EU regulators are expected to rule that Google illegally favored its own shopping, travel, and other specialized services over rivals in search results.
The European Commission is expected to issue the decision next week under the Digital Markets Act, according to the Financial Times (subscription required), citing people familiar with the matter and internal Commission documents.
Google search changes possible. The case focuses on how Google displays its own vertical services in search results compared with competing services. Google owns some of the most valuable commercial search real estate. An order requiring changes could affect visibility for comparison sites, travel platforms, shopping services, and other businesses competing for organic traffic.
Why we care. Google’s treatment of its own services influences which businesses users see first in high-intent searches. Required changes could create new visibility opportunities in competitive commercial categories.
Fines add pressure. The Commission is expected to fine Google hundreds of millions of euros across two DMA decisions. Google could also face daily penalties if it fails to comply with parts of the orders within 60 days.
Search data access. The Commission is also expected to decide whether Google must give third-party search engines access to search data, including ranking, query, click, and view data. Google argues that sharing the data would threaten user privacy and exceed the Commission’s authority.
The Commission is also considering whether Google must give third-party AI providers access to the same features available to Gemini.
Google’s AI Mode showed text ads on 29.45% of commercial queries in a new SE Ranking study, less than a year after ads began appearing in AI-generated search answers.
Ads appeared on 14,733 queries in the study, which analyzed U.S. commercial searches where text ads could appear, excluding product carousels.
AI Mode ad adoption accelerated.SE Ranking said ads began appearing in AI Mode responses in late 2025. By mid-2026, nearly one in three commercial queries in its data set showed a text ad. SE Ranking said the real ad rate may be higher because AI Mode results are inconsistent across sessions.
Two advertisers often appeared together. Most AI Mode ad blocks included more than one advertiser. SE Ranking found that 71.1% of ad-triggering queries showed two ads in the same AI Mode response, while 28.9% showed only one.
CPC best predicted ad visibility. Higher-cost keywords were much more likely to trigger AI Mode ads.
Ad presence was 24.33% for keywords with CPCs below $2.
It rose to 32.45% for keywords between $2 and $10, then jumped to 53.56% for keywords at $10 or more.
SE Ranking said search volume and keyword difficulty did not show the same relationship with ad frequency.
Ad presence varied across categories. Pets had the highest rate, with ads appearing on 72.38% of analyzed keywords. Healthcare had the lowest, at 2.64%.
Higher-ad categories were typically lead-generation markets with clear paths to paid conversions.
Lower-ad categories were more likely to involve informational or YMYL intent, where commercial demand may be lower or Google may be more cautious.
Advertisers were rarely cited. Buying an AI Mode ad didn’t make advertisers more likely to be cited as a source in the same response. Only 11.53% of advertiser domains appeared among the cited sources for the keywords they advertised on. At the URL level, overlap fell to 1.95%.
This held true even after comparing advertisers with similar non-advertising domains based on domain strength, backlinks, referring domains, and organic visibility, SE Ranking said.
Organic overlap was limited. Advertisers also rarely ranked organically for the same keywords. Only 2.32% of advertised URLs ranked organically for the queries where their ads appeared. At the domain level, overlap increased to 15.35%.
About 85% of advertisers didn’t appear in organic results for the same keywords where they showed AI Mode ads, according to the study.
Why we care. Buying visibility in AI Mode doesn’t increase your chances of being cited or ranking organically. Treat AI Mode ads, cited sources, and organic rankings as separate visibility channels.
About the data. SE Ranking analyzed 50,032 commercial keywords across 20 niches, averaging about 2,500 keywords per niche. The data reflects U.S. AI Mode results collected on June 30. SE Ranking noted that ad behavior may change as Google expands AI-specific formats.
Google is testing a new Partners (Alpha) setting in Performance Max that gives advertisers the ability to opt in or out of Search Partners and the Google Display Network—a level of control that hasn’t previously existed in the automated campaign type.
