Their customers are hit the hardest by the shift away from google search to AI. They probably are the right company to try to help them monetize their content.
What does the traffic from Google Search look like though?
I can't imagine all the low effort content farms that were providing things like dictionary definitions or ridiculously elongated ad-stuffed versions of kitchen recipes are doing too hot under the pressure from AI Overviews. And they can't be the only ones impacted.