Linkedin Investor Day Presentation Deck

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March 2014

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#1Linked in#2Safe harbor "Safe Harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements related to LinkedIn, its strategy and its products, including its mobile products and strategy. Actual events or results may differ materially from those contained in the forward-looking statements due to risks, uncertainties and assumptions. These risks and uncertainties include, but are not limited to, risks associated with: expectations regarding the return on our strategic investments; execution of our plans and strategies, including with respect to mobile products and features; members and customers curtailing or ceasing to use our solutions; and other important factors that could cause results to differ materially from those contained in LinkedIn's forward-looking statements described in the documents LinkedIn files from time to time with the SEC, including LinkedIn's most recent Form 10-K for the year ended December 31, 2013, as well as LinkedIn's future filings. Although Linkedin believes that the expectations reflected in the forward-looking statements are reasonable, LinkedIn cannot guarantee future results, levels of activity, performance, or achievements. LinkedIn is under no duty to update any of the forward-looking statements after the date of this presentation to conform to actual results. During this presentation, certain non-GAAP measures (as defined by SEC Regulation G) will be disclosed. A reconciliation of those measures to the most directly comparable GAAP measures is included in this presentation.#366 Our mission Connect the world's professionals to make them more productive and successful#466 Our mission Connect the world's professionals to make them more productive and successful#5300M 225M 150M 75M OM 2003 2004 2005 Member growth 2006 32M 2007 2008 2009 2010 2011 2012 2013#6300M 225M 150M 75M OM 2003 2004 2005 Member growth 2006 2007 32M 2008 2009 2010 2011 2012 277M 2013#7200M 150M 100M 50M OM 2003 2004 Monthly unique visitors 2005 12M 2006 2007 2008 2009 2010 2011 As calculated by comScore, Q4 quarterly average for each year, including SlideShare beginning in 2012 2012 187M 2013#8200M 150M 100M 50M OM 2003 2004 Monthly unique visitors 2005 12M 2006 2007 2008 2009 2010 2011 As calculated by comScore, Q4 quarterly average for each year, including SlideShare beginning in 2012 2012 187M 2013#950B 40B 30B 20B 10B OB 2003 Total annual page views 2004 2005 2006 2B 2007 2008 2009 2010 2011 2012 As calculated by comScore, including SlideShare beginning in 2012 47B 2013#1040% 30% 20% 10% 0% 2003 2004 2005 Mobile traffic 2006 <2% 2007 2008 2009 2010 2011 mobile traffic is calculated as a % of LinkedIn member-only unique visitors; calculated using Q4 average for each year 2012 41% 2013#11$1,600M $1,200M $800M $400M $OM 2003 2004 2005 Revenue $79M 2006 2007 2008 2009 2010 2011 2012 $1,529M 2013#12$400M $300M $200M $100M $0M 2003 Adjusted EBITDA 2004 2005 2006 2007 $5.5M 2009 2010 2011 2012 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, financial information prepared in accordance with GAAP. A reconciliation of Non-GAAP Adjusted EBITDA to GAAP Net Income (Loss) is included in this presentation. $376M 2013#13Connect talent with opportunity at massive scale#14£ Identity The professional profile of record For our members 1st Networks Connect all of the world's professionals E A Knowledge The definitive professional publishing platform#15Identity The professional profile of record Contact Info Background Summary Steven Rakes General Contractor San Francisco Bay Area Construction Experience Previous Tolles Builders, Manna Inc, Bairn Construction Education University of California, Los Angeles Connect View in Recruiter 345 connections Rakes Contracting, LLC. is a licensed general contractor and building science analyst