From https://developer.apple.com/support/core-technology-fee/ > First annual install. This is the first time an app is installed by an account in the EU in a 12-month period. After each first annual install, the app may be installed any number of times by the same account for the next 12 months with no additional charge. Okay... > A first annual install may result from an app’s first-time install, a reinstall, or an…
Or maybe that's their hail mary for the next round.