Anime girl company FY2024 report.

Report - https://contents.xj-storage.jp/xcontents/AS05169/6f83629b/c529/4e98/bcd5/a72ee44bcd82/20240513134452391s.pdf
Document of future growth - https://contents.xj-storage.jp/xcontents/AS05169/b24f0454/bd82/4657/87ae/668d3e9d7700/20240513134610079s.pdf
Balance sheet - https://contents.xj-storage.jp/xcontents/AS05169/9d9a033d/565e/4f3b/af6f/94e7e451b5b7/20240513134345390s.pdf

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  1. 1 week ago
    Anonymous

    Few things have the power to make me feel quite as old as this vtuber nonsense. Vocaloids were already at the far end of my comfort zone, and now I'm just an old man shaking my fist at virtual ADHD-afflicted clouds.
    But hey, they're profitable, experiencing rapid growth, and their stock has been dumping for several months now so.. maybe there's a move there, if one can touch stocks traded on the Tokyo stock exchange.
    One odd thing stands out: None of these documents say anything about AI VTubers, or using AI. Not one word. That's pretty weird because they publish shit like https://note.cover-corp.com/n/n62d8a56970ee, so they're obviously looking into it. It's just not something silly shareholders need to worry their pretty heads about apparently.

    • 1 week ago
      Anonymous

      The CEO has explicitly said that they will never make AI vtubers and that it dosent work for in their brand, they do use AI for other things but cover corp will never make an actual AI vtuber.

      • 1 week ago
        Anonymous

        And the note you linked was just for a gimmick stream one of the talents requested the staff to make. Since the stream was popular they made a note about it.

      • 1 week ago
        Anonymous

        Man. idk if you looked at OpenAI's GPT-4o announcement and videos released today, but that's the kind of stuff that makes me wonder how long a business based entirely around virtual avatars will be able to pretend AI doesn't matter.
        https://twitter.com/OpenAI/status/1790072174117613963

        • 7 days ago
          Anonymous

          I know what AI is capable of nowadays, but hoe-girlves business model revolves around the female vtubers interaction with each other and there is a huge culture of supporting them. In short the fans actually care about the person behind the model.
          If the company tries to pivot towards AI vtubers, first the talents themselves would not like it and they hold a lot of power in hoe-girlve. Then the community will also not like it since that is not what they come for in hoe-girlve.
          If you go through their growth document, you might notice that their plan for future is "Making a culture loved by all" and "Bringing Japanese culture to the globe" Cover atleast will not ever take the risk of upsetting their fans and talents for AI.
          There is definitely a market for AI Content creators, but it's not in hoe-girlve

          • 7 days ago
            Anonymous

            There's potential and room for a Neuro-type support vtuber sidekick. Only one or two though, any more would kill the gimmick.

          • 7 days ago
            Anonymous

            Yeah, I had no idea.. I assumed the whole point of VTuber avatars was to hide behind them. Shows what I know.
            So.. how much do people know about the talents? have they seen their real face? their real name? where they live? who they're dating? how deep does this go?

            > Together, Let’s Create Culture Loved by All
            Man, I'm sure it's accidental, but that tagline is just one letter off from being a declaration of surrender to the Singularity (pbuh.)

          • 7 days ago
            Anonymous

            >Yeah, I had no idea.. I assumed the whole point of VTuber avatars was to hide behind them. Shows what I know.
            There are a lot of different communities in vtubing, all of them vastly different from each other.
            What you said isn't wrong per say, there are vtubers who are just "streamers with avatar", vtubers who play a character or mentain a "keyfabe", and those who mix these two elements together and much more.
            >So.. how much do people know about the talents? have they seen their real face? their real name? where they live? who they're dating? how deep does this go?
            Vtubers can broadly be classified in 2 segments, Independent vtubers and agency vtubers.
            As the name implies Agency vtubers are signed with an agency, Hoe-girlve is the biggest one the second biggest is Nijisanji (parent company Anycolor which is also listed in TSE, this agency is kind of a shitshow though) both of these agencies roughly dominate 40-50% of the industry.
            Agency vtubers don't own their ips, the agency owns it and since its unique nature of being both an IP and a streamer Cover calls it a "Living IP" all content made under this IP is owned by the agency.
            In return get exposure, management, big opportunities, 3d models and access to mocap studios (https://youtu.be/RIZAtsyaIc8?si=srwyyHnNGc3HHuCD this is covers private studio it costed them 18 million USD).
            all new generations of hoe-girlve debut with 100k ccv and several 100k subscribers.
            Talents are selected through auditions, basically anyone with experience in content creation can apply. Rest is just the standard recruitment process, if you pass you sign the contract.
            Since you need to have experience in content creation, people will find your digital footprints if they dig hard enough.
            But there is a general rule among fans to not dig in talents personal life and not to judge them based on past actions.

          • 7 days ago
            Anonymous

            There are ofcourse people who will get mad female vtubers if they are in a relationship/married. The nature of vtubing generally keeps these people in cheak so they don't sperge out unless it gets forced in their face.
            And in the end these people are still a minority, several talents are married openly in their personal accounts and it dosent hinder their activities.

            Independent vtubers as the name suggests own their IP and work independently or under a management group like Mythic talent.
            There are a decent number of popular indie vtubers on twitch, none of them reach the popularity of a top or even mid level hoe-girlve vtuber but they are decently popular and do well on twitch.
            In the total vtuber population <3% are signed with an agency rest are all independent.
            You can get more info on the industry here
            https://streamscharts.com/news/vtubers-q1-2024-report
            A lot of relevant info here.