headquarted in San Francisco, California. We serve residential customers and transform their homes into dream homes. General Contractor, Owner Rakes Contracting, LLC March 2009 - Present (5 years) I San Francisco, CA in www.linkedin.com/in/stevebaim Manage full-service residential contracting and construction company headquartered in San Francisco. We are known for our attention to detail, professionalism, craftsmanship, and problem-solving skill set- honed over 30 years - from the very fist meeting to the last paint swatch. Full service remodeling. restoration, new construction, design/build, custom work, home energy upgrades, LEED building, green construction. Track record of successfull projects throughout the SF Bay Area.#16Pinterest HGTV houzz Identity The professional profile of record March 2009 - Present (5 years) | San Francisco, CA Manage full-service residential contracting and construction company headquartered in San Francisco. We are known for our attention to detail, professionalism, craftsmanship, and problem-solving skill set - honed over 30 years - from the very fist meeting to the last paint swatch. Full service remodeling, restoration, new construction, design/build, custom work, home energy upgrades, LEED building, green construction. Track record of successfull projects throughout the SF Bay Area. Contemporary home built in Mountain View, CA San Francisco face-lift A classic mondern home with a twist nestled in the foothills of Palo Alto, CA A clean and simple interior Senior Builder Tolles Builders 2007 - 2009 (2 years) | San Francisco, CA Old becomes new again Zillow YAHOO! HOMES dwell#17lynda.com coursera udemy edx Identity The professional profile of record Contact Info Camila Barros Software Engineer São Paulo, Brazil Previous Tolles Builders, Manna Inc, Bairn Construction Education University of Caminas Publications Connect Certifications CSM (Certified ScruMaster) Scrum Alliance, License 40097 April 2009 - Present View in Recruiter Advanced Interactive Programming in Python Coursera June 2013 - Present 3rd +500 connections in www.linkedin.com/in/camilabarros Coursera PEARSON Skills off U UDACITY#18Networks Connect all of the world's professionals#19Networks Connect all of the world's professionals AADR Linked in 领英 PAD#20Networks Connect all of the world's professionals 140M Knowledge workers reside in China WAZ Shimtar#21Networks Connect all of the world's professionals Stanford University San Francisco Bay Area Cisco Home Notables Explore Careers of 127,493+ Alumni Where they work Google Apple 1,694 790 099 more What they do. Engineering Education Research General Information Stanford University is one of the world's leading research universities. Stanford is known for its Share something or ask a question... Show more 15,502 Alumni and Their Oscar Moments 12,895 12,445 more ▸ Stanford University As two-time Oscar winner and Nebraska director Alexander Payne, 83, prepares for this Sunday's fanfare, Stanford Magazine looks back at the top five Stanford Oscar moments (videos included). http://stanford.io/1kxPSGE 195,056 followers I'm a student here Add to profile Who you know Linkedin for Education Notable alumni Follow BARRANKRE 9 first-degree connections 3,958 second-degree connections M.A., Sociology 1988-1992 Cory Booker U.S. Senator from New Jersey at United States 1/50> B.S See all- Featured group Stanford University Alumni 26,491 members This is it-the official Linkedin page to connect#22Networks Connect all of the world's professionals Stanford University San Francisco Bay Area Home Notables Cory Booker U.S. Senator from New Jersey at United States Senate - United States Senator at United States Senate -Mayor at City of Newark Central Ward Council Member at City of Newark M.A., Sociology 1988-1992 Reid Hoffman Entrepreneur. Product Strategist. Investor. Partner at Greylock -Executive Chairman and co-Founder at Linkedin -Board Observer at Airbnb B.S., Symbolic