How did FTDR's revenue and expenses shift in Q4 2024?

Frontdoor's (FTDR) revenue and expenses in Q4 2024 showed a positive shift, with a reported net income of $8 million, representing a year-over-year growth rate of 0.13. This growth was primarily driven by the Renewals segment, which generated the highest revenue at $1.44 billion.

1. **Revenue Shift**:
- **Renewals Segment**: The Renewals segment contributed significantly to the revenue growth, with $1.44 billion in revenue, indicating a strong performance.
- **Direct-to-Consumer and Real Estate Segments**: These segments also showed positive contributions, with Direct-to-Consumer generating $166 million, Real Estate generating $135 million, and Other generating $116 million in revenue.
2. **Expense Management**:
- The net income growth rate of 0.13 suggests that FTDR effectively managed its expenses, as the increase in revenue was matched by a proportional increase in net income.
- The net income of $9 million represents a solid financial performance, indicating that FTDR was able to generate profits from its operations.

In conclusion, FTDR's revenue and expenses in Q4 2024 exhibited a favorable trend, with the Renewals segment being the key driver of growth, supported by strong performances from other business segments and effective expense management.

|code|Ticker|Name|Date|Business Composition|Revenue By Business|market_code|
|---|---|---|---|---|---|---|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Other|1.16E8|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Other|8.6E7|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Other|5.2E7|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Other|1.7E7|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Direct-to-Consumer|3.6E7|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Renewals|2.98E8|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Real Estate|2.7E7|185|
|FTDR|FTDR.O|Frontdoor|20240101-2024|Other|1.7E7|185|

|code|Ticker|Name|Date|Total Revenue YoY|Total Revenue|market_code|
|---|---|---|---|---|---|---|
|FTDR|FTDR.O|Frontdoor|2024 Q1|2.997275204359673|3.78E8|185|
|FTDR|FTDR.O|Frontdoor|2024 Q2|3.632887189292543|5.42E8|185|
|FTDR|FTDR.O|Frontdoor|2024 Q3|3.0534351145038165|5.4E8|185|
|FTDR|FTDR.O|Frontdoor|2024 Q4|4.371584699453552|3.82E8|185|

|code|Ticker|Name|Date|Net Income YoY|Net Income|market_code|
|---|---|---|---|---|---|---|
|FTDR|FTDR.O|Frontdoor|2024 Q1|54.54545454545454|3.4E7|185|
|FTDR|FTDR.O|Frontdoor|2024 Q2|31.428571428571427|9.2E7|185|
|FTDR|FTDR.O|Frontdoor|2024 Q3|40.845070422535215|1.0E8|185|
|FTDR|FTDR.O|Frontdoor|2024 Q4|12.5|9000000|185|