But most likely it wasn’t an Apple referral that made them download the app in the first place. They heard about a show from friends or on social media. It certainly wasn’t Apple promotion. Why would Apple be promoting Netflix content when they have their own streaming service?Ah yes, we can’t know everything that’s for sure!
What do we know in this case?
1. They installed Netflix from the App Store
2. They were not a Netflix customer
3. They want to sign up for Netflix
Not seeing any way to do this, they might open a browser and go to Netflix.com. Or they might swipe over to Instagram. Or they might…well you get the idea.
Under the new model, they will see a link that takes them to the Netflix sign up page in Safari. They are much more likely to sign up for Netflix.
For this REFERRAL to Netflix, they would owe Apple the App Store commission. But only if they actually sign up.
Sounds like a win.
The fact that someone has to sign up for a Netflix subscription before the app becomes functional has nothing to do with Apple.