Systems 1985-1990 Tim Westergren Founder, Pandora -Founder at Pandora -Film Composer at Film Score Composer Pianist at Yellowwood Junction 1984-1988 Gideon Yu g 2nd PANDORA 2nd 195,056 followers Linkedin for Education More Notable Alumni Carnegie Mellon University 51 notables Cornell University 50 notables Follow Harvard University 50 notables Tel Aviv University 43 notables Massachusetts Institute of Technology 50 notables University of California, Berkeley 50 notables#23Knowledge The definitive professional publishing platform Slidedocs SlideShare Harvard Business Review Groups WSJ How to Bring the Price of Health Care into the Open Pulse ent Angelia Ahrendts Coche CEO, Burberry 1.572 231,409 in Influencers#24Knowledge The definitive professional publishing platform SlideShare >80M Combined monthly uniques Groups Pulse Angela Ahrendts CEO Burberry in Influencers#25Knowledge The definitive professional publishing platform Angela Ahrendts fluencer CEO, Burberry Why a Successful Transition is a Great Legacy November 26, 2013 161,258 Tweet 338 Like581 8+1 163 1,387 in Share 4,951 278 STRATEGIES As you'll know from my earlier posts, I firmly believe in following your intuition, especially in relation to the most important decisions in your life. When I joined Burberry in 2006, it was not without a lot of reflection - I had an incredible role and a fantastic team in New York, and family life was finally beginning to show some semblance of balance. The idea of uprooting our lives to move to London demanded a lot of soul searching and over months of consideration I thought it over so much I realized I was in danger of losing touch with how I truly felt about the opportunity. In the final analysis I realized my truest guide would be my intuition -- which told me I would have the greatest partner in Christopher Bailey and that 8 Posts 237,005 followers Angela's Recent Posts See all > Best Advice: This Poem Tells You Everything You Need to Live February 24, 2014 The Impact of Transformative Change January 30, 2014 Top Posts Today ✓Following This Week All Jeff Haden I Fired Joe, and We Both Have to Live With It 189,409 views Bernard Marr Facebook WhatsApp - The Ultimate Spying Machine? 56,389 views Katya Andresen Three Tips to Telling a Persuasive Story 15,352 views Liz Ryan Ask Liz Ryan: 50 New-Millennium Job Search Questions Answered 9,644 views Bruce Kasanoff Women Put Competence Before Confidence#26Knowledge The definitive professional publishing platform Angela Ahrendts fluencer CEO, Burberry Why a Successful Transition is a Great Legacy November 26, 2013 278 161,258 1,387 STRATEGIES As you'll know from my earlier posts, I firmly believe in following your intuition, especially in relation to the most important decisions in your life. When I joined Burberry in 2006, it was not without a lot of reflection-I had an incredible role and a fantastic team in New York, and family life was finally beginning to show some semblance of balance. The idea of uprooting our lives to move to London demanded a lot of soul searching and over months of consideration I thought it over so much I realized I was in danger of losing touch with how I truly felt about the opportunity. In the final analysis I realized my truest guide would be my intuition-which told me I would have the greatest partner in Christopher Bailey and that 8 Posts 237,005 followers cent Posts Top Posts Today est Advice: This Poem Tells ou Everything You Need to Live The Impact of Transformative Change This Week All I Fired Joe, and We Both Have to Live With It 189,409 views Facebook + WhatsApp - The Ultimate Spying Machine? 