What’s happening. Some advertisers are seeing a new Partners (Alpha) setting within Performance Max campaigns that lets them choose whether to include:
Search Partners
Google Display Network (GDN)
Until now, both networks were automatically included in Performance Max with no option to exclude them.
Why we care. The update gives advertisers greater control over where Performance Max ads appear, making it easier to align inventory with campaign objectives. Those focused on efficiency metrics such as ROAS or CPA can now test whether excluding certain networks improves performance.
What we’re watching. The feature is currently labelled Alpha, indicating it is only available to a limited number of advertisers. Google has not announced when—or if—it plans to roll the setting out more broadly.
The bottom line. Google’s new Partners (Alpha) setting could give Performance Max advertisers one of their most requested controls: the ability to decide whether campaigns run across Search Partners and the Display Network, rather than relying entirely on Google’s automation.
Spotted. This update was spotted by PPC Growth Strategist Saquib Syed, who shared spotting it on LinkedIn.
Google’s AI Mode increased citations to google.com by 8.4x in about two months, making it the No. 2 cited domain in Profound’s tracking.
The increase came almost entirely from Google Business Profiles and Product Knowledge Panels, according to Profound. Those Google-hosted cards now appear within AI Mode answers for many local and product searches.
Google cards moved up. AI Mode now surfaces Google Business Profiles as inline panels for local-intent queries.
These panels can display a business’s hours, photos, location, and reviews before users reach the company’s website. Profound said the shift makes the Google-hosted profile the first page many users see.
Local categories led. The change was strongest in industries where local intent drives revenue, including:
Hospitality and travel
Home services
Restaurants and dining
Real estate
Healthcare
Product panels gained ground. Product searches also shifted toward Google-hosted results. Queries about comparisons, compatibility, or specifications increasingly surfaced Product Knowledge Panels instead of direct links to ecommerce or brand websites, Profound said.
Why we care. Your Google-hosted profile may shape a user’s first impression before they ever reach your website. Missing hours, outdated photos, incomplete information, or poor reviews can cost you the click before users visit your site.
About the data. Profound tracked AI Mode citation share from April 15 through June 30, analyzing more than 32 million google.com/searchviewer instances.
OpenAI’s ad revenue forecast is on pace to miss its 2030 target by 90%, according to Emarketer.
OpenAI projected $2.5 billion in ad revenue this year and $100 billion by 2030. Emarketer estimates the entire U.S. market for standalone chatbot ads will generate less than $1 billion this year and $5.41 billion by 2030.
OpenAI’s target. OpenAI began testing ChatGPT ads in February. By April, the company projected that ad revenue would grow to $100 billion within five years. But that forecast is larger than Emarketer’s 2030 estimate for the full U.S. chatbot ad market.
What Emarketer measured. Emarketer’s estimate covers standalone chatbots in the U.S., including ChatGPT, Microsoft Copilot, Google AI Mode and Amazon Alexa for Shopping, formerly Rufus. The research firm’s forecast puts the 2030 market ceiling at $5.41 billion, far below OpenAI’s target for its ad business alone.
Why we care. Chatbot ads are still a small market, despite growing interest in AI search and shopping. The gap between OpenAI’s target and Emarketer’s forecast shows ChatGPT Ads have a long way to go.
Assumptions vs. reality? OpenAI’s forecast assumes the company will capture search ad budgets at scale, dominate a mature chatbot ad market, and outperform every ad format in history, Adweek reported. Emarketer’s data points to a much smaller market.
Google Image Search has turned 25 years old and with that, Google has decided to completely revamp the Google Image Search home page at images.google.com from a clean search box, to a gallery of image collections.
“Today, we’re introducing a brand new browseable home for Google Images, featuring a dynamic, immersive gallery of images from across the web — updated in real time and intelligently tailored to your unique interests,” Brad Kellet, Senior Engineering Director, Search announced.
What it looks like. Here is a screenshot of the new Google Image Search homepage:
This is what the old Google Image Search home page looked like:
Features as well. Google is not only showing a gallery of images on its new image search home page but there are search features as well. The search box is at the top, where you can search by text, voice, by image and so forth.
