"Earlier this year, things looked dire for Google. AI search was rapidly eroding the company's market share, as people turned to ChatGPT and dedicated generative apps like Perplexity to search for information. In January, reports showed that the company's search market share had dropped below 90% for the first time in almost a decade. And as the year continued, it seemed like it would keep plummeting. Now new data from search analytics company BrightEdge shows that the bleeding appears to be over. Google's market share has stabilized, and has even begun to tick up. Why? Google is fighting back against the onslaught of AI search. And it's winning."
"As of this month, though, BrightEdge told me that Google's market share increased from 90.54% to 90.71%. I spoke with BrightEdge's CEO, Jim Yu, to put that in perspective. Yu acknowledged that while an increase of 0.17% might seem small, given the scale involved, it's actually a big deal. "We conservatively estimate each percent of search market share equates to between $1.5 billion and $2 billion" in ad revenue, Yu told me. That means Google's little uptick is worth a cool $340 million."
Google's search dominance weakened earlier in the year as AI-powered alternatives like ChatGPT and Perplexity siphoned queries, pushing market share below 90%. BrightEdge SEO data indicates the market share loss has halted and slightly reversed, moving from 90.54% to 90.71%. The modest 0.17% gain represents substantial ad-revenue value given global search volumes, with each percentage point of share estimated to equal roughly $1.5–$2 billion. The regained share appears to have come at the expense of newer entrants, as Google deploys countermeasures to defend search usage and advertising revenue.
Read at Fast Company
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