What the data actually shows
Across the engagements we've measured in 2025–2026, organic CTR on informational queries where AI Overviews appear has dropped meaningfully — typically 15–35% versus the same query without AIO. The drop is steepest on definitional and how-to queries (where the AIO answer is often complete), shallower on comparison and evaluative queries (where users still want to verify the recommendations), and minimal on transactional and local queries (where users want to act, not read).
The compensating dynamic: total queries are growing because users ask more questions per session, and traffic from AI assistants (ChatGPT, Perplexity, Claude) is a new channel that didn't exist three years ago. Net traffic for well-positioned sites is mixed — some gain, some lose, depending on content portfolio and citation rate.
Which content is most at risk
Pages that exist only to rank for informational queries with no downstream conversion value are the most exposed. 'What is X' and 'how does X work' content where the answer is fully captured in 2–3 sentences gets fully intermediated by AI Overviews — users get the answer without clicking.
Pages that solve a specific buyer problem, drive a defined business outcome, or require depth and judgment beyond a quick definitional answer are far less exposed. Comparison content, evaluative content, local service pages, and product pages continue to see strong CTR even when AIO is present.
What to do instead of panicking
Audit the existing content portfolio for pages whose only value is informational traffic that AIO now intercepts. Either consolidate them into deeper resources that have downstream conversion value, or accept they will lose traffic and stop investing in them.
Shift new content investment toward the query types that survive AIO: comparisons, local intent, transactional, depth-required guides, and content tied to specific buyer decisions. Build for AI citation in parallel — schema markup, brand entity signals, definitional opening sentences — so when AIO does feature your content, you're cited rather than paraphrased anonymously.