Ahrefs published updated research on 4 February 2026 showing that Google AI Overviews now reduce click-through rates by 58% for pages that previously ranked in the top positions. That's up from 34.5% when Ahrefs ran the same study in April 2025. In less than a year, the traffic bleed has nearly doubled.
For UK businesses that depend on Google for leads, this isn't a theoretical concern. It's a measurable, accelerating loss of the traffic that pays the bills. And the businesses losing traffic aren't doing anything wrong. They rank well. They have good content. Google's AI just answers the question before anyone clicks.
What the Ahrefs Data Actually Shows
The headline number is bad enough, but the detail is worse. Position 1 CTR for keywords that trigger an AI Overview dropped from 0.073% to 0.016% between December 2023 and December 2025. That's a 78% decline in clicks for the page Google considers the single best result for a search query.
Think about what that means in practice. A Kettering accountant's website ranks first for "small business tax advice." Before AI Overviews, roughly 7 in 100 searchers clicked through. Now it's closer to 1.6 in 100. Same search volume. Same ranking. Nearly 80% fewer visitors.
Ahrefs tracked these numbers across millions of keywords in the US, and the pattern is consistent. Keywords with AI Overviews lose traffic. Keywords without them don't. The AI Overview itself is the variable.
Other Studies Say the Same Thing
Ahrefs isn't alone in this finding. Seer Interactive published corroborating data via Search Engine Land showing a 61% drop in organic CTR and a 68% crash in paid CTR for queries where AI Overviews appear. Even Google Ads aren't immune. When the AI gives a complete answer at the top of the page, fewer people click anything below it, paid or organic.
Pew Research Center ran a separate study in July 2025 and found that only 1% of users click the source links cited within AI Overviews. Not 1% fewer clicks. 1% total. The sources that Google cites in its AI-generated answer get almost no traffic from that citation.
So the AI reads your content, summarises it, presents it as Google's answer, and sends virtually nobody back to your website. Three independent studies with different methodologies all arrived at the same conclusion.
Why UK Businesses Are Losing More Than They Realise
Most UK business owners don't check their Google Search Console data week to week. They notice fewer phone calls, fewer form submissions, fewer enquiries. They assume it's seasonal or that their SEO needs refreshing. What they don't see is that their impressions are steady but their clicks have fallen off a cliff. Google expanded AI Overviews globally on 27 January, reaching over a billion users with Gemini 3 as the default model.
The UK's Competition and Markets Authority has taken notice. The CMA proposed conduct requirements in January that would let publishers opt out of AI Overviews without losing search visibility. Consultation closes 25 February. But for most small businesses, opting out isn't realistic. You'd lose the AI Overview citation entirely and get nothing in return, because users aren't scrolling past the AI answer to find you anyway.
This is happening alongside ChatGPT launching ads inside conversations, which creates another channel where AI mediates between searchers and businesses. Google, ChatGPT, and soon Gemini-powered Siri across 2.5 billion Apple devices. Every major search channel is putting an AI answer between the person asking and the business that should be answering.
Being Cited Inside the AI Overview Is the New Position One
Here's where the data gets interesting. Seer Interactive's research found that brands cited as a source inside the AI Overview earn 35% more clicks than brands that appear only in the organic results below. The AI Overview destroys overall CTR, yes. But if your business is one of the sources it cites, you come out ahead of where you were before.
This is the shift that matters. Traditional SEO was about ranking on page one. Generative Engine Optimisation (GEO) is about being cited inside the AI's answer. The businesses that Google's AI chooses to reference don't just survive the 58% CTR drop. They benefit from it, because fewer competitors get any traffic at all.
What determines whether you get cited? LinkedIn's internal testing on AI search visibility, published in early February, found that heading structure, semantic HTML, named authorship with timestamps, and complete Schema.org markup all influence whether AI systems surface your content. These aren't new SEO tactics. They're the structured signals that AI systems need to confidently attribute information to a specific source.
