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http://www.webmasterworld.com/google/4739952.htm [webmasterworld.com] by aakk9999 - 2:27 pm on Apr 1, 2015
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My guess is: Google changed something when referring a visitor, not showing were they originally came from.
I saw this too. Freaked out big time when I saw the percent drop in Google referrers. I also noticed pages missing from the SERPS - but not consistently. Sometimes a particular page would be there and sometimes it wouldn't. And I don't mean just not ranking, I mean not indexed at all. Odd thing was, our traffic was up overall during this.