It came down to the fact we required an email address and password for IAP so you could bring your subscription to the web or other platforms. While everyone else in the category did this, they decided that policy was going to change and we were just going to be the first people to deal with it. Since having an email-based account was core to the architecture and the UX, I went through a week of refactor hell to make emails/passwords optional to meet our launch date.
Since other apps still get to do this, it's clear the policy change message was BS. I've suspected a lot has had to do with Apple's ambitions in the streaming space and their desire to be in a position to offer bundling and other over the top services. They're already trying to control the UX with the TV app and are offering companies better rev share rates to do the integration work.
It seems like Netflix is daring Apple to pull them from the store. If that's what's happening then I applaud them. I understand that Apple may think they're protecting the consumer by creating a walled garden, but as a developer whose livelihood is tied to their decisions, I'm tired of being jerked around.