Both Netflix and Spotify are having mounting problems with user retention and growth. Pulling their apps off of the official, most highly-trafficked, App Store is literally suicide for them. Not to mention the inherent difficulty of creating and maintaining their own app stores, of which trying to convince users to sign up for would be a hurdle on its own.

Perhaps they could team up with Facebook and create a rival app store of those who don’t want to pay the 30% tax. Of which they can all hemorrhage users together- it should be noted that FB is also having issues maintaining and growing DAU.