LinkedIn Q2 2012 Earnings

Q2’12 Results

Safe Harbor“Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation, the accompanying conferencecall, and the earnings press release contain forward-looking statements about our products, including our planned investments in keystrategic areas, certain non-financial metrics, such as member growth and engagement, and our expected financial metrics such asrevenue, adjusted EBITDA, depreciation and amortization and stock-based compensation for the third quarter of 2012 and the fullfiscal year 2012. The achievement of the matters covered by such forward-looking statements involves risks, uncertainties andassumptions. If any of these risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results coulddiffer materially from the results expressed or implied by the forward-looking statements the company makes.The risks and uncertainties referred to above include - but are not limited to - risks associated with: the company’s limited operatinghistory in a new and unproven market; engagement of our members; the price volatility of our Class A common stock; generaleconomic conditions; expectations regarding the return on our strategic investments; execution of our plans and strategies, includingwith respect to acquisitions of other companies; expectations regarding the company’s ability to timely and effectively scale and adaptexisting technology and network infrastructure to ensure that its website is accessible at all times with short or no perceptible loadtimes; security measures and the risk that the company’s website may be subject to attacks that degrade or deny the ability ofmembers to access the company’s solutions or that our security measures may not be sufficient to prevent unauthorized access to ourmember data; our ability to maintain our rate of revenue growth and manage our expenses and investment plans; our ability toaccurately track our key metrics internally; members and customers curtailing or ceasing to use the company’s solutions; thecompany’s core value of putting members first, which may conflict with the short-term interests of the business; privacy, litigation andregulatory issues; increasing competition; our ability to manage our growth and retain our employees; the application of US andinternational tax laws on our tax structure and any changes to such tax laws; and the dual class structure of the company’s commonstock.Further information on these and other factors that could affect the company’s financial results is included in filings it makes with theSecurities and Exchange Commission from time to time, including the section entitled “Risk Factors” in the company’s Annual Reporton Form 10-K that was filed for the year ended December 31, 2011, and additional information will also be set forth in our Form 10-Qthat will be filed for the quarter ended June 30, 2012, which should read in conjunction with these financial results. These documentsare available on the SEC Filings section of the Investor Information section of the company’s website athttp://investors.linkedin.com/. All information provided in this release and in the attachments is as of August 2, 2012, and LinkedInundertakes no duty to update this information.

Jeff WeinerChief Executive OfficerLinkedInSteve SordelloChief Financial OfficerLinkedIn 3

Key Metrics 174 120 10 9.4 9.3180 161 106 103 145 100 8 7.6 7.6140 92 7.1 7.1 131 88 82 116 80 75 6 5.5 102 5.0100 90 65 3.9 81 60 4 3.6 72 53 64 46 45 60 40 2 20 20 0 Q110 Q210 Q310 Q311 Q112 Q410 Q111 Q211 Q411 Q212 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Members (MM) LinkedIn Standalone, comScore LinkedIn Standalone, comScore Uniques (MM) Page Views (BN)

Revenue$240 140% $228$200 120% $188 $168$160 100% $139 $121$120 80% $94 $82 $80 60% $62 $55 $45 $39 $40 $30 40% $28 $23 $0 20% Q109 Q209 Q309 Q409 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Net Revenue ($MM) % y/y

Revenue by Product$240 $228 19%$200 $188 $168 20%$160 20% 28% $139 $121 26% 20%$120 20% 30% $94 $82 29% 21% $80 32% $62 22% $55 30% 53% $45 25% 34% 54% $39 27% $40 50% $28 $30 30% 31% 51% $23 32% 33% 48% 39% 38% 32% 49% 47% 37% 44% 32% 30% 40% 44% 26% 31% 38% 27% 29% 32% $0 Q109 Q209 Q309 Q409 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Premium Subscriptions Marketing Solutions Hiring Solutions

Revenue by Geography$240 $228 7% 7%$200 $188 $168 6% 7% 22%$160 6% $139 6% 23% $121 6% 6% 21%$120 5% 5% 21% $94 22% $82 5% 5% $80 5% 21% 65% $62 $55 20% 64% $45 67% $39 18% 20% 67% $40 $28 $30 68% $23 20% 22% 69% 71% 21% 19% 74% 20% 73% 72% 73% 75% 73% 75% $0 Q109 Q209 Q309 Q409 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Other Americas APAC EMEA US

Revenue by Channel$240 $228$200 $188 $168 43%$160 $139 46% $121$120 43% 47% $94 $82 45% $80 $62 46% $55 41% 57% $45 54% $39 46% 57% $40 45% $28 $30 53% $23 43% 47% 55% 59% 54% 46% 50% 50% 55% 54% 57% 53% 50% 54% 50% $0 Q109 Q209 Q309 Q409 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Online Sales Field Sales

Adjusted EBITDA & Margin$60 25% $50$50 20%$40 $38 $34 15%$30 $26 $25 10%$20 $16 $13 $11 $11 5%$10 $9 $4 $5 $4 $1 $0 0% Q109 Q209 Q309 Q409 Q110 Q210 Q310 Q410 Q111 Q211 Q311 Q411 Q112 Q212 Adjusted EBITDA ($MM) Margin%

Net Income & Cash Flow Highlights Q2 2012 Q1 2012 Q2 2011 Net Income $mn, GAAP $2.8 $5.0 $4.5 Net Income $mn, Non-GAAP $18.1 $16.9 $10.8 EPS, GAAP Fully-Diluted Weighted Shares $0.03 $0.04 $0.04 EPS, Non-GAAP Fully-Diluted Weighted Shares $0.16 $0.15 $0.10 Operating Cash Flow (OCF), $mn $47.0 $63.2 $36.0 Free Cash Flow, $mn (OCF – Purchases of PPE) $9.4 $41.1 $12.6 Cash, Cash Equivalents, & ST Investments, $mn $617.1 $620.8 $372.1

Guidance Q3 2012 FY 2012 Revenue, $mn $235-$240 $915-925 Adjusted EBITDA, $mn $42-45 $185-190 Depreciation & Amortization, $mn $20-22 $75-80 Stock-Based Compensation, $mn $27-28 $85-95

Non-GAAP Reconciliations

Thank You

http://investors.linkedin.com	32883
http://mashable.com	6957
http://news.cnet.com	2411
http://dotkom.blog.hu	1898
http://m.cnet.com	1505
http://japan.cnet.com	1133
http://blog.linkedin.com	1107
http://www.cnet.com	1048
http://www.zdnet.de	910
http://www.doppelganger.name	896
http://www.webrazzi.com	473
http://juanst.com	406
http://www.trecebits.com	342
http://recruitingunblog.wordpress.com	331
http://www.nextmags.com	300
http://feeds.feedburner.com	265
http://m.japan.cnet.com	259
http://product.localhost	246
http://www.somema.org	214
http://www.proxxima.com.br	198
http://techstartups.blogspot.com	154
http://www.franzrusso.it	141
http://cinco.corp.linkedin.com	136
http://www.nowmedia.it	120
http://www.scoop.it	118
http://newtrend.bg	94
http://www.twylah.com	47
http://dec-facultades.loc	44
http://9170770149669450691_16ae1b8effe7d6b369837145589ca7ba5395a438.blogspot.com	41
http://10.16.21.185	39
http://localhost	22
http://sosyalmedyakazani.com	18
http://test1.ru	17
http://techstartups.blogspot.co.uk	13
http://techstartups.blogspot.in	13
http://mysocialweb.ilbello.com	11
https://si0.twimg.com	10
http://translate.googleusercontent.com	9
http://tpmtech.biz	8
http://www.ehulool.com	8
http://172.16.114.69	8
http://product.byazaki-ld.linkedin.biz	6
http://xpcadvisor.com	6
http://newsblur.com	6
http://stocktwits.com	5
http://techstartups.blogspot.fr	5
http://kred.com	5
http://sosyalmedya.collected.info	5
http://techstartups.blogspot.ca	5
http://www.ugurugurcan.com	5
http://131.253.14.250	5

LinkedIn Q2 2012 Earnings

by LinkedIn on Aug 02, 2012

Accessibility

Categories

Upload Details

Usage Rights

111 Embeds 55,013

Statistics

LinkedIn Q2 2012 Earnings Presentation Transcript