New knowledge from Google’s Q2 2025 earnings name means that AI options in Search are driving increased 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, this can be a notable shift from the early hypothesis that AI would scale 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% improve year-over-year.
CEO Sundar Pichai famous that each total and business question volumes are up in comparison with the identical interval final yr.
Pichai mentioned through the earnings name:
“We’re additionally seeing that our AI options trigger customers to look 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 individuals are looking for and accessing data, unlocking fully new sorts of questions you possibly can ask Google.”
That is the primary quarter the place Google has quantified how AI Overviews impression habits, somewhat 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 broaden its capabilities with options like Deep Search and personalised outcomes.
Language Mannequin Exercise Is Accelerating
In a stat that acquired little consideration, Google disclosed it now processes greater than 980 trillion tokens monthly throughout its merchandise. That determine has doubled since Could.
Pichai said:
“At I/O in Could, we introduced that we processed 480 trillion month-to-month tokens throughout our surfaces. Since then now we have doubled that quantity.”
The rise in token quantity exhibits how rapidly 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 growing, 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 help 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 observe:
- Advanced queries could turn out to be extra frequent as customers achieve confidence in AI
- Multi-modal search is rising, particularly on cellular
- Visibility in AI Overviews is more and more vital for content material methods
- Conventional key phrase focusing on could must adapt to conversational phrasing
Wanting Forward
With Google now attributing a ten% improve in queries to AI Overviews, the way in which individuals work together with search is shifting.
For entrepreneurs, that shift isn’t theoretical, it’s already in progress. Search habits is leaning towards extra complicated, visible, and conversational inputs. In case your technique nonetheless assumes a static SERP, it might already be old-fashioned.
Control how these AI experiences roll out past the U.S., and watch how question patterns change within the months forward.
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