56.389 views Three Tips to Telling a Persuasive Story 15,352 views Ask Liz Ryan: 50 New-Millennium Job Search Questions Answered 9.644 views Bruce Kasanoff Women Put Competence Before Confidence#27Knowledge The definitive professional publishing platform Alex Salkever Head of Product Marketing and BD at Silk.co Tesla's GigaFactory: Three Takeaways February 26, 2014 9,812 Tweet 30 Uke 1.3 8+1 Kate 407 in Share 781 47 The news that Tesla is launching a $1.6 billion fund raising campaign to build an ultra modern battery production facility in the United States hardly comes as a surprise. The new factory will reportedly employ 6500 workers and will have backing from giant lithium-ion battery makers such as Panasonic. The announcement is further validation of the ongoing yet widely underreported rebound in U.S. manufacturing. We've already seen Apple move final assembly production of its MacPro line back to the U.S. On the Gulf Coast, a host of new chemical and steel plants are under construction - something that Vivek Wadhwa and I wrote about recently in the Washington Post as part of a bigger piece on the U.S. Rebound. But Alex's Recent Posts 5 Posts Top Posts Today See more Sexism and the Oscars: More Women Needed February 28, 2014 A $175 Million Weekend: Telegram Wins Huge from WhatsApp Deal February 24, 2014 See all Follow This Week All Don Norman Nutrition, Nudges, and Sledge Hammers 1,978 views John A.Byrne A Wall Street Comeback In MBA Hiring? 1,936 views People Similar to Alex Robert Craig 3 Sr. Product Marketing Manager at McAfee +Connect#28Knowledge The definitive professional publishing platform Posts Contact Info Published by Alex Telegram A $175 Million Weekend: Telegram Wins Huge from... February 24, 2014 Background Alex Salkever Head of Product Marketing and BD at Silk.co San Francisco Bay Area Information Technology and Services Current Previous Education Silk.co Telefónica Digital, Joyent, Picarro, Inc. Baltimore Friends School Connect View in Recruiter WhatsApp Key lessons from WhatsApp purchase February 22, 2014 2nd in 500+ connections in www.linkedin.com/in/alexsakever See more>#29Knowledge The definitive professional publishing platform Posts Contact Info Published by Alex Tesla's Gigafactory: Three Takeaways February 26, 2014 Background Alex Salkever Head of Product Marketing and BD at Silk.co San Francisco Bay Area| Information Technology and Services Current Silk.co Previous Telefónica Digital, Joyent, Picarro, Inc. Education Baltimore Friends School Connect View in Recruiter Telegram A $175 Million Weekend: Telegram Wins Huge from... February 24, 2014 2nd 0 500+ connections in www.linkedin.com/in/alexsalkever See more WhatsApp Key lessons from WhatsApp purchase February 22, 2014#30= Hire Power half of all hires X For our customers ? Market The most effective way for marketers to engage professionals a Sell The start of every sales opportunity#31Talent Solutions Power half of all hires ***** in 11:01 AM RECRUITER#32Talent Solutions Power half of all hires 12:04 AM in Q Search candidates Who's viewed your profile 9 views in the past 3 days Jenny Rufus Marketing Manager at Inintech Bay area Information Technology Applied to one of your jobs Senior Marketing Manager at LinkedIn Robin Lei Lead Developer at Yahoo! Bay area Information Technology Added skills Hadoop, Python, Pig, Java 15 new search results ¤ 3m Ⓒ3m Ⓒ9m#33in PREMIUM SEARCH Advanced > All Jobs More... Keywords Data Science Company Title Location Located in or near: Country United States Postal Code Search Reset Relationshin Lookup # Talent Solutions Power half of all hires Data Science 16,894 results for Data Science Principal Product Manager/Director of Product ce Management, Data Security Informatica Redwood City-Feb 28, 2014 62 people in your network - Similar Senior Data Quality Analyst Apple Santa Clara Valley California-US-Feb 26, 2014 1,479 people in your network. Similar Big Data Evangelist informatice Informatica Redwood City, Ca. Feb 13, 2014 +62 people in your network - Similar Sales Director Silicon Valley Data Science San Francisco Bay Area - Feb 25, 2014 1 person in your network-Similar Director Data Science Linkedin Linkedin Mountain View, CA-Feb 17, 2014 30 connections to the poster Similar SVP, Data & Information Products VISA Visa XQ Advanced US-CA-Foster City - Feb 21, 2014 145 people in your network-Similar Sort by Relevance View View View View View View Save search#34Talent Solutions Power half of all hires in 1:21 PM Search... Top Stories For You Angela Benton on Success, Hard Work, an.OVE A Adobe Adobe shared this 20 people have updated profiles Night owls, you're onto something: http://bit.ly/1hwAAUR"> LIGHTS DOWN 3h#35Talent Solutions Power half of all hires Suggested Job 1:21 PM Search... Senior Data Scientist Google Google shared this NETFLIX Netflix - Los Gatos, CA Save the date: this year's Google I/O developer conference is taking place on June 25 and 26 in San Francisco. If you can't make it there in person, we'll once again be streaming the >> read more 10 developers.google.com Google 1/0 2013#36Marketing Solutions Effectively engaging professionals#37in Marketing Solutions Effectively engaging professionals PREMIUM Share an update... Search jobs... Pulse recommends this news for you Copycat Business Model Generates Global Success for Start-Up Incubator See your news fastcompany.com - 6h Gold Fix Study Shows Signs of Decade of Bank Manipulation bloomberg.com-6h nytimes.com Rocket Internet, which funds e-commerce start-ups that mimic proven business models, operates in sharp contrast to... At These Companies, Interns Make More Than The U.S. Median Household Income 9 Ways to Encourage "Fierceness" in Your Team By Jeff Giesea - 1d Q Advanced All Updates - Capital One Sponsored Dear Pessimist, Optimist, and Realist... WHILE YOU DEBATED WHETHER THE CLASS IS EMPTY OR FULL You Recently visited Alex Salkever's post: Sexism and the Oscars: More Women.... See all of Alex's posts Who's Viewed Your Profile 8 +2 Your profile has been viewed by 8 people in the past 3 days. Who's Viewed Your Updates 66 Are you giving a presentation or... 3d ago 17 17 results times in the past 7 days. Explore WW 33 Views#38Marketing Solutions Effectively engaging professionals in PREMIUM Capital Search jobs... Capital One Sponsored Dear Pessimist, Optimist, and Realist... WHILE YOU DEBATED WHETHER THE GLASS IS EMPTY OR FULL, I SOLD IT. CHEERS, THE ENTREPRENEUR SPARK BUSINESS Like (1,130) Comment (100) Share 7 days ago Alan Fitzpatrick, Gina Helcberger +1,128 See previous comments Kathy Barr Wakefield Spot on ! Entrepreneur's number one rule 1 hour ago Esparza-Hall Sandy true! QAdvanced Explore Share something new. Your LinkedIn Network 407 link to 7,077,158+ professionals 31,078 Network since February 24 Add Connections Views Jobs You May Be Interested in Senior/Lead UI/UX Sponsored Designer Y Media Labs - San Fr... Associate Creative Giant Director.... Giant Creative Strategy - S... IT Business Architect-End- Symantec USA - Californi... ✔Symantec to-End.... Social Media Director - X X#39in Like (1,130) Marketing Solutions Effectively engaging professionals PREMIUM Search yours Capital One Sponsored Dear Pessimist, Optimist, and Realist... WHILE YOU DEBATED WHETHER THE GLASS IS EMPTY OR FULL I SOLD IT. CHEERS, THE ENTREPRENEUR Comment (100) .. Share 7 days ago Kathy Barr Wakefield Spot on ! Entrepreneur's number one rule Your Linkedin Network 407 link to 31,078 Network since February 24 7,077,150+ professionals people in Jobs You May Be Interested in Senior/Lead UI/UX Director.... Giant Creative Strategy-8 IT Business Architect-End- Symantec-USA-Califomi#40in Marketing Solutions Effectively engaging professionals 1:21 PM Search Capital One Dear Pessimist, Optimist, and Realist... WHILE YOU DEBATED WHETHER THE GLASS IS EMPTY OR FULL, I SOLD IT. CHEERS THE ENTREPRENEUR R. Shay Mies First thought.Con Capi ~70% Sponsored updates revenue from mobil#41Sales Solutions The start of every sales opportunity a Find Connect Engage#42Sales Solutions The start of every sales opportunity#43Sales Solutions The start of every sales opportunity You Sales Manager#44Sales Solutions The start of every sales opportunity Mary CIO Congrats on the promotion!