“Criteo is in the business of selling targeted display ads. Its particular speciality is luring customers back to shopping sites they’ve just left,” Philip Elmer-DeWitt reports for Fortune. “When the Wall Street Journal reported that Apple was bringing ad-blocking tools to its mobile browser — enabling iOS developers to suppress things likes cookies and pop-ups — investors fled Criteo.”

“Jefferies rates Criteo a BUY, [analyst Brian Pitz], came to the company’s defense. Most people don’t use Safari, he points out. And most people don’t use ad-blockers,” P.E.D. reports. “Then he goes further.”

In a worst case scenario, this is Apple against the entire mobile publisher and advertiser ecosystem; not Criteo itself. If browsers start negatively impacting publishers’ abilities to monetize their mobile content, it may trigger a backlash where certain sites are “not optimized for use with Safari.” — Jefferies analyst Brian Pitz

Full article here.

MacDailyNews Take: Somewhere there’s a happy medium in the land of free-to-visit websites, where the ads support the publishers’ operating costs (and even – gasp! – some profit) and actually work for the users (you find a good deal on an SSD drive, for example), yet don’t bombard the user with too many ads, ads that are too intrusive, offensive, or annoying. At MacDailyNews, we’re working diligently to get there (more info here) and we thank you for your support!

Hopefully, Apple’s tools can assist users in getting better experiences without harming their favorite sites and there is never anything even remotely close to the backlash the Jeffries analyst describes above “where certain sites are ‘not optimized for use with Safari.'”

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iOS 9 lets app developers make ad blockers for Safari – June 10, 2015