The quarterly earnings statement says something about, well, earnings. And earnings need not be directly linked to search traffic since Google has several revenue streams, also from other products and from selling data "wholesale." It is thus difficult to correlate earnings directly to search traffic.
As for the actual search traffic to Google, I can only refer to my own personal experience. I have certainly changed my habits after AI became mainstream, and as a consequence I now google a lot less. These days I will often hit up ChatGPT (or other AI services) instead of using Google, despite the "opinion" of ChatGPT perhaps being a little less accurate.
Again, doesn't say anything about traffic, just revenue.
Traffic would be interesting, because it's not that impacted by other factors such as inflation, recessions etc.
It's also important to note that search revenue is not positively impacted by organic searches, which I'd guess would be the majority of what ChatGPT replaces currently.
As for the actual search traffic to Google, I can only refer to my own personal experience. I have certainly changed my habits after AI became mainstream, and as a consequence I now google a lot less. These days I will often hit up ChatGPT (or other AI services) instead of using Google, despite the "opinion" of ChatGPT perhaps being a little less accurate.