New knowledge from Google’s Q2 2025 earnings name means that AI options in Search are driving larger engagement.
Google reported that AI Overviews contribute to greater than 10% further queries for the kinds of searches the place they seem.
With AI Overviews now reaching 2 billion month-to-month customers, it is a notable shift from the early hypothesis that AI would cut back the necessity to search.
AI Options Linked to Greater Question Quantity
Google reported $54.2 billion in Search income for Q2, marking a 12% enhance year-over-year.
CEO Sundar Pichai famous that each total and industrial question volumes are up in comparison with the identical interval final yr.
Pichai stated through the earnings name:
“We’re additionally seeing that our AI options trigger customers to go looking extra as they study that Search can meet extra of their wants. That’s very true for youthful customers.”
He added:
“We see AI powering an growth in how persons are trying to find and accessing data, unlocking utterly new sorts of questions you’ll be able to ask Google.”
That is the primary quarter the place Google has quantified how AI Overviews influence habits, relatively than simply reporting utilization progress.
Extra Visible, Conversational Search Exercise
Google highlighted continued progress in visible and multi-modal search, particularly amongst youthful demographics. The corporate pointed to elevated use of Lens and Circle to Search, usually together with AI Overviews.
AI Mode, Google’s conversational interface, now has over 100 million month-to-month lively customers throughout the U.S. and India. The corporate plans to increase its capabilities with options like Deep Search and customized outcomes.
Language Mannequin Exercise Is Accelerating
In a stat that obtained little consideration, Google disclosed it now processes greater than 980 trillion tokens monthly throughout its merchandise. That determine has doubled since Might.
Pichai acknowledged:
“At I/O in Might, we introduced that we processed 480 trillion month-to-month tokens throughout our surfaces. Since then we have now doubled that quantity.”
The rise in token quantity exhibits how shortly AI is getting used throughout Google merchandise like Search, Workspace, and Cloud.
Enterprise AI Spending Continues to Climb
Google Cloud posted $13.6 billion in income for the quarter, up 32% year-over-year.
Adoption of AI instruments is a significant driver:
- Over 85,000 enterprises at the moment are constructing with Gemini
- Deal quantity is rising, with as many billion-dollar contracts signed within the first half of 2025 as in all of final yr
- Gemini utilization has grown 35 instances in comparison with a yr in the past
To assist progress throughout AI and Cloud, Alphabet raised its projected capital expenditures for 2025 to $85 billion.
What You Ought to Know as a Search Marketer
Google’s knowledge challenges the concept AI-generated solutions are changing search. As an alternative, options like AI Overviews seem to immediate follow-up queries and allow new kinds of searches.
Listed here are a number of areas to look at:
- Complicated queries might turn out to be extra frequent as customers acquire confidence in AI
- Multi-modal search is rising, particularly on cell
- Visibility in AI Overviews is more and more vital for content material methods
- Conventional key phrase focusing on might must adapt to conversational phrasing
Trying Forward
With Google now attributing a ten% enhance in queries to AI Overviews, the way in which folks work together with search is shifting.
For entrepreneurs, that shift isn’t theoretical, it’s already in progress. Search habits is leaning towards extra advanced, visible, and conversational inputs. In case your technique nonetheless assumes a static SERP, it could already be outdated.
Control how these AI experiences roll out past the U.S., and watch how question patterns change within the months forward.
Featured Picture: bluestork/shutterstock
