- LinkedIn (LNKD) is guiding for Q1 revenue of $618M-$622M (below a $645.7M consensus) and full-year revenue of $2.93B-$2.95B (in-line with a $2.94B consensus). However, the company has a long history of sandbagging sales guidance. Q1 EPS guidance of $0.53 is below a $0.55 consensus, but full-year EPS guidance of $2.95 is above a $2.73 consensus.
- Q4 Talent Solutions revenue (jobs, 57% of total revenue) +41% Y/Y to $369M; Marketing Solutions (ads, 24% of revenue) +56% to $153M; Premium Subscriptions (19% of revenue) +38% to $121M. Marketing Solutions growth accelerated sharply from Q3's 45%. International was once more 40% of total revenue.
- The deferred revenue balance rose 33% Y/Y to $522.3M. GAAP costs/expenses rose 44% to $629.3M; sales/marketing spend totaled $224.3M, and R&D $150.3M.
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LNKD +7.8% AH to $256.60. The all-time high for regular trading (set in 2013) is $257.56.
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Q4 results, PR