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Penske Media Sues Google Over AI Overviews, Citing Traffic Loss and Coercive Search Tactics

Google defends the feature as meeting demand for contextual answers that it says still drive discovery.

Overview

  • The Rolling Stone, Variety and Billboard owner filed a federal antitrust complaint in Washington, D.C., the first major U.S. publisher suit targeting Google's AI Overviews in Search.
  • Penske alleges Google conditions inclusion in Search on allowing use of its journalism in AI summaries and for training, leveraging a near‑90% U.S. search share to avoid licensing.
  • The complaint says roughly 20% of searches that would link to Penske sites now show AI Overviews and claims affiliate revenue fell by more than a third since late 2024 as clicks declined.
  • Google rejects the allegations as meritless, saying AI Overviews broaden discovery and send traffic to a wider range of sites; a senior policy executive also said users increasingly seek contextual answers.
  • Industry groups and studies cited in coverage, including Pew Research, report sharp drop‑offs in clickthroughs when AI summaries appear, and prior litigation such as Chegg’s case underscores growing legal pressure.