Earlier quoted context omitted.
Apple only gets a cut if you go through them for in app purchases. Content providers do not have to offer in app purchases and many don’t. There has always been an exception for apps that only allow you to view content.
Right, restrictions over signup. It's also a weird, ill-defined line for "viewing apps," too. As we saw with Hey last year, you can't tell them to go to the website to sign up and you can't just have an app that does nothing if you don't signup, either. Amazon chose to avoid this fight with Kindle years ago and everyone I talk to is confused why they can't buy books from their iPhone/iPad. Mostly because Amazon can't…
There is a huge difference between having to follow one rule and submitting your app to the store and being required to make a revenue and ad sharing deal.
The proof is in the pudding. Every streaming service has always supported iOS from day one. Then you hear “we are still waiting to make a deal with Roku”.