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by evilantnie 2151 days ago
Apple's market share when it comes to streaming video is not as dominant as it is for mobile apps. Samsung, Android, and WebOS platforms out-share them by quite a bit, Amazon had already established their app in those markets, along with the success of the firestick.

This was all about subscriptions, and the customers weren't watching or had stopped watching on apple devices in 2016/17, so Apple was willing to concede the rev share % to retain subscriptions that started on their platform. Now Apple gets to count those numbers as subs, even if they aren't watching on Apple devices anymore.