stink after leaving

>>104476666
Muh Stars, muh ID… are they really a legit business? Kys pls. All right, you nigger.

>>104474894
Not even close, but nice try sis.

>>104473945
>>104476519
>>104477141
No actual counter-argument?

>>104468799 (OP)
It does indeed sound weird that Niji, operating only on one nation, would see their profit skyrocket while economy is not in an huge upward trend.
Smells lime the Vshojo propaganda before the fall. Someone should look in those sales.

>>104477930
Post actual vtubers instead of sucking Riku’s dick and then you can be on /vt/.

>>104474894
>I will not read the post and act retarded and call it a win
NIJISEETHE.