Google’s AI Overviews have cut organic search traffic to publishers by 42%. However, one content type is not just surviving the disruption, it’s growing. Breaking news is up 103% across Google surfaces since November 2024, according to new data from Define Media Group, which manages a panel of major U.S. news publishers.
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The reason is structural. AI Overviews have a 15% visibility rate for news queries—nearly three times lower than health and science content—and breaking news queries like “Iran war” currently don’t trigger AI Overviews at all. Instead, Google surfaces the Top Stories carousel: image cards with headlines that drive clicks through to publisher sites. LLMs can’t summarize breaking news fast enough, and the hallucination risk is too high, so Google has left that real estate largely untouched.
Define’s data makes the divergence stark. Evergreen content is down 40%. Breaking news is up 103%. Every other content category is declining. The publishers still generating Google search traffic are, for now, the ones with the fastest news operations.
The bigger finding, though, is about Discover. While breaking news in web search has held up, Discover is what’s actually driving the growth. For the first time in Define’s history, Discover and web search send equal amounts of traffic to their publisher panel. And when you isolate breaking news by surface, Discover is responsible for nearly all of the gains — with a step-change increase after Google’s December 2025 Core Update, followed by the first-ever Discover-specific Core Update in February.
The implication is pointed. Discover has historically been treated as a byproduct of search optimization: tune your SEO and Discover traffic follows. Define’s data suggests that’s no longer sufficient. Discover is maturing into its own system with its own signals, and publishers that treat it as a standalone channel—rather than a side effect of search—are the ones positioned to capture what’s left of Google’s referral traffic.
We’ve tracked the broader traffic collapse from AI Overviews before. What Define adds is precision: the hole in the dam is real, but breaking news is still flowing through it, and Discover is becoming the pipe.
