How much traffic are AI Overviews actually taking?
Enough that the honest answer is “a lot, on the queries they appear on” — and the reason to be careful about the number you quote is that the loudest figures in circulation are the least defensible ones. Three independent measurements agree on the direction and disagree on the size, because they are measuring different things.
The three measurements worth knowing
Pew Research Center is the one with a real-user panel behind it. Researchers tracked the browsing of 900 U.S. adults through March 2025 — 68,879 Google searches, 12,593 of which produced an AI summary — and found that people clicked a traditional search result on 8% of visits to pages with a summary and 15% of visits to pages without. A click on a link inside the summary itself happened on 1% of visits. Sessions ended outright on 26% of pages with a summary against 16% without.
Ahrefs measured the same effect from the publisher side. Comparing 300,000 keywords in aggregated Google Search Console data — 150,000 with an AI Overview, 150,000 informational keywords without — position-one click-through fell from 0.073 (7.3%) in December 2023 to 0.016 (1.6%) in December 2025, against a forecast of 0.037 (3.7%) had AI Overviews never rolled out. That is a roughly 58% reduction, and it is a sharp increase on the same study's April 2025 finding of 34.5%. Ahrefs notes its own caveat: the update spans two years where the original spanned one.
Seer Interactive tracked 53 brands, 5.47 million queries and 2.43 billion organic impressions from January 2025 to February 2026 — and found the picture stopped getting worse. Organic click-through on AI Overview queries bottomed out at 1.3% in December 2025 and recovered to 2.4% by February 2026. Anyone telling you the line only goes down has not read the most recent data.
What Google says, and why both things can be true
Google's public position, from Liz Reid in August 2025, is that “total organic click volume from Google Search to websites has been relatively stable year-over-year” and that “average click quality has increased” — explicitly contrasted with “third-party reports that inaccurately suggest dramatic declines in aggregate traffic.” The post publishes no figures, no sample and no methodology, which is worth stating plainly rather than treating as evidence either way.
The two positions are less contradictory than they look, and the distinction is the most useful thing on this page. Google is talking about aggregate volume across all of Search. The studies are talking about per-query click-through on the subset of queries where an AI Overview appears. Both can hold at once if search volume grows while individual informational queries convert to clicks less often — and Seer's data shows exactly that shape, with click-through on queries that get no AI Overview rising from 2.93% to 3.97% across 2025 even as AI Overview queries collapsed.
The number you should not repeat
A figure in the high eighties — “87% of clicks lost” and variants — circulates widely and traces to no primary source. The nearest arithmetic that produces it divides two Pew numbers that are not a before-and-after pair: the 8% who clicked a result link and the 1% who clicked a link inside the summary, measured simultaneously on the same page views. If you are going to argue about this in public, use the 8%-versus-15% comparison or Ahrefs' 58%, and say which one you mean.
