…All the while, another team at Google quietly prepared to unleash the most sweeping crackdown on ad blockers since Facebook took them on in 2016. As the world’s ad blocker builders returned home from their conference, Google’s YouTube unexpectedly broadened a small test begun in May that uses pop-up dialogues to demand viewers disable their ad blockers or else lose the ability to watch videos on the world’s most popular video-sharing website. Google “were very proud to present at the ad blocking conference”, says Krzysztof Modras, director of product and engineering at ad block and privacy tools developer Ghostery. “And the next day this ad blocker war started.”
Previously unreported figures from ad blocking companies indicate that YouTube’s crackdown is working, with hundreds of thousands of people uninstalling ad blockers in October. The available data suggests last month saw a record number of adblockers uninstalled—and also a record for new ad blocker installs as people sought alternatives that wouldn’t trigger YouTube’s dreaded popup.
…Munich-based Ghostery experienced 3–5× the typical daily number of both uninstalls and installs throughout much of October, Modras says, leaving usage about flat. Over 90% of users who completed a survey about their reason for uninstalling cited the tool’s failing on YouTube. So intent were users on finding a workable blocker that many appear to have tried Microsoft’s Edge web browser, whose market share pales against Chrome’s dominance. Ghostery installations on Edge surged 30% last month compared to September. Microsoft declined to comment.
AdGuard, which says it has 55 million users of its free ad blocking tools and 20 million of its paid versions, normally sees about 6,000 uninstallations per day at most for its Chrome extension. From October 9 until the end of the month, they topped 11,000 per day, spiking to about 52,000 on October 18, says CTO Andrey Meshkov.
User complaints started flooding in at the 120-person, Cyprus-based company at an unprecedented rate, about 4 every hour, at least half of them about YouTube. But like with Ghostery, installations also surged as others looked for relief, reaching about 60,000 installations on Chrome on both the 18th and October 27. Subscribers grew as people realized AdGuard’s paid tools remained unaffected by YouTube’s clampdown.
Another extension, AdLock recorded about 30% more daily installations and uninstallations in October than in previous months, according to its product head.
…Ad blocking executives say that user reports suggest that YouTube’s attack on ad blockers has coincided with tests to increase the number of ads it shows. YouTube sold over $22 billion in ads through the first 9 months of this year, up about 5% from the same period last year, accounting for about 10% of Google’s overall sales. Creators on YouTube generally receive 55% of the ad sales on longer videos and 45% on Shorts. Premium subscriptions will generate about $2.7 billion in sales this year, estimates market analysis business Insider Intelligence.
Unskippable: Various surveys and estimates over the years have suggested around 1–3 out of every 5 internet users browse with ad blockers. Matthew Maier, who oversees Eyeo’s ad blockers [Adblock Plus], says its surveys show most users aren’t against ads entirely. But they are frustrated with ads that are intrusive, too numerous, or longer than 6 seconds without a “skip” option. “Where the issues come is when they feel the line is overstepped”, he says of users, though he declines to share any Eyeo usage data.
…Further, the warnings appear to trigger based on YouTube detecting certain open-source filtering rules that many ad blockers use to identify ads, rather than targeting any specific extensions, Ghostery’s Modras says. The technology deployed by YouTube mirrors code Google developed in 2017 for a program it calls Funding Choices, which enables news and other websites to detect ad blockers, he adds.
The ad sleuths who figure out ways to detect ads and engineers skilled at blocking them are working hard to figure out how to evade YouTube’s blocker blockade, in private Slack groups and discussion on GitHub projects. But progress has been hampered by the way YouTube isn’t ensnaring every user in its dragnet. Relatively few of the developers have been able to trigger the warning themselves—perhaps the world’s only ad block users cheering when YouTube finally catches them.
…Ironically, ad blocker developers say annoyance with YouTube has long been a top driver of downloads of their tools.
After encountering YouTube’s demands to shut off the blockers, users last month turned every which way. Discussions online show some recommending services such as Newpipe.net, an open source lookalike of YouTube, that uses workarounds to run videos from the service without ads. Newpipe doesn’t collect usage data, it says on its website.
Some ad blockers are already adapting. Hankuper, the Slovakian company behind lesser known blocker AdLock, released a new version for Windows this week that it believes goes unnoticed by YouTube. If users find the same, it will push the fix to versions for macOS, Android, and iOS, says Kostiantyn Shebanov, its product head and business development manager.
…AdGuard’s Meshkov doesn’t expect an end to hostilities anytime soon. “I could hardly see them being ready to do any ads that can be deemed acceptable”, he says. “They are making their ads more and more annoying with every update.” Each time that happens, the ad blocker industry adapts, making campaigns like Google’s costly. Developers say Facebook appeared to give up after its 2016 onslaught because keeping pace with the blockers sucked up too many internal resources. Facebook did not respond to a request for comment. YouTube’s tactic of detecting blockers and putting the onus on users to disable them rather than deploying code to do that eases the engineering burden, but it remains substantial, Meshkov says. “This game will continue and there will be moments where people will be able to use YouTube without any annoying stuff going on, maybe even most of the time”, he says. “But if even you see ads 20% of the time, that won’t be a good experience.” In the worst case, come next year’s industry conference, ad blockers could be the ones conceding to Google.