{"filings":[{"id":2088098,"accession_number":"0001727263-26-000011","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2026-08-06T11:00:54+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q2 EPS $1.76 (+19% YoY); raises full-year 2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $645M (+5% YoY); net income $125M (+13%); adjusted EBITDA $220M (+10%).","Adjusted EPS $1.93 (+19%); home warranty members 2.11M (+1% YoY).","Full-year 2026 revenue guidance raised to $2.19B-$2.21B; adjusted EBITDA $585M-$600M.","YTD share repurchases $181M through July 2026, up 21% YoY.","Q3 2026 outlook: revenue $642M-$652M, adjusted EBITDA $197M-$207M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1333076,"accession_number":"0001193125-26-288411","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2026-06-29T20:05:22+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Frontdoor elects Hilla Sferruzza, CFO of Meritage Homes, to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hilla Sferruzza joins board effective June 29, 2026, and serves on Audit Committee.","She is EVP and CFO of Meritage Homes (NYSE: MTH); board expanded to nine members.","Receives standard non-employee director compensation: $90K cash + $180K stock annually; Audit Committee $12.5K.","Sferruzza will stand for re-election at the 2027 annual meeting; board determined independence.","She brings over 30 years of public company finance, accounting, and real estate experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":499076,"accession_number":"0001727263-26-000008","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2026-05-18T20:06:46+00:00","items":["5.07"],"status":"ready","headline":"Frontdoor stockholders elect eight directors, ratify auditor, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["94.89% of shares voted (66.5M of 70.1M outstanding), constituting a quorum.","All eight director nominees elected; Brian P. McAndrews received 60.9M for, 3.9M against.","Ratification of Deloitte as auditor for FY2026 passed with 66.1M for, 397.9K against.","Advisory vote on executive compensation approved with 62.3M for, 2.9M against, 1.3M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95037,"accession_number":"0001727263-26-000006","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q1 revenue up 6% to $451M; net income rises 11%; reaffirms FY 2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $451M (+6% YoY); net income $41M (+11%); diluted EPS $0.57 (+18%).","Adjusted diluted EPS $0.73; Adjusted EBITDA $104M, up 3% vs Q1 2025.","First-quarter share repurchases totaled $60 million.","Reaffirmed FY 2026 outlook: revenue $2.155B-$2.195B, Adj. EBITDA $565M-$580M.","Home warranty member count stable at 2.10M; first-year channel growth accelerated to 3%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":451000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107822,"accession_number":"0001727263-26-000003","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Frontdoor elects Dennis Howard to board of directors, effective March 17, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Howard is Managing Director, Chief Technology, Operations & Data Officer at Charles Schwab.","He will serve on the Audit Committee and stand for re-election at the 2026 annual meeting.","Howard qualifies as independent under Nasdaq rules and the company's guidelines.","Standard non-employee director compensation: $90,000 cash + $180,000 stock annually, plus $12,500 audit retainer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107821,"accession_number":"0001193125-26-073378","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor reports record FY2025 revenue $2.09B (+14%), adj. EBITDA $553M (+25%), raises long-term margin target","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year revenue $2.093B, up 14%; organic growth 3.7%; gross margin expanded 150bps to 55%.","Net income $255M (+9%), diluted EPS $3.42 (+14%); adjusted diluted EPS $4.09 (+22%).","Adjusted EBITDA $553M (+25%); free cash flow $390M, up 69%; repurchased $280M of shares.","Q4 revenue $433M (+13%), net income $1M, adjusted EBITDA $59M (+21%); members flat at 2.11M.","FY2026 outlook: revenue $2.155-2.195B, adj. EBITDA $565-580M; expected member count growth in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":3.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":2093000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124219,"accession_number":"0001193125-25-265732","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Frontdoor appoints Jason Bailey as CFO; Jessica Ross resigns effective Nov 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason Bailey appointed SVP & CFO effective Nov 10, 2025; promoted from VP, Finance.","Bailey receives $475k base salary, 75% target bonus, and $600k performance-share grant vesting on 3rd anniversary subject to performance goals.","Jessica Ross resigns as CFO; remains as non-executive advisor to CEO through Dec 31, 2025 under Separation and Transition Agreement.","Ross’s separation qualifies as “Good Reason” resignation; she retains base salary through departure and 2025 AIP bonus at 100% company performance.","Bailey has 25+ years finance experience; 15+ years with Frontdoor/ServiceMaster