netmeg - 12:30 pm on Jul 30, 2013 (gmt 0)
On one of my sites I have seen direct traffic increase steadily but now believe that this is mostly Google traffic, presumeably with the referer missing.
What does your mobile traffic look like over time? Because this is exactly right - my biggest and second oldest looks like it's lost 25% search engine traffic in the past year, while the direct traffic is up over 100%. Adding things together, and cross checking devices, this can be pretty much entirely explained by iOS traffic showing as 'direct' in Analytics. If I didn't know that going in, I'd have probably had a heart attack, since all the rankings are fine as far as I can tell. But the mobile visitors are 50-70% of the total traffic now, depending on the time of year.