Q&A on Covers Q4 report(JP) with investors. They confirmed new Vtuber debuts(JP and Oversea) to the investors.
My guess Gen 2 for Hololive dev_is branch and Oversea will most likely be ID Gen 4(unknown if they also mean more English members).
https://twitter.com/holo_data/status/1795014713081823318?s=46&t=IQ79cksnUeCTRZ7I8SmoqQ[QA included] Cover's full-year operating profit is up 62.0% YoY; shift in profit structure accelerates due to commerce development utilizing IP.
https://finance.logmi.jp/379482DeepL
•Q&A: Details of the upside factors in this year's plan and their image
Q : Could you please elaborate on the details and image of the upside factors in this year's plan? In the materials, you mentioned that the contribution of media mix projects and the like will be budgeted conservatively, but could you please explain the details of these and, to the extent possible, how much of a contribution they will make to performance when they actually materialize?
Kaneko : I think we will have more details to share with users in the future, but this year, in addition to expanding our content for overseas and business distribution, we are also planning some larger-scale projects in Japan than we have had so far.
In addition, we are planning to debut several new VTuber units. Therefore, I think that the elements are domestic and overseas projects and the launch of new IP.
As with the previous fiscal year, we are not being overly conservative at the beginning of the fiscal year, but the reality is that it is difficult to fully predict the upside of sales.
On the other hand, although it is difficult to give a concise comment on the scale, we believe there is a certain possibility that revenue will exceed our plan through, for example, online ticket sales and the multifaceted development of the IP that has been launched.
•Q : Regarding the initiative you just explained, do you envision it for the second half of the year rather than the first half?
Kaneko : As I said in my answer to the first question, I believe that box office performance will be stronger in the second half of the year.
•Q&A: North American base's contribution to profits and launch prospects
Q : In March, you announced that your North American base would begin operations in the second quarter of this fiscal year. Could you please explain how you expect that base to contribute to revenue this fiscal year and what the start-up will look like?
Kaneko : While we expect to expand our earnings from the North American region, we do not expect large earnings from the North American base alone. The North American base will be the base for BtoB partnership management, but we believe that it is highly likely that the contracting entity for BtoB projects will be the Tokyo head office.
