7. -
2,000
4,000
6,000
8,000
10,000
12,000
2012
2013
2014E
2015E
2016E
2017E
2018E
Talent Solutions
Sales Solutions
Marketing Solutions
Premium Subscriptions
In Million $
(In $ Millions)
Revenue by Product
51%
15%
21%
13%
Composition %
8. Talent Solution Rev = TAM X LinkedIn’s Penetration Rate X ARPU
ASSUMPIONS
-TAM (Worldwide Corporate +100) : 434K
-LinkedIn’s Penetrate Rate: 20%
-Growth Rate of ARPU : 11%
CAGR of Talent Solution : 45%
Talent Solution
413K
434K
24K
91K
6%
20%
2013
2018
Global TAM and LinkedIn’s Penetration Rate
Corporate +100(Global)
LinkedIn's Corporate User
Penetration Rate
9. U.S. B2B Sales TAM
17.9 Million
18 Million
2014
2015
2016
2017
2018
Sales B2B SOM
Sales B2B TAM
10. International B2B Sales TAM
23 Million
50 Million
2014
2015
2016
2017
2018
Sales B2B SOM
Sales B2B TAM
11. Number of Respondents
Current Hired
Search Jobs on websites
Number of Recruiter Respondents
Recruiters current paying
763
57%
65%
47
13%
Primary Research
12. China
20%
Eastern Europe
32.49%
India
72.27%
Taiwan
65.7%
25%
75%
People know about LinkedIn
People will pay
Yes
Primary Research