
THE DISRUPTION OF SEARCH
Social was already shifting search behavior, but AI has accelerated a complete reinvention. The future is here, the answers aren't.
The Big Themes:
Search is fragmenting
Google's share of search has fallen below 90% for the first time since 2008.
Search is increasingly social
2/3 of consumers report social being a significant part of their search journey
This has led to ~44% of searches on Google being branded (e.g. Brawny paper towels), a figure that has increased over the years
Search is going zero-click
AI search engines are providing answers in stream, precluding site visits
'Ranking' and answer creation is increasingly black box
Marketer & Agency Shifts
Agencies
Overhauling SEO practices and moving towards Answer Engine Optimization - AEO
Introducing 'Share of Model' offerings (Brandtech + R/GA)
Marketers
Shifting search budgets to social
LLM crawler friendly websites with less of a focus on digital
Takeaway:
Search & discovery is no-longer a solved game