You can also browse and save ideas to your collections on Google Image Search. Those images will appear as tabs above the main gallery, making it easy to jump back in and continue exploring based on what inspires you, Google explained.
Here are screenshots of how that works:
Availability. Google said this new Google Images home page will roll out over the coming weeks on desktop in the U.S. in English. You will need to sign in to your Google Account to try it out.
Google will let you create images directly within AI Overviews in Google Search. “To help bring those unique ideas to life, we’re bringing image generation directly into AI Overviews in Search,” Google announced.
This uses Google’s latest Nano Banana AI model within AI Overviews to create these images.
Google said, “This update transforms a simple text prompt into a high-quality, custom visual made completely from scratch, seamlessly bridging the gap between imagination and reality.”
What it looks like. Here is a video of this in action:
Availability. Google will roll out this image generation feature within AI Overviews over the coming weeks in English, for all regions that currently support image creation in AI Mode.
Why we care. This may have an impact on traffic to publishers, as it will add more AI-generated content (the images) to the AI Overview, potentially discouraging clicks from Google Search. Plus, if people get the image they want in the AI Overview, it might even discourage some use of Google Image Search – maybe?
In any event, it is wild to know that Google Image Search is now 25 years old.
My 8-year-old daughter desperately wanted a Nintendo Switch. Her evil parents refused to buy it for her.
She was too young to get a job, so she did what any resourceful kid would do: she set up a lemonade stand in front of our house.
But she didn’t just put out a table and a pitcher. She ran a high-stakes A/B test.
Her hypothesis was simple: if she could get more people to stop, she could sell more lemonade and buy her Nintendo Switch faster.
Variant A was her two-year-old sister, Julie, stationed out front to attract attention.
Variant B was our dog, Ginger.
I know what you’re thinking.
The dog. Obviously, the dog.
But her sister won. It wasn’t close.
The only metric that mattered
Actually, my daughter didn’t care about the outcome of the A/B test. She didn’t care how many people stopped by the stand.
She cared about one thing, and one thing only:
Did she make enough money to buy the Nintendo Switch?
Marketers have a similar problem right now.
Generative engine optimization (GEO) is the practice of increasing your brand’s visibility in AI-generated answers from platforms like ChatGPT, Gemini, Perplexity, and AI Overviews.
We’re tracking AI visibility, citation share, impressions, rankings, and every other signal we can find.
Meanwhile, leadership is asking a much simpler question:
Is any of this helping the business grow?
I use a simple test I call the Dollar Rule: If I can’t put a dollar sign in front of a metric, it’s a channel metric, not a business metric.
That’s the challenge with GEO.
Most of the metrics we’re tracking are useful operational signals. They tell us what’s happening inside the channel.
Leadership wants something different.
They want to understand business impact.
GEO arrived at exactly the moment attribution started becoming less reliable.
Traditional SEO measurement was built around a straightforward model: someone searched, clicked, visited your website, and converted. You could trace the path and measure the outcome.
AI search changed that.
Buyers are making decisions before they ever reach your website and AI influence is hard to measure with traditional attribution models.
AI search broke attribution
Buyers now discover brands through AI-generated answers, citations, publishers, forums, reviews, videos, and other sources that influence decisions before a click ever happens. Much of that influence never shows up cleanly in analytics.
That’s why so many teams are struggling to justify GEO investments. The visibility is real. The influence is real. But the attribution is often incomplete.
Waiting for perfect attribution is becoming a convenient excuse for inaction.
If you want buy-in for GEO, you need a way to connect that influence to business outcomes, even when you can’t connect every interaction to a conversion.
Making the case for GEO using financial impact
The biggest mistake marketers are making right now is trying to prove attribution before proving value.
Before you worry about attribution, ask whether you’re measuring something that matters to the business.
That’s where the Dollar Rule comes in.
We’ve found that justifying GEO usually comes down to three things:
Align metrics to business outcomes.
