Here's what public companies have said about AI & SEO in the past few days.
AI has had an obvious impact on search traffic, and in raw numbers hasn't been able to replace it.
Over the years I've reported on this, companies have been fairly consistent in saying referrals from AI don't make up a big percentage of their overall traffic, but bring higher-intent visitors.
Different businesses are of course impacted in different ways.
It makes logical sense that AI platforms aren't getting all of the attribution "credit" from their recommendations, but that's probably a topic for another post.
This is my first time sharing a quote from Hostelworld, which I've been learning more about.
While they're known as a budget travel platform, they're growing on the social network side, with messaging between members up 65% year over year.
When asked about AI platforms being a source of customers, CEO Gary Morrison said, "I think the rules are still being written about how you get cited and how you get traffic. It's a bit of a watching brief."
He also mentioned they had no plans to sell their data to help improve LLMs, and would be using it as their moat to increase revenue.
As always, there's much more to investor updates than I can share in these summaries, so always do your own research before making investment or marketing decisions.
I love diving into these calls, and hope these simplified takes are still interesting.