            Hoe-girlve is an idol vtuber agency. Their content catalogue is very diverse but most of them make songs

            ?si=AKU0CRqKCdTuoqza
            And hold online concerts https://www.youtube.com/live/i0vqoGF6xFo?si=E5SLWVA1Llb5Ws7M
            And in physical concerts
            https://www.youtube.com/live/CVYbI-1IJnM?si=Jju5MXXecucAJK3K

          • 7 days ago
            Anonymous

            There are ofcourse people who will get mad female vtubers if they are in a relationship/married. The nature of vtubing generally keeps these people in cheak so they don't sperge out unless it gets forced in their face.
            And in the end these people are still a minority, several talents are married openly in their personal accounts and it dosent hinder their activities.

            Independent vtubers as the name suggests own their IP and work independently or under a management group like Mythic talent.
            There are a decent number of popular indie vtubers on twitch, none of them reach the popularity of a top or even mid level hoe-girlve vtuber but they are decently popular and do well on twitch.
            In the total vtuber population <3% are signed with an agency rest are all independent.
            You can get more info on the industry here
            https://streamscharts.com/news/vtubers-q1-2024-report
            A lot of relevant info here.

            Hoe-girlve is an idol vtuber agency. Their content catalogue is very diverse but most of them make songs

            ?si=AKU0CRqKCdTuoqza
            And hold online concerts https://www.youtube.com/live/i0vqoGF6xFo?si=E5SLWVA1Llb5Ws7M
            And in physical concerts
            https://www.youtube.com/live/CVYbI-1IJnM?si=Jju5MXXecucAJK3K

            Thanks for the detailed explanation.
            It almost sounds like knowing deets on the talents behind popular agency vtubers could be a sign of fan credibility/dedication within that community, despite doxxing them behind otherwise frowned upon.
            Do you know if agencies have ever silently swapped the talent behind a VTuber (since it's their IP), and if so, how long it took for the dedicated fans to catch on.

          • 7 days ago
            Anonymous

            >Do you know if agencies have ever silently swapped the talent behind a VTuber (since it's their IP), and if so, how long it took for the dedicated fans to catch on.
            Kizuna AI who is considered as the grandmother of vtubing, the ip is basically dead now. The company who managed her kicked out the original talent and made 4 personalities of her all voiced by 4 different talents.
            The vtuber industry wasn't established at this time so there wasn't any outrage but she pretty much faded into irrelevency. At her peak she had 3 million subscribers and even collabed with PewDiePie.
            Several other agencies tried to do this after the industry was more established and the backlash was too severe, it will just take a single word for fans to realise that the person they where watching has been replaced.
            So not reusing an IP is an unwritten rule for all agencies no one will be stupid enough to try it anymore.

          • 7 days ago
            Anonymous

            What an interesting situation, where agencies own the IP, yet they can't use it without the matching talent behind it.
            Still, this seems like a situation ripe for vocal deepfakery attempts in the near future.

            > Kizuna AI
            Well now that's just plain confusing, and apparently on purpose too.

          • 7 days ago
            Anonymous

            >What an interesting situation, where agencies own the IP, yet they can't use it without the matching talent behind it.
            Yeah, although it's an IP it's not "immortal" while it heavily dependednt on the person who gives it a "soul".
            >Still, this seems like a situation ripe for vocal deepfakery attempts in the near future.
            People already made horse blowjob ASMR of some talents so yeah, if it goes too far the agency will do something about it though.
            >Well now that's just plain confusing, and apparently on purpose too.
            Yeah her character is a sentient AI.

    • 1 week ago
      Anonymous

      Vtubers broke into the mainstream in 2019 though, that's not so long ago.

  2. 7 days ago
    Anonymous

    I wish I was able to get calls last week.

    • 7 days ago
      Anonymous
  3. 7 days ago
    Anonymous

    ># of ch. Subs by languages and regions of VTubers
    >Overseas 29.91 million
    Ok....
    >Breakdown of "Overseas"
    English-speaking countries 20.22 million
    >Indonesia 9.69 million
    Does youtube not provide data on China or Korea or what?

    • 7 days ago
      Anonymous

      Hoe-girlve has 6 branches
      4 for female vtubers:
      -Hoe-girlve main branch which consists of Japanese speaking vtubers(heaviest hitter, has the biggest female streamers in the world https://streamscharts.com/news/top-female-streamers-2024)
      -Hoe-girlve DEV_IS which is also a Japanese speaking branch
      -Hoe-girlve English for English speaking counties.
      -Hoe-girlve indonesia which caters to Indonesia and SEA as a whole.

      Then 2 male branches (These guys are barely costing along so they don't matter much)
      Holostars the Japanese branch for male vtubers.
      Holostars English the English branch for male vtubers.

      The breakdown you see here is according to the regions they catering to "English speaking countries" includes HoloEN and StarsEN, HoloEN has 15 active members while StarsEN has 10 members.
      It also helps them hide the male branches numbers who come at barely 2 million subs. Rest 18 million are carried by the female English branch.
      And Indonesian branch has 9 vtubers, they don't have a male branch so all 9.69 million belongs to the female branch.

      • 7 days ago
        Anonymous

        Huh. Never knew that. Thanks for the insight

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