Verify that the metrics reliably point you in the right direction.
Translate the metrics into language your CFO understands.
The Dollar Rule is simple:
If a number doesn’t translate into dollars, it’s a channel metric, not a business metric.
Consider revenue opportunity, revenue at risk, payback period, and customer acquisition cost. These are the metrics that live on a P&L, and they’re the ones your leadership team actually cares about.
CFOs don’t allocate budget based on attribution models. They allocate budget based on expected financial outcomes.
Here’s what that looks like in practice.
Influence over attribution
AI search didn’t just change discovery. It changed measurement.
Traditional organic attribution assumes a simple path: search, click, visit, convert.
AI platforms increasingly answer questions before a click happens, influence buyers across multiple touchpoints, and often remove the referral data marketers depended on.
The result is a strange situation: your GEO campaigns may be influencing pipeline while your analytics platform struggles to prove it.
Loamly estimates that roughly 70% of AI-influenced traffic appears as Direct traffic in GA4, making a large portion of AI’s contribution difficult to trace through traditional attribution models.
That doesn’t mean measurement is impossible. It means we need to broaden where we look for evidence.
Instead of asking, “How many clicks do we get from AI search?” ask:
Is branded search growing?
Are prospects arriving already familiar with our positioning?
Are we cited in AI answers for revenue-driving questions?
None of these signals is definitive on its own. Together, they create enough confidence to make investment decisions.
This is how GEO measurement differs from traditional SEO. You’re not measuring a click path. You’re measuring market influence.
The marketers who adapt fastest will stop treating attribution as a traffic sorting exercise and start combining quantitative signals with qualitative evidence. The goal isn’t certainty. The goal is confidence that your GEO investment is moving the business in the right direction.
You’re measuring the wrong thing
The problem isn’t that SEO or GEO metrics are wrong. The problem is that they’re often precise without being relevant to the business outcome you’re trying to influence. They tell you exactly what happened in a channel, but not whether the business is moving in the right direction.
SEO tools are full of precise numbers. The challenge is that many of those numbers aren’t closely connected to business outcomes.
Precise = exact
Accurate = connected to business outcomes
Leadership would rather have a roughly correct estimate of revenue impact than a perfectly precise count of clicks.
I studied engineering in school. We spent a lot of time talking about precision, as in, how exact and repeatable your measurements are, down to the decimal point. In marketing, those precise metrics look like organic clicks, rankings, impressions, and click-through rate. You can get extremely precise numbers from tools like Google Search Console.
The problem is they aren’t accurate. Accurate measurements tell you whether you’re moving closer to a business outcome that matters. Even if they’re not precise, accurate measurements are more useful because they point you toward the bullseye: business outcomes your leadership cares about.
Knowing you got 40 organic clicks to a page is precise. It tells you almost nothing about whether you’re winning or losing in the market, or in my daughter’s case, whether she’s getting close to buying that Nintendo Switch.
That’s a practical application of the Dollar Rule. When attribution is incomplete, translate the evidence you do have into business impact.
Revenue beats attribution
A rough number tied to revenue beats an exact number tied to channel metrics every time.
When accurate attribution isn’t available, build your case from signals you can actually get your hands on and do the math from there.
Fuzzy math doesn’t replace SEO metrics or attribution. It sits alongside them when a traffic-based attribution metric isn’t available.
Here’s an example:
One of our healthcare clients had a problem.
Prospects were showing up to sales calls already convinced of things that weren’t true.
The source was a competitor’s comparison page that was shaping buyer perceptions long before our client had a chance to tell their side of the story.
We recommended publishing content to counter the narrative, but leadership wasn’t convinced there was enough evidence to respond. So we had to make the case.
SEO tools estimated roughly 40 organic visits per month. Whether that number was right or wrong didn’t matter. It wasn’t measuring influence.
So we looked at something more meaningful.
We talked to our client’s salespeople. They told us that roughly 10% of their qualified B2B discovery calls included unprompted mentions of specific claims from the competitor’s page.
