/vt/ - Virtual Youtubers

>>46031904
Meanwhile CHADsanji is in a total market boom.

>>46031904
>What went so fucking wrong?
You telling me insiders will retain their stock even after it goes public?

>>46032160
remember to post the rest anon

Cover only provided 7-10% of the company shares... Why are you all shitposting something insignificant as this? They've already reached their target of $10-20M for the studio...

time to make some money holosisters

>>46031904
They we're transparent that the venture capitalists are going to exit. Buyers got lamy bogdanoffed

Holos need to come back to us. Put an announcement that coco has graduated and they support one china policy. All holos are mandated to stream 2 times on b2 each month. Missing the largest market that is china is a huge stain on their ipo. We chinks will save them again.

>>46031904
I thought you guys already moved out?

>>46031904
En3 Doko? JP 7 doko?

What’s that? Yagoo still obsessed with Homostars instead and spending all the money making a genshin impact clone?

>>46034285
>Why are you all shitposting something insignificant as this?
Is this really the board to be asking a question like this?

>HE BOUGHT
HE BOUGHT
>HE BOUGHT
HE BOUGHT

>>46034592
JP7 will come, Chloe hit 1m already.
EN3 though...yeahhhh..someone go bot Kronii to 1m or something.

>>46034653
holy fuck, i hope this works out for him. his manga is hilarious.

>>46034285
25% of their shares are issued on the market, as per the requirement to be listed

>>46034705
kronii is a lost cause, mumei will get to 1m faster

>>46034212
lol losing half your market cap? in this bull run of a vtuber economy?

>>46034735
dude never learns

>>46031904
The mikoposter from /biz/ will hate this.

>>46034756
Listed, not the 200mil cap share though which are under 10%.

>As a start-up company funded by venture capital, we had no choice but to go public or sell, but we are grateful to be able to go public and continue the company.
>https://note.com/tanigo/n/n53ae40253b90
(you) failed to save hololive

>>46034789
>Kronii used to be the powerhouse of Council
>now she's being outpaced by a malnourished vegan, a shed-dwelling Australian, and a special needs girl in a wheelchair
Grim

>>46034653

>>46035018
Wf were they really running out of money?

>>46035358
they're pouring everything to their "metaverse" gaem

>>46035358
They're building a new multi million dollar studio and want external investment to pay for it

>People keep telling me Nijisanji is rich.
>Has canceled concerts multiple times.
>Skimping out on merch size or doing the same merch over and over again under a different vtuber
>many graduations and others outright leaving to find success as IRL streamers.
>Dissolved IN, ID and KR branches.
>Talents don't get much from merch sales.
As a casual observer, can anyone tell me where the money is going because I'm not seeing where its helping improve the company. Even though I don't like where most of the money is going towards, I can at least kinda trace where the Hololive money is circulating towards.

>>46035018
Jesus fuck that is a grim read dressed up in fancy words. So the VC's called in their investments and it was either sink or swim. With an added bonus text that the JP market is unsustainable long term.

>>46031904
i am too retarded for stock market otherwise i'd buy buy buy

>>46035464
riku's yachts

>>46035032
Mumei will escape the wheelchair and reveal her true powers.

>>46031904
WTF is this?
Translate it you retarded JPnigger

>>46035473
>So the VC's called in their investments and it was either sink or swim.
CS went under and had to be acquired last week. Money is tight because the banks do not keep reserves. The system is one bad day from toppling. The attempts to grow the system by inflation (mass immigration) are only making inflationary problems much worse and causing political instability.

But /biz/ says cover is a 3x and he posted Mio so he must be right.

>>46034880
Why are his bullish candles red and his bearish candles green? Dude better swap that around because it's going to confuse the fuck out of him

>>46035018
Just DeepL'd his article. Man, Yagoo's facing quite the challenge and gambling rather big.

>>46035464
From everything else that doesn't become catalog bait for obvious reasons.

Where's the floor lads?

>>46035806
Don't know if the Japanese do it too but the Chinese exchanges represent have the colour code inverted so red is increasing and green is decreasing.

hindsight's a bitch but ipo'ing at this economic timing is not going to go well even for the hottest of the hottest company. I guess yagoo really really needed that influx of fresh cash

>>46035464
Riku is milking the company for all it's worth until he can hop on the next trend and leave a burning husk in his wake

>>46035803
I truly hope /biz/ is right and they pull this off.
I'm no fan of Hololive content in general, but they are a bastion of the industry and are my oshi's oshis. Seeing them cut down when they've been doing so well would hurt.

Not just CS, there was SVB as well. Not sure either were in with JP markets though. I'd put more bets on softbank.

>>46035464
>Has canceled concerts multiple times
You think they are cancelling concerts because they want? It's something beyond their control.
>Skimping out on merch size or doing the same merch over and over again under a different vtuber
Happened to JP merch last year already before they went IPO. Likely related to inflation. EN is just getting the bad news now.
>many graduations and others outright leaving to find success as IRL streamers.
They have a lot of streamers. Some are bound to leave voluntarily like Sana did.
>Dissolved IN, ID and KR branches
Flops full of 2views. Merging the latter two into the main branch was a good decision.
>Talents don't get much from merch sales.
Because the merch is manufactured by the company itself unlike in hololive where the talent funds it and designs, so they take a bigger cut.

>>46035464
The money is collected for big fat dividends, that's why the market is buying more of anyc than covers

>>46035464
>cancelled concerts don't mean anything
>merch is mass produced by niji's themselves unlike other companies that have to pay a 3rd party to produce it
>graduations don't mean anything and most of them quit because streaming is shit or because of health issues
>dissolving branches don't mean anything
>merch sales catalogbait horseshit
how about you stop believing nijihater lies then you wouldnt be so surprised that they're doing well

>>46036095
>Not sure either were in with JP markets though.
Unironically it was the domestic mortgage backed securities market. Again.

They tried to blame it on T bills, as though credit spreads (effectively reimbursement if rates increase, but aren't guaranteed to strike but that's all down to risk management) can't virtually eliminate the danger of raising interest rates.

>>46036095
>>46036294
SVB and signature bank at least.

No clue what's got CS fucked up but it's no secret that UBS is trying to avoid being made to purchase their investment bank.

>>46036166
Oh yeah. Now that anykara isn't in growth. They're gonna pay dividends to shareholders now, not reinvest

>>46036095
This metaverse shit is doomed, and even if had a future Japanese programming coded 1000 times would still fuck it. The 3D studio is a very solid prospect and will generate profits if they can utilize it properly, assuming they also have the staff and projects to keep pumping content, as crazy as this sounds doing only live shows can only take you so far in terms of entertainment and this studio is overkill for that so let's see what the future holds.

