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Q2’12 Results
Safe Harbor
“Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation, the accompanying conference
call, and the earnings press release contain forward-looking statements about our products, including our planned investments in key
strategic areas, certain non-financial metrics, such as member growth and engagement, and our expected financial metrics such as
revenue, adjusted EBITDA, depreciation and amortization and stock-based compensation for the third quarter of 2012 and the full
fiscal year 2012. The achievement of the matters covered by such forward-looking statements involves risks, uncertainties and
assumptions. If any of these risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could
differ 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 operating
history in a new and unproven market; engagement of our members; the price volatility of our Class A common stock; general
economic conditions; expectations regarding the return on our strategic investments; execution of our plans and strategies, including
with respect to acquisitions of other companies; expectations regarding the company’s ability to timely and effectively scale and adapt
existing technology and network infrastructure to ensure that its website is accessible at all times with short or no perceptible load
times; security measures and the risk that the company’s website may be subject to attacks that degrade or deny the ability of
members to access the company’s solutions or that our security measures may not be sufficient to prevent unauthorized access to our
member data; our ability to maintain our rate of revenue growth and manage our expenses and investment plans; our ability to
accurately track our key metrics internally; members and customers curtailing or ceasing to use the company’s solutions; the
company’s core value of putting members first, which may conflict with the short-term interests of the business; privacy, litigation and
regulatory issues; increasing competition; our ability to manage our growth and retain our employees; the application of US and
international tax laws on our tax structure and any changes to such tax laws; and the dual class structure of the company’s common
stock.

Further information on these and other factors that could affect the company’s financial results is included in filings it makes with the
Securities and Exchange Commission from time to time, including the section entitled “Risk Factors” in the company’s Annual Report
on 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-Q
that will be filed for the quarter ended June 30, 2012, which should read in conjunction with these financial results. These documents
are available on the SEC Filings section of the Investor Information section of the company’s website at
http://investors.linkedin.com/. All information provided in this release and in the attachments is as of August 2, 2012, and LinkedIn
undertakes no duty to update this information.
Jeff Weiner
Chief Executive Officer
LinkedIn




Steve Sordello
Chief Financial Officer
LinkedIn




                          3
Key Metrics


                                                                              174     120                                                                                    10                                                                    9.4 9.3
180

                                                                      161                                                                                           106
                                                                                                                                                            103
                                                              145                     100                                                                                     8                                                    7.6 7.6
140                                                                                                                                                 92                                                             7.1 7.1
                                                      131                                                                                   88
                                                                                                                                    82
                                              116
                                                                                       80                                   75                                                6                            5.5
                                      102                                                                                                                                                          5.0
100                           90                                                                                    65
                                                                                                                                                                                           3.9
                      81                                                               60                                                                                     4   3.6
              72                                                                                            53
      64                                                                                    46 45
 60
                                                                                       40                                                                                     2




 20                                                                                    20                                                                                     0




                                                                                                                                                                                  Q1'10
                                                                                                                                                                                           Q2'10
                                                                                                                                                                                                   Q3'10




                                                                                                                                                                                                                                   Q3'11


                                                                                                                                                                                                                                                   Q1'12
                                                                                                                                                                                                           Q4'10
                                                                                                                                                                                                                   Q1'11
                                                                                                                                                                                                                           Q2'11


                                                                                                                                                                                                                                           Q4'11


                                                                                                                                                                                                                                                           Q2'12
                                                                                            Q1'10
                                                                                                    Q2'10
                                                                                                            Q3'10
                                                                                                                    Q4'10
                                                                                                                            Q1'11
                                                                                                                                    Q2'11
                                                                                                                                            Q3'11
                                                                                                                                                    Q4'11
                                                                                                                                                            Q1'12
                                                                                                                                                                     Q2'12
      Q1'10
              Q2'10
                      Q3'10
                              Q4'10
                                      Q1'11
                                              Q2'11
                                                      Q3'11
                                                              Q4'11
                                                                      Q1'12
                                                                              Q2'12




