Updated October 5, 2026. AI Overviews now appear on about 43 percent of US searches, and Seer's 2026 update found click-through on those queries recovering after the 61 percent fall. This version also corrects the math below, which treated a lower click-through rate as lost clicks.
Halfway through the year is a good time to check whether your media plan still matches how people are actually finding you, and for most of the clients I talk to right now, it doesn't. The gap is showing up first and worst in organic search.
Seer Interactive tracked click-through rates on Google queries where an AI Overview appears and found organic CTR fell 61 percent on those queries by September 2025, then recovered to 2.4 percent by February, against 3.82 percent where no overview shows. AI Overviews now show up on about 43 percent of US Google searches. Read those numbers together and the conclusion is not subtle: a meaningful share of the traffic your SEO program used to deliver is simply not arriving anymore, not because your rankings dropped, but because the person searching got their answer without clicking through to anyone.
Do the composite math carefully, because CTR is a ratio. An overview adds impressions as well as taking clicks, and among queries where a brand was cited, Seer found impressions more than doubled in October 2025 while clicks held flat, which halved the rate without costing a visit. So build the planning number from clicks. Compare Search Console clicks on the queries that carry an overview with the same months last year, then account for the queries that migrated out of Google entirely into ChatGPT and Perplexity. For a site doing a million organic sessions a year, that click change is a real budget number the H2 plan is silently assuming away, and no line item anywhere accounts for it.
I bring this up because almost every budget conversation I'm having this quarter still treats organic search as a stable, self-sustaining channel that doesn't need active investment beyond the usual content calendar. That assumption was reasonable in 2022. It is not reasonable now, and treating it as though it still holds is the single biggest blind spot I see in H2 planning this year.
The traffic didn't die. It moved upstream.
Here's the uncomfortable part. The traffic isn't gone, it's just harder to earn and different to measure. Someone still asked the question. They just got the answer synthesized inside the search results page, or inside ChatGPT, or Perplexity, rather than by clicking a blue link. Whether your brand shows up inside that synthesized answer is now a separate battle from whether you rank on page one, and I've written before about why GEO is a genuinely different discipline from SEO, not a rebrand of it. This is the practical consequence of that difference showing up in a client's traffic report.
And the decline is not evenly distributed, which is where the planning opportunity hides. Informational queries, the what-is and how-does and best-way-to questions, are the ones AI Overviews answer completely, and they are losing click-through fastest. Transactional and navigational queries, the ones typed by someone ready to act, still click through at close to historical rates, because an AI summary cannot complete a purchase or open your login page. Which means your organic channel is not shrinking uniformly. It is shedding its top-of-funnel volume while keeping most of its bottom-of-funnel value, and a traffic report that averages the two tells you neither story. Segment your own query data along that line before you touch the budget; the split will tell you how much of your loss is recoverable clicks versus permanently absorbed answers.
What to actually do with the H2 budget
What I'm telling clients: stop measuring organic search success purely on click volume and rankings, and start tracking share of voice inside AI-generated answers as its own line item, with its own budget. That likely means shifting some of the content budget that used to go toward chasing keyword rankings into building the kind of citable, specific, well-sourced content that gets pulled into AI answers in the first place. The pages that win citations are not the pages that won rankings; they are the ones with original numbers, named sources, and claims specific enough to quote. It also means accepting that some historically reliable organic traffic is not coming back, and paid channels need to pick up more of that demand in the meantime while your GEO presence builds. Budgeting for that honestly beats discovering it in the Q3 numbers.
One more measurement note, because it changes how the loss reads: the visitors who do still click through from AI-assisted search arrive better informed than any traffic your site has ever received. They read the synthesis, compared the options, and clicked anyway. Several clients are seeing conversion rates on that smaller stream run well above the old organic baseline. Fewer sessions, better sessions. A dashboard still graded on raw session volume will report catastrophe while revenue holds, which is its own kind of reporting failure, and a fixable one.
None of this is a reason to panic. It's a reason to update the plan. The teams quietly losing ground right now are the ones still reporting organic search health with the same dashboard they built three years ago, measuring a channel that has fundamentally changed how it delivers value. If your H2 planning hasn't touched that assumption yet, it's worth doing before you finalize the budget, not after Q3 numbers come in soft and nobody can explain why.
Quick answers
How much do AI Overviews reduce organic click-through?
Seer Interactive tracked click-through rates on Google queries where an AI Overview appears and found organic CTR fell 61 percent on those queries by September 2025, then recovered to 2.4 percent by February 2026, against 3.82 percent without an overview. Clicks can hold while CTR falls. AI Overviews now appear on about 43 percent of US Google searches.
What should I do about lost organic traffic from AI answers?
Check whether your media plan still matches how people find you, and measure it in clicks. A meaningful share of SEO traffic is no longer arriving, so the answer is to become the source the answer cites and to rebalance toward channels that still deliver the visit.
