Nijisanji L Collection

[frz]

Anycolor financial result is up.

https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym3/169910/00.pdf

JP grow is massive, EN actually stabilized all things considered. I predict it will also go up for Q3.2025 compared to Q1 and Q2 of 2025FY

 

[JusticeDog]

Twisty's first tweet since the investigation started.

Maybe related?

Anycolor financial result is up.

https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym3/169910/00.pdf

JP grow is massive, EN actually stabilized all things considered. I predict it will also go up for Q3.2025 compared to Q1 and Q2 of 2025FY

Considering how crazy hard they've been pushing music and everything else all year, squeezing out a such a tiny growth is not much of an achievement.

It's also really funny this is the first time EN has grown at all since the decline started in 2023 Q4.

 

[VSoyBoy]

Anycolor financial result is up.

https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym3/169910/00.pdf

JP grow is massive, EN actually stabilized all things considered. I predict it will also go up for Q3.2025 compared to Q1 and Q2 of 2025FY

Overall infinitely better than the last report. Where the last one was drops in almost all categories, this one has gains in most of them.
Some interesting tidbits out of the presentation (the pictures are inevitably going to be a mess):

Spoiler

Revenue and profit, they're halfway to their full fiscal year goal. Commerce revenue carrying the yoy growth.

Number of VTubers pretty stable, an interesting chart they included shows the revenue per VTuber by debut year.

Cash on hand went down, but they're still not going to run out anytime soon.

One more page on the new studio.

 

[Seth]

Maybe related?

Sir include the dates when taking screencaps if possible.

 

[God's Strongest Dragoon]

I really want to analyze this quarterly report but I'm a bit too busy watching Doki mald playing ranked Marvel Rivals and don't want to miss out on when she does attempt #3 on stream.

 

[frz]

Twisty's first tweet since the investigation started.

I cant believe Niji manager unblacked twisty

 

[God's Strongest Dragoon]

Maybe related?
View attachment 85324

Considering how crazy hard they've been pushing music and everything else all year, squeezing out a such a tiny growth is not much of an achievement.

It's also really funny this is the first time EN has grown at all since the decline started in 2023 Q4.

The very VERY brief look I did at the report showed that NijiEN's quarter-to-quarter growth is entirely due to merchandise skyrocketing and that same report explicitly includes a slide stating that they've fallen behind massively on fulfilling merch and they're backfilling it, so a lot of that growth is just accounting smoke and mirrors. They outright state it's about 500 million yen (3.2 million USD) in unshipped merch YoY.

Look at the cash flow statement and it makes it very clear. Despite the other numbers showing some crazy stuff like +60% YoY net income growth for the company for the quarter, their YoY growth in cash flow from operating activities was only 9%. Meanwhile their loss in investing activities wiped out nearly half their cash flow from operating activates and the loss in financing activities was nearly twice their entire cash flow from operating activities. NijiEN is still cratering, it's just 100+ million yen in previously unshipped merchandise they're finally allowed to recognize.

 

[frz]

The very VERY brief look I did at the report showed that NijiEN's quarter-to-quarter growth is entirely due to merchandise skyrocketing and that same report explicitly includes a slide stating that they've fallen behind massively on fulfilling merch and they're backfilling it, so a lot of that growth is just accounting smoke and mirrors. They outright state it's about 500 million yen (3.2 million USD) in unshipped merch YoY.

Look at the cash flow statement and it makes it very clear. Despite the other numbers showing some crazy stuff like +60% YoY net income growth for the company for the quarter

doesn't hololive do this to this unfulfilled order thing
I'm too lazy to read again but they kinda did that.

 

[GOD'S STRONGEST BUILDERBEAR]

Every time I see someone noticing a particular liver went missing from streaming (Kotoka) or announced a hiatus for any reason (Fulgur, Petra and Ver), it always leads me to the graduation tax rrat which seems to be mentioned on /vt/ often but not here. Any thoughts on it?

