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IAC in “The Web Loses Its Clicks”

IAC Inc.

Bear sideStableExposure: not rated yet

Several IAC internet properties depend on search referrals and performance marketing vulnerable to zero-click answers.

IAC impact map — “The Web Loses Its Clicks”

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Price history, marked with story events

Aug 8, 2023 – Aug 8, 2024 · 253 sessions

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Full story

The Web Loses Its Clicks

AI answers and agents are replacing links, weakening the economics of search, marketplaces and the open web.

BEAR side — Several IAC internet properties depend on search referrals and performance marketing vulnerable to zero-click answers.

Read the full The Web Loses Its Clicks story

Bull side

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Bear side

2 stories
  • IAC in “The Web Loses Its Clicks”

    StableExposure: not rated yet
    Viewing

    AI answers and agents are replacing links, weakening the economics of search, marketplaces and the open web.

    Several IAC internet properties depend on search referrals and performance marketing vulnerable to zero-click answers.

  • AI Agents Tax the Open Web

    IAC in “AI Agents Tax the Open Web”

    FadingExposure: not rated yet

    Answers replace links, rewarding platforms with proprietary audiences while starving businesses built on search referrals.

    IAC's portfolio of internet properties is broadly exposed to declining organic search referrals and higher customer-acquisition costs.