>>77516233Report Watch anon here, it’s time to discuss what to expect with the upcoming Q4 report. I’ve looked over the past financial reports of the 2024 FY and the 2023 Q4/FY report to see what we can expect/are looking for.
As we all know, there are two main things everyone is interested in: The performance of Nijisanji English after the termination, and if they’ll hit that yearly forecast. Despite beliefs that Anycolor may try and “hide” NijisanjiEN’s performance, it’s unlikely. In the past year Anycolor has never hidden NijisanjiEN’s results, and unless the results of EN are abysmal I don’t expect that to change.
Expect them to showcase their number of employees and VTtubers (Typically ID/KR are excluded). And while this is a more newer addition, I expect them to also showcase investment of capital into their talents like they announced they invested into their motion capture and recordings. I’m suspecting that they’ll showcase they’re trying to be “better” at handling HR, since via the Raziel C&D we learned that in April they implanted a “Internal Whistleblowing Policy for Livers.”
In addition to featuring revenue/profit numbers, they’ll also be showcasing events/merch that took place this quarter. Considering their uncertainty overseas, It’s reasonable to assume that they’ll put a highlight on events like VRhapsody and the ARLive on a pedestal to placate investors.. Showcases of overseas involvement with conventions like Anime Impulse, Anime Expo, etc. are also usually shown.
After all that, the report just reiterates their vision, explaining VTubers to investors, their “support system”, and how they fit in the entertainment industry. Closing out with an Appendix of their Income statement and balance sheet. Unfortunately, they don’t have a recent precedent of releasing a transcript of the report/meeting, so don’t expect a Q&A like Cover.
AFTER THE REPORT
As for announcements regarding NijisanjiEN, I would not expect anything coming from them on Wednesday. Historically, both ID and KR were announced to be merging in February, before it becoming official in April. There is simply no precedent of them announcing such major changes at a report/meeting.
The report finally releasing may cause some changes however. There would be little to no excuse for graduations to continue if the queue is actually true. However it’s still possible they’re waiting till after the Shareholder’s meeting.
Speaking of that, The Shareholder’s meeting will be happening next month in July. Based on the two available PDFs of resolutions made during the 2022 and 2023 meetings, I don’t expect changes to be made during them to NijisanjiEN. It’s usually intended to pass resolutions on assigning directors/representatives of various positions and other miscellaneous things. Though, it will be intriguing on what Riku Tazumi’s position will be considering how he’s handled his past businesses.
Putting my personal opinion here, It's gonna fail to meet the forecasts. But I'm doubtful on if it will have the same severity as it did last time. I sadly don't think we'll see any mergers in the days after, other than maybe some graduations with the potential roadblock of the report being gone.
TLDR: Expect numbers, and showing off what little good will they can. Don't expect announcements/major changes until maybe the shareholder's meeting, if not longer.
