Whether it’s the rise of LLM search queries, AI overviews or the black-box operations of features like Discover, search and SEO is undergoing a fundamental shift.
Publishers have built SEO strategies, audience acquisition teams and substantial revenue streams to capture consumers with search intent. Now, they are faced with referral traffic dropping anything from 5% to more than 25%. Despite Google’s proclamations that AI in search is driving more queries and higher-quality clicks, the reality is that premium publishers are feeling the pain.
With so much uncertainty in how consumers are interacting with AI when it comes to search, it’s hard to formulate strategies to adapt. SEO and audience experts at the Daily Mail and Bauer Media Group spoke to DCN to outline how they’re approaching search changes, and why publishers need to refocus on the fundamentals.
Search is not dead
A number of issues get conflated when talking about AI and search. The biggest culprit of immediate traffic drop-offs is Google AI Overviews, which have been rolling out over the past 18 months. These appear at the top of a search, summarizing key information from a range of sources.
But overall, search is not dying. Consumers aren’t moving away from Google and using other services to find information. Thus far, even the rise in ChatGPT seems to be additive to traditional search. But as publishers know, consumer behavior is far from static. And given the growth in use of these tools, this is bound to change and publishers need to make moves now to keep pace.
Bauer Media Group owns more than 600 magazines, 400 digital titles and 50 radio and TV stations across the UK and Europe. Global Audience Director Stuart Forrest sees the most immediate threat not from using LLMs as search engines, but from how Google is reshaping the search experience. “Are there challenges to search traffic from Google? Absolutely,” he said. “But is there a meaningful challenge to Google’s dominance? I don’t see the evidence for that.”
Publishers have long operated on a clear value exchange: search engines index their content, and in return, they receive referral traffic that funds journalism. Carly Steven, Director of SEO & Editorial E-commerce at news publisher the Daily Mail believes that the premise of AI overviews fundamentally disrupts that balance. “They still use our content—but we don’t get the clicks,” she said.
This lack of visibility and control leaves publishers unable to shape strategies or measure impact. “We don’t know where our content is being used or how it’s contributing to AI responses,” Forrester noted. “And that prevents a fair value exchange.”
Barry Adams is an SEO and Audience Growth Consultant working specially with news publishers. He has decades of experience and insight from working with global media companies. Adams pointed out that while AI has accelerated these declines, the shift started earlier—with news avoidance, user fatigue, and diversified consumption habits. “AI just pushed it further.”
The stakes go beyond revenue. Steven underscored the existential risk: “If we can’t sustain the journalism that trains these models, the whole system collapses. AI is only as good as the content it consumes.”
The impact of AI on SEO (so far)
Despite near-universal agreement on these challenges, the impact on publishers is varied – for now, at least. Steven pointed out that it’s tough for the Daily Mail to measure the true impact because Google hasn’t yet separated out that data. “We aren’t able to distinguish between clicks that have come from AI overviews, and clicks that have come from normal search; it’s all bundled in together,” she explained.
However, they can see the impact on click-through rates when an AI overview is present. Steven told Press Gazette that when an AI overview appears in Google, the Daily Mail’s average clickthrough rate was 56.1% lower on desktop, and 48.2% lower on mobile.
Steven was keen to point out that the big double-digit drops that publishers are reporting in click-throughs is not the same as traffic. “For a news site like The Daily Mail, the keywords that we care about change every minute and hour; the news changes so quickly. So even if we can see that when there’s an AI overview present, the click rate drops, that doesn’t mean the traffic aligns with that,” she said.
The Daily Mail also has over 60% of search traffic as “branded” search, where people are searching specifically with the term ‘Daily Mail’. Half of their total traffic is also direct to their website. “That’s very high, and makes us much more resilient [to these changes]” Steven shared.
At the moment, AI overviews rarely appear against breaking news stories. Adams noted that publishers focused on breaking news do appear to be more resilient to AI-driven declines. This is also echoed by DCN member surveys which show non-news brands taking bigger traffic hits than news brands.
But those who also have background stories, explainers or coverage of topics like fashion trends and car reviews are feeling the pain. “There’s a genuine grievance there that Google is ‘stealing’ their traffic because that sort of journalism is still adding value,” Adams said.
These concerns also apply to evergreen content – articles and explainers which can be updated or don’t go out of date. Steven said that the Daily Mail hasn’t ever relied on evergreen content for traffic, and that she sees this as being more vulnerable to AI summarization. This puts publishers in a tough position as many have invested in evergreen content precisely to establish authority within Google search.
Bauer is also seeing traffic changes, which Forrest says are having a nuanced impact on their brands. The company publishes global entertainment and lifestyle titles like Grazia and Empire, but also has a large portfolio of specialist titles covering hobbies and interests from golf and angling to motorcycling.
They also publish a number of TV listing titles, from TV choice and Total TV guide in the UK (which sell 4 million print copies a week between them) to TV Movie in Germany. Forrest says the industry has a tendency to underestimate consumer inertia. “The reality is that an awful lot of people still go online and look at EPGs (Electronic Programme Guides) from both us and competitors every day to decide what to watch on TV,” he pointed out.
“That mass market consumer inertia, once you get outside quite a limited cohort of early adopters of change, I don’t see as having a meaningful impact [for these types of query].”