>>46036346
CS is fucked up because they probably got enough shady/illegal deals that are being found when USB is looking through the books that the risks or even touching the thing is putting up more red flags then the CCP Party Congress.

Oh no 1k4 already, sub 1k when?

>>46036411 (me)
By live shows I meant concerts. I'm retarded.

>>46036095
>they've been doing so well
stonks is a bet on the future not how they're doing rn. And the "future" is about whether holoearth can create hype cause the moment they launch it, the "future" becomes the now. Seeing how much insiders are cashing out, stonks are saying that holoearth is doa.

>>46036417
That has been the suspicion, or even just outright moronic plays. Either way it's apparent it's a toxic pile of shit no one wants to inherit.

>>46036439
Venture capitalists are gonna sell, not sure how much was sold already but it's gonna be red until all capitalists sell all their stocks. I think they own about ~20%

>>46036095
anikara is an actual tech company that makes their own 3d hardware/software whatever
what does cover make

>>46036294
Of fucking course it was. A minor repeat of recent history before the 2028 major repeat.

>>46036411
Admittedly the Studio may get them off reliance of outside sources which may be needing months to get talent in due to full schedules. This also means they're no longer paying for such studio time and with projects as if we look at it with the Busy Season for Anniversaries/Birthdays/etc that gotta be a decent amount of change to pay for renting studios for such a long time.
I do think that the 3d studio would be useful for at least the Virtual Concert concept they're looking at (which IMO is the best angle for HoloEarth's primary objective) as even with HoloFes the Camerawork often would snap away to low angle shots from behind the crowd or even crowd shots in general. Making it so the User could effectively park their camera anywhere would be a useful thing that honestly I would have probably paid for over traditional camera work.

>>46036411
>>46036478
Metaverse was a dead concept the moment it was visualized. It's SecondLife with an engine upgrade. A solid concept for niche markets, but not scalable.
That's not what I meant when I said they'd been doing well. I'm just a vtuber fan and I enjoy seeing vtuber companies making content.
Metaverse is a detraction from that IMO. If that's what they are banking on then they should reconsider.

Go back to /#/

>>46036842
Admittedly treating it like a "Second Life with New Engine" as the endgame is honestly Smart. It's ambitious but not impossibly ambitious. After all we've yet to see a game with similar scope actually knock SL out of it's niche.

>>46036842
you right but unfortunately they need to branch out to metaverse or some other shit to make it seem like they're growing. Cause just saying, oh we'll do more concerts! and.. make it look even better! is not an attractive sounding future for investors, it's more of just doing what they've been doing now

>>46031904
Homoshit

>>46036616
One problem I mentioned above is that you can only do so many concerts looping the same songs before growth is stalled, even K-pop slowed down after a while and in my opinion their potential ceiling is much higher. The rest of my opinions about this would cause too much seethe so I'll just keep it to myself.
>>46036842
https://medium.com/@tanigox/listing-and-future-427d1d4aa6ba
>Our goals after going public.
It's a gamble he's willing to take.

>>46036977
I mean just do what anyc been doing? There's a reason why they're loved by investor despite them looking like a pile of shit /here/

>>46034880
No wonder his manga is so good.

Most stocks tend to dip in the first day when they hit the market

Cover is choosing a horrible time to go public when the economy is almost as shaky as it was in 2020, but it's also worst this time because major banks are at the center of the problems.

>>46037491
They're only selling 5% of the company that wasn't already in private hands, and they explicitly said this is to fund a new studio. Anyone being hysterical about this is either shitposting or retarded
I also have no idea why /biz/ would be jerking themselves off over this hot investment opportunity because they're only selling to pre-selected investors

>>46031904
nijikeks declining deflection thread

>>46034880
is this the author of the fx senshi something-chan? what was the title again? I kinda want to reread it lol

Do I buy or not?

Alright, Im gonna preface this with I am someone who doesnt mind Holostars at all, and can enjoy their streams on the occasion...
If money is really that tight and they had to go public - why do they keep pouring resources in Stars when we all know they don't make nearly as much revenue as Hololive?
For that matter, why the fuck are they dumping resources into that shitty HoloEarth?

>>46038277
Money isn't tight, they just want to drop $15 million building a new 3D studio (which will be the largest private studio in Japan)
HoloEarth is also cited in their investor document as a platform where they can host more immersive events. They did a test concert in there already and it was very cool. The game part is basically just there to trick people into installing it so they buy idol concert tickets

>>46034880
what am i looking at here?

>>46038559
>...where they can host more immersive events
And how long until they can do that on a large-scale that won't lag/crash when users try to log in?
2 years? 5 years? Will vtubers/vtubing even be popular/growing by that point?
Just feel like there are better avenues to generate income. HoloAlt is a gold mine that they are just sitting on their hands with. Keep getting teasers and a single manga for years and no pay off. Anime...manga...video games...and they've done nothing with it.

`BUY
THE
DIP

>>46034526
China makes it impossible to get your money out of China, so in the end it's worthless. Might as well be making monopoly money.

>>46038559
But my oshi is not in Japan

>>46035464
It goes back as a profit margin for investors. Their reasoning is that their growth is sufficiently big that they can maintain that kind of profit margin (so better buy more anycolor for stonks)

Meanwhile, Holo wants to build a super big advanced studio, "Hololive City", a metaverse game project (HoloEarth), etc. All of them are expeditures and risk for the company. If you are a short-term investors (under 5 years outlook or so), this is not the investment you want to look for

>>46036002
They do. They don't need much though, just a few millions dollars for their new fancy super-large studio. They got it, so hey, they don't really care that much for those price

>>46036411
They only have like 13% or so of the company working on it. The new 3D studio is the risk hedger, more guaranteed to bring in money even if the result of the "metaverse" is disappointing

>>46038798
They already did a test concert in the beta 3 months ago:
https://youtu.be/M4_M9F6FsLo?t=960
They're using AWS, so in theory they can scale out indefinitely if people are paying, although for the test concert they limited it to a fairly small number of rooms.

>>46038911
This is no longer a problem, as we've seen with 4th fes, Myth 3D, and the upcoming EN concert

>>46036842
One of the slide deck shows how big the market is for Gaming compared to Livestreaming and Animation-related things. It is way way huger than the market cap for livestreaming. Cover is angling itself to tap into some of that market and combining it with its own specialty for its future growth, kinda like how vtuber blurs between anime and live performances

>>46037076
But who will suffer if it falls flat?

