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Frontdoor (FTDR) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-08-07 17:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the ...
Curious about Frontdoor (FTDR) Q2 Performance? Explore Wall Street Estimates for Key Metrics
ZACKS· 2025-08-04 14:20
The upcoming report from Frontdoor (FTDR) is expected to reveal quarterly earnings of $1.44 per share, indicating an increase of 13.4% compared to the year-ago period. Analysts forecast revenues of $602.1 million, representing an increase of 11.1% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earnings disclosure, it i ...
Angi Launches New “AI Helper” as it Celebrates 30 Years of Innovation
Globenewswire· 2025-06-17 13:00
DENVER, June 17, 2025 (GLOBE NEWSWIRE) -- Today, Angi—formerly known as Angie’s List—is introducing a new, “AI Helper” to its service request experience, as part of its continued effort to simplify how homeowners connect with top-quality service pros and meet demand for smarter, more intuitive home improvement solutions. This innovation coincides with Angi’s 30th anniversary, marking three decades of connecting homeowners with skilled pros and driving industry innovation. At the heart of this enhancement is ...
Surging Earnings Estimates Signal Upside for Frontdoor (FTDR) Stock
ZACKS· 2025-05-07 17:20
Core Viewpoint - Frontdoor (FTDR) is experiencing solid improvement in earnings estimates, which is likely to positively impact its stock price momentum [1][2]. Earnings Estimate Revisions - Analysts show growing optimism regarding Frontdoor's earnings prospects, reflected in upward revisions of earnings estimates [2]. - The current quarter's earnings estimate is $1.35 per share, representing a 6.3% increase from the previous year [6]. - Over the last 30 days, the Zacks Consensus Estimate for Frontdoor has increased by 11.09%, with three estimates moving higher and one lower [6]. - For the full year, the expected earnings are $3.29 per share, indicating a 1.79% decrease from the prior year, but there is a positive trend in estimate revisions [7]. Zacks Rank - Frontdoor currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions and a favorable investment outlook [8]. - The Zacks Rank system has a strong track record, with Zacks 1 Ranked stocks averaging a 25% annual return since 2008 [3]. Stock Performance - Frontdoor shares have increased by 43.1% over the past four weeks, suggesting strong investor confidence in its earnings growth prospects [9].
ANGI Homeservices(ANGI) - 2025 Q1 - Earnings Call Transcript
2025-05-07 13:32
Angi (ANGI) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Andrew Russakoff - CFOJeff Kip - CEOEric Sheridan - Managing DirectorCory Carpenter - Internet Equity ResearchJustin Patterson - Managing DirectorYgal Arounian - Director - Internet Equity Research Conference Call Participants Stephen Ju - AnalystDaniel Kurnos - Equity Research Analyst Operator Please note this event is being recorded. I would now like to turn the conference over to Andrew Rasukoff, CFO. Please go ahead. Andrew ...
ANGI Homeservices(ANGI) - 2025 Q1 - Earnings Call Transcript
2025-05-07 13:32
Angi (ANGI) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Andrew Russakoff - CFOJeff Kip - CEOEric Sheridan - Managing DirectorCory Carpenter - Internet Equity ResearchJustin Patterson - Managing DirectorYgal Arounian - Director - Internet Equity Research Conference Call Participants Stephen Ju - AnalystDaniel Kurnos - Equity Research Analyst Operator Please note this event is being recorded. I would now like to turn the conference over to Andrew Rasukoff, CFO. Please go ahead. Andrew ...
Angi Inc. Earnings Release and Letter to Shareholders Available on Company's Website
GlobeNewswire News Room· 2025-05-06 20:10
Core Insights - Angi Inc. reported its first quarter financial results and a letter to shareholders from CEO Jeffrey Kip, which is available on the investor relations section of its website [1] - A conference call to discuss the first quarter results will take place on May 7, 2025, at 8:30 a.m. ET, featuring CEO Jeffrey Kip and CFO Andrew Russakoff [1] Company Overview - Angi Inc. (NASDAQ: ANGI) assists homeowners in completing home projects and supports home service professionals in growing their businesses [3] - Established in 1995, Angi has evolved to provide services that include finding, booking, and hiring skilled professionals, as well as researching costs and discovering project possibilities [3] - The company has helped over 150 million people with home maintenance, repair, renovation, and improvement, while also aiding hundreds of thousands of small local businesses [3]
IAC(IAC) - 2025 Q1 - Earnings Call Transcript
2025-05-06 13:32
Financial Data and Key Metrics Changes - Q1 2025 was described as a solid start to the year with reaffirmed full-year 2025 adjusted EBITDA guidance across all of IAC [6][18] - The company repurchased 4,500,000 shares and increased share repurchase authorization by 10,000,000 shares [6][12] - DDM (Dotdash Meredith) grew digital revenues by 7% in Q1 and increased EBITDA by 46%, excluding a one-time lease gain [8][10] Business Line Data and Key Metrics Changes - DDM's digital advertising revenue was up 1% in Q1, with premium demand remaining stable despite a decline in core traffic [35][40] - Licensing revenue led growth with a 30% increase, aided by the OpenAI license and strong performance at Apple News [36] - Performance marketing also showed strong growth at 11% [36] Market Data and Key Metrics Changes - The macroeconomic outlook remains uncertain, with consumer spending through DDM's performance marketing being solid despite weak consumer confidence [15][18] - Programmatic pricing has softened, running flat year over year after previously increasing [17][18] - The advertising base showed strength in pharma, tech, and beauty, offsetting weaknesses in food and beverage [17] Company