What is Frontdoor, Inc.'s change in deferred revenue?

Frontdoor, Inc. (FTDR) reported change in deferred revenue of $65M in Q1 2026.

How has Frontdoor, Inc.'s change in deferred revenue changed year-over-year?

Frontdoor, Inc.'s change in deferred revenue increased by 6.6% year-over-year, from $61M to $65M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Frontdoor, Inc. FTDR Change in Deferred Revenue

Change in Deferred Revenue at other companies

Meritage HomesMTH

$1.69M+159%

Toll BrothersTOL

$11.66M+419%

NVRNVR

$24.21M+437%

Floor & DecorFND

$7.94M+454%

Other financials

Income statement

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Revenue$451.0M+5.9%

Gross profit$248.0M+5.5%

Net income$41.0M+10.8%

EPS (diluted)$0.57+16.3%

Balance sheet

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Cash & equivalents$603.0M+19.2%

Total debt$1.2B-2.3%

Total equity$230.0M+16.2%

Total assets$2.2B+2.0%

Cash flow

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Operating cash flow$119.0M-4.0%

CapEx$6.0M-14.3%

Free cash flow$113.0M-3.4%

Valuation

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Market cap$5.03B+31.5%

Enterprise value$5.61B+21.7%

P/E19.3×+3.3×

P/S2.4×+0.3×

Profitability

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Gross margin55.3%+0.8pp

Net margin12.3%-0.3pp

FCF margin18.2%+3.7pp

Returns & leverage

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Return on equity121.5%-10.7pp

Debt / equity5.2×-1.0×

Current ratio1.5×+0.1×

Where this comes from

Reported directly by Frontdoor, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Frontdoor, Inc.’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Frontdoor, Inc.'s change in deferred revenue?: Frontdoor, Inc. (FTDR) reported change in deferred revenue of $65M in Q1 2026.
How has Frontdoor, Inc.'s change in deferred revenue changed year-over-year?: Frontdoor, Inc.'s change in deferred revenue increased by 6.6% year-over-year, from $61M to $65M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.