Sure! Essentially, they analyzed (I was not involved) the current SEO positioning (in given markets), our competitors positioning, the performance of our and their pages, and estimated the improvement we'd get from improving INP, thus the money saved.
Let me quote some internal comments
> What really impacts is whether we are in green zone or not and whether our competitors with the same type of pages are in a green zone or not. Hypothetically, if we are under the same conditions and same level of content the page that gets higher ranking is the one that has better user experience based on Core web vitals.
To sum up, we cannot attribute right now what would be the impact if Search page will be 200ms slower however we will be able to observe if over time, the average position will drop for these URLs thus can estimate impact on CTR.
Please keep in mind that this kind of analysis happen frequently in Preply to quantify the unquantifiable.
The real number could be 100K or 300K but it doesn't matter very much. What matters is the scale (1K, 10K, 100K, 1M) that allows to compare (always with a grain of salt) the gain of different initiatives. Even if this could sound weird, I think the exercise is worthwhile, and it's applied frequently to other initiatives (devex initiative, for example).