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    Daniel Pfeiffer • JPMorgan Chase & Co.

    Daniel Pfeiffer's questions to Frontdoor Inc (FTDR) leadership

    Daniel Pfeiffer's questions to Frontdoor Inc (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 Inc (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 Inc (MAX) leadership

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

    Question

    Daniel Pfeiffer inquired about the potential impact on the Health business under different political administrations and asked if carriers who were early to resume spending are continuing to grow their budgets.

    Answer

    Executive Steven Yi explained that the company has grown under both Democratic and Republican administrations, with potential impacts balancing out between Medicare Advantage and ACA plans. He affirmed that early-moving carriers continue to show strong momentum, citing a Progressive investor presentation that supports the sustainability of current media price levels.

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