#45You Sales Manager Sales Solutions The start of every sales opportunity Roxi Chapman Speech pathologist Is connected to Mary James Shao Software engineer Works on your team Hayden Wells Production manager Is connected to Mary Mary CIO#46You Sales Manager Sales Solutions The start of every sales opportunity Roxi Chapman Speech pathologist Is connected to Mary James Shao Software engineer Works on your team Hayden Wells Production manager Is connected to Mary Mary CIO#47You Sales Manager Sales Solutions The start of every sales opportunity Mary CIO#48You Sales Manager Sales Solutions The start of every sales opportunity Mary Johnson Will CIO's embrace their new role? ovation Today's CIO: The Chief Innovation Officer linkedin.com. Today's world of business is not just changing-it's transforming. What's the difference? Change is doing something in an incrementally different way. Transformation is doing something so drastically... Leadership Success Team Like (58) Comment (4) Share 37m ago Mary CIO#49AT&T LTE 12:53 PM BA Marketing Mum... Neha Bharti Risk Analyst-Global Policy Analytics at PayPal Shared for review BA Marketing Mumbai Added to project BA Marketing Mumbai Skills and Expertise Acoldes Tondita Ⓒ . Recruiter Mobilize 12:34 PM Q Search Top Stories For You Best Advice: No Regrets, and Practicing What You Preach 5 people changed jobs George Kingsten Linkedin Company Group Today we commemorated our lastest member milestone-200M businessinsider.com The Road to 200 million: Photos Of Linkedin's... in LinkedIn Business Insider Fico Made Shares Of TIME Facebook Makes $190 Deal Fast Company Buying 9:54 PM 2 Money Myths You Should Know About Dual La Don't Smoke Pot OLA Legal Weed Pot of Gol Colorado Can These Find more to follow? Pulse#50The next decade#5166 Our vision Create economic opportunity for every member of the global workforce#52+ Create economic opportunity Find work ARI Realize your dream job Be great at what you do#5323% Youth unemployment in the EU. 50% in Spain and Greece Source: Eurostat#544M Available jobs in the U.S. Source: U.S. Department of Labor#55250M Rural Chinese to transition to cities by 2025, reshaping the economic landscape forever Source: New York Times#56in THE ECONOMIC GRAPH#57SAE' 장#58Jason Mayden Experienced Senior Design Executive#59Jason Mayden Experienced Senior Design Executive Nike 26,250+ employees on LinkedIn 432,800+ followers#60Mayden enced Senior Design Executive FUEL O Lead Hadoop Data Engineer Nike - Portland, Oregon Careers at Nike 66 Current jobs on LinkedIn 15th among InDemand Employers Big Data Platform Product Lead Consumer Digital Technology Nike - Portland, Oregon#61앗 Jason Mayde Experienced Senior Design Executive Skills & Expertise Endorsements Recommendations 99+ User Experience 99+ Product Design 75 Graphic Design#62CCS College for Creative Studies 5,870+ Alumni ERPRO Stanford University 125,714+ Alumni#63X zer TEDX Stanford 2012 Becoming the 1st You IXDA or Creative Studies ni Interaction Design Association LinkedIn Group Sharing Knowledge Updates Rich media Groups Jason M Experienc#64277M Members#653.5M Active company profiles#66300K Jobs#673B+ Endorsements#6824K Schools#69Billions of network updates#70Connecting talent with opportunity at massive scale Members Companies Jobs Skills Å Schools Updates#71Linked in ©2014 Linkedin Corporation. All Rights Reserved.#72Non-GAAP reconciliation adjusted EBITDA GAAP net income (loss) Provision for income taxes Other (income) expense, net Depreciation and amortization Stock-based compensation Adjusted EBITDA 2008 ($4.5) 0.3 (1.3) 6.4 4.6 $5.5 (In millions) (Unaudited) 2009 ($4.0) 0.8 (0.2) 11.9 6.2 $14.7 2010 $15.4 3.6 0.6 19.6 8.8 $48.0 2011 $11.9 11.0 2.9 43.1 29.8 $98.7 2012 $21.6 35.5 (0.3) 79.8 86.3 $223.0 2013 $26.8 22.5 (1.4) 134.5 193.9 $376.2 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.

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