In February 2024, Gartner predicted that traditional search engine volume would drop 25% by 2026, as AI chatbots and virtual agents took over queries that used to go to Google. That deadline has now arrived, and a large-scale study answers the question directly: organic search traffic across more than 40,000 of the largest US websites is down 2.5% year over year, using Similarweb data analyzed by Graphite, not 25%.
That is not the end of the story, and treating the 2.5% figure as the whole picture would be its own kind of overclaiming. The same Graphite report found that AI Overviews appear on roughly 30% of searches, and on that slice specifically, organic click-through rate drops 35%. A separate, real, larger figure, a 61% CTR collapse, gets attached to Graphite's 40,000-site study across dozens of SEO blogs, including a previous version of this one. That attribution is wrong: 61% is a genuine finding, it just comes from a different research team measuring a different sample.
Is SEO dead in 2026? No, not in aggregate. But a specific, growing slice of search is seeing a real click-through decline, larger than the 35% Graphite figure suggests once you look at actual campaign data rather than aggregate site traffic, and averaging any single number into a flat "traffic is fine" or "traffic is collapsing" story hides the part that should actually worry you.
Did Gartner's 25% search-decline prediction come true?
Not at the level Gartner projected, and not evenly. The 2.5% year-over-year decline in organic traffic across 40,000+ sites is an order of magnitude smaller than the 25% figure that has circulated across marketing content, decks, and agency pitches for two years, including on pages of our own that cited the projection without revisiting it against 2026 data. Google still controls over 90% of the search market, and total query volume has not collapsed the way the original prediction implied.
Where does the "61% CTR crash" number actually come from?
Not from the Graphite study, but it is real. Graphite's own report states its number plainly: AI Overviews appear in roughly 30% of searches, and when one appears, organic click-through rate drops 35% in that 40,000-site sample. The 61% figure comes from a different, much smaller dataset: Seer Interactive's original study of 42 client organizations and 3,119 search terms, published November 2025. Seer's own report states it directly: organic CTR on AI-Overview-present queries was cut by nearly two-thirds over fifteen months, from 1.76% in June 2024 to 0.61% by September 2025, "Overall decline: 61%." That is a real, time-tracked decline, not a same-month comparison.
Seer also ran a separate, same-month comparison in that September 2025 snapshot: queries without an AI Overview still had a 1.62% organic CTR, outperforming AI-Overview queries by 166%, a large and widening gap, but Seer's own language frames it as an eroding advantage for non-AIO queries, not a stable safe harbor, rather than as a second "61%" figure. Brands cited inside the AI Overview did meaningfully better than uncited ones: 35% more organic clicks and 91% more paid clicks on the same queries.
Seer's expanded 2026 update, covering 53 brands and 5.47 million queries from January 2025 through February 2026, shows the picture stabilizing rather than continuing to collapse: organic CTR sat at 2.36% on AI-Overview queries versus 3.82% without one by February 2026, a 38% relative gap, smaller than September 2025's 166% figure. That same update separately reported a narrower, different finding: brand-cited AI Overview CTR specifically fell 61% between Q3 and Q4 2025.
Search Engine Journal's own reporting on that particular figure adds context usually left out when it gets repeated elsewhere: the Q3-to-Q4 drop was mostly a math artifact of impressions outpacing clicks (impressions on brand-cited queries more than doubled, from 15.8 million in September to 33.1 million in October, while clicks stayed close to flat at roughly 400,000), a different mechanism than the 15-month decline the original November 2025 report documents.
So two different, real, Seer-reported "61%" figures exist, from two different points in the same report series, describing two different things: one a 15-month CTR decline on AI-Overview queries, the other a single-quarter swing in brand-cited CTR explained mostly by impression growth. Neither belongs to Graphite's 40,000-site traffic study.
| Study | Sample | What it measured | Finding |
|---|---|---|---|
| Graphite / Similarweb | 40,000 largest US sites | YoY organic traffic, all query types | -2.5% YoY traffic; -35% CTR on the 30% of queries where an AI Overview shows |
| Seer Interactive (Nov 2025 report) | 42 client organizations, 3,119 search terms | Organic CTR on AI-Overview queries, June 2024 to Sept 2025 | 1.76% to 0.61%, a 61% decline over 15 months; cited brands get 35% more organic clicks, 91% more paid clicks |
| Seer Interactive (2026 update) | 53 brands, 5.47M queries, Jan 2025-Feb 2026 | Organic CTR trend, plus brand-cited CTR Q3 to Q4 2025 | 2.36% vs 3.82% by Feb 2026 (38% gap); brand-cited CTR fell 61% Q3 to Q4, mostly an impression-growth artifact |
If SEO isn't dead, why does it feel like traffic is collapsing?
Because for a real, specific segment of search, something close to the headline numbers is happening. The 2.5% aggregate blends together queries where nothing has changed with the roughly 30% of queries where an AI Overview now sits above the organic results and absorbs part of the click before a user ever scrolls down. On that slice, Graphite's aggregate figure is a 35% CTR drop measured across 2024 to 2025; Seer's campaign-level data on actual client accounts tracked a steeper 61% decline over the same general window.
Both are real. The gap between them is a sampling and methodology difference, not a sign either one is wrong, and either number is closer to what a business built around organic-informational traffic actually experiences than the 2.5% site-wide average is.
The gap between the 2.5% aggregate and the 35-61% slice-specific range is the actual finding, and it is more useful than either headline number on its own. A brand whose traffic depends heavily on the kind of broad, informational queries that trigger AI Overviews is living closer to the 35-61% reality. A brand whose traffic comes from transactional, branded, or long-tail queries that rarely trigger an Overview is much closer to the 2.5% reality. Neither number describes "search" as a whole; both describe a slice of it, and neither headline figure is fabricated, they are just measuring different samples at different points in time.