>>46031904
cant wait for blackrock to claim another one.

>>46031904
oh no but the ceo's yacht...

>>46039085
Could've swore I remember seeing people complain that it was lagging or hard to log in during that. I could be mistaken though.
Either way, I'll be pleasantly surprised if the payoff is worth it.

>>46039237
Yagoo himself mentioned he couldn't login to view the concert, lol. It definitely happened.

>>46039237
It was hard to log in because they hard capped it at 4 rooms or something, so once it ran out of capacity that was that. Obviously if people were paying for tickets they'd scale it further
I got in and watched it just fine on my shitty laptop with integrated graphics

>>46035973
does red mean go on their stoplights?

imo from an investor's perspective
-EN management is poopoo. Nothing against Tempus, they are all funny and good people and all that, but everyone wanted more girls. Instead we got two groups of guys, some of whom are barely getting 100 viewers. More importantly, they fucked up the chemistry, and a lot of fans ditched Kronii (who had a LOT of potential) and Ame. They aren't worth it.
-Concerts are great, but they need bigger venues.
-They are stupid with merch. They denied Gura a daki for the longest time and missed out on a lot of money. But hey, here's a man purse! Also their shipping prices are crazy. Have a little warehouse or something in the US where you can ship merch cheaply.
-Very wary on HoloEarth. Sounds way too ambitious and costly, like Facebook's Metaverse thing.

>>46039671
Could u review the same for anycolor?

>>46039486
Not anymore but they did try that once.

>>46034789
>Absolutely no one is subbing to Ina, Ame or Kiara anymore
N-no...

>>46039671
>HoloEarth. Sounds way too ambitious and costly, like Facebook's Metaverse thing.
looks more like genshin and minecraft hybrid clone, clearly superior product compared to meta, specially if they add gacha elements.

>>46039671
>Nothing against Tempus...
>...some of whom are barely getting 100 viewers
Come on now - even the runt of Tempus Flayon doesn't do that bad. Either you are misinformed or a threadreader and dont actually watch streams.

>>46039891
Technically it means that the number of people who subbed to their channels are below 1,000. People are still subbing to them, but not higher than 1,000 a month.
Kinda bad, but not absolutely zero either

>>46039671
Makuhari Messe is the largest combined concert venue and exhibition center in Japan, so they literally can't go bigger for holofes without ditching the expo. For sololives they've already gone bigger (Suisei's 2nd live was in a 7000-seat venue).

>>46035358
No. They are actually really profitable. The problem is they are really having issues doing live stuff because they only have 2 studios. With this small love they are going to be able to get the money they need the money they need for 2 buildings, one with 6 studios and they need it asap for lots of activities.

>>46040354
Bigger than Tokyo Big Sight?

>>46036002
They really aren't going public though. They are going to vlse it when they get the money they need to fund their upgrades. Which is, I think they got it already.

>>46040520
TBS has more floor space for exhibitions, but it's split into a bunch of separate buildings, and it doesn't have a concert hall.

Why do people keep on saying cover is going public when it's not true?

>>46038559
Where does it say they want to invest 15 million on a studio?

>>46040725
It was in the (Japanese) report that put out in February when they first announced they'd be selling shares. They're spending 1.9 billion yen on a 5000 square metre studio, along with 800 million on upgrades to existing facilities.

so what's the cope now for holo numberfags? can't really shitpost about muh ccv when your company's stock is worth 1/5th of anycolor's.

>>46040971
Look at this tribalfag retard who doesn't know how stocks work
I guess Anycolor is worth twice as much as Intel since the latter is trading at half the price per share

>>46040971
There's nothing to cope considering they aren't going public. They are doing too well right now that of they don't upgrade that's when they actually lose money.
People also just learned that almost every Holo is rich as fuck.

>>46034789
Will you kneel to the first council member to hit 1mil and give us en 3?

>>46041109
>1.5 mil usd revenue is the average, including all the low tier ones
How much is the top earner getting I wonder.

>>46031904

>>46041062
I believe this. Most tech companies are operating at a loss, nijisanji on the other hand, is very lucrative

>>46034789
GO MUMEI GO

>>46040535
>>46040596
>>46041109
What disability is this?

>>46041522
The same kind you see in /biz/

>>46031904
Do your capital market reps again, anon

Their IPO price is 710 JPY per yen. 1400 jpy closing price is still huge. This is an 80%+ increase in value after the IPO.

>>46041832
710 jpy per share*

>>46041832
You think these people actually know how stocks work?

>>46037928
>EN ""VSinger""
VS
>A literal faggot
only 500 difference
GRIM

>>46031904
/biz/ here, also ex-RSM International salaryslave

Cover
Price:1400
EPS: 21.49
PE ratio : 65.14
PBV: 18.83

Anycolor
Price: 6560
EPS: 208.52
PE Ratio: 31.45
PBV: 17.13

Summary:
According to PE ratio, Cover is still overvalue. Normal industry has PE Ratio around 20-25. So expect more freefall.

We are shorting the stocks.

.t nga bugs

>>46035018
It's so widely accepted in Japan that they are dying out.

>>46040236
You mean less than 10,000. Once you have 1M subs, it only has 10k increments.

I’m not against Meta tech because I love technology in general but does anyone see this taking off? It’s a niche and expensive product that requires good set ups to maintain no? I could see something like this working if it’s a collaboration with other people but making it a niche thing in an already niche market sounds like a horrible idea.

>>46042247
>This will be the end of hololive, says increasingly nervous anon for the 46042247th time this year

>>46042325
That's why investing in SEA is useless

>>46034285
Holy cope

>>46034789
Good grief, didn't Kronii have a massive lead? At this rate she will be the last to 1 million subs.

>>46042495
I meant Japan's population.

>>46042325
Yeah, they need to pump out holoearth content to keep it up. And having a platform which can hold 200k viewers won’t be so cheap. They need to have more streamers and holos to keep it running

>>46042599
What does that even have to do with hololive
Is Yagoo's global strategy because he thinks there will be nobody under 40 left in Japan to watch streams

Itt people who don’t understand stock trading arguing with people who don’t understand stock trading.

All I know is that holoearth will make or break cover. The girls will be somewhat fine though, they can survive on YouTube but cover is gonna shit itself if earth flops.

>>46042325
It can work. They can host concerts in their HoloEarth game and once the VR tech matures, they can make concerts in VR

>>46042745
Wow, it's just like /biz/

>>46042654
Because it won't be possible for an entertainment company to survive without overseas fans. They will make much less money and get outcompeted.