Bauer’s automotive titles have been impacted more with some queries, especially around car specification data. But Forrest emphasized that their work isn’t focusing on providing answers to consumer queries. Rather, they aim to build on unique insights from experts in those areas, adding value to that data.
Forrest sums up the current landscape as an attention challenge, and effective monetization of that attention. “We still see plenty of examples of growth in our business, and plenty of examples of recovery in our business,” he highlighted. “When you look at what’s driving that, it’s coming back to high quality journalism from people who know what they’re talking about. It’s really not any more complex than that.”
Strategies to adapt
With tangible changes happening and solutions to the value exchange some way off, both publishers emphasized the need to diversify reliance on Google search for revenue. Forrest said this was doable, but not if traffic drops off a cliff overnight.
“We want to protect Google traffic as much as possible, continue to evolve our approach, and then continue to diversify into other channels,” he explained.
Bauer’s teams are also focusing on turning those search-acquired audiences into more valuable consumers by encouraging newsletter sign-ups and investing in social and brand awareness. They are seeing some success with audience and revenue growth on Apple News, and have even commissioned some premium content specifically for that channel. Forrest pointed out that none of this was revelatory, but needs to be a priority.
“You clearly can’t rely on Google as being your primary traffic source,” the Daily Mail’s Steven echoed, pointing out that algorithm changes over the years have already proved its unreliability as a channel. “If it’s one way for your audience to reach you, that’s fine, but you wouldn’t want to have all your eggs in that basket now.”
Adams was even more explicit in emphasizing that a mindset shift needs to happen. “If you’re an SEO-mature organization… you’re not going to grow more traffic,” he said. “We’ve reached peak traffic. If you maintain traffic, you’re winning.
Investment in social and brand
Curiously, given publishers’ long and stormy history with social platforms, both publishers have a renewed focus on their platform presence. Google’s indexing of Instagram posts has helped. In his experience, Forrest says that if someone is searching for a topic, recognizing a brand in search (whether that be their site or an indexed social post) can be helpful. “Brand recognition and ranking position are major drives of click-through rate,” he noted.
This is a key difference in the approach to social now. It’s no longer seen as a huge driver of traffic back to websites. But what Forrest describes as “good, old-fashioned investment in brand awareness and reputation” can pay off in other areas.
Steven explained that the threat of traffic drops has provoked evaluation of social strategies, and well-established playbooks are suddenly trendy again. “It has forced us to think really hard about who we are as brands, and where our audiences are, and being where they are, whether that’s on TikTok, or Reddit, or Instagram,” she said.
However the Daily Mail’s priority is to grow its fledgling subscription business. Their Mail+ partial paywall launched in the UK in January 2024, and into the US and Canada earlier this year. Steven described the subscription targets as “punchy,” saying that they are targeting “1 brand, 1 million;” aiming to reach 1 million digital subscribers by October 2028. As of July, they had 325,000 digital subscribers globally, including 50,000 in the US.
Adams recommends going back to basics; talking to customers and finding out why they come to you and what they want from you. Then, focus on tying them into your own ecosystem. “If you have a paywall, make sure it’s as smooth and efficient as possible,” he advised. “Make sure you have a dedicated app that’s very easy to install and great to use. Have newsletters that people can subscribe to and show them what they want to read.”
“If you are a content-focused publisher, news or otherwise, you need to find a way to prove added value that the AI bots can’t replicate. I think a lot of publishers are worried about that, because they can’t.”
Outlook and advice for AI-era SEO
Expectations for the future were mixed between the three experts. The need for a rethink and recalibration of expectations for publishers was a common thread. “We’ve always thought of the platforms as being audience drivers and traffic drivers,” the Daily Mail’s Steven said. “If there’s an acceptance that it’s more about visibility and brand awareness than about driving traffic, then we can calibrate our expectations around that.”
Adams believes that publishers should step away from generic, easily replicable content. “We have to have something worth paying for,” he outlined. “And that means you need to have an identity as a news publisher. You need to have a good grasp of what your readers want from you and make sure you deliver in that space.”
Licensing was highlighted as an option for some publishers, as many have done deals with AI companies. But there are only so many of those deals to go around, and not everyone is in a position to do those. This is unlikely to be a long-term viable strategy, especially for smaller organizations and start-ups.
There was also acknowledgement that the short-term is going to be rocky. “This is a weeding out,” Adams explained bluntly. “We will lose publishers, there will be casualties, and I don’t necessarily think that’s a bad thing.
“Online publishing has been too much of a free-for-all and a race to the bottom by chasing after clicks and throwing ads on everything… There will be a new normal…with stronger news brands who have a clearer idea of what they offer, with loyal audiences bound to them.”
Steven, however, was more concerned about what will happen to the diversity of information in the ecosystem in this scenario. “I worry that if that value exchange question isn’t addressed and resolved, we will end up in a much worse place with less diversity of voices, but because [AI overviews] are so easy and convenient, it’s just accepted,” she said.
Despite a 20+ year career in SEO, Steven said that she’s never witnessed a period as disruptive as this. The shake-up is unquestionably under way. Whether the publishing ecosystem is better or worse off afterwards remains to be seen.





