It wasn’t a clean number we could do exact math with, but we couldn’t ignore it. It was real. It was happening on live sales calls.
So we did fuzzy math:
10% mention rate on discovery calls
× 1,200 qualified B2B sales calls per year
× $500,000 average contract value
× 20% average win rate
= $12 million in annualized revenue being influenced by the competitor’s narrative
This wasn’t a forecast, and it wasn’t an attribution model. It was a directional estimate of the amount of pipeline influenced by the competitor’s messaging.
We stopped talking about 40 clicks a month and started talking about $12 million in influenced pipeline.
That’s the number we brought to leadership. Not impressions or citation shares. We brought them twelve million dollars of pipeline being influenced by a page our client was refusing to counter. That is a number a CFO understands.
Lead with the value metrics
If you walk into a GEO campaign review and lead with citation share going up or impressions growing, your CMO is going to yawn. Your CFO is going to wonder what language you’re speaking. In the worst case, they’re going to cut your budget because they don’t see the return.
Here’s how we framed the situation for our client’s leadership:
Leadership funds marketing campaigns with business impact. Translating the problem into dollars changes the conversation.
The decision makers didn’t need certainty. They needed a credible story: leading indicators and momentum that build trust, all tied to dollars.
Focus on what matters
That’s what my eight-year-old intuitively understood at the lemonade stand. Her goal was never to count lemonade stand visitors. Her goal was to buy the Nintendo Switch.
GEO has created a lot of anxiety because it broke the attribution models we relied on for years. But attribution was never the goal.
The real goal: business growth.
If you can connect your GEO efforts to revenue opportunity, revenue at risk, pipeline influence, or customer acquisition, you don’t need perfect certainty to make the case.
You just need evidence that your GEO campaigns are moving the business in the right direction.
Precise metrics tell you what happened. Relevant metrics tell you whether you’re winning.
Before your next GEO report, take every metric on the page and ask one question:
If this metric doubled tomorrow, would the business care?
Then ask the follow-up:
Can I translate this metric into revenue opportunity, revenue at risk, pipeline influence, or customer acquisition cost?
If the answer is no, you’re probably reporting on channel impact, not business impact.
Looking to take the next step in your search marketing career?
Below, you will find the latest SEO, PPC, and digital marketing jobs at brands and agencies. We also include positions from previous weeks that are still open.
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OpenAI is discontinuing ChatGPT Atlas, its standalone desktop browser. The browser-based AI features are moving to the new ChatGPT desktop app, which includes ChatGPT Work, OpenAI’s work-focused agent, alongside ChatGPT Codex.
The end of Atlas. James Sun of OpenAI confirmed on X Atlas will be deprecated Aug. 9.
“The current targeted date for deprecation is 8/9, and we’ll share more information in the upcoming days both in-app and via email,” Sun said.
One desktop app. The new ChatGPT desktop app becomes OpenAI’s primary desktop product with built-in browser capabilities. Instead of maintaining a separate AI browser, OpenAI is combining browsing, work-agent features, and Codex into a single app.
Chrome users can keep Chrome. OpenAI also offers a ChatGPT and Codex extension for Chrome. That lets Chrome users access ChatGPT in their existing browser without switching to an OpenAI browser.
Why we care. OpenAI is moving AI browsing from a standalone browser into the main ChatGPT app, where more users can ask questions, research brands, and complete tasks. That gives ChatGPT another way to shape discovery beyond traditional search results.
Google updated the canonicalization troubleshooting guide to clarify how long it may take for Google to reflect those fixes within the Google search results. Google said “after fixing content issues, Google might hold pages in a duplicate cluster for up to two weeks.”
What was changed. Google added a whole new section of content to the top of the page specifying the timing of canonicalization fixes, i.e. up to two weeks. Google also spoke about clustering and how pages need to be different enough to be clustered or canonicalized as one.
Here is what was added:
Why we care. Knowing canonicalization fixes can take up to two weeks after Google processes your fix is good to know. This way, you don’t keep trying to make changes to the page until Google has had the full two weeks to handle your update.
