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DTSTART:20261025T030000
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UID:calendar.142850.field_date.0@www.tse-fr.eu
DTSTAMP:20260613T181926Z
CREATED:20260611T101001Z
DESCRIPTION:Saharsh Agarwal (Indian School of Business)\, “Google AI Overvi
 ews and Publisher Traffic: Evidence from a Field Experiment”\, Economics o
 f Platforms Seminar\, July 2\, 2026\, 14:00–15:00\, Online.\n\nOnline sear
 ch engines depend on external content to respond to user queries\, while c
 ontent providers rely on search engines for visibility and user acquisitio
 n. The integration of GenAI-based summaries into search interfaces (eg\, G
 oogle’s AI Overviews (AIOs)) may reduce users’ incentives to visit downstr
 eam publishers. Despite growing regulatory and industry attention\, causal
  evidence on the effects of AI-generated summaries on search behavior rema
 ins limited. This paper provides causal evidence on the impact of AIOs on 
 user behavior and downstream engagement using a field experiment that rand
 omly assigns users to either the standard Google Search experience with AI
 Os or a version where AIOs are removed. We develop a custom Chrome browser
  extension that passively tracks detailed browsing behavior while also ena
 bling real-time modifications to the search engine results page (SERP)\, a
 llowing us to precisely manipulate AIO exposure in a natural browsing envi
 ronment. When they appear\, AIOs reduce outbound organic clicks by 38% and
  increase the probability of a zero-click search by 33%. We find no effect
 s on sponsored clicks or overall search frequency\, implying that AIOs red
 uce total external traffic by lowering organic clicks per search. Heteroge
 neity analyses show that effects are concentrated when AIOs appear at the 
 top of the page and among the highest-ranked organic results. Using survey
  evidence\, we find that despite these behavioral effects\, removing AIOs 
 does not affect users’ overall search experience\, including perceived eas
 e of finding information and the quality of results. Exploratory evidence 
 from a third AI Mode condition\, where users are redirected to a Gemini-po
 wered conversational AI interface\, suggests even stronger reductions in e
 ngagement with downstream publishers. Overall\, the findings suggest that 
 AIOs divert traffic away from publishers without delivering measurable imp
 rovements in user experience\, raising important implications for competit
 ion policy\, platform power\, and publisher sustainability
DTSTART;TZID=Europe/Paris:20260702T150000
DTEND;TZID=Europe/Paris:20260702T160000
LAST-MODIFIED:20260612T001001Z
LOCATION:July 2\, 2026\, 14:00–15:00\, Online
SUMMARY:Economics of Platforms Seminar
URL;TYPE=URI:https://www.tse-fr.eu/seminars/2026-google-ai-overviews-and-pu
 blisher-traffic-evidence-field-experiment
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