Netflix only needs apple for distribution because apple has locked down the system so much that you are forced to go through them. Apple has added very little value and we had better systems before where you could just visit a URL and view content without needing Microsoft for distribution.
I think we’re saying the same thing. Apple can do whatever it wants with it’s ecosystem but it doesn’t matter to Netflix. Netflix customers and Apple customers can be the same people but they are indifferent to how these companies interact with eachother. “Apple” customers expect Netflix on their devices and “Netflix” customers expect to be able to consume their content on whatever phone they happen to have.
