It would be interesting if Netflix decided to straight up call Apple's bluff on their revenue restriction. Would Apple risk losing Netflix on the iPhone to enforce their rule about web signup links? Netflix is a ubiquitous expectation, and if it got delisted, Google and Samsung would have a field day talking about how you had to get an Android to get Netflix.
The answer is yes. They already fought with Spotify over this. Spotify had to clean up their game quite a bit to pass App Store review. Apple still has plenty of leverage. Being the highest grossing app on the platform is a double edged sword - and Netflix needs to be on iOS even more than Apple needs them to. But it's very unlikely that Apple would go so far as to delist Netflix. Apple will just reject the new updates until Netflix submits a version that plays by the rules. If Apple delisted an approved (live) version of any app based on something extra that turned up during review of a newer update, and the change wasn't in the live version, that would be unprecedented as far as I know, and likely an error that would be corrected promptly. And the Netflix user base is so big, there's almost no way that error would be allowed to happen.
There’s no bluff . Sure Netflix could live on without iOS. But what would be the point of giving up 70% of iOS because they couldn’t get the 30%. It’s not even a problem for them . They’ll be able to move it to the browser just fine and keep 100% they just won’t be able to link it from the app . There’s no fight to be had . Apple has a stronger reason for not linking to external websites where users would be asked to put in their credit cards then just to make sure they get their 30% from the netflixes of the world.
Why can Netflix just use the mobile browser? Are they allowing downloads for offline viewing? If they are only online streaming I see no reason at all to even have an app. Just a mobile web page. Can somebody enlighten me?