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LinkedIn Q4 2014 Earnings Call

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Presentation given by CEO Jeff Weiner, and CFO Steve Sordello, at LinkedIn Q4 2014 Earnings Call. For more information, check out http://investors.linkedin.com/.

Veröffentlicht in: Investorbeziehungen, Business
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LinkedIn Q4 2014 Earnings Call

  1. Q4’14 Results February 2015
  2. Safe harbor 2 “Safe  Harbor”  statement  under  the  Private  Securi7es  Li7ga7on  Reform  Act  of  1995:  This  presenta7on  and  the  accompanying  conference  call   contain  forward-­‐looking  statements  about  our  products,  including  our  investments  in  products,  technology  and  other  key  strategic  areas,   certain  non-­‐financial  metrics,  such  as  customer  and  member  growth  and  engagement,  and  our  expected  financial  metrics  such  as  revenue,   adjusted  EBITDA,  non-­‐GAAP  EPS,  deprecia7on  and  amor7za7on,  stock-­‐based  compensa7on  and  fully-­‐diluted  weighted  shares  for  the  first   quarter  of  2015  and  the  full  fiscal  year  2015.  The  achievement  of  the  maUers  covered  by  such  forward-­‐looking  statements  involves  risks,   uncertain7es  and  assump7ons.  If  any  of  these  risks  or  uncertain7es  materialize  or  if  any  of  the  assump7ons  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  uncertain7es  referred  to  above  include  -­‐  but  are  not  limited  to  -­‐  risks  associated  with:  our  limited  opera7ng  history  in  a  new   and   unproven   market;   engagement   of   our   members;   the   price   vola7lity   of   our   Class   A   common   stock;   general   economic   condi7ons;   expecta7ons   regarding   the   return   on   our   strategic   investments;   execu7on   of   our   plans   and   strategies,   including   with   respect   to   mobile   products  and  features;  security  measures  and  the  risk  that  they  may  not  be  sufficient  to  secure  our  member  data  adequately  or  that  we  are   subject  to  aUacks  that  degrade  or  deny  the  ability  of  members  to  access  our  solu7ons;  expecta7ons  regarding  our  ability  to  7mely  and   effec7vely  scale  and  adapt  exis7ng  technology  and  network  infrastructure  to  ensure  that  our  solu7ons  are  accessible  at  all  7mes  with  short   or  no  percep7ble  load  7mes;  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  our  solu7ons;  our  core  value  of  pu[ng   members  first,  which  may  conflict  with  the  short-­‐term  interests  of  the  business;  privacy  and  changes  in  regula7ons,  which  could  impact  our   ability   to   serve   our   members   or   curtail   our   mone7za7on   efforts;   li7ga7on   and   regulatory   issues;   increasing   compe77on;   our   ability   to   manage  our  growth;  our  interna7onal  opera7ons;  our  ability  to  recruit  and  retain  our  employees;  the  applica7on  of  U.S.  and  interna7onal  tax   laws  on  our  tax  structure  and  any  changes  to  such  tax  laws;  acquisi7ons  we  have  made  or  may  make  in  the  future;  and  the  dual  class   structure  of  our  Class  A  common  stock.   