Google introduced AI Overviews in 2024, placing AI-generated summaries above search results with links to sources. AI Mode followed in May 2025, offering a chatbot-like interface with detailed answers drawn from the web.
According to Digiday, trade association Digital Content Next said 19 members experienced Google traffic losses ranging from 1 to 25 percent between May and June 2025. Google disputes the broader picture of decline: search head Liz Reid said overall click volume remained relatively stable, with more clicks going to different types of websites.
Publishers have responded by putting more weight on social media, newsletters and subscriptions. Google says 400 publishers now participate in its News AI pilot programme, which licenses content to develop AI features.
For companies that depend on content to attract customers, the shift makes reliance on Google referrals a business risk worth reviewing. Google is making source links more prominent in AI search, but that does not yet establish whether publishers can recover lost traffic.