Frontdoor, Inc. (FTDR) Q3 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:01.753 to $195 00:00:01.753 -- 00:00:04.193 million. Additionally, 00:00:04.635 -- 00:00:08.259 first-year organic DTC ending member count grew 8%. 00:00:08.259 -- 00:00:10.081 Real 00:00:10.081 -- 00:00:15.126 estate member count grew sequentially in Q3, a milestone that we have 00:00:15.126 -- 00:00:18.128 not seen for the past five years. 00:00:18.128 -- 00:00:23.514 New HVAC revenue continues to crush it. Synergies from the 210 acquisition 00:00:23.514 -- 00:00:28.539 remain ahead of schedule, and we have used our strong cash flows to repurchase 00:00:28.539 -- 00:00:34.949 shares. totaling $215 million through October 31st. 00:00:35.132 -- 00:00:40.138 Our results speak for themselves, and they show the power of our strategy and the 00:00:40.138 -- 00:00:42.501 momentum we've built. 00:00:42.501 -- 00:00:47.788 Now flip to slide five. We are firing on all cylinders, and this strong momentum 00:00:47.788 -- 00:00:51.533 has positioned us to deliver across our business. 00:00:51.533 -- 00:00:55.057 First, operational excellence is at our core. 00:00:55.057 -- 00:01:01.243 Three years of disciplined execution have built a strong foundation to accelerate growth. 00:01:01.243 -- 00:01:06.548 Second, DTC continues to perform, five straight quarters of organic 00:01:06.548 -- 00:01:08.270 member growth. 00:01:08.270 -- 00:01:13.295 Third, we see the real estate channel turning the corner, supported by 00:01:13.295 -- 00:01:18.561 the return of a buyer's market. Fourth, retention rates are strong and remain 00:01:18.561 -- 00:01:23.477 near all-time highs. We're committed to delivering an outstanding experience for our 00:01:23.477 -- 00:01:28.486 2 million plus members through continuous innovation and technology. 00:01:28.486 -- 00:01:33.5...