Frontdoor, Inc. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION (State or other jurisdiction of incorporation or organization) (IRS Employer Identification No.) WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-K ________________________________________________ For the transition period from to Commission file number 001-38617 ________________________________________________ Delaware 82-3871179 150 Peabody Place, Memphis, ...

frontdoor. Third-Quarter 2021 Earnings Webcast October 28, 2021 Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, projected future performance and any statements about Frontdoor's plans, strategies and prospects. Forward-looking statements can be identified by the use of forward-looking terms such as "believe ...

Frontdoor, Inc. (NASDAQ:FTDR) Q3 2021 Earnings Conference Call October 28, 2021 4:30 PM ET Company Participants Matt Davis - Vice President, Investor Relations and Treasurer Rex Tibbens - Chief Executive Officer Brian Turcotte - Chief Financial Officer Conference Call Participants Jeff Schmitt - William Blair Cory Carpenter - JPMorgan Ian Zaffino - Oppenheimer Mike Ng - Goldman Sachs Nick Cronin - Truist Securities Bryan Wynn - Credit Suisse Brian Fitzgerald - Wells Fargo Aaron Kessler - Raymond James Justi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38617 _______________________________ ...

Frontdoor, Inc. (NASDAQ:FTDR) Q2 2021 Earnings Conference Call August 4, 2021 4:30 PM ET Company Participants Matt Davis - Vice President of Investor Relations & Treasurer Rex Tibbens - Chief Executive Officer Brian Turcotte - Chief Financial Officer Conference Call Participants Nick Cronin - Truist Securities Ian Zaffino - Oppenheimer Matthew Gaudioso - Compass Point Michael Ng - Goldman Sachs Robert Coolbrith - Wells Fargo Securities Operator Ladies and gentlemen, welcome to Frontdoor's Second Quarter 202 ...

frontdoor. Second-Quarter 2021 Earnings Webcast August 4, 2021 Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, projected future performance and any statements about Frontdoor's plans, strategies and prospects. Forward-looking statements can be identified by the use of forward-looking terms such as "believe, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38617 ________________________________________________ Frontdoor, Inc. (Exact name of registrant as specified in its charter) Delaware 82-3871179 (State or other jurisdiction of inc ...

Financial Data and Key Metrics Changes - Revenue increased by 12% year-over-year to $329 million, driven by approximately seven percentage points of volume growth and five points of higher pricing [20][21] - Gross profit increased by 1% to $148 million, with a gross profit margin of 45% [26] - Net income was $5 million, while adjusted net income was $9 million, both declining from the prior year due to lower operating results [26] - Adjusted EBITDA was $36 million, down from $47 million in the prior year period, attributed to lower appliance service requests and timing of SG&A spend [27][39] Business Line Data and Key Metrics Changes - Direct-to-consumer (DTC) revenue grew by 16%, reflecting successful marketing investments [24] - Revenue from customer renewals in home service plans was up 12% due to improved price realization [21] - First-year real estate revenue increased by 2%, primarily from improved pricing, but impacted by a decline in existing home sales [22] - Other revenue increased by $5 million, driven by growth in ProConnect and Streem [25] Market Data and Key Metrics Changes - Existing home sales increased by 15% in Q1, with median prices rising 17% in March, although home inventory remains tight [10] - The company expects home service plan growth to accelerate as the economy opens up [11] Company Strategy and Development Direction - The company aims for sustained double-digit revenue growth and is focused on automation initiatives to improve customer and contractor experiences [7][12] - Plans to expand customer retention initiatives and enhance digital transformation efforts [14] - The company is executing growth strategies for ProConnect and Streem, with a focus on cross-marketing services to existing customers [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about revenue growth and the long-term fundamentals of the business, despite challenges from supply chain issues and inflation [18][19] - The company anticipates a rebound in volume as it laps the COVID-19 impact on home sales [23] - Management expects to maintain a gross margin of 48% for the full year, despite ongoing supply chain pressures [40][41] Other Important Information - The company reported a cash position of $538 million, with available liquidity totaling $611 million [36][37] - The company remains acquisitive and is evaluating potential opportunities in the home services and technology sectors [38] Q&A Session Summary Question: Direct-to-consumer segment growth sustainability - Management expects sustained double-digit growth in the DTC segment for the remainder of the year due to prior investments [52] Question: Retention pressure and future outlook - Management noted that retention may improve as operational issues from the pandemic are resolved and new initiatives are implemented [54][56] Question: Pricing receptiveness during renewals - Management indicated that dynamic pricing strategies have not negatively impacted customer elasticity, allowing for successful price adjustments [61] Question: ProConnect expansion plans - Management confirmed that ProConnect is on track to meet its $20 million revenue target and is focused on expanding into new trades [66] Question: Supply chain visibility and constraints - Management sees improvements in supply chain management and expects better balance between supply and demand by the end of the year [68] Question: Dynamic pricing and retention - Management highlighted the effectiveness of dynamic pricing in addressing retention issues and balancing unit growth with gross margin expansion [73] Question: Real estate channel management - Management is focusing on marketing to buyers in the real estate sector and expanding partnerships with mortgage providers [82] Question: Capital allocation strategy - Management plans to continue investing in growth, pursue acquisitions, and manage debt repayment [85]

frontdoor. First-Quarter 2021 Earnings Webcast May 6, 2021 Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, projected future performance and any statements about Frontdoor's plans, strategies and prospects. Forward-looking statements can be identified by the use of forward-looking terms such as "believe," "e ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION For the quarterly period ended March 31, 2021 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38617 ________________________________________________ frontdoor, inc. (Exact name of registrant as specified in its charter) Delaware 82-3871179 WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-Q __________________________________ ...