>>86526723September closes up with what can only be called a smackon from HoloEN, managing to almost touch 60% alone, which crowns them as absolute kings of the markets and leaves crumbs from everyone else.
This is also the third time in a row total EN viewershiphas increased, and with the soar of minor EN companies like Phase against japamese counterparts it depicts a growing market…
…that NijiEN is taking in the conpletely opposite way. A catastrophic -62% drop that leaves them below the 10%, any idea of calling the branch “major” is objectively only cope and nothing else, being completely overshadowed by the “grey independence” area. Considering the AX fumble has put a big ? on the idea that a bug event can save them and the downward trend point there is no natural growth anymore, the only comment I can leave is “Ogre” as I lack of any idea how to save the branch outside severe restructuring.
This is also the 5-6 month of Phase major growth and doubling, proving that despite the catalog trolls, whatever the fish is doing works. If this trend continues into 2025 we might have to start talking of third corpo seriously, save of course major yabs.
On the overall/JP side, things are interesting. A steady overall growth of the entire industry, as we saw during this months several JP companies not into the market getting their own Vtubers for announcements and stuff, signals how somehow this industry is getting even more mainstream over there.
There is nothing to say on the tribalfagging side as the growth is uniform and stable overall. The only thing really making news is Phase taking over the 5 overall spot, which considering they barely tapped into the JP market and the oversea one is still less than 20% overall, is once again a sign of a growing market.
TL;DR Everyone is growing but NijiEN, including NijiJP. Any investor would ask to show the plan to recover or cut losses, but I guess I’m not a sharebro.
As for the Holograds, Aqua seems to not have dented much, Ame we will see next month. If Niji will get below 25% dragged by EN or Holo will pass the 50% mark, we will see.