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Search & AI Surfaces
Quarterly intelligence on the market for search-intent traffic across two layers: the classic search auction (Google, Microsoft, Amazon) and the emerging AI answer layer (AI Overviews and AI Mode, ChatGPT, Copilot, Perplexity) — pricing, inventory maturity, the traffic shift away from open-web clicks, and the practical economics for operators who buy or monetize intent traffic.
- CadenceQuarterly
- FormatDigital report (PDF), delivered by download after purchase
- LicenseCompany-internal — perpetual, non-exclusive, internal use only (details)
- List priceUSD 4,950 per edition
What each edition contains
- The Surface Shift Index — a fixed rubric scoring each search and answer surface on reach, buyable inventory, open-web referral, cost visibility and measurability, tracked edition over edition.
- The classic auction — Google, Microsoft and Amazon search-cost benchmarks by lens and vertical, from first-party disclosures and disclosed-methodology panels.
- The AI answer layer — AI Overviews and AI Mode coverage by vertical, their effect on paid and organic click-through, and the AI-native ad surfaces (ChatGPT via Criteo, Copilot, Perplexity).
- The traffic shift and value extraction — zero-click search, AI referral share, crawl-to-refer ratios and the monetization of AI-sourced traffic.
- Sources and methodology appendix — the public data and grading approach behind every figure (see Methodology).
Built entirely on public data and aggregated market observations. Every buyer receives the identical edition; no customized cuts are sold.
Editions
Q3 2026 edition (Vol. 1, No. 1) — published July 2026
The inaugural edition maps the split between the classic search auction and the AI answer layer: the Surface Shift Index; Google Search cost across four lenses; AI Overviews coverage and the citation premium; Microsoft, Bing and Copilot; ChatGPT ads via Criteo; the zero-click traffic shift; Cloudflare crawl-to-refer economics; the monetization of AI-sourced traffic; vertical spotlights; and the outlook into 2027. 53 pages, 37 exhibits.
Order this edition — USD 4,950
Ordered by e-mail · invoiced in USD (international wire) · delivered by secure download link · company-internal license. By purchasing you agree to the Terms of Sale and Refund & Delivery Policy.
How to order: send the pre-filled order e-mail (button above) → we confirm availability and send an invoice with international wire instructions (USD) → delivery within 1 business day of payment by secure download link. Details in How to order.
The Q4 2026 edition covers the following quarter and is scheduled for publication in October 2026. Forthcoming editions cannot be pre-ordered; write to be notified on publication.
Methodology in brief
Every figure is compiled from public sources — company disclosures, disclosed-methodology benchmark panels, and first-party analytics reports — graded in place as reported or estimate, with divergent figures shown side by side, and passes a standardized editorial review before publication. Full details on the Methodology page.