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    Daniel Pfeiffer

    Research Analyst at JPMorgan Chase & Co.

    Daniel Pfeiffer is an Executive Director and Equity Research Analyst at JPMorgan Chase & Co., specializing in the coverage of utilities and infrastructure companies. He closely follows firms such as NextEra Energy, Dominion Energy, Duke Energy, and Southern Company, and is recognized for his detailed research notes and actionable investment insights. Pfeiffer began his finance career in 2012, previously working at Credit Suisse as an Equity Research Associate before joining JPMorgan in 2016, where he quickly advanced to his current role. He holds FINRA Series 7, 63, 86, and 87 licenses and has been praised by clients for the depth of his sector analysis and thoughtful stock recommendations, with a performance track record reflected in solid industry rankings.

    Daniel Pfeiffer's questions to Frontdoor (FTDR) leadership

    Daniel Pfeiffer's questions to Frontdoor (FTDR) leadership • Q1 2025

    Question

    Daniel Pfeiffer from JPMorgan asked for the drivers behind the guided 10% Q2 growth in the DTC channel and questioned the confidence in raising the full-year gross margin guidance this early, including the assumptions made about tariffs.

    Answer

    CFO Jessica Ross stated the Q2 DTC growth is driven by continued momentum from the successful discounting strategy. Regarding margins, Ross explained they are flowing through Q1's strong performance while building in second-half caution for tariffs, implying mid-to-high inflation later in the year. CEO Bill Cobb added they also factored in ~$15 million for normalized weather, yet still raised the margin outlook by 200 basis points.

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    Daniel Pfeiffer's questions to Frontdoor (FTDR) leadership • Q2 2024

    Question

    Daniel Pfeiffer inquired about which category Frontdoor might expand into next within its on-demand business and asked about the marketing spend strategy for the remainder of the year given macro headwinds.

    Answer

    CEO Bill Cobb indicated the partnerships team is actively exploring opportunities where they can effectively deploy their contractor network but did not name a specific category. He stated a desire to increase marketing spend, referencing an incremental $10 million investment to drive demand and 'keep the hammer down' on the brand's momentum rather than pulling back.

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    Daniel Pfeiffer's questions to MediaAlpha (MAX) leadership

    Daniel Pfeiffer's questions to MediaAlpha (MAX) leadership • Q3 2024

    Question

    Daniel Pfeiffer of JPMorgan Chase & Co. asked about the potential impact of different political administrations on the Health insurance business and whether early-recovering carriers are sustaining their spending growth.

    Answer

    Executive Steven Yi explained that the company has grown its Health business under both Democratic and Republican administrations, with potential marginal impacts likely balancing out. Regarding carrier spending, Yi noted continued strong momentum and pointed to public statements from partners like Progressive, indicating that current media investment levels are sustainable and within their target acquisition cost thresholds.

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    Daniel Pfeiffer's questions to PLAYSTUDIOS (MYPS) leadership

    Daniel Pfeiffer's questions to PLAYSTUDIOS (MYPS) leadership • Q3 2024

    Question

    Daniel Pfeiffer asked about the reasons for the slowdown in Tetris during the quarter and any planned changes. He also requested a timeline for developing the sweepstakes capabilities and the rationale for building the solution in-house versus buying it.

    Answer

    CEO Andrew Pascal attributed the Tetris slowdown to its audience normalizing after a viral spike earlier in the year, and he outlined a rich feature roadmap for the game. Regarding sweepstakes, Pascal explained the decision to build was based on favorable economics and leveraging existing capabilities. He anticipates testing the new solution by the end of Q1 of the upcoming year, with a broader rollout in Q2.

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