>>46042750
How? It's about 10% of their budget, and the literal first part they finished is a system to host concerts in it, which is a thing they're already doing. No part of that is high risk

>>46042624
But that would require them hiring more non-Japanese talent, and you know how hard and how much they hate doing that.

>>46042745
A lot of people just laughed at how Anycolor's stock was dipping a couple of months ago because they don't know that's what happens when a stock is overvalued. Don't expect anons here to know anything except hodling crypto and other basic terms from 2 years ago.

>>46042750
It's gonna flop. No one cares about it and iirc Yagoo was also looking into some Meta bullshit. It's pretty sad Cover doesn't just focus on increasing production value and pushing the idol angle more, have their own Takarazuka Revue but with anime girls you can watch from the comfort of your own home, more concerts, etc.

>>46042955
At least some of the laughing was because their IPO document was full of blatantly misleading information and they edited some of it after 5ch started making fun of them
>英語圏(北米(中国))

>>46031904
the whole festival and pr campaign didnt work...

>>46043003
When Yagoo says metaverse he means VR/AR, since that's what that term meant before crypto grifters latched onto it. Cover was originally a VR startup (their first investor was HTC)
For the majority of 3D lives that don't have a physical venue, watching in VR or in a video game where you can control the camera yourself is objectively better than watching a youtube stream

>>46040940
Do you mind linking it?

No horse in this race but this isn't a bad closing considering it started at ¥710.

That said, if I was an investor I'd have alarm bells ringing in my head that Cover are immediately comparing themselves to other competitors with nebulous-at-best key points like 'people with more than 1m subs'. Take one look at Ollie (1.3m) or Mori (2.2m) with their viewership, or take a small glance at how every new Holo immediately starts declining after their first month and I'd start to think the company hopes I won't notice. Why do they have 200 staff members more than Anycolor despite having 1/3 the personnel? Oh, they have a game studio? What's it's status? Oh, they announced HoloEarth 3 years ago with no info on who is involved and it's still not out? What is Hololive City? Is HoloAlt going anywhere? These all sound like short-term projects to me so I'm checked out.

How long until Blackrock buys up shares and tries to force Pekora into saying trans women are women?

>>46042063
Finance illiterate here, can you explain in layman's terms what the acronyms you used stand for and what do they mean? Thanks

>>46034653
>>46035173

DUMP IT

>>46043679
Subs are what everyone uses to compare each other, for better or worse. Hololive also has more viewers than everyone else (both average and cumulative total) but they didn't bother to mention that
The game studio is developing HoloEarth, which has had multiple streams showing their progress + a few public betas to test things like chat and concerts
Hololive City is a project they literally said is being announced next month
HoloAlt is still going, https://alt.hololive.tv/holonometria/en/manga/series/yamatophantasia/

I hope you put more research into anything you actually consider investing in anon

>>46044015
remember metaverse?

>>46043003
Holoearth is the metaverse and no outside of being spam that steals your information it can’t fail. As long as people believe their oshi is getting even 1% of a cut they’ll buy the game and the in game transactions. Look at holo error it was a success because people thought it would support them. Based on the report even though they own the ip they actually do give the girls a percentage of brand items that they appear in.

>>46044074
See >>46043596
The term has been ruined by crypto grifters but yagoo is just a huge VR nerd and he's talking about virtual concerts

>>46043679
>how every new Holo immediately starts declining after their first month and I'd start to think the company hopes I won't notice
This is true for pretty much every corpo chuuba - large debut numbers that rapidly drop then (hopefully) stabilize
There have only been a couple outliers in the past two years, like ID3 (mostly Kobo and Kaela) and pre-noctyx niji EN (since their pre-luxiem numbers were so shit) and Isegye (mostly untapped KR market)

>These all sound like short-term projects to me so I'm checked out.
It's actually the opposite
They're all large long-term projects with uncertain payoff at the end

Can only the Japanese buy this stock?

>>46044276
Not even that, it was sold to pre-approved investors

>>46044139
I think the nature of it being long-term is presently harming it more than anything, except perhaps the stigma surrounding “metaverse”. What’s left to be seen is if this will matter going forward.

>>46040068
No one cares about your homos, sister.

>>46038906
It might look good for investors that don't know better though. Boasting growth that doesn't translate at all to profit.

>>46043920
NTA but

EPS = Earnings Per Share. An indicator of how profitable a company is.

PE Ratio = Used for investors to get an idea on if a stock is overvalued or undervalued. In this case, according to anon, Anycolor is slightly overvalued while Cover is massively overvalued.

PBV is more difficult to explain but it's basically indicating that Cover stocks are relatively more expensive and less lucrative than Anycolor right now for one reason or another.

>>46043920
>Price
How much money you needed to buy a share
>EPS (earning per share)
Total net income divided by all outstanding shares. How much a shares perform to earn money.
>PE ratio (price earning ratio)
Price divided by EPS. The number indicates how many years you will break even (ex PE: 32 = 32 years until break even) in case you want to earn money equal to the value you invested just by the company performance alone, not by the price movement.
>PBV (Price to Book Value)
Price divided by the book value per share. Book value per share means all total net assets (assets minus debt) divided by total shares. In the event of bankruptcy, you just need to use 1/PBV to know how much money is left for you for each share you bought.

I love how fucking retarded some people are, the issue isn't about the price but the assets and the VPOC. Of course Anycolor will have a biggest price, thank to the assets inside of the company, they have more models, more tech and resources, meaning that the price is higher, while Cover doesn't have a large amount of models. Also the fall is more about the market correcting Cover just as this anon said >>46042063, meaning that they still have a large amount to fall or go up until they find stability, what' i'm surprised how Anycolor can't find stability yet after months.

Also, the biggest the amount of assest you put in the market, the bigger the price, but how much it actually add it's called VPOC, and Cover is mooing while Anycolor is kind of winning too much or just losing, since they have no direction of what to do, and putting more assets into risk.

t. Financial anon, fuck /biz/.

