Link to view newsletter outside of email
For my second newsletter of the Q4 2021 cycle, I’ll be doing my second iteration of the LinkedIn Company Insights. The original plan was to do a general screen/analysis newsletter for this week but I thought it made more sense to have the company insights first with earnings season really heating up next week!
This data all comes from LinkedIn Sales Navigator (paywall that I get for work), and I’ve made sure I could share this information per their user policy. I’m not sure this is the way most people use their service as it’s mostly for recruiters or salespeople finding new leads.
In total, I go over 121 total companies (last iteration only highlighted 50) including subsidiaries, which I think is the best part for a service like this as I’m able to analyze how Cash App, Sea Money, Galileo, Segment, Auth0 are all doing in their own right and see their hiring trends. I’ll be providing four screenshots for each company which include:
Total Headcount Chart
Headcount by Department Insights
New Hires by Month Chart
Job Openings Insights
I’m going to summarize my findings at the top since this is an extremely long newsletter and I’m sure you’ll just want to skip around to companies in your portfolio that I’ve included.
How I look at this is there aren’t any true “red flags” that can be taken from this data, and shouldn’t be taken as a standalone data point. These types are insights are more leading indicators and can also be a great way to confirm and deny narratives surrounding a company.
Overview (TL;DR)
Top 10 Highest Six Month Employee Headcount Growth:
Top 10 Highest One Year Employee Headcount Growth:
Top 10 Slowest Six Month Employee Headcount Growth:
Top 10 Slowest One Year Employee Headcount Growth:
Companies that overall positively stood out to me regarding headcount growth with a bit of context:
Upstart
Robinhood
dLocal
Cash App (Square)
Coinbase
Interesting wrinkle is that all five of those companies are in the fintech space.
Companies that overall negatively stood out to me regarding headcount growth with a bit of context:
PayPal
Fastly
Oculus VR (Facebook)
Etsy (Depop included)
Doximity
Companies that saw noticeably elevated hiring efforts over the Q3 months:
Amplitude
Axon
Bill.com
Coinbase
dLocal
Elastic
WhatsApp
Lemonade
Okta
Opendoor
Palantir
Procore
Robinhood
Shopee
Sea Money
Garena
Snap
Weedmaps
Zillow
ZoomInfo
Companies with an acceleration of job listings over the past three months (>50% total 3m growth, taking out law of small numbers with >200 total job listings):
Asana
Atlassian
Chewy
Cloudflare
Coinbase
Datadog
Palantir
RingCentral
Salesforce
Shopify
Snap
Adobe
Ticker: ADBE
Adyen
Ticker: ADYEY
Affirm
Ticker: AFRM
Alphabet
Ticker: GOOGL
Alphabet
Waymo
YouTube
Amplitude
Ticker: AMPL
AppLovin
Ticker: APP
Asana
Ticker: ASAN
Atlassian
Ticker: TEAM
Axon
Ticker: AXON
BigCommerce
Ticker: BIGC
Bill.com
Ticker: BILL
Blend Labs
Ticker: BLND
Callaway Golf
Ticker: ELY
Legacy Callaway
TopGolf
Celsius
Ticker: CELH
Chewy
Ticker: CHWY
Cloudflare
Ticker: NET
Coinbase
Ticker: COIN
Compass
Ticker: COMP
Confluent
Ticker: CFLT
Couchbase
Ticker: BASE
Coupang
Ticker: CPNG
Cricut
Ticker: CRCT
Crowdstrike
Ticker: CRWD
Datadog
Ticker: DDOG
DigitalOcean
Ticker: DOCN
dLocal
Ticker: DLO
Docebo
Ticker: DCBO
Doximity
Ticker: DOCS
Draftkings
Ticker: DKNG
Duolingo
Ticker: DUOL
Dynatrace
Ticker: DT
Elastic
Ticker: ESTC
Enphase Energy
Ticker: ENPH
Etsy
Ticker: ETSY
Etsy
Depop
Evolution Gaming
Ticker: EVVTY
eXp World Holdings
Ticker: EXPI
Ticker: FB
Oculus VR
Fastly
Ticker: FSLY
Five9
Ticker: FIVN
Flywire
Ticker: FLYW
Fortinet
Ticker: FTNT
Genius Sports
Ticker: GENI
Global-E
Ticker: GLBE
HubSpot
Ticker: HUBS
Intuit
Ticker: INTU
Credit Karma
Mailchimp (pending M&A)
Intuit
Lemonade
Ticker: LMND
Lightspeed Commerce
Ticker: LSPD
Lucid Motors
Ticker: LCID
Magnite
Ticker: MGNI
Marqeta
Ticker: MQ
Mercado Libre
Ticker: MELI
Monday.com
Ticker: MNDY
MongoDB
Ticker: MDB
Nintendo
Ticker: NTDOY
Nuvei
Ticker: NVEI
Nvidia
Ticker: NVDA
Okta
Ticker: OKTA
Auth0
Okta
Olo
Ticker: OLO
Opendoor
Ticker: OPEN
Pagerduty
Ticker: PD
Palantir
Ticker: PLTR
Palo Alto Networks
Ticker: PANW
PayPal
Ticker: PYPL
PayPal
Venmo
Peloton
Ticker: PTON
Penn National Gaming
Ticker: PENN
Penn National
Barstool Sports
Ticker: PINS
Procore
Ticker: PCOR
PubMatic
Ticker: PUBM
Redfin
Ticker: RDFN
Restoration Hardware
Ticker: RH
RingCentral
Ticker: RNG
Riskified
Ticker: RSKD
Robinhood
Ticker: HOOD
Roblox
Ticker: RBLX
Roku
Ticker: ROKU
Salesforce
Ticker: CRM
Salesforce
Slack
Sea Limited
Ticker: SE
Sea Limited
Shopee
Sea Money
Garena
SentinelOne
Ticker: S
Shift4 Payments
Ticker: FOUR
Shopify
Ticker: SHOP
Snap Inc
Ticker: SNAP
Snowflake
Ticker: SNOW
SoFi
Ticker: SOFI
Galileo
SoFi
SportRadar
Ticker: SDAR
Splunk
Ticker: SPLK
Sprinklr
Ticker: CXM
Square
Ticker: SQ
Cash App
Square
Squarespace
Ticker: SQSP
Stem Inc
Ticker: STEM
Teladoc
Ticker: TDOC
Tesla
Ticker: TSLA
Toast
Ticker: TOST
The Trade Desk
Ticker: TTD
Twilio
Ticker: TWLO
Segment
Twilio
Ticker: TWTR
Unity
Ticker: U
Upstart
Ticker: UPST
Weedmaps
Ticker: MAPS
Zillow Group
Ticker: Z
Zillow
ShowingTime