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Google Defends AI Search, Claims Steady Traffic and Higher Quality Clicks

Google disputes third-party studies showing sharp declines in referral traffic

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Overview

  • Google vice president Liz Reid said organic clicks from Search remain relatively stable year-over-year with a slight uptick in click quality.
  • The company maintains that AI Overviews drive longer, more complex queries and display more links per page, creating additional referral opportunities.
  • Google criticizes third-party analyses for relying on flawed methodologies and isolated examples to allege aggregate traffic declines.
  • Pew Research found users clicked traditional results in only 8% of visits when shown an AI Overview, and Similarweb reports zero-click news searches rising from 56% in May 2024 to 69% in May 2025.
  • Publishers have filed lawsuits in the U.S. and Europe and face EU and UK antitrust probes as they explore subscriptions, content licensing and other revenue streams.