Further   informa7on   on   these   and   other   factors   that   could   affect   the   company’s   financial   results   is   included   in   filings   it   makes   with   the   Securi7es  and  Exchange  Commission  from  7me  to  7me,  including  the  sec7on  en7tled  “Risk  Factors”  in  the  company’s  Annual  Report  on  Form   10-­‐K  for  the  year  ended  December  31,  2013,  as  well  as  the  company’s  most  recent  Quarterly  Report  on  Form  10-­‐Q  for  the  quarter  ended   September  30,  2014,  and  addi7onal  informa7on  will  also  be  set  forth  in  our  Form  10-­‐K  that  will  be  filed  for  the  year  ended  December  31,   2014,  which  should  be  read  in  conjunc7on  with  these  financial  results.  These  documents  are  or  will  be  available  on  the  SEC  Filings  sec7on  of   the  Investor  Rela7ons  page  of  the  company's  website  at  hUp://investors.linkedin.com/.  All  informa7on  provided  in  this  presenta7on  is  as  of   February  5,  2015,  and  LinkedIn  undertakes  no  duty  to  update  this  informa7on.    
  3. Member value metricsQ1’12 Q2’12 Q3’12 Q4’12 Q1’13 Q2’13 Q3’13 Q4’13 Q1’14 Q2’14 Q3'14 Q4'14 347 332 313 296 277 259 238 218 202 187 174 161 Members (mn) Q1’12 Q2’12 Q3’12 Q4’12 Q1’13 Q2’13 Q3’13 Q4’13 Q1’14 Q2'14 Q3'14 Q4'14 93 90 84 82 76 78 75 65 58 525150 Unique visiting members (mn) Q1’12 Q2’12 Q3’12 Q4’12 Q1’13 Q2’13 Q3’13 Q4’13 Q1’14 Q2'14 Q3'14 Q4'14 30 28 2526 2222 21 18 15 1312 11 Member page views (bn) 1 as of quarter end | 2 monthly average during the quarter | 3 total during the quarter 3 1 2 3
  4. Hire Power the world’s hires Market Be the most effective platform with marketers to engage with Sell Be the start of every sales opportunity Our customer value propositions 4
  5. Revenue Q1’11 Q2’11 Q3’11 Q4’11 Q1’12 Q2’12 Q3’12 Q4’12 Q1’13 Q2’13 Q3’13 Q4’13 Q1’14 Q2’14 Q3'14 Q4'14 $643 $568 $534 $473 $447 $393 $364 $325 $304 $252 $228 $188 $168 $139 $121 $94 % Y/YNet revenue ($mn) 0% 20% 40% 60% 80% 100% 120% 140% 160% 5
  6. Adjusted EBITDA Q1’11 Q2’11 Q3’11 Q4’11 Q1’12 Q2’12 Q3’12 Q4’12 Q1’13 Q2’13 Q3’13 Q4’13 Q1’14 Q2'14 Q3'14 Q4'14 $179 $151 $145 $117 $111 $93 $89 $83 $79 $56 $50 $38 $34 $25$26 $13 % of revenueAdj EBITDA ($mn) 0% 10% 20% 30% 6 1 Adjusted EBITDA is a Non-GAAP financial measure. For a reconciliation of Adjusted EBITDA to net income (loss) please see slide 8. The presentation of this financial information is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP 1
  7. Guidance Q1 2015 FY 2015 Revenue $618-622 $2,930-2,950 Adjusted EBITDA $152-154 $785 Non-Gaap EPS $0.53 $2.95 1 1 All guidance figures are approximate values | 2 Values are in $ millions except for non-GAAP EPS | 3 Q1’15 Adj EBITDA guidance assumes depreciation of ~$61m, amortization of ~$12m, and stock-based comp of ~$103m & FY15 Adj EBITDA guidance assumes depreciation of ~$270m, amortization of ~$45m, and stock-based comp of ~$460m , 2 7 3
  8. Non-GAAP adjusted EBITDA reconciliation (In millions) (Unaudited) Q1’11 Q2’11 Q3’11 Q4’11 Q1’12 Q2’12 Q3’12 Q4’12 Q1’13 Q2’13 Q3’13 Q4’13 Q1’14 Q2’14 Q3’14 Q4’14 GAAP net income (loss) $2 $5 ($2) $7 $5 $3 $2 $12 $23 $4 ($3) $4 ($13) ($1) ($4) $3 Provision (benefit) for income taxes (0) 5 4 2 6 10 4 15 1 4 8 9 14 16 13 4 Other (income) expense, net (0) 0 2 2 (0) 1 (1) 0 0 0 (0) (2) (1) (1) 0 7 Depreciation and amortization 8 10 12 14 15 18 23 24 26 32 34 43 50 56 60 71 Stock-based compensation 4 7 8 11 13 19 27 28 34 48 54 57 68 75 83 94 Adjusted EBITDA $13 $26 $25 $34 $38 $50 $56 $79 $83 $89 $93 $111 $117 $145 $151 $179 1 Adjusted EBITDA is a Non-GAAP financial measure. The presentation of this financial information is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP 1 8
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