and previous Deloitte/Arthur Andersen public accounting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124218,"accession_number":"0001193125-25-265709","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q3 revenue +14% to $618M, adjusted EBITDA +18% to $195M; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $618M (+14% YoY); gross profit margin +60bps to 57%; net income $106M (+5%)","Diluted EPS $1.42; adjusted diluted EPS $1.58 (+15%); adjusted EBITDA $195M (+18%)","Home warranty members 2.11M (+8%); renewal revenue +9%, real estate +21%, other +73%","YTD share repurchases $215M through Oct 2025; FY revenue guidance raised to $2.075-2.085B","FY adjusted EBITDA guidance raised to $545-550M; Q4 outlook: rev $415-425M, EBITDA $50-55M"],"consensus_eps_estimate":null,"consensus_eps_actual":3.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":1660000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140885,"accession_number":"0000950170-25-102402","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q2 revenue up 14% to $617M, net income up 21%, raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $617M (+14% YoY), gross margin 58% (+130 bps), net income $111M (+21%), adjusted EBITDA $199M (+26%).","Diluted EPS $1.48 (+26% YoY); adjusted diluted EPS $1.63 (+28%).","Raises FY2025 revenue guidance to $2.055-2.075B, adjusted EBITDA to $530-550M.","Repurchased $150M of shares YTD through July 2025; increasing share repurchase target to ~$250M.","Home warranty member count grew 7% to 2.09M; 2-10 acquisition integration ahead of schedule."],"consensus_eps_estimate":null,"consensus_eps_actual":1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":1043000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140884,"accession_number":"0000950170-25-097718","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Frontdoor CAO Chastitie Brim to retire Aug 24; Sally Shanks appointed effective Aug 25","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chastitie Brim will retire as VP, Controller and CAO effective Aug 24, 2025, and serve in advisory role through Sep 15, 2025.","Retirement not due to any disagreement with management or the Board.","Sally Shanks, previously CAO of WillScot (WSC), appointed as new VP, Controller and CAO effective Aug 25, 2025.","Shanks receives $395,000 base salary, 50% target bonus, and $100,000 sign-on RSU vesting over two years.","Shanks is eligible for Frontdoor's Executive Severance Policy and standard employee benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158635,"accession_number":"0000950170-25-089742","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Frontdoor appoints Dr. Bala Ganesh as SVP and CTO effective July 14, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Balakrishnan (\"Bala\") Ganesh appointed SVP and Chief Technology Officer, effective July 14, 2025.","Ganesh resigns from Board effective June 30, 2025; Board size reduced from 8 to 7.","Ganesh previously CTO of OnTrac Logistics and over 10 years at UPS in tech leadership roles.","He brings AI, digital transformation, and cybersecurity expertise to enhance product offerings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158634,"accession_number":"0000950170-25-075184","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Frontdoor stockholders elect all eight director nominees and approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected with strong support; William C. Cobb and Brian P. McAndrews received 65.3M and 65.7M votes for respectively.","Ratification of Deloitte & Touche as auditor for fiscal 2025 passed with 69.4M votes for (99.5% of votes cast).","Advisory approval of named executive officer compensation passed with 64.2M votes for (94.1% of votes cast excluding broker non-votes).","Quorum of 94.43% of outstanding shares represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158633,"accession_number":"0000950170-25-061448","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q1 revenue up 13% to $426M, Adj EBITDA +41% to $100M; raises full-year outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income rose 9% to $37M ($0.49 diluted EPS); adjusted diluted EPS $0.64 (+46% YoY).","Gross profit margin improved 380 bps to a Q1 record 55%.","Full-year revenue guidance raised to $2.03-2.05B; Adj EBITDA raised to $500-520M.","Share repurchase target increased to at least $200M; $105M repurchased YTD through April.","Free cash flow $117M in Q1, up 60% YoY; total cash $506M including $322M unrestricted."],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":426000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177036,"accession_number":"0000950170-25-028367","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor posts record FY2024 revenue $1.84B (+4%), net income $235M (+37%); guides FY2025 rev $2.0-2.04B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2024 revenue $1.84B (+4% YoY), gross profit margin 54% (+410 bps), net income $235M (+37%).","Adjusted diluted EPS $3.35 (+45% YoY); adjusted EBITDA $443M (+28% YoY).","Completed acquisition of 2-10 Home Buyers Warranty on Dec 19, 2024; issued $1.47B credit facility.","Repurchased ~4M shares for $160M in 2024; net cash from ops $270M.","FY2025 outlook: revenue $2.0-2.04B, adjusted EBITDA $450-475M, gross margin 51.5-53%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1843000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177034,"accession_number":"0000950170-25-028380","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K/A","filed_at":"2025-02-27T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Frontdoor files 2-10 HBW audited financials: $184.5M revenue, $(4.1)M net loss","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["2-10 HBW reported revenue of $184.5M and net loss of $4.1M for Jan-Dec 18, 2024.","Total assets $407.1M, liabilities $489.7M, stockholders' deficit $(82.6)M.","Long-term debt $155.3M (incl. current portion); goodwill $140.6M; intangible assets $30.8M.","Frontdoor acquired 2-10 HBW for $585M cash on Dec 19, 2024; pro forma combined statements included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177035,"accession_number":"0000950170-25-015367","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Frontdoor director Balazs will not stand for re-election at 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Lara H. Balazs notified board on Feb 5, 2025, that she will not seek re-election.","Her term expires at the 2025 annual meeting of stockholders.","Decision is not due to any disagreement with Frontdoor's operations, policies, or practices.","No replacement or committee changes announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193807,"accession_number":"0000950170-24-138432","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["1.01","2.01","2.03","7.01","9.01"],"status":"ready","headline":"Frontdoor completes $585M acquisition of 2-10 Home Buyers Warranty, prices $1.47B credit facility","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchased 2-10 Home Buyers Warranty for $585M all-cash, subject to customary closing adjustments.","Priced $1.47B credit facility: $418M Term Loan A, $800M Term Loan B, and $250M revolving credit.","Proceeds used to retire existing Term A/B debt and fund the acquisition; remainder for share repurchases or general corporate.","Acquisition immediately grows Frontdoor’s customer base, revenue, and earnings.","Diversifies portfolio into New Home Structural Warranty category and opens cross-selling opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193806,"accession_number":"0000950170-24-133531","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Frontdoor launches $1.47B credit facility to fund 2-10 acquisition and refinance debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1.47B facility includes $418M Term Loan A, $800M Term Loan B, and $250M revolver.","State of California approved the 2-10 Home Buyers Warranty acquisition.","Acquisition and credit facility expected to close in mid-December 2024.","Company also re-affirmed FY2024 guidance for gross margin, on-demand revenue, and DTC customer count."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193805,"accession_number":"0000950170-24-120284","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q3 revenue $540M (+3% YoY), adj. EBITDA $165M (+29%); raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $100M (+40% YoY); diluted EPS $1.30 (up 47%). Adj. EPS $1.38 (up 46%).","Gross margin expanded 550 bps to 57% on higher pricing and lower service requests per customer.","Record 9-month operating cash flow $212M; free cash flow $181M, up 56% YoY.","Completed $400M share buyback; new 3-year $650M authorization authorized Sept 2024.","FY2024 guidance raised: revenue ~$1.83B, adj. EBITDA ~$430M (from $390M). 2-10 acquisition on track for Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":1461000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210144,"accession_number":"0000950170-24-090343","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-08-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Frontdoor promotes Evan Iverson to COO, effective August 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Evan Iverson named SVP and COO, overseeing day-to-day operations and technology strategy.","Iverson, previously Chief Operations Officer since Jan 2024, joined Frontdoor in 2019.","Base salary increased from $475,000 to $550,000; target bonus raised to 70% of salary.","Prior roles include Senior Product Manager at Amazon and Associate Principal at McKinsey.","Iverson leads relationships with ~16,000 independent contractors serving 2 million members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210143,"accession_number":"0000950170-24-088949","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q2 revenue up 4% to $542M, net income up 32%, raises FY adjusted EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $542M (+4% YoY); gross margin 56% (record); diluted EPS $1.18 vs $0.86 YoY.","Adjusted EBITDA $158M (+31% YoY); raised FY2024 adjusted EBITDA range to $385-395M.","Board approved new 3-year $650M share repurchase authorization (63% increase).","Acquisition of 2-10 on track to close in Q4 2024; expects ~$15M transaction costs.","FY revenue outlook maintained at $1.81-1.84B; gross margin raised to slightly above 51%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":920000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228388,"accession_number":"0001193125-24-153652","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Frontdoor