#ai-content-licensing

#ai-content-licensing

They train on it and self-evaluate against it. Yet those AI-driven interfaces increasingly answer questions without sending users to the content source. Google's AI Overviews makes this obvious to many businesses in the form of dwindling search traffic. Many publishers are alarmed, having built their businesses on audience reach, page views, and advertising impressions. When AI systems summarize articles instead of referring readers, the economic model fractures.

Revenue jumped 68% year-over-year to $585 million, beating analyst estimates by a wide margin. Advertising, which makes up the bulk of its business - it now accounts for 94% of total quarterly revenue - surged 74% to $549 million, driven by new ad formats and better targeting. Daily active users hit 116 million, up 19% from last year, with U.S. growth at 7%. Average revenue per user climbed 41% to $5.04, showing stronger monetization.