                              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%
       Q1'09   Q2'09   Q3'09   Q4'09   Q1'10   Q2'10   Q3'10   Q4'10   Q1'11   Q2'11   Q3'11   Q4'11   Q1'12   Q2'12

                                        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
       Q1'09   Q2'09     Q3'09   Q4'09   Q1'10   Q2'10   Q3'10   Q4'10   Q1'11   Q2'11     Q3'11   Q4'11    Q1'12   Q2'12

                       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
       Q1'09   Q2'09   Q3'09   Q4'09    Q1'10   Q2'10   Q3'10   Q4'10   Q1'11    Q2'11     Q3'11   Q4'11   Q1'12   Q2'12

                                     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
       Q1'09   Q2'09   Q3'09   Q4'09   Q1'10   Q2'10   Q3'10   Q4'10   Q1'11   Q2'11   Q3'11   Q4'11   Q1'12   Q2'12

                                        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%
      Q1'09   Q2'09   Q3'09   Q4'09   Q1'10   Q2'10   Q3'10   Q4'10   Q1'11   Q2'11   Q3'11   Q4'11   Q1'12   Q2'12

                                       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

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LinkedIn Q2 2012 Earnings

  • 2. Safe Harbor “Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation, the accompanying conference call, and the earnings press release contain forward-looking statements about our products, including our planned investments in key strategic areas, certain non-financial metrics, such as member growth and engagement, and our expected financial metrics such as revenue, adjusted EBITDA, depreciation and amortization and stock-based compensation for the third quarter of 2012 and the full fiscal year 2012. The achievement of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any of these risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ 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 operating history in a new and unproven market; engagement of our members; the price volatility of our Class A common stock; general economic conditions; expectations regarding the return on our strategic investments; execution of our plans and strategies, including with respect to acquisitions of other companies; expectations regarding the company’s ability to timely and effectively scale and adapt existing technology and network infrastructure to ensure that its website is accessible at all times with short or no perceptible load times; security measures and the risk that the company’s website may be subject to attacks that degrade or deny the ability of members to access the company’s solutions or that our security measures may not be sufficient to prevent unauthorized access to our member data; our ability to maintain our rate of revenue growth and manage our expenses and investment plans; our ability to accurately track our key metrics internally; members and customers curtailing or ceasing to use the company’s solutions; the company’s core value of putting members first, which may conflict with the short-term interests of the business; privacy, litigation and regulatory issues; increasing competition; our ability to manage our growth and retain our employees; the application of US and international tax laws on our tax structure and any changes to such tax laws; and the dual class structure of the company’s common stock. Further information on these and other factors that could affect the company’s financial results is included in filings it makes with the Securities and Exchange Commission from time to time, including the section entitled “Risk Factors” in the company’s Annual Report on 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-Q that will be filed for the quarter ended June 30, 2012, which should read in conjunction with these financial results. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at http://investors.linkedin.com/. All information provided in this release and in the attachments is as of August 2, 2012, and LinkedIn undertakes no duty to update this information.
  • 3. Jeff Weiner Chief Executive Officer LinkedIn Steve Sordello Chief Financial Officer LinkedIn 3
  • 4. Key Metrics 174 120 10 9.4 9.3 180 161 106 103 145 100 8 7.6 7.6 140 92 7.1 7.1 131 88 82 116 80 75 6 5.5 102 5.0 100 90 65 3.9 81 60 4 3.6 72 53 64 46 45 60 40 2 20 20 0 Q1'10 Q2'10 Q3'10 Q3'11 Q1'12 Q4'10 Q1'11 Q2'11 Q4'11 Q2'12 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Members (MM) LinkedIn Standalone, comScore LinkedIn Standalone, comScore Uniques (MM) Page Views (BN)
  • 5. 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 $0 20% Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Net Revenue ($MM) % y/y
  • 6. 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 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Premium Subscriptions Marketing Solutions Hiring Solutions
  • 7. 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 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Other Americas APAC EMEA US
  • 8. 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 Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Online Sales Field Sales
  • 9. 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 $0 0% Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Adjusted EBITDA ($MM) Margin%
  • 10. 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
  • 11. 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