acquires 2-10 Home Buyers Warranty for $585M cash to expand into new home structural warranties","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate cash consideration of $585M, subject to customary adjustments; deal expected to close in Q4 2024.","2-10 generated ~$198M revenue and ~$43M Adjusted EBITDA (21.7% margin) in 2023; had ~292,000 customers.","Financing via $575M incremental term loan facility from JPMorgan, BofA, Wells Fargo plus available cash.","Deal unanimously approved by Frontdoor board; regulatory approval and customary conditions remain.","Expected to be additive to Adjusted EBITDA and free cash flow in 2025, first full year of ownership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228387,"accession_number":"0000950170-24-062393","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Frontdoor stockholders elect nine directors, ratify auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with 69.1M-70.7M votes for; broker non-votes of 2.4M on each.","Ratification of Deloitte & Touche as independent auditor for fiscal 2024: 73.6M for, 47K against.","Advisory vote on named executive officer compensation approved with 68.3M for (95.8% of votes cast).","Advisory vote approved holding future say-on-pay votes every year: 69.5M for 1-year frequency."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228386,"accession_number":"0000950170-24-051594","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q1 revenue $378M (+3%), net income $34M, raises FY2024 EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 diluted EPS $0.43 vs $0.27 YoY; adjusted diluted EPS $0.44 vs $0.29.","Gross profit margin expanded 510 bps to 51%; adjusted EBITDA rose 33% to $71M.","FY2024 adjusted EBITDA guidance raised to $360-370M; gross profit margin ~50%.","Renewal revenue up 7% on price; real estate and DTC channels declined 17% and 19%.","Repurchased $33M of shares in March and April; $400M authorization remains."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":378000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247095,"accession_number":"0001193125-24-049249","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor FY23 revenue $1.78B, Adj EBITDA record $346M; FY24 outlook calls for $1.81B-$1.84B revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 revenue $1.78B (+7% YoY); gross margin 50% (+700 bps); net income record $171M (+141%).","Adjusted EBITDA $346M (record, +62% YoY); free cash flow $170M; repurchased $120M in shares (3.6M shares).","FY2024 guidance: revenue $1.81B-$1.84B; gross margin 48.5%-49.5%; Adj EBITDA $350M-$360M; share repurchases target ~$100M.","Q4 2023: revenue $366M (+8% YoY); Adj EBITDA $45M (+35% YoY); net income $9M (diluted EPS $0.11).","CEO Bill Cobb cites 'exceptional turnaround' with margins at highest in nearly 10 years; expects modest revenue growth in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":1780000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264528,"accession_number":"0001193125-23-267754","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q3 revenue up 8% to $524M; net income more than doubles; raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $71M ($0.89 diluted EPS) vs $28M ($0.34) YoY; adjusted EPS $0.94.","Gross profit margin expanded 760 bps to 51% on higher price and cost improvements.","Adjusted EBITDA rose 61% to $128M; raised full-year adjusted EBITDA outlook to $320M-$330M.","Renewal revenue up 14% to $406M; real estate and direct-to-consumer declined 23% and 16%.","Raising FY 2023 share repurchase target to ~$125M; Q4 EBITDA guidance $20M-$30M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":1414000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264527,"accession_number":"0001193125-23-262394","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Frontdoor appoints Lara Balazs to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elected Oct 24, 2023; serves on Nominating and Corporate Governance Committee.","Balazs is EVP, GM Strategic Partnership Group and CMO at Intuit Inc.","Receives standard non-employee director comp: $90k cash + $160k in stock annually.","Will stand for election at 2024 annual meeting; board deemed her independent.","Prior roles include VP at Amazon and senior marketing roles at Visa."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281764,"accession_number":"0001193125-23-201172","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q2 revenue $523M (+7% YoY); adj. EBITDA $121M (+57%); raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $70M ($0.85 EPS) more than doubled; adjusted EPS $0.87, up 64% YoY.","Gross margin expanded 840 bps to 52% on favorable weather, lower service requests, and pricing.","Raised FY 2023 Adjusted EBITDA outlook by $40M to $260-280M; revenue guidance raised to $1.73-1.75B.","Repurchased $50M of stock YTD; increased full-year share repurchase target to ~$100M.","Renewals revenue up 15% YoY; real estate first-year revenue down 25% due to low home inventory."