What actually changed
Google's AI Overviews (AIO) — the AI-generated summaries that appear above organic results for many informational queries — have been live in Canada since mid-2024. The initial panic in the SEO community was significant. The reality, as the data has come in, is more nuanced than either camp predicted.
Across our client portfolio, the impact on organic traffic varies significantly by query type. Informational queries — 'how to', 'what is', 'why does' — have seen the most disruption. Commercial and transactional queries — 'best', 'near me', 'pricing', 'reviews', '[service] in [city]' — have been largely unaffected. This distinction matters enormously for how you adapt.
The traffic data we've seen
Looking across 40+ accounts with at least 12 months of post-AIO data, here's what we're seeing:
Informational queries: Average CTR decline of 18–26% for positions 1–3
Commercial queries ('best X', '[service] reviews'): Average CTR decline of 4–8%
Transactional queries ('[service] near me', '[service] [city]'): No statistically significant decline
Branded queries: Slight CTR increase (users clicking through to confirm brand legitimacy)
Featured snippet position: Significant CTR decline when AIO appears above it
18–26%
CTR decline on informational queries
<5%
Impact on transactional/local queries
40%
Of AIO citations go to sites already ranking in top 5
Which queries are most affected
The clearest pattern we see is intent-based. Queries where users are learning (informational) are most disrupted — Google can often answer the question directly. Queries where users are deciding or buying (commercial/transactional) are much more resilient because Google can't replace the need for a specific business to show up.
For local businesses — dental practices, law firms, contractors, fitness studios — the impact is minimal. Nobody searching 'emergency dentist Toronto' or 'best roofer Mississauga' is satisfied by an AI summary. They want a specific business with reviews, a phone number, and a website.
The optimization strategy shift
The strategic response isn't to panic — it's to rebalance. Businesses that built their organic strategy around high-volume informational content need to rethink the ROI of that content. Businesses whose content is primarily commercial or local are largely unaffected.
What we're advising clients to focus on: First, ensure your commercial and transactional content is as strong as possible — these pages are more valuable than ever relative to informational content. Second, for informational content you keep, optimise explicitly for AIO citations — use clear structured answers, FAQ sections with direct language, and authoritative sourcing. Getting cited in an AIO is the new position 0. Third, build brand authority so that branded searches increase — when users see your brand in an AIO citation, they may search for you directly next time.
What We're Telling Clients
Local and transactional queries are your moat — double down on them
Audit your informational content by revenue contribution, not traffic
Structure informational pages to be AIO-citable (clear answers, FAQs, structured data)
Don't stop creating content — shift the mix toward commercial intent
Brand authority is the long-term hedge against any SERP change
The bottom line
AI Overviews are a significant SERP change, not an SEO apocalypse. For most of our clients — local businesses, professional services, ecommerce — the impact on revenue-driving queries has been minimal. The businesses getting hurt are those who built organic strategies almost entirely on informational content for broad audiences. The lesson is the one SEO has always taught: rankings are a means to revenue, not an end in themselves. Optimise for the queries that produce customers.
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