Info Edge reports that Shiksha’s decline in traffic from AI-powered search is now directly impacting billings.
Q4 FY26 billings dropped 13% year-over-year, the platform’s first decline in six quarters.
CEO Hitesh Oberoi acknowledged the “AI Search headwinds,” noting that Google increasingly answers queries directly rather than directing users to websites.
Shiksha is the education arm of Info Edge. It reported a 13% decline in billings to Rs 45.1 crore for the quarter ended March 31, 2026 (Q4 FY26), down from Rs 51.8 crore in the year-ago quarter.
Shiksha is now focusing on domestic counselling, AI voice bots, and service-led monetisation instead of traffic-driven growth.
Source: Medianama
Google is killing their golden goose, aka google ads.
If nobody visits websites anymore, google's ad clicks will go down, and in return people will stop paying to display ads.