As this column has noted before, worries over ad blocking are over-done and almost certainly louder and more extreme than the damage this innovation will actually do to media companies and advertisers.
For a moment, though, let’s imagine that ad blocking makes a meaningful impact. If that happens, there’s an unlikely beneficiary: Microsoft.
Here’s how this scenario might play out.
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Ad blockers remove most if not all ads from an increasing number of media websites as consumers adopt the software. In the UK, over 20 percent of people already employ this technology.
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In response, website publishers migrate more resources to building apps, which are immune to ad blocking and perform faster than websites.
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Apps, which already dominate mobile media time, compared to websites, increasingly make their way onto other types of devices, mainly laptops and desktops.
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Consumers, well accustomed to downloading and using apps on mobile devices, adopt the same behavior on these devices.
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Advertisers cede the fight for consumers on websites to the ad blockers and instead spend on apps, which offer native formats and richer data to enable more relevance and effective targeting.