linkedin ppt team linked2_win
TRANSCRIPT
Chuan-Chih Cheng Iuliia Budz Sangju Lee Luying Ren Sakshi Kapoor
• Target Price & Recommendations
•Revenue Growth & TAM
•Primary Research
•Conclusion
Agenda
$640
Target Price
100+USA
44+LATAM
98+EMEA 56+
Asia and Pacific
313M+ members
28K+ corporate users
M&A’s Synergy
-
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 %
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
24K91K6%
20%
2013 2018
Global TAM and LinkedIn’s Penetration Rate
Corporate +100(Global) LinkedIn's Corporate User
Penetration Rate
U.S. B2B Sales TAM
17.9 Million 18 Million
2014 2015 2016 2017 2018
Sales B2B SOM Sales B2B TAM
International B2B Sales TAM
23 Million
50 Million
2014 2015 2016 2017 2018
Sales B2B SOM Sales B2B TAM
Number of Respondents
Current Hired
Search Jobs on websites
Number of Recruiter Respondents
Recruiters current paying
763
57%
65%
47
13%
Primary Research
China
20%
Eastern Europe
32.49%
India
72.27%
Taiwan
65.7%
25%
75%
People know about LinkedIn
People will pay
Yes
Primary Research
Imagine the Growth
Thank You