Strategy and Development Direction - The company is focused on executing growth across its businesses and capital allocation, including share buybacks and M&A opportunities [11][12] - The strategy includes pursuing strategic divestitures of smaller holdings to free up capital [13] - The company aims to create equity value and reduce the discount between share price and intrinsic value [10][12] Management's Comments on Operating Environment and Future Outlook - Management is carefully monitoring the macroeconomic environment for signs of stability or weakness among consumers and brands [18] - The company is optimistic about future growth, particularly in 2026, with several key projects underway [22][26] - Management acknowledged the challenges in the advertising market but emphasized the strength of their brands and execution capabilities [40][41] Other Important Information - The company reached an agreement to settle litigation related to the match separation with minimal additional costs [10] - The appointment of Jim Lawson as President of Decipher was highlighted as a strategic move to enhance the product's market presence [48][50] Q&A Session Summary Question: Key priorities for 2026 TDM revenue growth and capital allocation - Management discussed ongoing projects like the People app and MyRecipes, emphasizing their focus on meeting younger audiences [22][24] - Capital allocation will balance between share repurchases and M&A opportunities, with a cautious optimism for new investments [27][28] Question: Q1 trends in DDM Digital revenue - Management noted that Q1 faced tough comparisons and a decline in core traffic, but licensing and performance marketing showed strong growth [34][36] Question: Impact of Google’s AI transition and programmatic softness - Management indicated that the impact of Google's AI changes is not significant yet, and programmatic pricing has stabilized after a period of growth [114][116] Question: Appointment of Jim Lawson and Decipher's strategy - The appointment was seen as a strategic advantage to enhance Decipher's market presence and execution capabilities [48][50] Question: AI opportunities across the IAC portfolio - Management highlighted ongoing AI applications in various segments, particularly in improving customer service and marketing efficiency [83][85]
IAC(IAC) - 2025 Q1 - Earnings Call Transcript
2025-05-06 12:30
Financial Data and Key Metrics Changes - Q1 2025 was described as a solid start to the year, with IAC reaffirming full year 2025 adjusted EBITDA guidance across all businesses [5][16] - DDM grew digital revenues by 7% in Q1 and increased EBITDA by 46%, excluding a one-time lease gain [7][16] - The company repurchased 4,500,000 shares and increased share repurchase authorization by 10,000,000 shares [5][11] Business Line Data and Key Metrics Changes - DDM's licensing revenue grew by 30%, driven by the OpenAI license and strong performance at Apple News [34] - Performance marketing also showed strong growth at 11% [34] - The Daily Beast achieved a revenue growth of 72% while reaching profitability [8] Market Data and Key Metrics Changes - Core traffic for DDM declined by 3% in Q1, with digital advertising only up by 1% due to fewer impressions available for programmatic sales [33] - Premium demand in advertising remained stable, with strength in pharma, tech, and beauty offsetting weaknesses in food and beverage [15][33] - Programmatic pricing softened, running flat year over year after previously increasing [15] Company Strategy and Development Direction - The company is focused on executing growth across its businesses and capital allocation, including share buybacks and M&A opportunities [10][11] - IAC is pursuing strategic divestitures of smaller holdings to free up capital and simplify operations [12] - The company aims to create equity value and reduce the discount at which its shares are trading [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding consumer spending, noting solid performance in DDM despite weak consumer confidence [14][16] - The macroeconomic outlook remains uncertain, but the company is monitoring trends closely and reaffirming guidance based on current business performance [16] - Management highlighted the importance of focusing on execution and controlling what can be controlled in an unpredictable environment [16] Other Important Information - The company reached an agreement to settle litigation related to the match separation, requiring only a $200,000 contribution beyond insurance coverage [8] - IAC has $800 million in net operating losses (NOLs) that could offset taxable gains on its MGM stake [9] Q&A Session Summary Question: Key priorities for 2026 TDM revenue growth and capital allocation - Management discussed excitement about 2026, highlighting projects like the People app and MyRecipes, and emphasized the importance of capital allocation between share repurchases and M&A [18][20][25] Question: Q1 trends in DDM Digital revenue - Management noted that Q1 faced tough comparisons and a decline in core traffic, but March showed solid growth in digital advertising [30][32] Question: DDM cash flow dynamics - Management explained that DDM can dividend cash to IAC if leverage ratios are below four times total debt to EBITDA, enhancing financial flexibility [43] Question: Appointment of Jim Lawson as President of Decipher - Management expressed excitement about Jim Lawson's appointment, emphasizing his experience and the potential for Decipher Plus to drive growth [46][48] Question: Impact of Google phasing out cookies - Management indicated that the cookie phase-out is not a significant concern, as their contextual targeting capabilities remain strong [58][60] Question: Strategic priorities for Care.com - Management outlined three core priorities for Care: improving product matching, optimizing pricing and packaging, and enhancing marketing efforts [100][104]