View attachment 85213

Doubt it? Cant really not fire them and cant really demand money or sue on contract that has run out. Shit is unenforceable. And talents going mostly silent for a year can be explained with them either finding job offline/preparing assets and deals to redebut as someone else, indie or corpo.

 

[reinigen]

Listening to Kuri talk about the Aster drama.
The issue of trying to "flirt" with smaller corpo vtubers comes up.
I am almost certain I've seen Aster show up in Lia's chat before.

...

Yeah the false video said that the source mentioned Aster targeting smaller Vtubers outside the company

Behind, but I think I remember Aster showing up in Rie's chat too.

 

[MerryKusa]

I am a financial retard, but a YoY increase on Events by 34 THOUSAND percent doesnt seem right

What the fuck is Anycolor cooking here

 

[Limkin]

View attachment 85341

I am a financial retard, but a YoY increase on Events by 34 THOUSAND percent doesnt seem right

What the fuck is Anycolor cooking here

They round up a negative number from event cancellations and having to pay compensation to a closest positive number. They lost money on events in 2024 Q2, so whatever the fuck YoY they were going to put there was going to be irrelevant
EN side straight up has 0 in events for 4 quarters in a row, 6 if you ignore 2024 Q4. This shithole made no money on events in a year and a half, despite regularly participating in them. Niji is spreading the loss across the board to pretend things are fine, Q1 someone probably forgot to do it or they ran out of positive numbers to cover it up and it's just negative

 

[NotDecatto]

I'm not saying Niji should do a Black Stream™ 2.0, but it would be funny if they could record Elira, Scarle and Twisty throwing Aster under the bus. Now stonks will go up if they choose to go in that direction.

 

[Limkin]

I'm not saying Niji should do a Black Stream™ 2.0, but it would be funny if they could record Elira, Scarle and Twisty throwing Aster under the bus. Now stonks will go up if they choose to go in that direction.

Elira should do her first onlyfans video on a black screen. Start a new career the same way you ended your old one

 

[Pencilfreak]

View attachment 85341

I am a financial retard, but a YoY increase on Events by 34 THOUSAND percent doesnt seem right

What the fuck is Anycolor cooking here

It's obvious they're fooling their investors into giving in their Japanese shekels by misleading their financial report.

 

[Punished Lurker]

View attachment 85341

I am a financial retard, but a YoY increase on Events by 34 THOUSAND percent doesnt seem right

What the fuck is Anycolor cooking here

Is that like company wide or EN only? Because I can kind of understand what might be happening here.
Last year by this point of the year NijiEN had almost... nothing when it came to events. I take it "events" means things like concerts, or 3D debuts or cafe collabs, that kinda stuff. And those who weren't around or had no interest in Niji around that time forget that for the most part of the last half of the year they did pretty much nothing.

In fact I remember doing a huge ramblepost around this same time last year about Niji not doing shit, delaying the 3D's and locking the talents into japan for something we hadn't seen references in months, around the time Nijifes was going down. And I thought things were bad back then...

The point is, going from almost zero to a lot of events, even if the popularity is not the same as last year, can ind of explain the huge number increase

 

[Zinnaha]

Twisty's first tweet since the investigation started.



Lmao.
View attachment 85315

Good, fuck flipsie.

Anycolor financial result is up.

https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym3/169910/00.pdf

JP grow is massive, EN actually stabilized all things considered. I predict it will also go up for Q3.2025 compared to Q1 and Q2 of 2025FY

Seeing it stabilize was always realistically going to be the outcome, maybe a bit of dip. As much as people on Twitter and VT are wishing death, it's pretty much just stagnated more than anything.

 

[Scoots]

Maybe related?
View attachment 85324

Sir include the dates when taking screencaps if possible.

Spoiler: Screenshot

DELULU♡DELIRIA on X: "Love is seeping out my pores, I don't hold anger anymore Even for people who hurt and betray me" / X | Ghostarchive

ghostarchive.org

 

[Void Scribas]

Now even in LATAM people know about the AsterGay, I mean AsterGate

 

[Smelliest007]

Now even in LATAM people know about the AsterGay, I mean AsterGate

Wonder what Japan or SEA has to say.