UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-K ________________________________________________ For the transition period from to Commission file number 001-38617 ________________________________________________ Frontdoor, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (IRS Employer Identification No.) Delaware 82-3871179 3400 Players Club Parkway, M ...

frontdoor. Third-Quarter 2022 Earnings Webcast November 3, 2022 Today's Speakers Bill Cobb Chairman & Chief Executive Officer Brian Turcotte Senior Vice President & Chief Financial Officer Matt Davis Vice President Investor Relations & Treasurer 2 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 fu ...

Frontdoor, Inc. (NASDAQ:FTDR) Q3 2022 Earnings Conference Call November 3, 2022 8:30 AM ET Company Participants Matthew Davis - VP, IR & Treasurer William Cobb - CEO & Chairman Brian Turcotte - SVP & CFO Conference Call Participants Isaac Sellhausen - Oppenheimer Aaron Kessler - Raymond James & Associates Jeffrey Schmitt - William Blair & Company Cory Carpenter - JPMorgan Chase & Co. Eric Sheridan - Goldman Sachs Brian Fitzgerald - Wells Fargo Securities Justin Patterson - KeyBanc Capital Markets Operator L ...

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, 2022 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 2022 Earnings Conference Call August 4, 2022 8:30 AM ET Company Participants Matt Davis - Vice President, Investor Relations and Treasurer Bill Cobb - Chairman and CEO Brian Turcotte - Chief Financial Officer Conference Call Participants Ian Zaffino - Oppenheimer Youssef Squali - Truist Securities Justin Patterson - KeyBanc Eric Sheridan - Goldman Sachs Brian Fitzgerald - Wells Fargo Operator Ladies and gentlemen, welcome to Frontdoor's Second Quarter 2022 Earnings Call. [Op ...

frontdoor. Second-Quarter 2022 Earnings Webcast August 4, 2022 Today's Speakers Bill Cobb Chairman & Chief Executive Officer Brian Turcotte Senior Vice President & Chief Financial Officer Matt Davis Vice President Investor Relations & Treasurer 2 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 fut ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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 ________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June ...

frontdoor. First-Quarter 2022 Earnings Webcast May 5, 2022 Today's Speakers Rex Tibbens President & Chief Executive Officer Brian Turcotte Senior Vice President & Chief Financial Officer Matt Davis Vice President Investor Relations & Treasurer 2 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 futu ...

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 March 31, 2022 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 ___________________________________ ...

Financial Data and Key Metrics Changes - In 2021, the company achieved a revenue increase of 9%, marking the highest annual growth rate since going public, despite a 4% decline in real estate channel revenue [16][77] - Adjusted EBITDA rose by 11% to $300 million, with free cash flow exceeding $150 million [16][81] - The fourth quarter of 2021 saw a revenue increase of 5% to $340 million, driven by higher pricing and a shift to higher-priced products [50][92] Business Line Data and Key Metrics Changes - Revenue from the home service plan channels increased by 9% due to improved price realization and growth in renewed plans [78] - ProConnect revenue reached $23 million, while Streem generated $10 million in revenue for the year [80] - The real estate channel experienced a 4% decline in revenue, attributed to a lower number of home service plans sold [78] Market Data and Key Metrics Changes - The existing home sales market hit a 15-year high of 6.1 million units sold, but the company struggled to place products in real estate transactions due to low inventory levels [27][28] - The National Association of Realtors reported an all-time low of 850,000 unsold existing homes, equating to only 1.6 months of supply [28] - Forecasts for 2022 predict a 3% decline in existing home sales, continuing pressure on the real estate channel [29] Company Strategy and Development Direction - The company aims to enhance its digital-first service experience, focusing on remote diagnostics and troubleshooting [10][13] - Plans include expanding ProConnect and Streem to deepen market penetration and improve customer experience [11][12] - The company is committed to sustainability and has launched its first sustainability report, highlighting efforts to reduce environmental impact [20][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged inflationary pressures impacting financial performance, particularly in the second half of 2021 [18][54] - The company remains optimistic about long-term growth opportunities in the $500 billion home services industry [47] - Expectations for 2022 include revenue growth of approximately 6% to 8%, with a focus on dynamic pricing to mitigate inflationary costs [93][97] Other Important Information - The company repurchased over $100 million in shares as part of its strategy to return value to shareholders [17] - Full-year 2021 gross profit increased by 10% to $784 million, with a gross profit margin of 49% [81] - The company is targeting a mid-single-digit price increase in 2022 to address rising costs [68] Q&A Session Summary Question: Strategic priorities for capital allocation - Management emphasized the focus on growing demand in the core home service plan business and advancing technology platforms to enhance customer experience [105][106] Question: Impact of inflation on costs - Management discussed the significant rise in contractor costs and the impact of the Omicron variant on service requests, indicating a need for ongoing adjustments [109][110] Question: Scaling ProConnect and marketing learnings - The company plans to deepen service offerings in existing markets for ProConnect while leveraging marketing efficiencies across its channels [122][123]