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":890000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281763,"accession_number":"0001193125-23-198647","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Frontdoor elects tech expert Dr. Bala Ganesh to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Balakrishnan A. Ganesh elected effective July 28, 2023; will stand for election at 2024 annual meeting.","Ganesh is a partner at AKF Partners, which previously received $1.2M from Frontdoor for mobile app and interim tech services.","Board determined Ganesh is independent under Nasdaq standards; he receives standard non-employee director compensation ($90K cash + $160K stock).","Ganesh brings experience in digital transformation, cybersecurity, and product development from UPS and AKF Partners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300729,"accession_number":"0001193125-23-147129","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Frontdoor annual meeting results: all directors elected, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["93.12% of shares represented (75.9M of 81.5M outstanding); all seven director nominees elected.","Director Brian P. McAndrews received 14.9M against votes (20.1% of votes cast), highest opposition.","Deloitte & Touche ratified as auditor for FY2023 with 75.9M for (99.98% of votes cast).","Advisory say-on-pay passed with 66.6M for (90.2% of votes cast excluding broker non-votes)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300728,"accession_number":"0001193125-23-135104","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q1 revenue $367M (+4%), Adj EBITDA $54M (+116%); raises gross margin guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $22M ($0.27 diluted EPS); adjusted EPS $0.29 vs $0.04 YoY.","Gross margin improved 540bps to 46% on higher price, fewer service requests, moderating inflation.","Full-year Adj EBITDA guidance reaffirmed at $220-240M; gross margin range raised to 43.5-46.0%.","Expects ~$80M in share repurchases in 2023; launched new Frontdoor mobile app in April.","Q2 outlook: revenue $505-520M, Adj EBITDA $80-90M, a 10% YoY increase."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":367000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320674,"accession_number":"0001193125-23-056305","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor reports FY2022 revenue up 4% to $1.66B, net income down 45%; guides FY2023 EBITDA $220-240M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2022 revenue $1.66B (+4% YoY); net income $71M (-45%); diluted EPS $0.87 (-42%).","Q4 2022 revenue $339M (flat); net income $8M (+24%); adjusted EBITDA $33M (+17%).","Full-year 2023 outlook: revenue $1.70-1.74B, gross margin 43-45%, adjusted EBITDA $220-240M.","Q1 2023 outlook: revenue $355-365M, adjusted EBITDA $27-37M.","New Frontdoor brand to launch in Q2 2023; investor day on March 2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":1662000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338800,"accession_number":"0001193125-22-302751","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-12-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Frontdoor adopts Executive Severance Policy for SVP+ executives effective Jan 1, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Severance for qualifying termination (non-CIC): 1x base salary plus 1x target bonus, paid over 12 months or lump sum at company option.","Severance for qualifying termination within 2 years of change in control: 2x base salary plus 2x target bonus, paid in lump sum.","COBRA premium reimbursement for 12 months (non-CIC) or 18 months (CIC); outplacement services also provided.","Benefits contingent on signing a separation agreement with release of claims and standard restrictive covenants.","Policy covers SVP and above, including named executive officers; existing agreements with better terms preserved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338799,"accession_number":"0001193125-22-298048","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-12-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Frontdoor appoints Jessica Ross as CFO, replacing Brian Turcotte effective Dec 30, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jessica Ross named SVP & CFO, effective Dec 30, 2022; replaces Brian Turcotte who stays as advisor through Mar 31, 2023.","Ross receives base salary of $600K, target cash incentive at 90% of base, sign-on bonus of $775K, and equity grants worth $1.8M.","Turcotte's separation includes 12 months' base salary plus target bonus ($200K salary post-transition), COBRA, and outplacement.","Turcotte's unvested equity forfeited; certain performance shares remain eligible to vest through 2023-2025.","Ross previously EVP at Salesforce; brings CPA license, MBA from Wharton, and BS from UC Berkeley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338798,"accession_number":"0001193125-22-276426","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q3 revenue $484M (+3% YoY); adj EBITDA $79M (-35%); workforce cut 7%; raises FY22 EBITDA guidance to $185-195M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $28M (down 63%), GAAP EPS $0.34, adjusted EPS $0.56; includes $14M Streem impairment and $5M restructuring.","Revenue rose 3% to $484M: Renewals +8% to $356M, Real Estate -30% to $51M, DTC +8% to $64M.","Gross margin 