This is also why two teams can look at the same year of data and reach opposite conclusions in good faith. A publisher whose revenue depends on informational content sitting directly in AI Overview territory has every reason to say SEO is dying, because for their specific traffic mix, a real decline is happening. A B2B software company whose buyers search branded and comparison terms can point to the same year and say traffic barely moved, because for their mix, it did not. Both are reading real data correctly; neither is describing search in general.
Which pages should actually worry about this?
Not every page carries the same exposure to AI Overview cannibalization, and treating the risk as uniform leads to the wrong prioritization.
- Broad informational pages answering a question an AI Overview can fully summarize in a few sentences
- "What is X" and definitional content competing for queries Google already treats as Overview-eligible
- Content without a clear reason for a user to click through beyond the answer itself
- Transactional and commercial-intent pages, where users still want to compare, evaluate, or buy on the destination site
- Branded search, where the user already knows which site they want
- Long-tail, highly specific queries an Overview cannot fully answer without linking out
SEO is not dead in 2026, aggregate organic traffic proves that. The real, sourced risk on AI-Overview-eligible queries runs from a 35% CTR drop (Graphite's broad sample) to a 61% decline over 15 months (Seer's campaign-level data), and the widely repeated 61% figure is real, it is just Seer Interactive's own finding, not part of Graphite's 40,000-site study. Audit your own query mix before assuming any single number describes your situation.
Does this mean GEO and AEO don't matter?
The opposite. The data argues for a more targeted version of GEO, not a less urgent one. If the risk concentrates in a specific, identifiable slice of search rather than spreading evenly across all of it, the useful response is finding that slice on your own site and prioritizing it, not assuming every page needs the same treatment. Our GEO vs SEO vs AEO breakdown covers how these disciplines actually divide up that work.
The practical move is auditing your query mix against AI Overview triggers, not reacting to whichever headline statistic is circulating that quarter. Our structured data for AI citation guide and technical SEO services both support the same goal from different angles: being the source an AI Overview actually cites, on the queries where a citation is the only visibility left to compete for. Our AI visibility audit is the fastest way to get that query-level breakdown rather than guessing from a site-wide traffic number.
Frequently asked questions
Is SEO dead in 2026?
No. A large-scale study of over 40,000 US websites found organic search traffic down just 2.5% year over year, far short of Gartner's 2024 prediction of a 25% decline in traditional search volume by 2026.
Did Gartner's prediction that search volume would drop 25% by 2026 come true?
Not at the aggregate level. Organic traffic across a large sample of sites declined 2.5% year over year, not 25%, and Google still controls over 90% of the search market, though the prediction correctly identified the direction of the shift even if the magnitude was overstated.
Did AI Overviews cause a 61% drop in search traffic?
Not the way it's usually described. The 61% figure is real, but it comes from Seer Interactive's own research on 42 client organizations, not from Graphite's 40,000-site traffic study it usually gets attached to. Seer's original November 2025 report tracked organic CTR on AI-Overview queries falling from 1.76% in June 2024 to 0.61% by September 2025, a 61% decline over 15 months in Seer's own words; a later 2026 update reported a separate, narrower 61% figure specifically for brand-cited CTR between Q3 and Q4 2025.
Why do so many marketers feel like organic traffic is collapsing if the average decline is only 2.5%?
Because the 2.5% figure is an average across very different situations. For the roughly 30% of search queries where an AI Overview appears, Graphite's own data shows organic click-through rate drops 35%, and Seer Interactive's campaign-level data tracked a 61% decline over 15 months on the same kind of query, so businesses whose traffic depends on that kind of query are experiencing a real, substantial decline even though the site-wide average looks mild.
Which types of pages are most at risk from AI Overviews?
Broad informational and definitional content that an AI Overview can fully summarize without a click is most exposed; transactional, branded, and highly specific long-tail queries are far less affected, since users still need to visit a site to complete an action or verify specific details.
Should businesses stop investing in SEO given this data?
No; the data argues for auditing which of your pages are actually exposed to AI Overview cannibalization and prioritizing GEO and citation work there, rather than either abandoning SEO or assuming every page faces the same risk uniformly.
Where does the 2.5% organic traffic decline figure come from?
The figure comes from Graphite's January 2026 analysis of Similarweb data across more than 40,000 of the largest US websites, comparing February 2024 through December 2024 against January 2025 through November 2025, and reported on by Search Engine Land.
Is Google losing search market share to AI chatbots?
Not meaningfully as of 2026; Google still controls over 90% of the search market despite the significant rise in AI chatbot and AI search tool usage, suggesting most AI-assisted queries are supplementing rather than replacing traditional search for most users.
Sources: Gartner Predicts Search Engine Volume Will Drop 25% by 2026 (Gartner, original 2024 prediction), Graphite, "Debunking the myth that search is dying", Search Engine Land, "Organic search traffic is down 2.5% YoY, new data shows", Seer Interactive, "AIO Impact on Google CTR: September 2025 Update", Seer Interactive, "AIO Impact on Google CTR: 2026 Update", Search Engine Journal, "AI Overview CTR Fell 61%, But Clicks Didn't Collapse"
This post is part of our GEO Optimization guide. Related reading: SEO for AI Search, AI Search Engine Optimization, Does AI Search Optimization Actually Make.

Abdelmoghit drives the content engine at AY Rank. He researches keywords, plans content clusters, and produces citation-optimized articles that rank in both Google and AI search engines.
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