>>46043679
Nebulous? Subs are the least nebulous thing about youtube someone went in your channel liked you and hit subscribe. Subs are also what allows for big sponsors that they definitely get. Most recent debuts have been id3, holox and council. More than half of these girls are getting better numbers than a year ago. They’ve released holo error which was a success though it shouldn’t have been, they showed holoearth’s budget, release window and pictures from the alpha. Holoalt was short term project but it was a great advertisement with millions on tiktok and YouTube. Hololive City who knows but as long as it doesn’t end up losing money does it matter? You’re making it sound like there a new start up with no proven track record. Some of the points they make are things daily wire a conservative streaming company has made. Actual red flags are they said they have 68 talents but the amount of girls only add up to 51. They released an advertising project worth thousands maybe more and uproar flopped. Their actual 2 most recent debut fly in the face of all numbers presented. Holoearth sounds good on paper but can it do more than break even. Gotta remember in this world some holofans buy the exact same product multiple times whether its 100 buttons, 16 games, or 5 $2500 scale models. Nothing they put out will ever lose money only make significantly less money.

>>46044810
It dumped because the shares unlocked immediately due to the price reaching the unlock target price, "financial" anon

>>46034789
Bae got that 3D mating press buff.

>>46043679
>CCV
You're so fucking stupid, investors care about subs, CCV is proven being fucked inside of youtube for 2 years. There's a reason why Calli and Gura are the faces of Holo EN and Council is left with scraps, while the rest get decent amount of things. Same in JP, and they why Suisei is getting pushed to get that juicy 2M sub mark.

>>46044139
Kobo’s subs are going up but her numbers are close to her debut if not a little less. Kaela is the only member that got an incline and kept it. She also did something different about collabs than the other 8 ID members but could be a coincidence. Compare very few members from nijien last year to now. Finana and petra are actual 3 views rosemi is almost there elira can barely break 2k noctyx collapsed and luxiem are at their debut levels again. Ethyria is actually about the same except enna who’s on decline but still better than what she used to be.

>>46044514
exactly, so let's keep it that way before you get another hate boner

why are people in this thread acting like refined, expert businessmen who don't know how a JP megacorp works?

>>46042063
where are these data from?
I couldn’t find cover stat from any website
Anycolor stat is also a bit different

>>46044908
No shit sherlock, what i'm saying is just that wait a bit, buy the dip and then moo it for 3 months once the overprice is done, and also the big differences between assets between Anycolor and Cover.

>>46045193
Anycolor
https://ssl4.eir-parts.net/doc/5032/ir_material_for_fiscal_ym2/132631/00.pdf
Cover
https://cover-corp.com/en/ir/highlights

>>46034653
I am guessing he bought ~10 stocks at 1400 yen each? What are the green numbers?

>>46045109
That's their current state, but they all inclined past their post-debut numbers last year
Kobo had multiple 20k+ streams last year
Pre-luxiem rode on the coat tails of luxiem
Sure they declined since then, but the fact that they actually increased past their post-debut numbers for a while is remarkable
Contrast them with e.g. the last two niji EN waves, and they just dropped like a rock from debut and never recovered

>>46045533
Remember when Salome was the saivour of Niji JP? In term of assets, her subs saves her, but overall, she also droppped like a rock.

>>46045502
Loss 518k yen (-6,89%)
He bought around 7.5 mil yen (5k stocks)

>>46045657
Madlad.

>>46040236
>>46042300
Which means they are among the slowest growers of Hololive, only a bit above Holostars tier growth.

It's so weird. HoloEN used to have monstrous growth back in late 2020 - early 2022. Yeah yeah, "le covid restrictions are le gone", but that goes for JP too and their growth didn't fall off nearly as hard.

>>46045905
they are pretty fast compared to the majority

>>46045905
>It's so weird. HoloEN used to have monstrous growth back in late 2020 - early 2022. Yeah yeah, "le covid restrictions are le gone", but that goes for JP too and their growth didn't fall off nearly as hard.
People lost interest when half the branch stream only once a week or less. HoloEN basically killed their growth due to Japanese management being too trusting that the whores wouldn't abuse the "health comes first" policy to take endless vacations during the peak of their popularity.

>>46045809
He lost a million yen at anycolor btw

>>46046079
All unrealized losses right?
Also he didn't buy on margin on either right???

>>46046042
As I've said before the lack of an EN3 after 1 year of council is baffling. They could have continued to stream during that period, and again recently when everyone was spending months in Japan training for Fes,

>>46046042
Didn't their growth plummet well before their streaming schedule became non-existent? Also EN2 is still pretty solid in terms of streams, yet their growth has lagged behind JP6 for ages despite debuting like half a year earlier.

>>46035738
>>46034789
Mumei is growing so much without doing anything (she's not even streaming. On break) because a tik tok thot named Mumeixxx is gaining a truckload of attention in Japan and people are subbing to Mumei thinking she's the vtuber model of said thot
Look it up

>>46046463

>>46046449
>EN2 is still pretty solid in terms of streams
EN2 had Sana and still has Kronii
Both were less active than Gura and Ina during their first year
Sana at least had excuse(s), while Kronii had none except being menhera

>>46045905
Aside from the lockdown buff, HoloENs explosive growth and early dominace also came from a confluence of other factors (many of which have since weakened)

Novelty factor: A large part of the initial debut viewerbase was never actually committed fans in the first place, but basically just lockdown tourists. Vtubers were at the time the fresh new thing to entertain them while they were bored stuck at home. Now both the lockdowns are gone and vtubers aren't fresh and new anymore, so these people have moved on.

Only game in town factor: For Myth specifically, when they came out they were basically the "only game in town" and audiences had no real alternatives. We don't count Niji's embarrassing first attempt at "EN" (India), and twitch indies were still a minor league wild west wasteland. Holomyth came at a perfect lightning in a bottle moment, being the first serious attempt at a proper EN branch and Hololive was already the most popular corpo for westerners at the time due to the run-up of viral JP sub clips (Foobs scatman, Matsuri bandaids, Migo GTA, etc.) and a steady supply of english subs for their talents (shoutout to the chink idiots at Hololive Moments, by making Hololive popular in the west you made it easier for Cover to drop China during the Cocopocalypse, lol). The western audience was primed, hungry and ready for them. Now the EOP Hololive fans had "their own" vtubers in the Hololive ecosystem, and they can actually understand them without subs, omg!

How they've squandered their growth is another whole discussion, which inevitably invites too much antiposting and tribalism to have it calmly and rational. It's not like they're dying or anything, and by most reasonable metrics they're still the market leader in EN vtubing as a collective, but there's an undeniable plateau at least. Which is not surprising if you realise that the explosive early growth was never gonna continue lasting forever as things settled down into normaly. Novelty factor is gone, only game in town factor is gone, market is getting saturated with alternatives, there are many more other vtubers now and you're not stuck with the limited HoloEN selection anymore, which Cover probably waited a little too long to expand. And the increasing breaks and downtime of the remaining talents did their part to further depress their original momentum.