ChatGPT Ads has sent out an email to advertisers announcing new ChatGPT Ads Manager updates and ChatGPT Ads experience updates. The updates include custom audiences, new overview tab, suggested ad drafts, as well as a refreshed ad card format and expanding ads in Japan and South Korea.
Overview tab: You can monitor account health, review recommended tasks that can help improve campaign performance, and analyze key performance metrics in a larger, more flexible trend chart.
Suggested ad drafts: If your campaign could benefit from broader content coverage to optimize delivery, you may see the option to select ‘Add new ad’ in your campaign view. This feature uses existing website metadata to prefill an ad draft with an image, title, and description for you to review, edit, and assign to a campaign and ad group. It does not generate new copy or imagery with AI. We covered this in more detail over here earlier this week.
ChatGPT Ads are live in Japan and South Korea: Campaigns can now target users in Japan and South Korea, expanding reach for advertisers doing business in those markets.
Refreshed static ad card format: OpenAI is starting to roll out a refreshed static ad card format across web and mobile that is more compact and easier to read, with larger visual elements. This actually rolled out in late June. Here is the before and after:
Why we care. ChatGPT Ads are new, and OpenAI continues to add new features, expand to new markets and test new ad formats and treatements.
Make sure you stay on top of these changes, experiment and continue to fine-tune your ad creatives and campaigns.
YouTube expanded Ask YouTube to signed-in U.S. desktop viewers 13 and older, moving its conversational search experience beyond a Premium-only test.
What is Ask YouTube? Ask YouTube lets users type natural-language questions into the YouTube search bar and receive responses that combine text, video clips, long-form videos, and Shorts. Users can also ask follow-up questions to refine results.
Access expands. When YouTube announced the test in April, Ask YouTube was limited to U.S. YouTube Premium members 18 and older who opted in through youtube.com/new. On July 6, YouTube expanded it to signed-in U.S. viewers 13 and older using English-language searches on desktop.
Signed-out viewers and supervised accounts remain excluded.
YouTube said it will roll out the feature to more devices, languages, and users worldwide in the coming months.
YouTube standard Search isn’t going away. Users can switch back to traditional video results by clicking All on an Ask YouTube results page or by returning to the Home page. Ask YouTube remains a separate search option rather than a replacement for standard YouTube Search.
Views count for creators. YouTube said videos featured in Ask YouTube responses give creators another way to be discovered.
Views from Shorts, videos, and previews shown in Ask YouTube responses count toward total view metrics and YouTube Partner Program eligibility. Featured videos also display the video title and channel name.
YouTube said creators can improve their chances of appearing by publishing unique, high-quality content with clear chapters and descriptive titles. Those signals help its systems match video segments to viewer questions.
Why we care. YouTube is putting conversational search in front of a much larger group of U.S. desktop users. Your videos may need clear titles, chapters, and segments that answer specific questions well enough to appear in Ask YouTube responses.
What it looks like. Here’s a GIF of Ask YouTube in action:
Advanced architecture is no longer just technical structure. It determines whether your content can be found, understood, and surfaced by search engines and AI systems.
Our next SMX Now on July 15 features Shari Thurow, co-founder, information scientist, and search director at the Information Architecture Gateway. She’ll explain how advanced architecture works and where most AI, SEO, and site development workflows fall short.
The session introduces a five-phase framework Thurow has tested through decades of client work with organizations including Microsoft, Google Cloud, Abbott Laboratories, CVS Pharmacy, WebMD, Sony Music, the Library of Congress, Best Buy, and Merriam-Webster. You’ll learn how architecture decisions shape labeling systems, wayfinding networks, taxonomy, wireframes, and AI access to valuable content.
It also challenges long-standing misconceptions, including the three-click rule, the idea that taxonomy is only a hierarchy, and the belief that AI can generate effective wireframes without a deeper architectural model.
You’ll leave with a practical framework for building sites that communicate more clearly with users, search engines, and human-centered AI systems.