1
1
On July 22, 2026, France became the latest major search market to integrate AI Overviews into its Google Search results. This strategic implementation provided a unique opportunity to observe the direct impact of the feature on website traffic, bypassing the usual ambiguity of simultaneous algorithm updates and seasonal fluctuations. A focused study tracked 963 domains using Google Search Console data, analyzing performance in the 28 days prior to and the 9 days following the AI Overview launch.
The findings, meticulously compiled and analyzed by data scientist Xibeijia Guan, reveal a stark reality: less than a month after its introduction, Google’s AI Overviews are already significantly diminishing click-through rates (CTR) for French websites. Domains most exposed to these AI-generated summaries experienced a drop of over 20% in their click-through rates within a mere nine-day period, while those with minimal exposure remained largely unaffected. This clear correlation strongly suggests that the observed decline is a direct consequence of AI Overviews, rather than a broader algorithmic shift.
To identify the presence of AI Overviews within search engine results pages (SERPs), users can utilize the "SERP features" filter in tools like Ahrefs’ Site Explorer. By navigating to the "Organic keywords" report and selecting "AI Overview" in the filter, one can pinpoint which of their rankings are triggering these AI-generated summaries.
Key Findings from the French Market Study:

Across the studied domains, a median click-through rate decrease of 3.4% was observed within nine days of the AI Overview implementation. However, for domains heavily exposed to AI Overviews, this decline was far more pronounced, reaching 23.1%, which is six times the overall median. This impact is not isolated; a significant 82.2% of highly exposed domains reported a loss in CTR, indicating that avoiding the negative effects of AI Overviews has become the exception rather than the rule at this level of exposure.
Estimating Potential Losses:
A clear linear relationship has emerged between a domain’s exposure to AI Overviews and its click-through rate. By analyzing the change in CTR against each domain’s AI Overview rate across the 963 domains, a slope of approximately -0.9 was calculated. This suggests a direct correlation: for every additional percentage point of AI Overview exposure, websites can anticipate a roughly equivalent percentage point loss in their click-through rate. For instance, a domain experiencing AI Overviews on 15% of its queries could expect to lose around 15% of its CTR. While a simplified model, this provides an actionable framework for estimating potential traffic loss by leveraging AI Overview exposure data from tools like Site Explorer. It is crucial to note that this slope represents a risk factor and not a definitive prediction, as other variables can influence a site’s performance.
Decoupling: Impressions Rise, Clicks Fall
A critical observation is that the rollout of AI Overviews has not led to a widespread loss of search rankings. In fact, pages continue to appear in search results with the same or even increased frequency. The detrimental effect lies not in reduced visibility, but in diminished user engagement. This pattern mirrors findings from a global study conducted in late 2025 and the phenomenon known as "the great decoupling." AI Overviews do not necessarily remove a website from the SERP; instead, they make it appear redundant within it. In one extreme case within the French study panel, a website experienced a 183% increase in impressions but a corresponding 1.9% decrease in clicks, effectively dividing its click-through rate by more than three.

Market-Wide Impact:
While the most severely affected domains saw a 23.1% drop in CTR, the median decline across the entire French market was 5.7% for CTR and 8.8% for clicks. However, this seemingly moderate median masks a more severe underlying distribution. Nearly half of the analyzed websites experienced a loss of over 10% of their daily clicks within just nine days, and one in twenty suffered a loss of 50%.
Furthermore, the exposure to AI Overviews is projected to increase. Currently, the median AI Overview rate among the studied domains stands at 5.4%, with 29% already exceeding 10%. This trend has been consistent across all markets since 2024. Notably, French domains within the study panel exhibited a higher exposure rate, losing 12.3% of clicks at the median compared to the 8.8% observed for the panel as a whole, indicating that local French sites are more vulnerable than international competitors operating in the same market.
The Health Sector Faces the Greatest Challenge:
The health sector emerged as the most significantly impacted industry. Health-related queries exhibit the highest AI Overview rate in the study, at 22.2%, leading to a substantial 20.4% decrease in click-through rates. This vulnerability is attributed to the nature of health queries, which are often informational, have concise answers, and typically do not involve immediate transactional intent. AI Overviews are exceptionally adept at fulfilling these types of user needs by providing direct answers within the summary, thereby satisfying the user’s query without necessitating a click-through to a website.

The decisive factor influencing a website’s fate appears to be the user intent behind the queries it ranks for, rather than its specific industry vertical. Queries that can be answered with a brief paragraph are at high risk of being absorbed by AI Overviews. Conversely, queries requiring tools, account access, price comparisons, purchase decisions, or human opinions demonstrate greater resilience. Therefore, analyzing keywords through the lens of user intent is a more critical strategy than focusing solely on industry classification.
The Trend of Worsening Impact:
The observed 23.1% decline in CTR for highly exposed sites in France is likely not the peak of the impact. Previous global research tracking AI Overviews over a two-year period indicated a substantial increase in the effect on position 1 click-through rates, escalating from a 34.5% decline in spring 2025 to 58% by the end of 2025. This trend suggests that the impact of AI Overviews does not diminish over time; rather, it intensifies as the feature is applied to a broader range of queries and users become accustomed to obtaining information directly from the SERP. There is no indication that France will deviate from this trajectory, and further analysis will be conducted over a longer period to assess the full extent of this ongoing shift.
Methodology:
The reported 23.1% median CTR decrease for highly exposed sites represents the raw, observed change without control group adjustment. During the same period, the control group experienced a 2.3% increase in CTR. Factoring in this control group performance, the actual impact of AI Overviews on highly exposed sites is estimated to be a 24.8% decline.

Conclusion:
Within two weeks of AI Overviews being introduced in France, highly exposed websites experienced a 20% reduction in their click-through rates, while those with minimal exposure remained largely unaffected. The impact exhibits a linear relationship, with approximately one percentage point of CTR lost for every percentage point of AI Overview exposure. Three key takeaways emerge: