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Industry Trends March 3, 2025 5 min read

Chegg v. Google: The AI Overviews Fight Every Publisher Should Watch

Chegg's antitrust suit claims AI Overviews keep readers from ever reaching its site. Whatever the outcome, publishers need a plan for search traffic that answers more and clicks less.

HR
HBDR Research
March 3, 2025

What Chegg filed

On February 24, 2025, education company Chegg sued Google and Alphabet in federal court in Washington, D.C., alleging that Google's AI Overviews, the AI-generated summaries shown at the top of many search results, have taken traffic and revenue that would otherwise have reached its site. The suit brings claims under Sections 1 and 2 of the Sherman Act, including reciprocal dealing and monopoly maintenance, along with unjust enrichment. The same day, alongside fourth-quarter results that showed a 24% year-over-year revenue decline, Chegg said it was reviewing strategic alternatives, including a possible sale or taking the company private. TechCrunch's report covers the filing.

Chegg's core argument is that Google effectively requires publishers to let their content be used in AI-generated answers as the price of appearing in search at all, and then keeps users on Google's page. Google told reporters it would defend against the suit, saying that every day it sends billions of clicks to sites across the web and that AI Overviews send traffic to a greater diversity of sites.

The case will take a long time to resolve, and it may not succeed. But it is the first antitrust suit from a single company aimed squarely at AI Overviews, and it puts in writing a concern many publishers have been raising since the feature rolled out broadly in the U.S. in May 2024.

Why this is a publisher problem, not just a Chegg problem

Chegg is an unusually exposed business: much of its content answers specific questions, which is exactly the kind of query an AI summary can resolve without a click. But many publishers have some content like that. Definitions, how-to steps, quick facts, conversions, product specs, recipe basics, sports results and simple explainers are all answerable on the results page. Education and reference publishers feel it most, but news, lifestyle and B2B sites have exposure too.

There is also a control issue. Google offers a Google-Extended token in robots.txt that lets sites opt out of some uses of their content for Gemini models, but Google's documentation says it does not affect a site's inclusion or ranking in Google Search, and AI Overviews are part of Search. For practical purposes, a site that wants search traffic cannot opt out of AI Overviews without also opting out of search. That is precisely the structure Chegg is challenging.

What to do while the lawyers argue

1. Measure your real exposure

Do not rely on anecdotes. Segment organic search traffic by content type and query intent. Compare clicks, impressions and click-through rate over the past year for pages that answer simple factual questions versus pages that offer depth, tools, opinion or original reporting. In many cases impressions hold steady while clicks fall, which is the signature of answers being consumed on the results page.

2. Shift effort toward content that summaries don't replace

Original reporting, analysis, interactive tools, calculators, comparison data you maintain, community discussion and strong personalities are difficult to compress into a paragraph. For an education publisher, that might mean practice tools and worked examples; for a B2B publisher, proprietary data and benchmarks; for lifestyle, tested methods with real photography and a recognizable voice.

3. Build traffic you own

Newsletters, apps, podcasts, push notifications and logged-in experiences all reduce dependence on a single referrer. They also produce first-party audiences that are more valuable to advertisers than anonymous search visitors. Treat email signups as a primary goal on high-intent pages, not a footer afterthought.

4. Earn more from each session

If fewer visits arrive, each one has to work harder. That is an ad operations question as much as an editorial one:

  • Track revenue per session, not just page RPM. It shows whether layout and content changes actually increase yield from the visitors you still get.
  • Improve recirculation. Related content modules, series navigation and clear next steps lengthen sessions and add high-viewability impressions.
  • Tune the wrapper for the traffic you have. If more of your audience now arrives direct or from newsletters, their device mix and engagement differ from search visitors. Revisit timeouts, floors and lazy-loading thresholds with current data.
  • Sell the loyal audience directly. Returning readers who come through newsletters and direct visits are a strong basis for private marketplace deals.

5. Watch referrals from AI tools

AI assistants and answer engines do send some traffic, typically small but growing, and often to deeper, more specific pages. Make sure your analytics correctly classify these referrers so you can see the trend rather than lumping them into direct traffic.

What to watch next

Key questions include whether Chegg's claims survive Google's expected motion to dismiss, whether other publishers file similar suits, and whether regulators treat publishers' ability to opt out of AI features separately from search as a competition issue. Google also still faces remedies in the separate search monopoly case. The Justice Department's initial proposal there, filed in November 2024, would require Google to let publishers opt out of having their content used to train or fine-tune its AI models or displayed as AI-generated content on its results page. If a version of that survives, it would give publishers the separate control that Chegg says it lacks today.

Meanwhile, keep a simple dashboard: organic clicks and click-through rate for your top answer-style pages, revenue per session from search visitors versus other sources, and newsletter or registered-user growth. Those three lines will tell you, month by month, whether your business is getting less dependent on a results page you do not control.

The lawsuit asks who gets the value from a publisher's answers. Your job this year is to make sure the answers only you can give are the ones driving your revenue.

Search traffic will keep changing regardless of how this case ends. A monetization setup that tracks yield per session, and adapts as the traffic mix shifts, is the part you control.

Tags: ai search seo traffic education antitrust

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