>>46046689
>Cover probably waited a little too long to expand
I don't think there's any room for debate there, Cover's EN management completely lost the plot. It's been 19 months since EN2, the longest any branch has ever gone without new debuts. There's a non-zero chance we get two ID gens before EN gets another one.

>>46046689
This, also people still don't get that westerners are fucking coomsomers, no way in hell they will hold for years into the same thing, just look at Avatar 2, becoming of the biggest money maker of the decade and people already memory holed it, Myth was the same, but knows, at least, they have a base and they're building up themselves, Kiara has to rebrand a lot, becoming the most versatile v-tuber, Mori had to tone down her rough behavor, and Ina has to talk more, the ones who're getting more damaged in Myth because of this low are Gura and Ame, Gura because they can't do things without disturbing Chumbuds and herself having the biggest impostor syndrome, and Ame who didn't want to be a leader.

Council is more "realistic" and they're doing well. Holo EN need to build more things that they're "Their own", and mostly, all of it was done by Ame, Kiara and Mori.

>>46046463
>>46046611
That's hilarious

>>46046463
>>46046611
Holy shit israel

>>46046665
Kronii streamed more than Gura and Ina in 2022 Anon.

>>46047770
I meant that both Gura and Ina streamed more in their first year than Sana and Kronii in their first year

Damn I didn't expect Cover stock to flop so hard compared to Anycolor. Feels bad

>>46042762
This isn't Fortnite
How many people are going to log into a game just to see a concert then fuck off

I actually don't get it how did Anycolor's IPO go so well and Cover's go so poorly? Where did Cover go wrong?

>>46048070
>>46048356
Based tribalfag retards who don't understand anything about how this process works or what Cover was actually doing

>>46048654
Cover is intentionally having a shit performing IPO?

>>46048985
The initial sale was to pre-arranged investors at a pre-arranged price. Cover made the money they wanted immediately
Then as >>46044908 explained, it hit a target price that automatically put more shares on the market, which makes the price go down but makes Cover more money

>>46049094
I mean it's great they raised an amount of money they wanted to raise but surely they would rather the value of the stocks continued to rise rather than immediately taking a nosedive? One of them is a good thing and the other is a bad thing.

>>46041832
OH NO NO HERES THE COPE AHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA

GET SHORTED BUD!

KWAB

>>46042063
LMAOOOOOOOOOOOOOOOOOOO HOLOBRONIES HOW DO YOU COPE WITH THIS LMAOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO

TOTAL NIJI VICTORY LETS FUCKING GO

>>46042082
BASED BASED BASED BASED BASED BASED
>>46040455
Did you read the article?

>>46042955
Anycolor completely recovered from its initial dip though.
No one wants to buy Cover stock except chinks and anons that want to short it.

What's the market cap for cover at the current price?

>>46044075
>holo error was a success
roru
rumao
>>46044276
No. You can buy the stock today.

>>46045184
Initial returns look horrible for Cover though.
Their only hope is their Metaverse shit actually succeeding, in which most fans don't want this at all so it's a flop on arrival pretty much.

>>46034653
RIP his career
>>46034285
AAAAAAAAAAAAAAAAAAAAAAAAND HERES THE COPE

>>46035803
Is this guy delusional? Anycolor Revenue "marginally" outperforms Cover? Anycolor's 3rd quarter this year made as much as Cover's first 2 quarters combined.

>>46034526
This but unironically. Good thing they're using the Chinese business model again at least.
>>46038906
At this rate only Chinese money can save the sinking ship known as Cover.

>>46050015
>surely they would rather the value of the stocks continued to rise
Why? The only reason you'd care about this is if you wanted to sell more shares, which they don't. They've exceeded the goal they stated in February to fund their new studio.
Anyway this thread is only getting more retarded as time goes on so I guess I'm out

>>46037585
What the fuck is this cope? They're on the TSE. That's public you fucking idiot. I just bought today.

>>46037400
Explain SpaceX then

>>46050573
Then you're retarded, because this will follow the exact same trajectory as anycolor (start high, fall down to a more sane level while retards spam the graph on the catalog 50 times a day)

>>46035973
Aaaaah that's because red is the colour for fortune and prosperity in Chinese culture

>>46046079
Damn, literally bought at the peak

>>46040535
They're on the TSE
They're public bro
>>46041522
Holobrony Syndrome

>>46045905
Some HoloJP haven't gained subs in months retard

>>46048654
Their IPO being a fucking flop that's slated to bring them under by year's end at this rate?
No seriously. If that Metaverse crap bombs they're unironically dead.

>>46049094
What disability do you have again?
Read the fucking chart.
>>46050629
Anycolor recovered because they're multifaceted in their overall goals, Cover is banking everything on Metaverse.

I don't understand though. Why did they need to sell part of the company to raise money when their balance sheets show they have around $50 million just sitting in Cash doing sweet fuck all?

>>46050471
Well, anyone who can read knows that Anycolor has twice the MarketCap as Cover. Cover is just banking on increased growth.
Which they'd get if they fucking released JP7 and EN3.

>>46050948
>increased growth
NOT ANYMORE

>>46050984
you clearly missed one of the highlighted goals

>>46050921
Good point but they're fully public.

>>46051029
Good luck keeping up. No flopverse will bail you out kek

>>46050730
Reading comprehension. Retard.

Why are you retards arguing about series B financing?

>>46051106
No you get some you fucking illiterate nigger.
The fact that the so called bread and butter of Holoshit isn't getting any sub growth is bad for everyone involved.
Fagoo shouldn't have focused on muh Metaverse and instead looked for ways to market the talents better.

>>46050172
>TOTAL NIJI VICTORY
how is the concert by the way?

>>46051130
>still believes it's Series B
LMAO I FUCKING CANT

>>46051155
Where are the streams?

>>46051154
I'm genuinely not sure if this is bait or if you really missed the point of my post so fundamentally.

>>46051130
https://finance.yahoo.co.jp/quote/5253.T

Please god someone tell where to go to buy their stock???

>>46051130
>muh Series B cope again
kek

I told you all. Today would literally be the beginning of the end for Holoshit and Cuckver

But the bronies didn't fucking listen

KWAB

>>46051394
Two more yachts

>>46051438
Two more dips
Two more failed metaverse projects

>>46050812
No offense to Cover but I look forward to this board being usable for actual vtuber discussion and not having SEA monkey spam threads shitting up the catalog every fucking day once they go under.
Sorry holobros, turns out shitposting on 4chan doesn't generate real world value.

>>46051231
My oshi just did a singing stream today. How about your concert?

