Here's What LinkedIn Is Telling Wall Street About Its Ad Business [DECK] (LNKD)

After LinkedIn disclosed its Q2 2012 earnings on Aug. 2, its stock popped from around $93.51 to above $112. It's since settled at around $105, so Wall Street clearly saw something it liked in the numbers.

But what?

Perhaps it was this short slideshow, which (among other things) summarizes key facts abound LinkedIn's ad business and user base.

Although most people think of LinkedIn as a recruitment and career networking tool, it's also got a nice little ad sales business going on. Around one third of LinkedIn's revenues—$63 million in Q2—come from display ads and other "marketing solutions."

If you include "hiring solutions"—what newspapers used to call the help-wanted ads—then ads and classifieds are 81 percent of LinkedIn's entire business.

More importantly, LinkedIn CEO Jeff Weiner and CFO Steve Sordello predicted total revenue could hit nearly $1 billion by the end of the year.

Take a look: We've edited out the boring bits, including the disclosures and the non-cash reconciliation, but you can download the unabridged version here.

Here we go!

Users are still growing, but traffic has actually flattened off a little.

Now we get to the meat: Revenue is still growing at a healthy clip, but growth is slowing as LinkedIn hits the infamous "big numbers" problem ...

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