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Vendor reportSemrush, 2 Jul 2026

Over six months the share of US commercial SERPs with a Google AI Overview rose 71% while the transactional share fell 5%

Channel validation

Reader Note:
Averages across the ten industries in the U.S. desktop dataset, Nov 2025 to Apr 2026. Semrush defines commercial intent as research mode - comparing options, looking for deals - and transactional intent as action mode, ready to buy; the two moved in opposite directions over the same six months, which is why both numbers sit on one card. The -5% is the average: the article names Computers & electronics (+80.45%) and News (+45.96%) as the only transactional exceptions.
Evidence:
Observed behaviour
Vendor interest:
High — This comes from a company with a commercial interest in this market, so it is not a neutral source.
Sample:
Analysis of more than 600,000 keywords from the Semrush U.S. desktop database, segmented by industry, search intent, and CPC, covering November 2025 to April 2026.

Good for

Comparing yourself against a similar segment, and choosing what to test next.

Not for

  • Saying that one thing caused another, or predicting what you would get.
  • This comes from a company with a commercial interest in this market, so it is not a neutral source.
  • This is an aggregated or average number that covers very different cases. Real results in a particular segment may differ.
Channel validationTrend

20% of Gen Z and 17% of Millennials discover new brands through influencer endorsements, vs 12% of Gen X and 5% of Boomers

Vendor report

GWI, 2026

20% of Gen Z and 17% of Millennials discover new brands through influencer endorsements, vs 12% of Gen X and 5% of Boomers

Go deeper on this topic

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