>>46051507
You want to know the truth? I give them until October for them to prove us all wrong. But until then, this is the beginning of the end for Cover and Anycolor will survive putting themselves on the financial stage because they don't have anything to lose at all. Cover is risking their entire existence on Metaverse. Anycolor is true to VTubing and that's how they'll stay afloat. Unfortunately Fagoo is as dumb as Elon Musk is.

There is holobrony cope but the opposite nijibrony pretending to understand finances is pretty hilarious too. You guys know shit about finances and what cover is trying to achieve with their ipo.

>>46051660
Maybe Cover shouldn't have went public then. They're literally embarrassing themselves on the stock market. The entire Internet is laughing at them.

They really went public?
It's unironically over, don't get too attached to the company.

>>46051608
>saying this when one of their chuubas gets terminated every other month
>VTubing
Alright, last (You).

>>46051689
Morel like you are embarrassing yourself, please don't get into anything related to finance or investing.

>>46051698
I've been trying to tell bronies this for months and they didn't listen.

Metaverse will literally destroy their entire company from within. This is how SpaceX died.

>>46051746
I bought a share at $1 just a few hours ago
>>46051735
Remember The Metaverse project being the cause for mass budget cuts and your oshi possibly being terminated as related to that.

>>46034875
I don’t think you know what a bull run is retard

>>46051846
Why do a bull run when a bear run is where they're headed next?

>>46051608
Unironically Cover had the luckiest break any company could ask for in 2020. They completely lucked into a massive growth boom and then totally squandered it by doing nothing of value. We can laugh at Anycolor for shitting out new vtubers 5 times a year but they understand their business model relies on sustained hype and you need to keep eyes on your brand through announcing new events and debuts frequently. Meanwhile Cover has just sat on their ass letting talents get away with not streaming for months and investing all their money in memes like Metaverse instead of new waves or an actual video game that can generate money.

Most of those Hololive tourists that came with the 2020 boom have either moved on to a new hobby or branched out to other vtuber companies because Hololive has been stagnant for 3 years. In that time Anycolor launched an EN branch nearly a year late and has outpaced HoloEN in revenue without any of the 2020 covid advantage. It's fucking pitiful how much they took their success for granted, hopefully this is a wake up call to Yagoo that no one cares about Metaverse crap, we just want new waves and new vtubers to revitalize interest.

>>46051966
That's exactly correct. They're frauds and are being exposed on Day 1. I fucking love it.

>>46051966
That metaverse game can easily be converted into something similar to genshin impact's monetization. It's not a total waste, I am a game dev and converting a crypto game into a gacha game doesn't take much of a work since the foundation is there

>>46051749
Metaverse was "fine" as Yagoo's pet. Publicly banking on it is plain suicide.
Also this will have consequences on the vtubing part. You don't want investors breathing on your oshi's neck. Look at how Anycolor went from laissez-faire to total gestapo in a few months.

>>46052135
No one wants it though.
How hard is it to debut EN3 and JP7?

>>46052155
Yeah I can see at least 4 graduations coming this year on that alone.

>>46052135
There is no foundation, it's effectively just VRChat. There's no game mechanics, because they never intended for it to be a game. They just want to use it as a way to host events they can charge money for without any middleman taking a cut. But their technology is too half-baked due to Japanese autism for inhouse proprietary tech instead of using established tech.

If they wanted to make a gacha game they could've done a im@s or umamusume style raising sim years ago for very cheap, and it would've generated a ton of money. instead they invested in this metaverse meme that might tank the entire company.

>>46031904
What site or app is this?

>>46052155
Hololive is already as strict as modern Anycolor so that doesn't require a change in policy from the company or change in conduct from the talent

>>46052351
NTA but you're retarded

>>46052135
It's fine as a side project but this is the future of Cover/Hololive so this is what will destroy them since no one fucking wants it and all Metaverse projects tend to fail anyways.

>>46052217
>No one wants it though.
You realize how many hololive fans are gacha addict either genshi or fate? that hololive card game gets a lot of profit
>>46052307
>their technology is too half-baked due to Japanese autism
they are using unity nijinog same to genshin's engine do your reps

>>46051349
call your broker and ask them if they sell japanese stocks

>>46031904
I WANT TO BUY MY OSHI HOW DO I DO IT?

>>46052473
A simple gacha game would have worked for that. Not the fucking Metaverse.

>>46052473
Being made in Unity doesn't mean it's not half assed. In fact it increases the chances of half -assing.

>>46042057
>Vsinger, literal debuff
>Birthday stream, literal buff
faggot

The Holoearth thing for concerts will be a huge success imo, The visual quality and audio was way better than Youtube, They can add all kinds of monetization like some form of superchat or buy party poppers with bigger explosions or custom made avatars related to your oshi (Can even make it RNG if you want to be a greedy cunt) I didn't have much expectations for it but when I watched the Calli/Azki concert it was really cool.


The game will flop and I think everyone has accepted it already but as long as it doesn't stop my oshi streaming/doing live concerts the usual Holo stuff then I couldn't give a fuck.

>>46052351
How are you trying to spin this positively? It's only going to get worse

>>46052615
>A simple gacha game would have worked
Yes so they can just recycle that game and turn it into gacha
>>46052620
A half ass game can still make profit compared to a half ass acceleration to drama that nijisanji is doing right now

>>46052636
Must be fun having the same delusions that Elon Musk has.

Anyone not buying in now is dumb

>>46052815
Nijisanji aren't half assing drama, they're putting the pedal to the metal.

>>46052853
? ? ?

This is a lot of samefagging from one guy, protip change your posting style.

What are the chances that the people currently console-warring with their company are going to cry the hardest when they start bleeding talent.
At least Niji had the "insight" of keeping them poor so that they are less-likely to fuck off.

>>46053083
It's kind of annoying when someone is being as inflammatory as possible when you're trying to have an actual conversation.

>>46051749
Nah, the real problem with going public is that's how the (((ESG)))trannies infest you

(don't need to infest Nijisanji, they're already there)

>>46051507
>he thinks the sisters and nijinigs aren't going to shit up the catalog if bronies are completely gone
wonder if this is the average mind of nijinig or /here/ 1view

>>46053247
>if you pay someone less they are less likey to leave
Anonchama?

>>46051796
It's unlikely that anybody's oshi will be retrenched, but their 3d lives, projects and merch will see a huge loss in quality.

>>46031904
Are we going to have a stock market general here?

>>46046463
>>46046611
keikaku doori

>>46053907
If they're not completely retarded, holo girls have enough money to afford "talent freedom".

