^ So i think we can safely assume we have one definite conclusion. Google are actively managing the amount of free organic traffic to websites. This major issue is consistently being mentioned in many posts lately. I think most would agree this issue is a given.
from what i see (and i manage approx 15 websites for myself and for some clients) it is like a site now has a finite number of "free" hits it can get per day. A quota.
Google may often switch the free traffic streams foreign/mobile/buyintent/info etc. BUT the max total daily numbers remain constant (+/-).
This alone should beg a major explanation by Google and be added immediately into any ongoing anti trust case... it is a clear case of non disclosure and market position abuse...
"testing" = laughable excuse