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Hololive's Cover Corporation continues to experience margin compression due to excessive spending, increased annual salaries with employees working with Unity, Unreal and their Metaverse project and delayed response to Japan-U.S. tariff trade issues. Q3 will see a partial return to normal merchandise sales to the U.S. with Cover finally responding to shipping costs beginning mid November 2025.Read more

The launch of the next console in 2025 will most likely benefit Nintendo over the following three years, as it gradually gains traction. Risks A flop of the new console due to poor reception or high price.Read more

Risks Are there any risks that your catalysts won't play out as expected? Latest expansion for their main earner (FF14) was not very well received.Read more

Key Takeaways Strong performance in gaming and sports, with diversified revenue streams and enhanced user engagement, supports stable and growing earnings. Expansion into digital healthcare and operational efficiencies drive recurring revenues and profit margin improvement across key business segments.Read more

Key Takeaways Increasing regulatory pressure and competition are eroding LY's advertising effectiveness, revenue growth, and market share in core media and commerce businesses. Limited innovation and diversification expose LY to higher customer acquisition costs and margin compression, heightening risks to profitability and industry relevance.Read more

Key Takeaways Strong adoption of digital services and strategic investments in AI are driving higher user engagement, advertiser returns, and operating margin improvements. Expansion of monetization strategies and focus on high-growth verticals enhance scalable revenue while reducing long-term business volatility.Read more

Key Takeaways Rapid scaling of original IP and global mobile gaming successes are accelerating revenue growth, with monetization outpacing expectations. AI-driven rebound in Internet Advertising and integration of IP across channels position CyberAgent for margin expansion and sustained international growth.Read more

Catalysts About Kakaku.com Kakaku.com operates comparison, restaurant reservation, recruitment and related online media platforms. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Integration of AI, advanced analytics, and personalization enhances operational efficiency, monetization, and margin expansion across MIXI's digital entertainment and community segments. Diversification through acquisitions and new growth verticals reduces reliance on legacy IP and positions the company for sustained user growth and improved revenue stability.Read more