Fair client question. SGD’s short answer: related idea, usually not the same thing.
When a person clicks a result, the hop is still on google.com. In most stacks traffic still lands as google / organic. Google hasn’t published a full referrer policy, so small leaks to Direct are possible. That’s not the headline.
What does fill Direct (direct) / (none) is a different movie: bots and scrapers that already know your URL (because they resolved /goto, bought a SERP API, or found it elsewhere) and hit you without a Search click. No referrer. Looks like “direct traffic.” Often it’s just bots.
So at SGD we split it:
- Real Google clicks → Organic (cross-check Search Console)
- Machines arriving cold → Direct / bot filters
- /goto → mainly a tools problem, not “all SEO became Direct”