I don't know if it's made any difference. Organic search traffic from them has slowly but steadily increased over the years.
Google now sometimes displays a snippet from my competitor's website for searches like "cheapest .io domain" [1]. The snippet seems pretty useless as it doesn't include any registrars' names/links (and my competitor's price info is quite outdated).
In these cases, since the snippet is the 1st thing users see in SERP, and doesn't provide enough info to fully answer the question, I'd wager that my competitor is ultimately receiving the majority of clicks from these snippets.