https://contents.xj-storage.jp/xcontents/AS05169/89eb2f39/33f2/49eb/9e86/3a6df8b2abd3/20240229151241564s.pdfYagoo and the CFO & Head of Corporate planning (Yosuke Kaneko) answer questions.
TL:DR -
> 2 million fucking dollars in lost merch sales in Q3 due to delays in shipments.> They are aware that it's a company issue with respect to shipping, due to an extreme increase in volume thanks to their expanding business.> They presume it will be resolved by next year once their logistics division can catch up.> Some investors know about the Nijisanji flaming, and ask whether they have solid structure in place for supporting overseas and interacting with overseas fans.> They are aware that they're lacking in getting deals overseas compared to Japan, barring the SEA region and esports streamer collabs and a few corporate deals.> They always downplayed profits from events due to the cost of setting them up, but recently thanks to a HUGE increase in online ticket sales, their profitability has unexpectedly grown (although they're still conservative about the budgeting for such events)> Advent hinted to have caused a 13% growth this quarter in terms of streaming/content service.> Hololive Fanclub service was terminated as they are pursuing some alternate service to replace it, TBA.> Two events got them some extra income, one was the zAN Holosummer fiasco, the other one was apparently not being able to schedule a talent's appearance at an external TV program.> Holofes tickets still in high demand despite increase of venue capacity increasing by 20-30%> Rest of it is just clarifications for penny pinchers with zero idea about how the industry works. 