What Your Business Can Do Right Now
The 58% number is scary but the response is practical. AI Overviews cite sources that give them clear, structured, verifiable information. Businesses that provide that information get cited. Businesses that don't get summarised without credit, or worse, get ignored entirely.
Start with what AI actually sees when it visits your website. Most sites look completely different to AI than to humans. JavaScript-heavy pages, missing structured data, and no AI discovery files mean the AI can't read the information it needs to cite you.
Add AI discovery files to your website root. These tell AI systems who you are, what you do, and how to represent you. Then make sure your Schema.org markup is complete, your content directly answers the questions your customers search for, and your authorship is clearly attributed.
Check how AI currently sees your business before assuming it can find you at all. Our audit of 500 UK small business websites found that 97% have no AI discovery files. The opportunity is wide open for anyone willing to act on it.
The Numbers Will Get Worse Before They Get Better
AI Overviews appeared on roughly 8-10% of Google searches a year ago. That percentage is growing. Google is expanding AI Overviews to more query types, more languages, and more countries. The 58% CTR reduction applies only to keywords where AI Overviews currently appear. As coverage expands, more keywords will be affected.
800 million people already use AI to find businesses. The channel is not going away. The businesses that adapt their websites for AI citation now will own the equivalent of Position One for the next decade of search. The ones that wait will watch their traffic decline quarter by quarter and wonder what happened.
Frequently Asked Questions
How much traffic do websites lose from AI Overviews?
Ahrefs data from February 2026 shows a 58% average CTR reduction for top-ranking pages when an AI Overview appears. Position 1 CTR specifically dropped 78%, from 0.073% to 0.016% over two years. Seer Interactive's data shows a 61% organic CTR drop and 68% paid CTR drop for affected queries.
Are all Google searches affected by AI Overviews?
No. AI Overviews currently appear on an estimated 8-10% of Google searches, concentrated on informational and commercial queries. The 58% CTR reduction only applies to keywords where an AI Overview is triggered. But Google is expanding coverage to more query types and countries.
Can my website opt out of AI Overviews?
The UK's CMA proposed conduct requirements in January 2026 that would let publishers opt out of AI Overviews without losing regular search rankings. Consultation closes 25 February. Currently, opting out via robots nosnippet removes you from AI Overviews but also removes your search snippets, which hurts standard rankings.
How do I get cited inside Google's AI Overview?
AI Overviews cite sources with clear heading structure, complete Schema.org markup, named authorship with timestamps, and content that directly answers search queries. Adding AI discovery files (llms.txt, ai.json, identity.json) to your website root also helps AI systems understand and attribute your content.
Do businesses cited in AI Overviews get more clicks?
Yes. Seer Interactive found that brands cited as sources inside AI Overviews earn 35% more clicks than brands appearing only in organic results below. While overall CTR drops, cited sources actually benefit from the new layout because competing organic results lose even more traffic.
Do people click the source links in AI Overviews?
Very rarely. Pew Research Center found that only 1% of users click source links cited within AI Overviews. Most users read the AI-generated summary and move on. This is why being cited prominently matters more than simply appearing as a small source link at the bottom of the overview.
How does this affect UK small businesses specifically?
UK businesses face the same CTR decline as global sites. Google expanded AI Overviews globally in January 2026 with Gemini 3. Our audit found 97% of UK small business websites have no AI discovery files, making them invisible to AI systems. The CMA is investigating but regulatory relief is months away at best.
Are Google Ads affected by AI Overviews too?
Yes. Seer Interactive measured a 68% drop in paid CTR for queries where AI Overviews appear. This means businesses paying for Google Ads on affected keywords are getting fewer clicks for the same spend. The AI answer absorbs attention before users reach either organic or paid results.
Is AI Answering Questions About Your Business?
AI Overviews are reducing clicks for 58% of top-ranking pages. Find out whether your business is being cited, ignored, or misrepresented.
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