Services could be hit at some point too
Recently Netflix started avoiding paying Apple its 30% in-app purchase fee.
I wonder what the deal actually is between Netflix and Apple.
I find it strange that if Apple is unhappy with Netflix bypassing their payment system they still promote them in their app store and within the Apple TV interface.
If Apple wanted to put their foot down and stop Netflix bypassing they could really hurt them.
So, I think Netflix has a deal with Apple and don't, in fact, pay 30% (or 15% after a year) but it's not been made public. Imagine if Apple or Netflix (and actually Spotify too) disclosed this?
Apple could suffer a host of not only PR issues but antitrust issues that would lead to a potential massive drop in their "Services" revenue.
Apple are not fair in their charges to developers of IOS apps. Especially subscription apps with content served from developer's servers at the developer's own costs.