>>46053619
Yeah, the Holobronies accusing people saying that they're pretty much DOA (which they are based on a shit financial report and Day 1 on the market) are "Nijibots" is palpably ironic.

>>46054503
>Craps Devil posting pictures of cold covered Wagyu steaks with Coco
Yeah these girls aren't hurting for money.

>>46046463
>mumei cruises into 1st place with zero effort on her own part
>EN3 happens because EN2 succeeds purely at random
Le based.

>>46047484
>I've wasted another 19 months
What the fuck am I doing with my time.

>>46050471
No retard, you're the delusional one. Learn what P/E is and then realize no one cares about it because NVIDIA is 150 P/E. Anynigger's bad press will sink its stock much faster, no one cares about 'fundamentals'.

>>46040455
Anon their profit is 2 times lower than Anykara and their growth stagnated 2 years ago.

>>46046463
>>46054695
The plan is proceeding as planned.

>>46035464
Different business model.

Anykara is a lose streamer corp. Concerts are just an extra for them. Most Niji revenue is from actual streams and sponsorships.

Cover is an idol corp that happens to run streamers. Most of their revenue is from music and merch.

>>46043679
kek, no one tell him about the ccv of niji’s 1M+ streamers, salami line just got lowered to 5k btw

>>46054917
>50% YtY growth
>almost 800% for EN branch

LOL sure they are dying soon. Not only are they already making 2x more money that are also growing almost 2x faster.

>>46055045
CCV is the most worthless stat.

>>46055043
Why do people still parrot this kind of nonsense when you can just look at the revenue breakdowns now >>46050471 and see it's basically the same? Events and sponsorship are a small part of both companies overall revenues, the majority comes from merchandise and streaming.

>>46055159
If your company gets bad press that is infinitely more of a drag than "being good at making money".

>>46036119
>>46036260
I notice that neither of you answered his actual question
> where is all of Anycolor's money going?

>>46054917
I'm just pointing out that it seems kind of delusional to say one company is making "marginally" more revenue than another when one of their quarters is equivalent to two of the others.

>>46055321
Directly into Tazumi’s yacht collection.

>>46055272
Musk is getting bad press for how long again? Same with Bezos. Same with Gates. Stop acting like this shit matters.

>>46055572
It does matter, both of those companies are down a lot.

>>46035464
Chinese shareholders

>>46055604
Musk only keeps getting richer and Bezos got fucked by divorce. Amazon itself is swimming in money. Also most of niji bad press is just holofag cope.

>>46055362
I didn't say anything about any company making more money.

This is before saying nijisanji's 2023 Q3 forecast is unrealistic, I'm not sure why they think they're going to make so much.

>>46055272
this is fucking embarrassing, do you retards actually think shitposting against nijisanji will somehow cause the company to collapse? are you fucking underage?

>>46055752
TSLA is literally down more than 50% from the top you dumb faggot. TSLA more like bagholdersla.

>>46055797
Nijisanji threatens legal action against dramatubers specifically because they think bad press is bad for their bottom line, genius.
>shitposting against
Stop yabbing hard and there will be nothing to be 'against'.

>>46041421
Nijisanji is being pumped with chink money from vc to manipulate stocks anon

>>46055321
Just thinking off the top of my head it seems to go into a lot of stuff? New wave debuts have been getting more elaborate with advertisement irl and shit, they setup their own record label in the last year or so, they started projects like that joint manga/light novel thing with Kadokawa, they've been trying out new merchandising concepts like doing "high fashion" pop up shops, the AR technology in their live shows has develop a lot over the past year or so, they've developed their VTA academy for developing new talents.

>>46055760
>forecast

>>46055864
Anycolor have been doing that much before them going public retard

>Spend weeks shitting on Nijisanji's stock
>Only to flop
How's karma taste, bronies?

>>46054503
But why would they want to? The lazy ones have a cushy job that makes them millions, the hardworking ones who want fame have hololive backing everything they do and the opportunity to go mainstream. Only the ones who really want to make niche and possibly offensive art would probably do better alone.

>>46056170
Retard

>>46054043
The financial literacy in this thread is worse than any scamcoin in /biz/ so no

>>46056395
No matter how you look at it your stock losing half its value day 1 of your IPO is a flop.

>>46054043
I don't have a clue on how business infastructures works much less on how to run a business but I enjoy the discussion nonetheless. Better than the baseless drama crap that fills the catalog. In short I support threads like these.

>>46056611
>your IPO

>>46056760
Are we just straight up denying reality to cope now or something?

>>46055959
They also have a fair amount of solo events and concerts and performances. JP has events fairly frequently they're just not really well advertised across seas

>>46056611
>IPO
>anything but a flop
Buddy if you think IPOs are anything but hype traps do I have some bad news for you.

>>46056312
It honestly depends of the content. For someone like Suisei it's a great opportunity, but for your average chuuba it just means even more red tape. Since a lot of the girls got into this industry because they were too menhera for a normal job, I can see them not taking it well.

>>46039671
Good news anon, they are working on localized merchandise in one of the slide deck. EN Connect is probably their testing though, seeing the appetite for concert in western area

>>46050471
Probably was just basing it off of the only completed fiscal year we have. I sure as hell could tell you it felt just like yesterday when the 2022 Q4 numbers dropped and Anycolor was like 3% up in total revenue. But of course, it's nearing the end of Q4 2023 now and people should really update their talking points.

>>46039760
EN management should get new mansions and supercars with that 800% growth.

>>46040016
You know Genshin cost Mihoyo hundreds of millions of $ right? And they had a decade of experience with similar games. If you are expecting Genshin quality from this you are insane.

>>46039671
investor my dick
you sound like a fucking whiny faggot

>>46052636
The game can't flop.
The marketing is the easiest and cheapest part in Cover's position.
As for gameplay, they only need it to work in a way that let fans express themselves and communicate with the talents.
Watch this: https://www.youtube.com/watch?v=PsZE26RM9t0
Imagine Lamy walking up to your triangle/avatar and interacting directly to you. You won't forget that day.
The problem is that I don't trust JP game devs to be able to provide a good service for 1/10th of the usual audience of a mid tier holo. Forget about 1k players, I'm not even expecting 300 concurrent users on the talent's instance.

Is the only reason they went public is to secure funding for the new studio or are they expecting more?

>>46058645
That's not the game, That's the concert thing.
The game is the shitty sandbox thing where they build things and kill monsters.

>>46052620
>he fell for the low-IQ "unity games worse than other games" meme

Cover IPO is potential shitposting