43% vs prior 54%; higher contractor costs and parts inflation drove $58M increase in contract claims costs.","Full-year 2022 guidance raised: revenue $1.65-1.66B, adj EBITDA $185-195M; Q4 adj EBITDA guided $4-14M.","Company reduced workforce 7% in September; expects $45M SG&A reduction from original 2022 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":1322000000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356161,"accession_number":"0001193125-22-229329","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Frontdoor posts investor presentation on Aug 25, 2022; no material new data disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed investor presentation as Exhibit 99.1 under Item 7.01.","Presentation covers company overview but no financial updates or guidance provided.","No specific numbers, targets, or strategic announcements included in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356160,"accession_number":"0001193125-22-211853","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q2 revenue up 5% to $487M but adj. EBITDA down 32%; cuts full-year outlook on inflation","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 adjusted diluted EPS $0.53 vs $0.76 YoY; net income $33M vs $40M.","Gross margin fell to 43% from 52% as cost per service request rose ~23% YoY.","Real estate channel revenue declined 26% YoY due to low home inventory.","FY2022 adj. EBITDA guidance cut to $170-190M from prior; revenue range $1.63-1.65B.","Completed $19M in share repurchases during Q2; $59M in H1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":838000000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374523,"accession_number":"0001193125-22-168417","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-06-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Frontdoor grants performance-based stock options to CFO ($387.5K) and GC ($270K) with VWAP targets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Brian Turcotte receives special equity grant of $387,500 in performance-based options.","GC Jeffrey Fiarman receives $270,000 in performance-based non-qualified stock options.","Options vest upon one-year service condition and achievement of VWAP targets at $35, $40, and $45 per share.","One-third of each grant vests at each price target, measured over 20 consecutive trading days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374522,"accession_number":"0001193125-22-155656","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-05-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Frontdoor CEO Rex Tibbens resigns; Chairman William Cobb appointed CEO effective June 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rexford Tibbens resigns as President, CEO and director effective June 1; will remain as advisor through June 30.","William Cobb, previously Chairman, becomes CEO and continues as Chairman; no severance for Tibbens.","Cobb receives $825,000 base salary, 120% target bonus, $500,000 sign-on RSUs, and $3.5M annual equity grant.","Performance stock options vest at $35, $40, $45 VWAP targets; three-year performance shares with 0-200% payout.","Brian McAndrews elected lead independent director as Cobb assumes both Chairman and CEO roles."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374521,"accession_number":"0001193125-22-153004","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Frontdoor shareholders elect all nine directors and approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["94.76% of outstanding shares (77.8M of 82.1M) represented; all nine director nominees elected with 93-96% of votes cast.","Deloitte & Touche ratified as independent auditor for FY2022 with 98.27% of shares present voting in favor.","Advisory say-on-pay proposal approved with 87.02% of votes cast (65.4M for, 8.4M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374520,"accession_number":"0001193125-22-142303","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q1 revenue +7% to $351M but profit plunges; FY22 EBITDA guidance cut to $215-245M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $351M (+7% YoY); renewal +10%, DTC +14%, real estate -20% on seller's market.","Net income $2M (diluted EPS $0.02) vs $5M ($0.06) in Q1 2021; adjusted EPS $0.04 vs $0.10.","Adjusted EBITDA $25M (-31% YoY); inflationary cost pressures added $24M in contract claims costs, including $9M adverse prior-year development.","FY2022 guidance lowered: revenue $1.66-1.69B, gross margin 44-45%, Adj. EBITDA $215-245M.","Repurchased $40M of shares in Q1; available liquidity $340M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":351000000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393017,"accession_number":"0001193125-22-052076","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor full-year 2021 revenue +9% to $1.602B; FY2022 EBITDA guidance below 2021","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year net income $128M, +14% YoY; diluted EPS $1.50 vs $1.31.","FY2021 adjusted EBITDA $300M, +11%; FY2022 guidance $265M-$295M, implying decline.","Repaid ~$350M of debt and repurchased $103M of stock in 2021.","FY2022 revenue guidance $1.70B-$1.73B, +6-8%; gross margin 46.5%-47.5% vs 49% in 2021.","Q4 revenue $340M, +5%; net income $7M; adjusted EBITDA $28M, down from $32M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":1602000000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411486,"accession_number":"0001193125-21-311279","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2021-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q3 revenue $471M (+7% YoY); net income $76M; adjusted EBITDA $122M; launches $400M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $471M (+7% YoY); gross margin 54%, highest in over 15 years; net income $76M, diluted EPS $0.89.","Adjusted EBITDA $122M (+34% YoY); adjusted diluted EPS $0.91 (+55% YoY).","Launched 3-year, $400M share repurchase program; repurchased $25M in September 2021.","Full-year 2021 outlook: revenue $1.59-1.60B, gross margin ~50%, adjusted EBITDA $310-315M.","Q4 2021 outlook: revenue $330-340M, adjusted EBITDA $40-45M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":1263000000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411485,"accession_number":"0001193125-21-305415","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2021-10-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Frontdoor expands board with two new directors: Christopher Clipper and D. Steve Boland","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher Clipper, SVP and CFO at Ralph Lauren, elected to board effective Oct 21, 2021; board expands to nine.","Clipper appointed to Audit Committee; also receives standard director compensation ($80k cash + $150k stock annually).","D. Steve Boland also appointed to board; committee membership reconstituted: Audit (Fox chair), Compensation (Catalano chair), Nominating (McAndrews chair).","Clipper brings experience from Ralph Lauren, Nike, and Time Warner in finance, strategy, and M&A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411484,"accession_number":"0001193125-21-305400","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2021-10-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Frontdoor expands board to nine, adds D. Steve Boland and Christopher Clipper","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["D. Steve Boland, Bank of America CAO, elected as Class I director effective Oct 21, 2021.","Board expanded to nine members; also appointed Christopher Clipper to the board.","Boland joins Nominating and Corporate Governance Committee; Clipper joins Audit Committee.","Boland receives standard non-employee director compensation: $80K annual cash + $150K in shares.","Both new directors determined independent under Nasdaq listing standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":430227,"accession_number":"0001193125-21-266092","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2021-09-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Frontdoor authorizes $400M share repurchase program through Sept 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved up to $400M of common stock repurchases over three years (Sept 3, 2021 – Sept 3, 2024).","Funding from cash on hand and cash from operations; CFO cites strong cash flow and capital structure improvements.","Repurchases may be made via open market, 10b5-1 plans, or private transactions; no obligation to buy any specific number.","Program reflects priority on returning capital to shareholders after recent debt refinancing and repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":430226,"accession_number":"0001193125-21-236275","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Frontdoor Q2 2021 revenue $462M (+11% YoY); net income falls 17% on $30M debt extinguishment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $462M (+11% YoY); renewal revenue +9%, direct-to-consumer +12%, real estate +4%.","Net income $40M ($0.47 diluted EPS) vs $49M ($0.57) prior year; includes $30M debt extinguishment cost.","Adjusted EBITDA $114M (+14% YoY); driven by lower service request volume and cost management.","Full-year 2021 guidance: revenue $1.60-$1.62B, adjusted EBITDA $280-$300M, gross margin 48-49%.","Debt refinancing reduced gross debt ~$350M; expects ~$30M annual interest savings vs 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":791000000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":430228,"accession_number":"0001193125-21-204905","cik":1727263,"company_name":"Frontdoor, Inc.","ticker":"FTDR","form_type":"8-K","filed_at":"2021-07-01T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Frontdoor amends charter and bylaws; increases vote threshold for future amendments","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders approved charter amendments requiring majority vote to amend charter or bylaws, effective after 2022 annual meeting.","Company filed Certificate of Amendment to rename from 'frontdoor, inc.' to 'Frontdoor, Inc.'","Bylaws updated to allow electronic transmission of notices and add advance notice requirements for stockholder nominations.","Advancement of expenses for officers/directors deemed a contract right that cannot be diminished retroactively.","Eliminated duplicative bylaw section on director reliance on accounts and reports; other minor clarifying changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":4377742919.254155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}