By Jesse Math, Vice President, Strategic Partnerships, Keen Decision Systems
Search has been the foundation of performance marketing and the modern media mix for a long time. It was the most measurable channel we had, the cleanest signal of intent, and the place where most marketers learned what good looked like. Honestly, a whole generation of marketing leaders built their careers on it.
That foundation just shifted with Google’s recent changes to the search bar. AI Mode is now the default Google experience. Gemini 3.5 Flash is sitting in front of the query. Agents are running searches in the background. Generative UI is replacing the ten blue links with answers and embedded actions. People are getting what they need without ever clicking through, and the click is the unit the entire performance stack was built to count.
Here’s the part most teams aren’t sitting with yet: the standard conventions are over. Not evolving. Over. The session-based, last-touch, ROAS-on-a-dashboard view of the world is going to keep producing numbers, and those numbers are going to be increasingly disconnected from what actually drove the sale.
We’ve seen this coming for a while. Our recent survey of marketing leaders found the largest share now name incremental sales and lift as their most-trusted metric, and they rated ROAS the single most overrated one. A 2023 Skai/BWG study found no statistical correlation between reported ROAS and actual incremental ROAS, meaning the number teams have been optimizing against for years didn’t reliably reflect the lift they were trying to drive. The instinct that something was off has been right. The data agrees. AI Mode just accelerates the timeline.
So, what does forward-looking actually mean here?
It means the marketers who win the next cycle will break a few habits. They’ll stop treating the search box as a measurement system and start treating it as a surface; one of many that influence buying, none of which can be fully credited on their own. They’ll move off platform-reported ROAS as the scorecard, because reported ROAS doesn’t survive a world where the click isn’t the unit of demand anymore. They’ll get comfortable measuring decisions on incrementality and on contribution to actual revenue, including the long-tail brand effects that don’t show up in a 7-day window. And they’ll plan against probability, not against last quarter’s heuristics, because the heuristics were trained on a search experience that no longer exists.
The teams that try to optimize harder inside the old system will spend the next twelve months chasing numbers that look right and feel wrong. The teams that move first will rebuild around outcomes the new search experience can’t take away from them: net revenue, net profit, share. Same outcomes that mattered before AI Mode. The difference is they’ll be the only outcomes that still hold up.
This is the part to keep saying out loud to your teams, your CFO, and your board: the foundation we’ve all been operating in is different now, and more changes are coming. Plan for it. Don’t wait for the dashboards to catch up; they’re measuring a world that’s already gone.
